
Tax Refunds and Exceptions 2025 - Recorded Webinar
Recorded On: 02/20/2025
-
Register
- Non-member - $499
- Regular Member - $249
- Platinum Elite Training Club - Free!
- Platinum Plus Training Club - Free!
- Platinum Single Training Club - Free!
- PALS Add On - $249
Already registered?
Log in now.
For 2024, the IRS processed more than 163 million tax returns and other forms and issued more than $329 billion in tax refunds. Incorrect handling of incoming tax refunds can make the Receiving Depository Financial Institution (RDFI) liable and create the possibility for large losses. This webinar covers:
Rights and requirements of each participant
Proper handling of deposits for deceased recipients
Account number and name-matching requirements
Processes for incorrect account numbers
A review to correctly handle exceptions