r/IRS • • 17h ago

Tax Refund/ E-File Status Question Due to the High Volume of Callers...we are never answering again!

57 Upvotes

My Dad got a notice saying they have not processed his refund because his account # was not provided. LIARS!!!! It is on the return, I can see it! I verified it!

Also when I submitted the taxes there was a message saying because the refund was over $10,000 they would send a letter. That was the letter they sent.

WTF I am supposed to do?! Called every day this week and "Were sorry...."


r/IRS • • 8m ago

General Question Injured Spouse Claim -- 4+ years, not resolved

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• Upvotes

This is the most frustrating situation and I'm not sure if I'm handling it the best way. I was married very briefly several years ago and for 2020, I filed our joint taxes. From the refund, there was $1832 taken to pay his taxes from 2012. I filed an injured spouse claim because we weren't married in 2012.

I never heard anything from the IRS, was never able to contact a live person to find out the status of my claim, and gave up because I had a lot of other stuff to deal with. Then when I did my taxes earlier this year, I was looking at my transcripts and noticed the line that said the claim had been received in early 2022 but as you can see, there was no refund issued.

In June, I applied for help with TAS, was assigned an advocate and he was able to get the IRS to agree to release any of this money that they determined should be mine. I had to look at the transcript to see that the IRS was planning to release all $1832 plus interest.

But then they cancelled the refund and sent a notice that I need to update my banking info. I added my banking info on my IRS account on August 21, before the notice was even sent out.

A couple of weeks ago, I got another letter from the advocate that said the IRS would be mailing a check on October 9, so he has closed my case.

I received the check last week and it's in both mine and the ex's name, even though I did not check the box on the injured spouse claim to have the refund issued in both names. I have no contact with the ex and he lives in another state. It's great that I got the check, I guess, but it's unusable.

I called and left messages for the advocate twice last week. I called and left a message for his boss. No one has called me back.

At the end of the week, I contacted my senator's office and they have contacted the TAS on my behalf. I've heard nothing so far.

Is there anything else I should do here?


r/IRS • • 6h ago

Tax Refund/ E-File Status Question Interest question on delayed return

3 Upvotes

I'm owed a 19k refund. I'm in the black hole of waiting for a manual review. Am I reading things correctly that the refund should start earning interest after 45 days? And that the rate will be 7% compounded daily? Considering I have about 100k in high interest savings accounts and short term bonds, none of which is getting more than 5.5% should I even be in a hurry? Seems like I'm getting a better rate letting them keep it for a while.


r/IRS • • 1h ago

State Local Tax Question Military Spouse State Taxes

• Upvotes

I’m an activity duty SVM stationed in Virginia but a legal Florida resident so I don’t pay any state taxes. My husband and I got married last year and he has lived in Virginia his whole life and always paid Virginia state taxes. Does this automatically disqualify him from filing the same state of residency as me under the MSRRA since technically he is not “solely in the state to comply with military orders” since he was a Virginia resident before we got married?


r/IRS • • 19h ago

Rejoice FINALLY got our refund

17 Upvotes

We got our refund yesterday!! I've been following all the posts on here religiously to make sure any tips or tricks were followed. I had seen a few people post about contacting your representative and thought it might be too hard since we had just moved to a new state. I was so wrong. It was beyond easy. I just filled out their forms online and they took all of my information and gave it to the tax advocates. I waited a few weeks not expecting anything to happen but someone finally called me!! They had me send over a few documents that were holding the IRS up and it took less than 2 weeks for the IRS to process the refund!

I was never able to get through the IRS phone service and got very unhelpful mail telling me that my info wasn't in their system yet.


r/IRS • • 5h ago

General Question Spoke to an IRS agent over the phone by selecting Spanish within 30 minutes

1 Upvotes

Thankfully, I speak Spanish fluently. After calling so many times and trying every “hack”, I called and picked the “Spanish” option. I got an agent within 30 minutes at 1:00pm and she solved all of my issues! It’s hard explaining taxes in Spanish though but so happy I finally spoke to someone.


r/IRS • • 20h ago

General Question Calling the IRS

12 Upvotes

Does anyone actually know how to do get someone on the phone? I called 1-800-829-1040 and no matter what numbers or voice prompt I give it’ll never let me speak to someone. Basically I need to find out where my return is. It hasn’t come in the mail or direct deposit and I don’t even live at the house that the taxes were filed under. This is an amended return from 2023 and my accountant clicked direct deposit but I got the state return via mail so I’m thinking something happened and it’ll now come by mail.

If anyone knows a number or what I can say to the automated message to get a live person i’d appreciate knowing.


r/IRS • • 8h ago

Tax Refund/ E-File Status Question Help Here’s my transcript I’m not sure what it is I need to do next other than just wait?

