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Case Type Consumer Skills Developed Client Interviewing/Negotiation/Working with Government Agencies

Case #19-0044602

Client seeks assistance with recovering his tax refund. In February 2017, client made a typographical error when filing his taxes and accidentally sent his tax refund of $4,919 to someone else’s account. Client attempted to work with the IRS and the bank at issue, American Heritage Credit Union, to reclaim the tax refund, but he has been unsuccessful. A volunteer is needed to negotiate with the bank to allow client to reclaim his tax refund.