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

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.

34 thoughts on “Contact a Tax Advocate to Help Get Your Refund Released From The IRS

  1. Me

    I filled like super early and was part of the first batch of tax returns accepted before the IRS opened tax season. So I’ve been waiting since January 18. I received the delay code on WMR on Feb 9… I called they told me I had inaccurate withholding and for need to wait for them to correct it. 45 days went by nothing 60 days went by nothing. So in the end of March I requested an advocate. It is now June 15. And I had NEVER talked to this lady. I call her everyday and leave a voicemail everyday and NOTHING!! What makes things worst is with an advocate the IRS won’t even talk to you. They direct you your advocate. She sent me a letter and I sent in an amended return on May 7 to get and May 13 to the IRS. Once again it’s June 15 and nobody even knows if either one received it. I’m so over it this tax season.

    Reply
  2. Waynette Dupuy

    Hello
    I filed feb 12 and had to verify identity after 10 weeks I got a TA about 2 weeks ago they just released my refund so I would say it helped a lot she saved me from filing an amended return would’ve been another 9-12 more weeks! So I definitely get one

    Reply
  3. Linda

    Filed on Jan 14th. Bars said accepted and processing. Then bars disappeared and take action! message. I called IRS was told to call back in six weeks. Called back was assured a manual release was being processed and should resolve very quickly. That was March 27th. Since then I have sent in a 911form to the Tax advocate and made an appointment and gone into the IRS office. The tax advocate did contact me within 7 days to tell me to give her 60 days to process the request!!!! The IRS office went through my very simple return and could find no reason for the hold, but could not release it. So my refund is being held for no reason and the tax advocate was useless. I don’t know where to go from here. Just wait and wait and wait.

    Reply
  4. Meka

    I filed jan 29,2019 accepted the same day. Called the last week in February to check the status just for them to say you are under additional review for 45days. And the review didn’t start until march 11,2019. Contacted a t/a just for me to amended my taxes. Sent that in and it was received on april 1,2019. So now i just been waiting. The t/a claim i should receive my amended taxes either 6-8 weeks or 6-12 weeks. Smh

    Reply
  5. Krystal Nelson

    I filed my return on Feb 3 rd it was accepted the same day March 8 th I received a letter stating I needed to verify my identity I called and did that over the phone once I got all my paper work which was on March 24 2019 they told me it takes up to 9 weeks smh my bars had went away and it was displaying a message telling me we received you return an a date will be available soon . Then after I spoke with a representative the next day still no bars but the message change to we have received you return and it is being processed now I’m just waiting I just contacted a T/A so let’s see how this goes because I have bills due

    Reply
  6. Lloyd Turner

    Just got a tax advocate through it’s. Had to do an amended return. Faxed it to the advocate today. How long does it normally take an advocate to fix and have the funds released?

    Reply
    1. Meka

      I just went thru the same thing its no even up to them to get it released they only can send a request over to the irs to get try and get it released and the irs has to process it first which can take up to 16 weeks. And the tax advocate can only get it expedited to either 6-8 weeks or 6-12 weeks

      Reply
  7. Cindy

    This is Insanity, having to wait for the IRS to release your Refund. I have been waiting since Jan. 28th 2019. Received 4464C letter. To No avail still waiting…This is so hurtful to work for something then be in jeopardy of losing everything. Please …we Need better Policies in place. Hard working Americans Do Not Deserve this..I am believing we get our Refunds and somehow pick up the pieces from our shattered financial lives.

    Reply
  8. nicole

    the tax advocates are just as useless as the IRS agents on the phone… I think trump is funding his wall with some of our tax refund money to be honest at this point i feel i will never get it!

    Reply
  9. Yvette Robinson

    I have a tax advocate I faxed over all my information she asked for will I receive my refund
    I am in a hardship situation and need help now.

