Contact a Tax Advocate to Help Get Your Refund Released From The IRS

4 comments

Lisa had the following challenge with getting her refund released, what is she to do?


  • 1/21 filed
  • 1/23 accepted
  • 1/25 1 bar WMR, tax topic 152, no codes, no messages of a letter
  • 2/2 4464c letter sent out, do nothing wait 60 days, I received on 2/8
  • 2/7 we’ve received your return and it’s still processing
  • 2/11 Path Act message, amount gone, tax year said Dec 31, 2016, tax topic 152
  • 2/16 message changed to; we’ve received your return and it’s being processed a refund date will be provided when available, amount returned, no tax topic 152
  • 2/25 still no DDD
  • No other letters have been mailed out, claimed both credits so I know they didn’t start processing until the 15th so I guess I still have time to receive a DDD before I get all worked up!

Here was the suggestion offered to Lisa to help address her missing refund dilemma (hat tip Jazzy):

What did the letter indicate they are reviewing? IRS can submit a 911 request on your behalf if you ask them to do so. I would also contact them as well and request them open you a case. IRS request goes directly to a tax advocate since they actually are IRS employees; they have access to the system to pull up your return and review. I used one and once I faxed everything I got my return in 2 weeks.

Possible Cause #1: Did you file with your last check stub or with your actually W-2 form? The issue is that the IRS may be reviewing your W2’s because the amount you reported does not match the W-2 they received from your employer. When they say do nothing; they can fix it themselves by contacting your employer for verification which could delay your return even further.

Second possible cause: Claims for tax credits you made on your return. IRS is questioning the legitimacy of the dependents you are claiming and will NOT release your refund until you actually fax them documentation to prove they resided with you at least 7 months last year  (birth certificate, school records, lease, government assistance/w children names on it). Tax Advocate will give you a list of items to fax.


If you want them to release your refund you MUST contact an advocate ASAP, they will tell you exactly what is needed and you fax it to them, IRS has exactly 1 week to accept/reject; if all is good; they will re sequence you back into queue and you will have your refund within 1-2 weeks. NOTE: Unfortunately only the IRS or TAX ADVOCATE can tell you exactly what is going on and how long it might take. Every case is different. The magic word below is (ASK)….to be transferred…and let the advocate determine if your situation meets their criteria.

Your other option will be to contact IRS in the morning and request the following on your behalf. Per the IRS Manual:

If during a taxpayer contact it appears that the taxpayer is experiencing economic harm, seeking help in resolving tax problems that have not been resolved through normal channels, or who believe that an IRS system or procedure is not working as it should, and you can’t resolve the taxpayer’s issue the same day, complete Form 911, Request for Taxpayer Advocate Service Assistance (And Application for Taxpayer Assistance order), and refer the taxpayer to Taxpayer Advocate Service (TAS)

Result

Lisa contacted a tax advocate (see numbers and IRS TAS information) and a few days later WMR was updated and her refund was received on February 3rd. So the Taxpayer Advocate Service does work.

{ 4 comments… read them below or add one }

Collegestudent2kids March 11

I am experiencing the same exact situation as Lisa above. I was told by IRS on 3/6/17 that I should have a deposit in about two more weeks, based on the fact that there was no further information needed. He also said that if I don’t receive the refund by 3/25/17 that I needed to call back and open an investigation case to find out why I have not received my refund…not sure if he’s referring to the tax advocate or not but it does sound like a possibility. I am now one week away from eviction, my property manager has held out as long as possible and freaked out when I mentioned the date of 3/25/17….should I contact the tax advocate now or wait until the 25th of March?? Thanks..

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tone March 7

Hi I Filled 2/18/17 got accepted 2/21/17 Had 1st Bar Which Said Return Recieved for A Week Then The Next Week It Went Blank ANd Said Refund Still Processing A Refund Date Will Be Available When Provided Any Help

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Richard S Marbaugh March 2

I am very concerned about our tax refund. I e-filed on March 8 & the website said you received it on March 10. We filed married filing jointly. I check everyday on line & was told our refund had been received & would be deposited within 21 days. Now when I check I am told “your refund is still being processed. A deposit date will be given when one is available”. We always use the AARP tax clinic to e-file our taxes & have always received our refund within 2 weeks. If there is something wrong or you need more information I wish someone would please let us know so we can get our refund! Thank you for any help you can give us.
Richard S Marbaugh & Joann N Marbaugh

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Jazzy March 2

NOTE: Unfortunately only the IRS or TAX ADVOCATE can tell you exactly what is going on and how long it might take. Every case is different. The magic word below is (ASK)….to be transferred…and let the advocate determine if your situation meets their criteria…

IRS MANUAL: Do not refer these cases to TAS unless the taxpayer asks to be transferred to TAS and the case meets TAS criteria:

Refer taxpayers to the Taxpayer Advocate Service (TAS) (see IRM 13, Taxpayer Advocate Service) when the contact meets TAS criteria, (see IRM 13.1.7, Taxpayer Advocate Service (TAS) Case Criteria) and you cannot resolve the taxpayer’s issue the same day. TAS provides assistance to taxpayers who are experiencing economic harm, who are seeking help in resolving tax problems that the IRS has not been able to resolve through normal channels or believe that an IRS system or procedure is not working as it should. See IRM 21.1.3.18, Taxpayer Advocate Services (TAS) Guidelines, for further information. If you are able to resolve and close the TAS issue on the same day as the taxpayer contact, do not refer the inquiry to TAS. The definition of “same day” is within 24 hours. There will be times you can completely resolve the TAS issue within 24 hours. There will also be times that, although you cannot completely resolve the issue within 24 hours, you have taken steps within 24 hours to resolve the taxpayer’s issue. These cases also meet the definition of “same day” . Do not refer these cases to TAS unless the taxpayer asks to be transferred to TAS and the case meets TAS criteria. Refer to IRM 13.1.7.4, Same Day Resolution by Operations. When referring cases to TAS, use Form 911, Request for Taxpayer Advocate Service Assistance (and Application for Taxpayer Assistance Order), and forward to TAS in accordance with your local procedures.

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