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What is an erroneous claim for refund?

The Erroneous Claim for Refund or Credit penalty applies if you submit a claim for refund or credit of income tax for an excessive amount and a reasonable cause does not apply.

What happens if I get a tax refund by mistake?

A. The IRS encourages taxpayers to discuss the issue with their financial institutions because they may need to close bank accounts. Taxpayers receiving erroneous refunds should also contact their tax preparers immediately. There are established procedures they should follow to return erroneous funds. Receive a Completely Unexpected IRS Tax Refund in Your Bank commercebank.com pdf news-and-insights commercebank.com pdf news-and-insights

How do I return an erroneous refund to the IRS?

Write Void in the endorsement section on the back of the check. Submit the check immediately, but no later than 21 days, to the appropriate IRS location listed below. The location is based on the city (possibly abbreviated) on the bottom text line in front of the words TAX REFUND on your refund check.

What is the penalty for an erroneous claim for refund?

In cases of erroneous claim for refund or credit, a penalty amount is 20 percent of the excessive amount claimed. An excessive amount is defined as the amount of the claim for refund or credit that exceeds the amount allowable for any taxable year. Erroneous Claim for Refund or Credit | Internal Revenue Service IRS (.gov) payments erroneous-claim-for IRS (.gov) payments erroneous-claim-for

What is the meaning of erroneous refund?

An erroneous refund is defined as the receipt of any money from the Service to which the recipient is not entitled. This definition includes all erroneous refunds regardless of taxpayer intent or whether the error that caused the erroneous refund was made by the IRS, the taxpayer, or a third party.

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