What do I do if the IRS will not process my refund claim because they say the wages and withholdings reported on my 1040X do not match their records?

Forum|Forum|3 years ago
November 21, 2022
2 replies
0 views

I received a late W2, which prompted my submission of an amended return (1040X). The 1040X was accepted but I received an IRS letter (LTR 916C) instead of the refund I was owed (the refund was due to excess Social Security withholding). I have checked the accuracy of my 1040X and sent a subsequent explanatory letter to the IRS, but I received the same response from them (via a LTR 972C). I'm stressed, please help!

TurboTax Deluxe Online

VolvoGirl

Employee

Are you married? Did you both have W2s? You only get the excess SS back if one person had more than the max, not both combined. If one spouse had more than 1 employer and paid more than $8,853.60 in Social Security tax (box 4) combined you get the excess back on your tax return. You assigned both spouse's W2 to the same person so it looked like that person went over the max.

jennifer-morseAuthor

Thanks. Yes, I am married, but only one person went over the max (and that was accurately reflected in the 1040X).

Mike9241

did you e-file the amended return?

it is possible the employer never submitted the w-2 to the Social Security Adm. Employers are supposed to submit them to the SSA and then the SSA computers send the wage info to the IRS computers. try calling the employer but you may not get the right answer.

if you mailed the amended return did you include a copy of the W-2? if not I would resubmit the 1040-X with the w-2. the IRS is behind in processing paper returns so it could take 6 months or more before you hear anything from them. (or call to find out what to do, maybe you can fax them a copy). if you mail it use a method where you can get proof of delivery

one other thing to do is get a wage transcript from the IRS to see how that matches up with what you reported. you can get it online if you have already set up an account otherwise you'll have to do it.

https://sa.www4.irs.gov/secureaccess/ui/?TYPE=33554433&REALMOID=06-00008e4d-63f6-1187-a229-7c2b0ad00000&GUID=&SMAUTHREASON=0&METHOD=GET&SMAGENTNAME=-SM-u0ktItgVFneUJDzkQ7tjvLYXyclDooCJJ7%2bjXGjg3YC5id2x9riHE98hoVgd1BBv&TARGET=-SM-http%3a%2f%2fsa%2ewww4%2eirs%2egov%2ficce--core%2fload%2fgettrans%2fpages%2favailableTranscripts%2exhtml

if that is what the IRS is missing from its records, you can try calling it at 800-829-1040

warning the iRS phone lines are often busy you may have to make many attempts

explain your situation, and ask the agent what you should do
First choose your language.
Then 2
Then 1

Then 3

Then 2

When asked for SSN do nothing it will ask twice

Then 2

Then 4

the IRS will need contact info for the employer and depending on what the employer does this could take some time

finally after maybe half a dozen attempts to get through to the IRS which fail you can try your states IRS Taxpayers Advocate

you can try contacting the IRS Tax Advoate in your state.

2343287

I'm unable to receive my W-2s online why

MindyB

If you are trying to access your W-2 online, you can contact your company's payroll department to help you. If that is unsuccessful, you can request they mail a paper copy to your new address. The IRS will also assist you, but they prefer you to wait until the end of February. At that time, you can contact the IRS Taxpayer Assistance Center here: Taxpayer Assistance Center Office Locator

Here is an article with more information: What To Do If You Haven't Received a W-2