280719
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

Dwill9191
New Member

I received PE1, I understand its a third party who deposits funds. My Refund was over $4000 (from the IRS), i received $1600 so far. Will I get the rest in installments?

My state wasn't 15$ someone missed up my money and I need that like now I need the third party number

I received PE1, I understand its a third party who deposits funds. My Refund was over $4000 (from the IRS), i received $1600 so far. Will I get the rest in installments?


@Dwill9191 wrote:

My state wasn't 15$ someone missed up my money and I need that like now I need the third party number


A state tax refund is not sent to the third party processor, Santa Barbara Tax Product Group.  It is sent by your state.

If your state tax refund was less than what was on your state tax return, then you need to contact your state department  of revenue for the reason - https://ttlc.intuit.com/community/state-taxes/help/how-do-i-contact-my-state-department-of-revenue/0...

The state will be sending you a letter in the mail in a few weeks with the explanation.

I received PE1, I understand its a third party who deposits funds. My Refund was over $4000 (from the IRS), i received $1600 so far. Will I get the rest in installments?

I was supposed to get 1683 but they only gave me $600 why is that TurboTax fees are only like a 145$?

AmyC
Expert Alumni

I received PE1, I understand its a third party who deposits funds. My Refund was over $4000 (from the IRS), i received $1600 so far. Will I get the rest in installments?

Something is not right! SBTPG is the bank. If you owed them money, they would have taken it. If the IRS did not give them the full amount, then someone took it from the IRS for debt like school, kids, etc.

 

You need to find out if the IRS took some of the money or SBTPG or if there is another problem.

 

The IRS treasury offset phone number is 800-304-3107. You can learn more at Topic No. 203 Reduced Refund | Internal Revenue Service.

 

SBTPG can be contacted at  800-717-7228 or 877-908-7228. Website Santa Barbara Tax Products Group website

 

@Timothy1980 Good luck!

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

I received PE1, I understand its a third party who deposits funds. My Refund was over $4000 (from the IRS), i received $1600 so far. Will I get the rest in installments?

@Timothy1980   What was suppose to be 1683?  That sounds like your 2019 Refund?  $600 sounds like the second stimulus check.  Might be for 2 different things.  

Alec2
Returning Member

I received PE1, I understand its a third party who deposits funds. My Refund was over $4000 (from the IRS), i received $1600 so far. Will I get the rest in installments?

I need a copy of my return

I received PE1, I understand its a third party who deposits funds. My Refund was over $4000 (from the IRS), i received $1600 so far. Will I get the rest in installments?


@Alec2 wrote:

I need a copy of my return


To access your current or prior year online tax returns sign onto the TurboTax website with the User ID you used to create the account - https://myturbotax.intuit.com/

Scroll down to the bottom of the screen and on the section Your tax returns & documents click on Show.  Click on the Year and Click on Download/print return (PDF)

Or -

When you sign onto your online account and land on the Tax Home web page, scroll down and click on Add a state. 

This will take you back to the 2020 online tax return.

Click on Tax Tools on the left side of the online program screen.  Then click on Print Center.  Then click on Print, save or preview this year's return.  Choose the option Include government and TurboTax worksheets

I received PE1, I understand its a third party who deposits funds. My Refund was over $4000 (from the IRS), i received $1600 so far. Will I get the rest in installments?

Hello, did you ever figure this out? I'm having same problem

AmyC
Expert Alumni

I received PE1, I understand its a third party who deposits funds. My Refund was over $4000 (from the IRS), i received $1600 so far. Will I get the rest in installments?

@ashleyhernandez9 

 

There are multiple reasons for your possible refund. The IRS is doing refunds and stimulus checks in stages depending on your specific situation. You could be one of those getting a second amount later. You could also have owed the IRS or others and some of your money was taken as an offset. You may made a mistake with a typo or regarding your stimulus.

 

If you are among the many in the two part series, it is just a waiting game. If there was an offset or mistake, you will receive a letter with more information.

 

Each return must be cross checked for the normal and now with the new laws:

  • stimulus- is it correct, pay missing amounts, do they need to be added for the new stimulus
  • unemployment - is it on there, was it filed with the $10,200 subtraction, does it need to be adjusted
  • premium tax credit - is it on there, is there an amount due, adjust the return
  • EIC - is it on, were they banned, is there a record of release to claim?
  • Child credit -anybody else claim, how old are kids, what is allowed
  • and so on for still more, it is a long process this year to check each return for so many things.

 

The IRS is also processing returns mailed in last year and handling the current stimulus. They have scheduled this summer to adjust unemployment on this year's returns.

 

The more items on your return, the more complicated the processing, becoming a two part refund.

 

They paid what was more easily verified is the most likely reason.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question