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mcfoley52
New Member

Miss Tax Refund

Has anyone else experienced this, My 2023 tax return was filed early and accepted  - My tax refund status has said "sent to bank" for the past 2 years ... I have spoken to TurboTax, My bank, and the IRS a NUMBER of times, each time I am pointed in the direction of TurboTax being the issue. After over a year of phone calls, refund traces with the IRS etc. I found out that TurboTax not only fraudulently charged me for using a tax preparer but that they sent my tax refund to a random bank. I have been unable to get this situation rectified, nor have I received my tax refund. The IRS says my next step is hiring a Lawyer ...

If anyone has experienced this or found a way to get their tax refund back from Turbo Tax without a Lawyer I would greatly appreciate the information!

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2 Replies

Miss Tax Refund

Did you choose to pay your TurboTax fees by having the fees deducted from your federal refund?  If you made that choice, the problem may lie with the third party bank that handles refund processing.  

 

 

When you choose "refund processing"   TurboTax gets its fees when the IRS releases your refund.  Your refund goes to the third party bank.  The bank takes out your fees and then that bank sends the rest of the refund to you.

 

 

What is Refund Processing Service?

 

How can I see my TurboTax  fees?   

https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-account-billing/review-fees-turbo...

 

 

Santa Barbara Tax Products Group, LLC  (SBTPG) is the bank that handles the Refund Processing Service when you choose to have your TurboTax fees deducted from your refund. This option also has an additional charge from the bank that processes the transaction. 

 

You can contact them SBTPG, toll-free, at 1-877-908-7228 or go to their secure website www.sbtpg.com 

 

 

 

First you need to check the IRS refund site to see if your refund was issued, and look to see how much they issued.

 

https://www.irs.gov/refunds

 

 

 

 

 

 

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**
mcfoley52
New Member

Miss Tax Refund

Per my last comment, I did NOT select a tax preparer and appear to have been fraudulently charged for one. Furthermore, as previously stated I have spoken to the IRS, TurboTax, my bank AND SBTPG multiple times. Each entity kicks it back to TurboTax being the issue. My tax return on the IRS website for 2023 taxes status says my refund has NOT been deposited. I have done multiple refund traces and each time it says that TurboTax deposited in SBTPG and that it was never sent to my bank account, after close to 2 years of speaking with the IRS over this matter they have suggested I retain a lawyer. 

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