What is a refund transfer?

A Refund Transfer is a financial service provided by banks that lets taxpayers cover their filing fees using their federal tax refund, rather than paying upfront. This option is available only if you choose to e-file your return and are expecting a refund. Bank transfer products are optional. 

MyFreeTaxReturn.com is a tax software company that allows taxpayers to construct their tax return to be e-filed and transmit their refund with transfer services. The bank transfer & refund settlement products we offer are third party service conducted by Santa Barbara Tax Products Group (SBTPG). SBTPG handles the administration of your refund. This service allows taxpayers to file their tax return without needing to pay for our service fees upfront. If opted into this service, taxpayers will need to refer to SBTPG when seeking updates on the progress of their refund. 

This service charges a $29.95 transmission fee along with the existing service fees associated with your tax return. 

How to apply for refund transfer products 

1) Sign the Consent to Use Of Tax Return Information agreement. This will be shown at the beginning of the construction process and if needed, it can be added later by searching Consent to Use Of Tax Return Information in the search tool.

2) To apply this service, you must complete all the required fields to reach the Checkout Summary page in your tax return. Select Use my refund.