Seems a bit deceiving. Although you are pre approved based on what is on your return the bank doing the loans will also review your situation AND your credit report to determine if they will approve the advance nothing is certain until the return is filed that is in the contract you signed. When you enroll to offer Pay-by-Refund with TPG you are automatically opted in for TPG's Auto Collect feature. It shows on the IRS. 3 Check with your tax professional or software provider for availability. Learn more about where checks can be cashed. At first I had all green circle with a very small red piece, that said $7 was taken out. Give clients more time to request an advance. How can we help you? - Santa Barbara Tax Products Group Hand off your taxes, get expert help, or do it yourself. I signed the disclosure agreement allowing turbo tax to share my tax information to green dot bank to process my advance. Taxpayers can now log on to taxpayer.sbtpg.com to view the details of their refund disbursement processed by TPG. You can go to the Santa Barbara Tax Products Group website if you need assistance with your refund. 1 Check with the IRS To view your refund status Go to IRS website 2 Check with TPG To view your refund transfer details Login to TPG Need help? To run Pay-by-Refund reports in ProSeries Professional 2019 and prior: If your firm isn't part of a service bureau, this section will not apply to your company. I hope its better by mid-FebruarySmh. By clicking "Continue", you will leave the Community and be taken to that site instead. Tax professional log in. Not in my bank! You need your filing status, your Social Security number and the exact amount (line 35a of your 2021 Form 1040) of your federal refund to track your Federal refund: https://ttlc.intuit.com/questions/1899433-how-do-i-track-my-state-refund, https://ttlc.intuit.com/questions/1901548-why-do-some-refunds-take-longer-than-others. Tax professionals may issue checks from their office once IRS or state funding is received. . Ive never experienced this with TT before. Back . Therefore, your review page is showing a Direct Deposit to them. You can also read the terms and conditions for the refund advance byclicking here. Fees and limitations apply. You acknowledge that receiving this Refund Advance Loan has no impact or effect upon the timing of receiving your tax refund. @Tabathapay1 How did you pay for your Turbo Tax fees? We are glad you received your refund on time. To easily view rejection details for a bank application, we have provided details in the Pay-by-Refund HomeBase View. Taxpayers looking for a safe and easy alternative to a paper check can receive their refund on a GO2bank Visa Debit Card. I'm blowing this up all over and not recommending them to anyone. Step 2: File the tax return The tax return will include TPG's info so the IRS and/or the state will know where to send the tax refund. Whats the point? Called my bank and said it simply had not been received and it shows up immediately when it does. For instructions on running these reports see How do I run reports? TPG Refund Transfer details. Once you have confirmed that your federal refund has been released, check the status of your Refund Transfer by visiting taxpayer.sbtpg.com. Help. First, check your e-file status to see if your return was accepted: https://turbotax.intuit.com/tax-tools/efile-status-lookup/ Once your federal return has been accepted by the IRS, only the IRS has any control. If your federal income tax refund (Tax Refund) is paid by the IRS before the Loan is funded, your Loan will not be approved and the Loan will not be funded. GO2bank also operates under the following registered trade names: Green Dot Bank, GoBank and Bonneville Bank. These loans are free to the taxpayer and cost the preparer $39.95. How to check my refund status with IRS - TPG-TP - Santa Barbara Tax You have clicked a link to a site outside of the TurboTax Community. My DDD is 2/24 and still unfunded. 5 Available to tax professionals enrolled in our Standard Refund Transfer program that processed 40+ Refund Transfers in the previous tax season. Not even sure why I had to pay, but I see a lot of reviews about TPG and its not good. Once the tax return is prepared and a refund is expected, a Refund Transfer can be used to pay for tax preparation. Filing status. This my first year with fees. TPGs Fast Cash Advances program for refund advance loans eligible up to $500 and $1,000. By accepting all cookies, you agree to our use of cookies to deliver and maintain our services and site, improve the quality of Reddit, personalize Reddit content and advertising, and measure the effectiveness of advertising. If your federal income tax refund (Tax Refund) is paid by the IRS before the Loan is funded, your Loan will not be approved and the Loan will not be funded. If you chose to have your TurboTax