@ smyansak wrote:
Your Intermediary Company took $661.33 from my scheduled IRS Refund of $964.00 for services rendered. According to my program is it was not suppose to be that much. Can you explain this difference?
This is a user community forum. We can tell you how to check on it.
How do you know it was the intermediary company SBTPG that took it? The IRS may have lowered your Federal refund before it got to the intermediary company. Or are you also expecting a state refund? If so, the state refund comes separately in another deposit, and should not be considered in the expected amount from the intermediary company.
For the Federal refund amount that you submitted go only by the amount shown on your Form 1040, Line 35a. Do not go by any summary screen you may have seen in TurboTax that uses the term "total refund" and adds the Federal and state refunds together.
Then subtract the product fees plus the $40 service fee for that payment method ($45 for California filers).
Also check the IRS WMR tool to see if there is any message there. If the IRS lowered your Federal refund, they should send a letter in about 3 weeks or so. But sometimes they also leave a message in the WMR tool.
https://www.irs.gov/refunds
Here's how to check with the intermediary company SBTPG to see how they handled your Federal refund.
You can log into the SBTPG refund lookup tool at the link below. First use the "For Taxpayers" portal, then on the next page choose "Check with TPG."
https://www.sbtpg.com/
SBTPG also has a phone contact page at the following link. It also shows their business hours. Even when they are closed, you may be able to get automated info, or you can log in as above.
https://help.sbtpg.com/hc/en-us/articles/230084587-Contact-Information
