Paper RT's allow funds to be deducted, from a taxpayers refund even if their return has been rejected, and is unable to be e-filed. To complete a Paper-RT the return must be IRS rejected.
The most common reasons to use a Paper-RT include:
- IP Pin Required- Taxpayer cannot get IP Pin in their IRS account and does not have the letter.
- Dependent Claimed on another E-FILED Return- Our client should be claiming the dependent.
- Taxpayer SSN already Acknowledged- Cases of Identity Theft (Include Identity Theft Affidavit when mailing return).
How To Complete A Paper RT:
1. Open the Rejected Return.
2. Select the Print Drop-Down Menu.
3. Select Paper File RT.
Failure to print from the Print Menu and the Paper File RT option will result in issues with the refund being disbursed when the return funds.
4. Print the documents.
5. Prepare the return to be mailed. Include copies of forms with withholding. When mailing a return to the IRS the signatures must be physical signatures. Failure to use a physical signature will generate a letter from the IRS.
6. Transmit to Central Site so that the Paper RT information can be submitted to TPG.
Note: If State Return is required you will need to get it printed/signed and submit the state return as well.
Where Do I Mail The Paper RT?
Mail the Paper RT to the same address you would mail any other paper return. For a list of federal and state mailing addresses, please utilize our Mailing Addresses section.
What Happens After You Complete A Paper RT?
- The 1040 that was printed for the Paper File RT has TPG’s Direct Deposit Information on it, so when/if the IRS releases the refund it will be sent to TPG
- TPG will use the information that was submitted to them on the rejected return
- From there, the process should work as normal. TPG will deduct Prep Fees /Tax Advances and deposit them to the proper location
- The remaining refund will be distributed according to the choice on the Bank App.
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