IRS falls still further behind with tax return processing

I thought there is an army of 80K agents coming!

Only if you donated to conservative causes. Let that be a lesson. If you donate to socialist causes, do it under your legal name. For conservative causes, you must donate anonymously. Let’s face it, the tax credit isn’t worth much to start with, and it’s actually a negative when factoring in the regulatory and legal hassles that are backed by the federal government.

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Another data point for anyone still waiting and hoping their return wasn’t simply lost along the way: mailed paper return in early April - processed this week.

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i must really be back of the line. Getting ready to efile my 2021 and still haven’t got back 2020 efiled last Oct .

They did receive it and it says 570 Action pending :frowning:

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You aren’t even in the line. This code means it’s being held for additional review.

You may want to keep trying to call - once you get a live Rep, it may be something minor they can clear while on the phone. Otherwise you are going to be waiting indefinitely.

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don’t want to deal with wait/poke the bear if not necessary (for about $600)

Although we did get a letter for my in laws that said to call, so maybe two birds if the agents are allowed to do 2 separate returns

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Looks like the IRS prioritizes current year efiled returns and isn’t behind on processing them.

Data point:
I e-filed my 2021 return on 10/17/2022 and I received my state and federal refund direct deposits on 10/26/2022.

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same here. 2021 payment+ state refund within a week. I’ll call them soon re:2020. Is there a “slow” tax season on CSR line? I suspect it has to do with paying my in laws for childcare during pandemic.

Got a 2021 turn in your W2s letter today :frowning:

I accidentally put in my W2+ wifes as my own (even though it has her name on it HRBlock,com asked that as a question and defaults to self???) I will owe another $4K for SS overpayment credit reversal.

My question is should I include a letter with my W2 asking for penalty forgiveness or wait for the $4k+penalty bill 1st?

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Calculate what you owe, and send the payment before worrying about any penalties.

And be careful, it isnt as simple as providing the W2 - you already reported it under your name, so that one also needs to be removed or the money will be included in your taxable income twice.

It’s also probably worth trying a phone call - if you can get through, the rep may be able to manually “fix” the SSN on the W2 you reported and recalculate the return while you’re on the phone. It’s not you omitted the W2, it’s just a technical data entry error. Besides the massive wait times while on hold, that would be by far the easiest resolution.

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Since I didn’t omit the W2 but put both W2s under my name, it’s simply the Excess SS credit of $4k should get reversed. I will include a $4k check with W2s, but should I include a letter explaining my goof, just saying the $4k Excess SS credit was a technical data entry error

Really want to avoid calling and waiting. In my experience most of the reps are clueless

Maybe even pay online this Sat. to get 5% back from BOA card?

Right, I know you understand this. But right now they only have “your” income and are asking for your wife’s W2. If you just send it to them, there’s a chance they assume it had been omitted and add it to what you’ve already reported, without realizing it’s duplicated.

When I can get through, I’ve always had good results with the live reps. Most recently I had a calculation error that the rep was able to adjust and recompute my return to net an additional $3k refund. I’m sure there are bad ones, but this seems like a mistake they should be able to fix over the phone. It sure wouldnt hurt to try calling.

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will try. What # did you use, any phone tree tricks?

Debating whether to pay the $4k on 11/6 for BOA CC deal Bank of America credit card 2% reward bonus November 5, 2022 - #16 by onenote or just mail a check when asked

Pay1040.com gives a transaction time exact to the nearest minute.

Personal
Tax Category: *
Form 1040 Series
Tax Form: *
Current Tax Return Year - 2021
Tax Form Option: *
2021
Tax Year: *
$
4000
Payment Amount: *
Within the US
Filing Location: *
Check here if you received a notice from the IRS in the mail regarding this payment.

If you submit that payment without a bill/reference number, it’ll likely hold up your return further because the money collected will no longer match what is reported as paid on your return (with no refund due, who cares how long it takes them to get to this error flag). But with penalties and interest pending, I’d still get them what you know you’ll owe ASAP. Worst case you save a bit on interest fees, best case your account reconciles to zero after the adjustments and they never notice that the last $4k was 6 months late.

The instructions to get a live operator say to skip entering in your SSN. But the last couple times I’ve found more success entering the SSN. It’s purely anecdotal, but it also feels like once you get through one time it becomes more difficult to get through a second time, like you are blacklisted for a certain period of time.

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Thanks! Paid w/ pay1040 today. I noted it was for 2021 1040 due to a notice, but it didn’t allow me to put in notice # etc.

In my reply back to IRS, I will include the printed pay1040 receipt saying I’ve paid back the Excess SS credit due to technical error (with the SS worksheet)

Should I still include W2s? or not to avoid confusion.

They refunded my $4k payment- $38 in interest in a check! wow. IRS error in my favor? or Bill coming later?

Meanwhile my $600+ 2020 refund still says 570 Action pending (i thought it was that check)

I think you are firmly in “anything could happen now” territory.

At least now, if they send a $4k bill, you have record of them sending you an unsolicited $4k refund. If they look too much they’ll see it was still late, but it makes a good argument for late penalties being waived.

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and hopefully waive any interest too I guess depositing the check is a non issue?

Was it really unsolicited? I’d argue it was unsolicited in (whatever year he re-filed or deposited the check). Prior to that, I think it was very much solicited.

Sorry for my laziness, but haven’t found the appropriate group to deposit this … still stalling for Christmas …

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