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Tax Refunds and Exceptions 2025 - Recorded Webinar

Recorded On: 02/20/2025

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    • PALS Add On - $249
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 
AAP/APRP credits 1.8


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Tax Refunds and Exceptions 2025 Handout
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Open to download resource.
Tax Refunds and Exceptions 2025 Video
Open to view video.
Open to view video.
Certificate
1.8 credits  |  Certificate available
1.8 credits  |  Certificate available