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My federal tax return was accepted six months ago, and my refund has still not been issued. How can I get this resolved?

Forum|Forum|3 years ago
October 15, 2022
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@NCPERSON1 you have kindly answered this when the subject line was "three months ago" but ... still says in process and there's no clear way to contact the IRS for information. You have told other posters here to be patient, and to check their "transcript" ... so what is that? Also, there was an address change so IRS may have sent me paper mail and are waiting for response. Is that possible if I e-filed? Wonder if there's any way to make an appointment with local IRS to see if that is the case, or if that would help at all. At least I'd be talking to a human with access to records not available elsewhere.

Best answer by Critter-3

Have you checked the IRS website to see if they have a transcript of your return / amended return

Request Online

What You Need

To register and use this service, you need:

your SSN, date of birth, filing status and mailing address from latest tax return,
access to your email account,
your personal account number from a credit card, mortgage, home equity loan, home equity line of credit or car loan, and
a mobile phone with your name on the account.

What You Get

All transcript types are available online
View, print or download your transcript
Username and password to return later

https://www.irs.gov/individuals/get-transcript

See this IRS website for federal tax refund FAQ's - https://www.irs.gov/refunds/tax-season-refund-frequently-asked-questions

Only the IRS controls when and if a tax refund is Approved and Sent.

Call the IRS: 1-800-829-1040 hours 7 AM - 7 PM local time Monday-Friday

When calling the IRS do NOT choose the first option re: "Refund", or it will send you to an automated phone line.

So after first choosing your language, then do NOT choose Option 1 (refund info). Choose option 2 for "personal income tax" instead.

Then press 1 for "form, tax history, or payment".

Then press 3 "for all other questions."

Then press 2 "for all other questions."

- When it asks you to enter your SSN or EIN to access your account information, don’t enter anything.

- After it asks twice, you will get another menu.

Then press 2 for personal or individual tax questions.

Then press 4 for all other inquiries.

It should then transfer you to an agent.

Or you can contact your local IRS office. See this IRS website for local IRS offices - http://www.irs.gov/uac/Contact-Your-Local-IRS-Office-1 or call 1-844-545-5640 to set up an appointment

Or you may want to contact a Taxpayer Advocate in your area. See this IRS website for Taxpayer Advocate in your area and a toll free number - http://www.irs.gov/Advocate/Local-Taxpayer-Advocate

X

xmasbaby0

Employee

Did you send a change of address to the IRS?

CHANGE OF ADDRESS

https://www.irs.gov/faqs/irs-procedures/address-changes/address-changes

As you were told several months ago, there are a lot of delays for 2021 refunds. TurboTax does not receive any information about your refund after you file your tax return. Your source of information is the IRS and the IRS refund site.

Once your federal return has been accepted by the IRS, only the IRS has any control. TurboTax does not receive any updates from the IRS. Your ONLY source of information about your refund now is the IRS.

You need your filing status, your Social Security number and the exact amount (line 35a of your 2021 Form 1040) of your federal refund to track your Federal refund:

https://www.irs.gov/refunds

To track your state refund:

https://ttlc.intuit.com/questions/1899433-how-do-i-track-my-state-refund

https://ttlc.intuit.com/questions/1901548-why-do-some-refunds-take-longer-than-others

If you chose to have your TurboTax fees deducted from your federal refund, that will take some extra time, while the third party bank handles the refund processing.

https://www.irs.gov/refunds/tax-season-refund-frequently-asked-questions

https://ttlc.intuit.com/questions/2840013-does-accepted-mean-my-refund-is-approved

https://ttlc.intuit.com/questions/2724106-my-return-is-accepted-but-still-not-approved-is-there-a-problem-should-i-be-worried

OR——if you filed by mail, expect a long wait. It is taking the very backlogged IRS six to nine months to process mailed returns. Until a human opens your envelope and enters the data into the system, nothing will even show up on the refund site, so you will have to be very patient.

To call the IRS:IRS: 800-829-1040 hours 7 AM - 7 PM local time Mon-Fri

Listen to each menu before making the selection.

First choose your language. Press 1 for English.

Then do NOT choose the first choice re: "Refund", or it will send you to an automated phone line.

Instead, press 2 for "personal income tax".

Then press 1 for "form, tax history, or payment".

Then press 3 "for all other questions."

