Question

Santa Barbare Tax Products Group has put me on hold. I used Turbo Tax and not TPG. How can they do this??

Forum|Forum|7 years ago
June 5, 2019
2 replies
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TurboTax Self Employed Online

Employee

TurboTax partners with SBTPG. If you chose the option to pay out of your Federal refund, then SBTPG sets up a temporary bank account in your name at an intermediary bank to receive the funds from the IRS. The TurboTax product fees are subtracted at that bank, then the remainder is sent in another deposit to you.

You can log in to your temporary account at SBTPG, and can also get info via their 24-hour automated phone. Live support is available at SBTPG on weekdays.

See the full info in the Answer section below.

M

mesquitebean

Employee

If you chose to pay your TurboTax fees out of your Federal refund, your funds will first go to a temporary account at an intermediary bank--either Civista Bank of Sandusky, Ohio, or Green Dot Bank. At the intermediary bank the fees are subtracted, then the rest of your funds are sent on to your bank in a second deposit. The company that handles that is SBTPG (Santa Barbara Tax Products Group.)

Less commonly there can be delays at the intermediary bank, and additional ID info, etc. might be required.

If for any reason the second deposit fails (the one that is actually to your bank), it will bounce back to SBTPG's bank who will issue you a paper check in the mail.

Once the IRS has released your funds, you can log into your temporary account at SBTPG to see the status of your funds.

To log in, choose the taxpayer portal at:
https://cisc.sbtpg.com

SBTPG also has a 24-hour automated phone line with information about your refund, as well as live support during the day. Here is the contact page. Scroll down about half way to see the Live Support number and 24-hour automated support number.

https://help.sbtpg.com/hc/en-us/articles/230084587-Contact-Information