Comments on: Claims for Refund – Wait a minute the IRS owes ME money! How do I get it back?

By: Darrin Mish

Darrin Mish — Fri, 22 Jan 2010 19:38:27 +0000

Carol, Contact the Taxpayer Advocate (by clicking here) they should be able to help you with the problem. These can be really frustrating problems. I really feel for you.

By: Carol

Carol — Thu, 21 Jan 2010 19:55:37 +0000

I filed an amendment to my 2008 taxes when I found a W-2 I overlooked; which added $4,000 to my Adust. Gross Income. Turbotax said I should receive an additional $604.00 credit. 4 months later I receive a ltter from the IRS that says I OWE them $745.00!!!

HELP!!

I have tried to call the 800# multiple times only to wait 10 mins or more and have to hang-up because I am at work..

As a single mother, I claim the EIC and more and have ALWAYS had a refund; of course, the IRS letter does not explain where or how they figure I owe them!

Help!

By: Darrin Mish

Darrin Mish — Tue, 19 Jan 2010 21:08:01 +0000

Chris,

This is a case calling out for the help of the Taxpayer Advocate take a look at that blog article and then contact your local Taxpayer Advocate as soon as possible. I'm extremely confident that you either get your refund back or an explanation as to why you did not. Examples of why you would not receive your refund would be, owing past child support, owing a prior tax debt, and arrearages on student loan payments.

By: Chris

Chris — Sat, 16 Jan 2010 18:52:52 +0000

My wife and I filed as "Married, but filing separately" in 2009, for the 2008 tax year. In July of '09, we purchased our first home. I filed our 1040x amendment on August 2nd, 2009 to claim our first-time homebuyer’s credit, as well as to change our filing status to "Married". After calling once in late November to check the status of our slow-moving refund, a representative from the IRS hotline aprised me of our pending return amount, and projected another couple weeks before we were to receive it. A month later, a letter, not a check, arrived indicating the amount due to us from the IRS. It furthermore indicated that if the check had not arrived already, it would arrive within 2 weeks. 5 weeks later (January 15th / last evening), I called to inquire again. This time, they found our records and informed us that there was no intent to mail us a check — that in fact we were do no return, but when I requested an explanation, they couldn't provide us with one. In fact, this time the representative told us that “she did not know why this had happened,” which was of course little help to us. Is the IRS at liberty to withhold these funds without explanation? Especially after mailing a statement acknowledging our due return? Any light you can shed on this little predicament would be very much appreciated – I’m practically turning cheetah-flips out of anger. Thanks in advance.

By: Darrin Mish

Darrin Mish — Tue, 15 Sep 2009 20:07:04 +0000

I would strongly suggest that you contact the Taxpayer Advocate using a form 911 that you can obtain from the IRS website at: http://www.getirshelp.com/irsblog/bz1 – those are the types of folks at the IRS that are "supposed" to fix this kind of thing. I imagine it's really been a nightmare for you to get this resolved.

By: Lisa

Lisa — Fri, 04 Sep 2009 14:30:33 +0000

The Irs took a payroll check from my husband almost 2 yrs ago and never applied it to his account. His company said they sent it off but the IRS says they never got it. We have faxed over all the forms to the IRS thats show's the check was cashed and cleared. We have been dealing with this for 2 yrs and can't really get anywhere with them. Any advice?

By: Sherry

Sherry — Wed, 15 Apr 2009 23:30:40 +0000

Today we just received and adjustment notice from our state saying we overpaid our taxes. It says: Please note – No bill or refund will be issued as a result of adjustment. How can they get away with that and not send me a refund? Why do I have to jump through all kinds of hoops to get it back? Once again, we see what a rip off the government is. Any suggestions will be appreciated.

By: John

John — Wed, 15 Apr 2009 06:01:10 +0000

I did my state taxes online via Turbo Tax. As a result, the state of Mississippi should owe me close to $1000.00
I received a check from the state for $78 dollars with no explanation. What gives?

By: Ashleigh

Ashleigh — Fri, 26 Dec 2008 16:56:54 +0000

If I was getting paid a grant for housing in order to work for Resdience Life at College, which it was a requirement for me to live in the building, should I have paid taxes on that income? Will I be able to claim a refund based on the fact that this was an incentive to the school to have me live in the housing in order to do my job?

By: Simmons

Simmons — Sat, 22 Nov 2008 16:09:03 +0000

Last year I did my income taxes incorrect and the IRS send me letter telling me that I did it incorrect and that they owe me some money and to fill out the bottom of the letter so they can further research it. So, I filled it out and the next month they send me the same letter saying that they are still researching it and to fill out the form again and return it, so I did. So, every month until August they sent me the same letter and filled it out and I returned it. So, in September I decided not to continue to send the letter since I have been sending them the same letter for the last 8 months, so I called them and they told me since I didn't send back the letter to them they closed the investigation. So, how can they close the investigation when they told me that owe me money and now I can't get the money they owe me or can I.