Then press 2 "for all other questions." It should then transfer you to an agent.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

DoninGA

Employee

@NCPERSON1 Has not been in this forum for a couple of months.

The IRS is taking 6 to 9 months and longer to process 2021 tax returns due to various reasons. There are millions of taxpayers waiting for their 2021 tax return to be processed and to receive their tax refunds.

Go to this IRS website for information on the status of tax returns filed in 2022 - https://www.irs.gov/newsroom/irs-operations-during-covid-19-mission-critical-functions-continue

You can try calling the IRS but be prepared for a lot of frustration in getting contact with an agent.

Call the IRS: 1-800-829-1040 hours 7 AM - 7 PM local time Monday-Friday
When calling the IRS do NOT choose the first option re: "Refund", or it will send you to an automated phone line.
So after first choosing your language, then do NOT choose Option 1 (refund info). Choose option 2 for "personal income tax" instead.
Then press 1 for "form, tax history, or payment".
Then press 3 "for all other questions."
Then press 2 "for all other questions."
- When it asks you to enter your SSN or EIN to access your account information, don't enter anything.
- After it asks twice, you will get another menu.

Press 2 for personal or individual tax questions.
Then press 4 for all other inquiries
It should then transfer you to an agent.
Or you can contact your local IRS office. See this IRS website for local IRS offices - http://www.irs.gov/uac/Contact-Your-Local-IRS-Office-1 or call 1-844-545-5640 to set up an appointment

A

Al_EndAuthor

Setting up a local appointment has been (for several months) been looping to "goodbye" even after making you wait 10-20 mins. on hold. I will try filing the change of address, but it isn't clear they'll resend anything they may have sent to the "old" address, and as you point out the -1040 # is largely an exercise in futility where they loop you around to the Wheres-my-refund-phone-game without ever offering a live person. Sigh ...

Critter-3Answer

Have you checked the IRS website to see if they have a transcript of your return / amended return

Request Online

What You Need

To register and use this service, you need:

your SSN, date of birth, filing status and mailing address from latest tax return,
access to your email account,
your personal account number from a credit card, mortgage, home equity loan, home equity line of credit or car loan, and
a mobile phone with your name on the account.

What You Get

All transcript types are available online
View, print or download your transcript
Username and password to return later

https://www.irs.gov/individuals/get-transcript

See this IRS website for federal tax refund FAQ's - https://www.irs.gov/refunds/tax-season-refund-frequently-asked-questions

Only the IRS controls when and if a tax refund is Approved and Sent.

Call the IRS: 1-800-829-1040 hours 7 AM - 7 PM local time Monday-Friday

When calling the IRS do NOT choose the first option re: "Refund", or it will send you to an automated phone line.

So after first choosing your language, then do NOT choose Option 1 (refund info). Choose option 2 for "personal income tax" instead.

Then press 1 for "form, tax history, or payment".

Then press 3 "for all other questions."

Then press 2 "for all other questions."

- When it asks you to enter your SSN or EIN to access your account information, don’t enter anything.

- After it asks twice, you will get another menu.

Then press 2 for personal or individual tax questions.

Then press 4 for all other inquiries.

It should then transfer you to an agent.

Or you can contact your local IRS office. See this IRS website for local IRS offices - http://www.irs.gov/uac/Contact-Your-Local-IRS-Office-1 or call 1-844-545-5640 to set up an appointment

Or you may want to contact a Taxpayer Advocate in your area. See this IRS website for Taxpayer Advocate in your area and a toll free number - http://www.irs.gov/Advocate/Local-Taxpayer-Advocate

VolvoGirl

Employee

The IRS got far behind the last couple years because of Covid-19. They might still be processing some 2020 returns. Try the Tax Advocate

Home - Taxpayer Advocate Service (TAS) - Taxpayer Advocate Service

A

Al_EndAuthor

This was 2021 Return, *e*-filed 3/22/22! I will send the Change of Address f8222 but it may end up adding to the delay.

X

xmasbaby0

Employee

@Al_End If the IRS needs to send anything to you in the mail, it would be best if they have the correct address. For example, if you give incorrect banking information to the IRS for your direct deposit, and the bank rejects the deposit, the IRS has to mail you a check. Or...if the IRS needs additional information in order to process your return, they send you a request for that information in the mail.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**