Exception Tracking Spreadsheet (TicklerTrax™)
Downloaded by more than 1,000 bankers. Free Excel spreadsheet to help you track missing and expiring documents for credit and loans, deposits, trusts, and more. Visualize your exception data in interactive charts and graphs. Provided by bank technology vendor, AccuSystems. Download TicklerTrax for free.
Economic impact payments information
Treasury and the IRS yesterday announced that distribution of economic impact payments will begin in the next three weeks and will be distributed automatically, with no action required for most people. However, some seniors and others who typically do not file returns will need to submit a simple tax return to receive the stimulus payment. The notice included FAQs concerning the payments.
People may ask their bankers about several of the issues covered, including:
- Who is eligible for the economic impact payments?
- How will the IRS know where to send my payment?
- The IRS does not have my direct deposit information. What can I do?
- I am not typically required to file a tax return. Can I still receive my payment?
- How can I file the tax return needed to receive my economic impact payment?
- I have not filed my tax return for 2018 or 2019. Can I still receive an economic impact payment?
- I need to file a tax return. How long are the economic impact payments available?
- Where can I get more information?
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