fees deducted from your federal refund, that will take some extra time, while the third party bank handles the refund processing. Your loan amount will be based on a portion of your anticipated federal refund to a maximum of 50% of that refund amount (minus any stimulus payment credit, also known as Recovery Rebate Credit). Santa Barbara Tax Products Group is used to process your refund when you elect to have your tax preparation fees deducted from your refund. Privacy Policy. If you want to run a report for multiple clients, hold down the, While on the Service Bureau Options screen press and hold down the. Materials available while supplies last. Santa Barbara TPG Home - tax products that make tax time easy There is no funds received by me or at the bank. **Disclaimer: Every effort has been made to offer the most correct information possible. My tpg still says unfunded But my deposit date is tomorrow - Intuit Cost is $4 or less for checks up to $1,000 and $8 or less for checks up to $7,500. For a return to be eligible for a Pay-by-Refund bank product, it must meet the following criteria: The return must have a refund larger than the preparer fees and bank fees. The process for printing checks in ProSeries has changed. All bs, they said I would get a 1k advance and once the IRS approved it. ProSeries will now download the most current status from the Intuit Electronic Filing Server. And no money? If you signed up for Pay With My Refund, your refund will be handled through the Santa Barbara Tax Products Group (SBTPG, formerly SBBT). Approved - Find the $ amount of loans issued and the number of taxpayers that have received a loan Here are some other reasons you may have received this email: You can contact SBTPG toll-free at 1-877-908-7228 or go to their secure website if you need more information. Have you now received your funds? SBTG site says mine was deposited to my bank 2/8. Loans are offered in amounts from $500-$7,000 and are offered both pre-IRS acknowledgment of the tax return and post-IRS acknowledgment of the tax return. How to login to the TPG website - TPG-TP - Santa Barbara Tax Products spoke to SBTG they told me the delay is due to so many returns being processed it takes time for TT to transmit the info to SBTG. This isnt right. Follow the TPG instructions to print checks. See. Disbursement details are no longer printed on the check stub, however, a bank product information page, TPG_INFO, can still be printed the view mode of Drake Tax. You can contact SBTPG (also known as Civista Bank) by calling 877-908-7228. Who is Santa Barbara Tax Products Group? They just tell you we dont know why youre declined. this my first year with fees also but SBTPG got my refund yesterday, and is the day before the DDD which is 2/16, then and I got my refund literally 6:18 in the morning. All of these registered trade names are used by, and refer to, a single FDIC-insured bank, Green Dot Bank. This fee can be waived through a $39.95 rebate at the end of tax season when the loan is disbursed and IRS-funded on a prepaid Green Dot card. Pay for tax preparation with your tax refund TPG takes all associated fees out of your tax refund, making it easy to pay for tax preparation. IRS tax refund deposit must be received by 5/31/23. If I am not recieving the advance that was agreed upon, then I don't believe they have the right to give the banks my tax information? State Pay-by-Refund can only be e-filed if a federal return is being processed with Pay-by-Refund as well. The amount of the Loan for which you qualify will depend, in part, on the amount of your estimated income tax refund. In-season Fast Cash Advance available first day of filing. See all 11 articles. Hand off your taxes, get expert help, or do it yourself. I have been reading in this tax group that some people who didnt have credits had a ddd of 2/9/22 but have failed to receive their funds. Not all consumers will qualify for a loan or for the maximum loan amount. We'll help you get started or pick up where you left off. By clicking "Continue", you will leave the Community and be taken to that site instead. I did not recieve that email because I was approved for a specified amount. The base fee for Pay-by-Refund is $59.90. Press 1 for English. and our Complete the client's tax return and clear any error messages. You must select the refund advance option, efile the return, and then the final decision will be emailed to you. You may not receive the Refund Advance if one of these factors doesnt meet the qualifying standards of the lender. Enter the whole dollar amount only. Free Edition tax filing. Then directed to set up the turbo debit card account. Questions about prior year tax filings? You have clicked a link to a site outside of the TurboTax Community. No, that is a lie they will NOT be able to assist anyone. We'll help you get started or