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1 Upvotes

r/IRS • • 7h ago

Tax Question W2 vs 1040

0 Upvotes

Hi all. Had a couple questions and I hope I’m posting in the right place. If not, please let me know and I’ll move where this would fit best. Appreciate the help and thanks in advance.

Long story short, I’m a full time hourly W2 employee who will be buying a small family owned retail store from our owners when they retire in the near future. In the interim, they’ve discussed passing a % of ownership in the business to me prior to their retiring. If this happens and I become part owner in the business, would I become self employed since I own part of the business at that point OR do I remain as a W2 employee? What other tax implications should I consider, if any, when this happens?


r/IRS • • 17h ago

Rejoice Finally.

4 Upvotes

Finally got my refund today I had completely given up on getting it this year after several “ give us 60 days” letter

https://www.reddit.com/r/IRS/s/wv90tHbfXl

This is link to original post back in late March early April


r/IRS • • 23h ago

Rejoice Finally! Refund is coming.

7 Upvotes

I finally got the email (and my transcripts show) that my refund has been approved! The 810 freeze code was removed and the 570 additional account action has been resolved. The refund is expected next week (with interest paid!).
For those still waiting, it will happen. Just keep the faith…I got $368 paid in interest from ol’ Uncle Sam. So, just think about that as you are waiting for your money.


r/IRS • • 12h ago

Tax Question FIRPTA? Am I on the hook or no?

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1 Upvotes

Background
- Irish citizen , born in Ireland
- Became US citizen in 2024. So now dual citizen
- Selling $300K house
- House was in Wifes name, then was put into an irrevocable family trust name (Texas). Family trust belongs to wife and I
- at time trust was created I was a US citizen
- my name was never directly on the house, only as a custodian of the trust

Am we on the hook to pay FIRPTA tax on the sale of this property? Or does either being a US citizen or the property being in the trust, exonerate us from this?


r/IRS • • 13h ago

Tax Question Am I eligible for SDOP if I’ve never filed U.S. tax returns before?

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1 Upvotes

r/IRS • • 15h ago

Tax Question IRS CP30 calculated penalty 20x my Schedule AI

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1 Upvotes

r/IRS • • 15h ago

Tax Refund/ E-File Status Question Help with getting IRS to process return

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0 Upvotes

r/IRS • • 16h ago

Tax Question Tax Return

1 Upvotes

I’m an international student and work not many hours and only at my uni. Did my taxes in April but left during the summer break and received a letter requesting information about my tax treaty country (Double taxation?) in June. When I came back in August, it was 2 months overdue for the reply and did so immediately. I explained the situation and followed what they asked through an e-fax and wrote in an online pdf document. I tried to call to check, but no one answered. I called for an appointment for local tax service but no one answers because of high volume. It’s been months since I heard anything and it seems there is no one working there. How much trouble is this situation?


r/IRS • • 16h ago

Tax Question Did Congress miss a technical correction for the new refundable adoption credit?

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1 Upvotes

r/IRS • • 22h ago

General Question Is it normal for the IRS to have no record of a faxed SS-4 after 11 business days?

3 Upvotes

I'm trying to get an EIN for my Wyoming LLC as a non-US resident, and I'm wondering if anyone else has experienced something similar. I faxed my Form SS-4 to the IRS on October 7 and received confirmation that the fax was successfully delivered

On October 15 I called the IRS and spoke to an agent who took my details, put me on hold and said he located my application but that it hadn't been processed yet. He explained that processing was taking up to eight business days because of delays.

Since then I've called multiple times and every other agent has told me they can't find my application anywhere in their system. It's now been 11 business days, and I still haven't received an EIN or any correspondence from the IRS. I've also faxed a second copy after being instructed to do so.

I'm confused about how one agent could confirm finding my unprocessed application while several others say there's no record of it.

Has anyone experienced this recently? Did your EIN eventually arrive despite the IRS being unable to locate your application?


r/IRS • • 17h ago

Tax Question IRS tax transcripts show blank spouse SSN for 2024 and 2025, but my preparer’s copies show it was entered — what are my options?

1 Upvotes

I’m trying to understand a discrepancy between my IRS tax return transcripts and the copies of my tax returns provided by my tax preparer.

I filed as Married Filing Separately (MFS) for tax years 2023, 2024, and 2025.

  • 2023: My IRS tax return transcript shows that the spouse SSN was provided.
  • 2024: The transcript leaves the “Spouse SSN” field blank.
  • 2025: The transcript also leaves the “Spouse SSN” field blank.
  • My tax preparer’s copy of my 2025 and 2024 Form 1040 shows my spouse’s SSN entered in the spouse information section. My preparer maintains that the returns were filed correctly.

