Missing a refund?

• Position: Wait at least 25 days - Brief article

If you have clients who have not received their direct deposit refund, they should wait at least 25 working days from the authorized date of the refund [seven days for e-file returns and eight weeks for paper-filed returns) before calling the FTB. When they call, an FTB agent witt verify the return was filed, the routing number and bank account information. Your client will need to fax the agent a bank statement showing that the deposit was not made to their account.

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Once the FTB receives the fax, it will send your client FTB 3851, Taxpayer Affidavit of Misdirected Refund Deposit, to complete and return. In addition, the taxpayer must notify their bank or...