Instructions For 1040 Ez Form - Internal Revenue Service - 2005 Page 18

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Form 1040EZ — Lines 9 Through 11d
Line 9
Lines 11b Through 11d
Add lines 7 and 8. Enter the total on line 9.
DIRECT
DEPOSIT
Amount paid with extension of time to file.
If you filed Form 4868
Simple. Safe. Secure.
to get an automatic extension of time to file, include in the total on
Fast Refunds! Choose direct deposit— a fast, simple, safe,
line 9 any amount you paid with that form or by electronic funds
withdrawal or credit card. If you paid by credit card, do not include
secure way to have your refund deposited automatically into
on line 9 the convenience fee you were charged. To the left of line
your checking or savings account.
9, enter “Form 4868” and show the amount paid.
Why Use Direct Deposit?
Line 10
You get your refund fast — in half the time as paper filers if
you e-file.
Tax
Payment is more secure — there is no check to get lost.
Do you want the IRS to figure your tax for you?
More convenient. No trip to the bank to deposit your check.
Saves tax dollars. A refund by direct deposit costs less than a
Yes. See Pub. 967 for details, including who is eligible and
check.
what to do. If you have paid too much, we will send you a
refund. If you did not pay enough, we will send you a bill.
Complete lines 11b through 11d if you want us to directly
deposit the amount shown on line 11a into your checking or savings
No. Use the Tax Table that starts on page 24.
account at a bank or other financial institution (such as a mutual
fund, brokerage firm, or credit union) in the United States. Other-
wise, we will send you a check.
Refund
If you do not want your refund directly deposited into your
Note.
account, draw a line through the boxes on lines 11b and 11d.
Line 11a
If line 11a is under $1, we will send the refund only if you request it
Check with your financial institution to make sure your
!
when you file your return. If you want to check the status of your
direct deposit will be accepted and to get the correct
refund, please wait at least 6 weeks (3 weeks if you filed electroni-
routing and account numbers. The IRS is not responsi-
CAUTION
cally) from the date you filed to do so. But if you filed Form 8379
ble for a lost refund if you enter the wrong account
with your return, allow 14 weeks (11 weeks if you filed electroni-
information.
cally). See page 6 for details.
If you file a joint return and fill in lines 11b through 11d, you are
If your refund is large, you may want to decrease the
appointing your spouse as an agent to receive the refund. This
amount of income tax withheld from your pay by filing
TIP
appointment cannot be changed later.
a new Form W-4. See Income tax withholding and esti-
mated tax payments for 2006 on page 21.
The routing number must be nine digits. The first two
Line 11b.
digits must be 01 through 12 or 21 through 32. Otherwise, the direct
deposit will be rejected and a check sent instead. On the sample
Refund Offset
check on page 19, the routing number is 250250025.
If you owe past-due federal tax, state income tax, child support,
Your check may state that it is payable through a financial
spousal support, or certain federal nontax debts, such as student
institution different from the one at which you have your checking
loans, all or part of the refund on line 11a may be used (offset) to
account. If so, do not use the routing number on that check. Instead,
pay the past-due amount. Offsets for federal taxes are made by the
contact your financial institution for the correct routing number to
IRS. All other offsets are made by the Treasury Department’s
enter on line 11b.
Financial Management Service (FMS). For federal tax offsets, you
will receive a notice from the IRS. For all other offsets, you will
The account number can be up to 17 characters (both
Line 11d.
receive a notice from FMS. To find out if you may have an offset or
numbers and letters). Include hyphens but omit spaces and special
if you have a question about it, contact the agency(ies) you owe the
symbols. Enter the number from left to right and leave any unused
debt to.
boxes blank. On the sample check on page 19, the account number
is 20202086. Do not include the check number.
If you file a joint return and your spouse has
Injured spouse claim.
not paid past-due federal tax, state income tax, child support,
Some financial institutions will not allow a joint refund
spousal support, or a federal nontax debt, such as a student loan,
!
to be deposited into an individual account. The IRS is
part or all of the refund on line 11a may be used (offset) to pay the
not responsible if a financial institution rejects a direct
past-due amount. But your part of the refund may be refunded to
CAUTION
deposit. If the direct deposit is rejected, a check will be
you if certain conditions apply and you complete Form 8379. For
sent instead.
details, use TeleTax topic 203 (see page 6) or see Form 8379.
Need more information or forms? See page 5.
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