pick up where you left off. If your fees were taken out per SBTPG, you will have to follow up with your bank. Using a bank account that belongs to another person Learn more. About us . The amount of the loan and applicable interest will be deducted from tax refunds and reduce the amount that is paid directly to the taxpayer from the refund. Archived post. Whether using a tax professional or doing it yourself, select the pay-by-refund option before your tax return is filed. Thr bank keeps saying they have nothing but TurboTax last night told me the IRS will be sending my federal like they did my state ? The taxpayer portal is the best way to review detailed and updated information regarding the disbursement. I havent heard anything. Must be enrolled in the standard Refund Transfer program to qualify for standard pricing; all discount programs offered through TPG are subject to other pricing. All about the refund | Ask the Experts Live Ev Premier investment & rental property taxes. Not all consumers will qualify for a loan or for the maximum loan amount. Its all a big scheme probably for credit karma to get more people to sign up for a checking account with them. Deposits under any of these trade names are deposits with Green Dot Bank and are aggregated for deposit insurance coverage up to the allowable limits. Did the information on this page answer your question? Taxpayer info . Real experts - to help or even do your taxes for you. It's horrible other are dealing with issues but at least I know it's not just me . And even if the IRS gave you that date, it's not tomorrow yet. We have not yet committed to make any Loan. What's the status of my refund? All about the refund | Ask the Experts Live Ev Premier investment & rental property taxes. Trouble logging in? Starting in tax year 2020, ProSeries Professional and ProSeries Basic no longer have the ability to print checks from within the program. I was told as soon as they receive the return status they will make their decision. TurboTax only gave you an estimated date for your refund---that was not a promise. Please call 1-888-679-8122 for further assistance. If your expected refund amount is $4,507.00 enter 4507). It may be a good idea for their administrators to do some PR right now. Originally started by John Dundon, an Enrolled Agent, who represents people against the IRS, /r/IRS has grown into an excellent portal for quality information from any number of tax professionals, and Reddit contributing members. IRS Wheres my fund tool says my Direct Deposit was sent to my bank on 2/16/2022 and I do not see anything funded on my account. This includes a technology fee of $19.95. What happens after a Fast Cash Advance is approved? Major banks and prepaid card holders are all in the same boat. View refund status. Fast Cash Advance notifications. Tax Pro Website webtaxpayer - Santa Barbara Tax Products Group The amount of the loan and applicable interest will be deducted from tax refunds and reduce the amount that is paid directly to the taxpayer from the refund. What happens if my direct deposit is returned? Check the status of your Refund Transfer Optional Step - Check with Treasury Offset Program You have clicked a link to a site outside of the TurboTax Community. Clients are notified the moment they are approved, reducing phone calls from clients asking if they are approved. Here are some other reasons you may have received this email: An incorrectly entered bank account number in your direct deposit information Learn more. Currently, check cashing at Walmart is not available in NJ and NY. I'm confused. Status of Application; Approval and Funding of Loan. I used Turbo tax and the credit karma card and I dont want this issue. The amount of the Loan for which you qualify will depend, in part, on the amount of your estimated income tax refund. They said call back friday alot of people with 2/24 dates has been sent to anothet.department to be fixed for some reason. Based on your representations made during the application process and in this Agreement, we agree as follows. How can we help you? - Santa Barbara Tax Products Group TurboTax is committed to protecting your personal information. Simply sign in to TPG's taxpayer portalusing the information from your client's return. GO2bank Visa Debit Card. It's either deliberately misleading customers, or signing on false terms..? The IRS did not start accepting returns until 1/24 so anything prior to that would not have had an initial approval should see some approvals within the next couple days. Refund Transfer. It is the amount of expected refund due to the taxpayer as acknowledged by the IRS (Form 1040,line 35a). You may have received an email from our partner Santa Barbara Tax Products Group (SBTPG) regarding a hold on your federal refund. Tax professional dashboard - TPG - Santa Barbara Tax Products Group