As you know, each year in our handy-dandy tax organizer packet, we ask you to provide us with either a voided check or a direct deposit/debit authorization form. This form provides us with your routing and account information for use in depositing refunds or debiting taxes due.
Recently, there have been a number of cases where the routing number on the check and the routing number of the actual bank/financial institution do not match. As you can imagine, that results in delays, issuing paper checks instead of direct deposits, or notices of late payments, when no such thing should have occurred. So we sleuthed out what was going on and discovered that Bank of America (and possibly other banks as well) have different routing numbers based on the state in which you opened your account.
So what does that mean for you? If you have any doubt about the account you are using for your direct deposit/debit on your tax return, your absolute safest bet is to get a free direct deposit form from your bank and submit that to us with your tax info.
We are, as always, here to help.