Electronic Fund Withdrawal

[rtsietsema]

Does the IRS allow an EFW from an account that is not in the name of the taxpayer? I have a dependent with a balance due and the parents want the draft from their account. The dependent has no account.

I’m sure for refunds the name on the account needs to match a name on the 1040, but what about EFW?

Thanks…..

[BOB W]

The bank may have a problem completing the withdrawal, not the IRS.

[TAX4US]

I had that happen 2 times. The bank would not honor the request because the daughters name was not on the account. Happened at Federal and state level both.

[FEDUKE404]

I went to IRS web site, made a 2021 Form 1040-V payment for my married daughter using my personal bank account, and everything went fine.
Her "name" obviously does not match my name.

[ATSMAN]

Some banks are more vigilant that others. Over the years I have had situations where the child's refund (same last name and address) went to the parent's account. This was not known to me when I processed th return.

[FEDUKE404]

Some banks are more vigilant that others. Over the years I have had situations where the child's refund (same last name and address) went to the parent's account. This was not known to me when I processed th return.

No "child" was involved here, as daughter is in her 30s.
I did have to jump through some hoops at the official IRS payment site, IIRC more to prove who SHE was first and then provide my RTN/DAN for the payment.
(Bank involved is Wells Fargo.)