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

18 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.

{ 18 comments… read them below or add one }

Unlucky Duck September 3

I filed 1-31-18, it was accepted shortly after. On 2/22/18 WMR updated stating my tax information has been received and is under review. I received a letter requesting head of household and dependent verification. I faxed all of that in on 3/9/18. It is now September and I received another letter stating that the IRS has not gotten a chance to review my documents yet because they received a large number of “inquiries” this year, and that if my audit isn’t resolved by 9/6/2018 I will receive another letter stating that I will be another 30 before my audit is resolved. It’s SEPTEMBER and I have not received my refund yet and whenever I call the IRS agent is always rude and each agent tells me something different.

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Tajama D Jones August 27

I have been waiting for my return for approximately 7 and half weeks for my return…not including the unsigned return I sent in 3 weeks prior. I spoke to a tax person today and now they are telling me I have to wait until September 26th to be expecting a response, I am having a really bad hardship at this moment I am in jeopardy of loosing my home due to unpaid rent for a month and some utilities as well. I have been out of work for 2 months now and wont be able to return until next month, I am completely out of funds at this time and I am reaching out for some help!

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prentiss Lucas July 3

Said I filed taxes in 2011 but I was incarcerated so there is no way I could have and that’s holding my taxes up for 2017

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Shaina Mobley June 27

I filed my taxes on 2/2. I never received a DDD . I received a letter that said wait 60 days .April 23 would have been 60 days from the letter date . I obtained a tax advocate on May 7. She said 30 days . I faxed 30 pages ( all documents she asked for by May 11) My advocate wouldn’t return my calls . After several messages on both her a dher supervisorsupervisor’s voicemail . Still nothing . I called the national advocate line and complained. She finnaly called at close of business and left me a message that she apologize but she got behind . She calledcalled thread days later as she promised .That voicemail said the exam unit system was down for a few days . She promised to call me back on last Saturday June23 or Monday June25. I have been calling her since Friday June 22. Still no return call. Now me and my kids might be homeless on my birthday this Friday ! So hurt upset and unsure what to do

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Shunda Rodgerd May 14

I filed Feb 10 was accepted Feb 12 receive a letter in the mail saying it was under further review give them 60 days my 60 days was up still no refund or information as to why they are holding my refund I called to see what’s going on y’all said u needed 60 days to finish the review it’s been past 60 what’s the hold up the irs rep said she can send the unit that is processing the refund a rederefe to release the funds are call me but to let me know that can take up to another 60 days for them to call or released my refund

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Zachary correnti April 27

This is my situation filed and accepted on Jan 31 2018 2 weeks later wmr disappeared with saying it was processing and DD date will appear when available feb 22 received a letter saying return was being held for a more thorough review and do nothing but if I don’t hear from then in 60 days to call I called several times only to be chastised by IRS rep hung up on yelled at and refused to give me any information except my info was not verifiable tax advocate hung up on me because I asked why? Finally made an appt with a local tax advocate says yup everything is in order and matched info IRS had on file when I asked why it was being held she said the only thing she could think of was because it was a large refund but everything matched what Irs had on filE TA said she would pass info on to IRS and I should receive my refund in another 60 days so all in all IRS held my refund BECAUSE THEY CAN I Cannot understand why the reps were so nasty to me at no time was I rude or disrespectful yet all of them including1 TA was extremely unprofessional It’s been 3 months since I filed and will be 5 months with the extra 60 days

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Nicole March 15

i filed on feb 4th was told on feb 8th that everything check out and the system at the irs is not working right after taxes check out its not sending them back into the system to be release finally i got a great lady put in request release my taxes i was told takes about a week for them to put them back tho to be release i should have a ddd by march 23th . if not she will send another request. im so piss off my taxes been check ok since feb 8th been just sitting there.

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Precious Printers July 24

How did this work out for you? My tax advocate just put in a request to release my funds….I’m trying to guess when i will get them…

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Shantel March 9

I was reading about Lisa cause we have the same situation. She couldn’t have received her refund February 3rd, If she didn’t have a DDD on February 25. So did you mean? March 3rd??

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Kashandra March 26

Hi, I am currently going through the samething. Now I’m in the process of losing my home. Im in a serious hardship now, rent people have been working with me. But recently sent out a demand for eviction. Filed on Jan. 29, with check stub. Took w2 on Feb. 8th, but irs says it was accepted on the 15th.. Now it says the same as day one. We have received yours and it’s being processed. This message has been there since Feb. 10 2018.. Please help

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THOMAS PRESTON March 4

my tax preparer somehow put the wrong routing # on my e-filed tax return no refund what can i do?

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Kim February 20

How long take tax advocate to get your refund IRS took refund for past tax obligations and I’m having hardship

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lori August 1

i messed my taxes up somehow and had to mail them i mailed them the 2 week in feb. still no check no letter i was turned over to a tax advocate a couple weeks ago still nothing i dont know what to do!!! help

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kay-kay August 2

Spoke with a Tax Advocate today and she stated she requested them to review my 1040 on July 27,2017. She stated that they had concerns if I was the actual person requesting the tax refund. So, she informed that I indeed was the person requesting the 2016 refund and to have it released. But, as we were talking she did state that they may have some concerns about my 2015 Self-Employment. But, how can I file for taxes if I never generated money that tax year. I hope that does not case reasoning for anymore hold up! Lord God please let your will be done and they approve it soon. My family and I are deeply having hard times and desperately need it right about now. Only by God will, Will I be shown favor!

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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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