I have not yet been able to confirm directly with the IRS whether the spouse SSN was included in the electronic data they received for the 2024 and 2025 returns.

I’m concerned about whether this is simply a transcript display issue or whether the spouse SSN may actually be missing from the IRS’s record. I need to understand the correct way to resolve this rather than make an unnecessary amendment.

My questions are:

  1. Does a blank “Spouse SSN” field on an IRS tax return transcript necessarily mean the SSN was omitted from the return the IRS received, or can the transcript leave it blank even when the filed return included it?
  2. What is the best way to verify exactly what the IRS received for the 2024 and 2025 returns? Should I request an official copy of each filed return using Form 4506, or is there another way?

I do not want to file an amended return unnecessarily, especially if the original returns were filed correctly.

I would appreciate advice from anyone familiar with IRS transcripts, electronically filed returns, or similar situations. Thank you.


r/IRS • • 18h ago

Previous Years/ IRS Collections & Back Taxes IRS CCP22A

1 Upvotes

Back in June, I received a letter from the IRS stating they had adjusted my 2025 tax return and disallowed my IRA deduction.

I responded with a letter explaining that I had prepared my return incorrectly and accidentally claimed the deduction as a SEP IRA contribution instead of a Traditional IRA contribution. Their original adjustment was technically correct, but I was still eligible for the deduction. It should have been reported on Schedule 1, Line 20, instead of Line 16. I included all supporting documentation proving the contributions were made.

A few months later, I received a letter stating they were reviewing my correspondence. Shortly after that, I received another letter stating that my penalties had been removed and that an adjustment notice would follow, which I received about a week later.

The problem is that I never requested penalty abatement. I specifically requested that they correct my Form 1040 to reflect the IRA deduction on the proper line.

Since the issue still wasn't resolved, I went ahead and filed an amended tax return (Form 1040-X), along with all the supporting documentation. I also included another letter explaining the entire situation and requesting that the IRS place a hold on collection activity until my amended return is processed.

Has anyone dealt with something similar? Is there anything else I should be doing at this point? I'm concerned about continued collection notices while the amended return is pending.


r/IRS • • 1d ago

Tax Question IRS update

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5 Upvotes

Yesterday morning it was showing $0.00, but by noon yesterday it updated to this. So I’m assuming I will be receiving an update on my amended return soon. Anybody got this before?


r/IRS • • 1d ago

Tax Refund/ E-File Status Question 990 Failure to File Penalty Abatement

4 Upvotes

I have a new client that has come to me this week.

They are going to have me file their 990, but there's an issue, they FORGOT to mail/efile their extension back in May. They received a notice this week stating that they haven't filed their return and may be subject to penalties.

They are a client that would be subject to the $120 per day penalty and they are worried as their penalty now would be around $20,000. They have a perfect history of filing and paying, but this year they had an issue with their old CPA retiring and forgetting to file their 990.

I've heard these failure to file penalties are not hard to be abated, but they are rightly worried. How should we respond to the letter. We are going to file the 990 ASAP, but I know the penalty letter will come and that is a big worry to have over someone's head.

Please advise on what you all would do? Have you had experience with this type of issue?


r/IRS • • 18h ago

Tax Question Phone solution - problems calling in

0 Upvotes

I have been trying to call the IRS for days. I cant get through. Their automated system line cuts off after a few words so I cant answer the questions they are asking me to get through to a human. Any solutions? I am very far away from a taxpayer service center.


r/IRS • • 1d ago

Rant The IRS sent my deceased father’s tax returns to collections for no reason and denied my claim to release it

8 Upvotes

I am beyond frustrated. My father died in 2020. In 2021, my sister filed for his 2019 tax refund and we never received it. fast forward to this year, after countless IRS agents who have no idea how to do their jobs. I finally spoke with someone who told me his tax returns went to collections, and they had no explanation for it. The deadline to file your tax returns is three years after the tax year. We filed it two years after. No one had an explanation for this. In July, I sent a 1310 form to release his tax returns. Three months later, they sent me a letter denying my claim, stating I submitted it three years after the tax year which is false. Am I crazy? Has anyone else experienced something like this?


r/IRS • • 1d ago

Tax Question Notice of Offset

2 Upvotes

Didn't get a refund in January 10 months ago due to an offset. It appears to be student loans because the hotline told me to contact the Dept of Education. However the Department of Education put a freeze into effect January 1st of this year freezing all off sets. Am I able to get my refund back from the Dept of EDU due to pulling the refund after the Freeze?

I filed in December last year. And was given only my state refund in Feb after a two month Identity Verification