    Reply
    1. Meka

      We all are in a hardship and you still not going to get it no quicker. I sent in all my information and i been having a taz advocate for about 2 months and still no refund yet

      Reply
  10. Zach Correnti

    This is an update never received my taxes until July of 2018 was given $16 in interest to my surprise it’s mails me a letter this year stating I had to count the $16 in interest they gave me as income! Go figure was never given a reason for the hold

    Reply
  11. DJ

    Filed 1/31 all l got were the bars that said received after a week of waiting then the bars disappeared and it kept saying, still being processed. Contacted the irs every week and finally they said l had to wait 60 days because my return was under review. After a few weeks l thought l would get a letter in the mail with an explanation but l never received one. After the 21 days l contacted a tax advocate. After a week l called the advocate service and they told me exactly why l my tax return was under review, told me about the errors l had made. I corrected them and submitted an amended tax return,sent it to the irs by certified mail so that my tax advocate couid track the progress with the irs. I appreciate the help from the tax advocate but l don’t see why l had to wait and go thru all the waiting when the irs could have told me that upfront. Every time l called the irs l l spoke to someone with a bad attitude that didn’t want to help or l got someone who gave me vague info. My advice is not to wait the 60 days and get an advocate. I hope to receive my return with 2 weeks or 30 days.

    Reply
  12. Lovely

    I received a letter from the IRS stating…send in W2 and 1099 that supports the amount reported on line 16 of my tax return.This is where I’m confused, I had no employer because I’m self employed. So do I call the IRS and tell them that there was a mistake,then see if an advocate can inform them so they can release my refund? Any info would be appreciated or if anyone else has had this issue let me know what to do pleaaasseee!

    Reply
  13. Unlucky Duck

    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.

    Reply
  14. Tajama D Jones

    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!

    Reply
  15. prentiss Lucas

    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

    Reply
  16. Shaina Mobley

    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

    Reply
  17. Shunda Rodgerd

    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

    Reply
  18. Zachary correnti

    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

    Reply
  19. Nicole

    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.

    Reply
    1. Precious Printers

      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…

      Reply
  20. Shantel

    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??

    Reply
    1. Kashandra

      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

      Reply
      1. marvin ford

        I was only told that my refund was under review, I didn’t learn that the IRS didn’t receive the information on my wages and earnings from my main source of income, even tho I was able to import the W2 from the internet into the tax program I used to file my taxes; instead they have a W2 that wasn’t even available when I filed my refund. I was told to provide either a statement on my company’s letterhead stating what my wages and earnings were for 2018 or my last pay stub for the year. I faxed both documents on April 3 and I have tried to get in touch with my advocate everyday this week, as well as call any other number any of the operators have given me, not a single number that I have called has actually had a person answer, every number has reached recordings. I appreciate anything anyone does to help me, unfortunately the tax advocate I was appointed hasn’t even updated my file as to acknowledge that I have submitted what documents I needed to fax in. The computer doesn’t show anything at all changed with my file and my tax advocate hasn’t responded to any of my phone calls or messages. I can fully understand the large burden of the tax advocate’s role and job, and I greatly appreciate everything they do, I would just like some type of communication letting me know that I have either fulfilled the IRS’ wishes with the documents I have already provided or what else I need to do to resolve my issue. Work is running slow at the moment and I’m up to my neck in debt and bills. I worked way too hard to build my credit up only to hurt it with the financial hardship the IRS and the Social Security Administration have decided to heap on me and my family.
        I would really appreciate any common sense explanation as to why the IRS can not contact the Social Security Administration in order to resolve questions about someone’s W2, especially when it’s SSA’s responsibility to pass on the information. I’m beyond frustrated

        Reply
  21. THOMAS PRESTON

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

    Reply
  22. Kim

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

    Reply
    1. lori

      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

      Reply
  23. kay-kay

    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!

    Reply
  24. Collegestudent2kids

    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..

    Reply
  25. tone

    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

    Reply
  26. Richard S Marbaugh

    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

    Reply
  27. Jazzy

    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.

    Reply

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