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sangk
Returning Member

Tax payment with spouse's account

I'm filing married jointly and I have federal and state (CA) tax due. My spouse and I would like to use my spouse's checking account for payment so we had prepared the money in her account. This is her individual account, not a joint account. Now that we're ready to file, we were going through the steps, and although we had put in the bank routing/account info, I see there was nowhere to put in the bank account holder's name. I saw posts online that bank may reject transactions if the name don't match with the information IRS provides when making the transaction. Does IRS give both my name and my spouse's name, and will the bank allow the withdrawal since it matches my spouse's name?

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1 Reply

Tax payment with spouse's account

I don't see that this will cause a problem.

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