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Mark Taylor
Mark Taylor, Certified Public Accountant (CPA)
Category: Tax
Satisfied Customers: 1008
Experience:  Certified Public Accountant
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I am wanting to find out where my tax refund is from last

Customer Question

I am wanting to find out where my tax refund is from last year.
JA: The accountant will know how to help. Please tell me more, so we can help you best.
Customer: I got audited last year, they corrected my tax information and I still have not received my tax refund.
JA: Is there anything else the accountant should be aware of?
Customer: No.
Submitted: 27 days ago.
Category: Tax
Expert:  Mark Taylor replied 27 days ago.

Hi, my name is Mark. I will be happy to help you with your questions. Could you please give me a little more information. You mentioned that you were audited?

Customer: replied 27 days ago.
I filed my taxes different last year than I have done in the past and I got audited, the IRS sent me a letter of the changes they made and I agreed with the IRS. I mailed the corrected information back to them and I still have not gotten my tax refund.
Expert:  Mark Taylor replied 27 days ago.

How long ago did you mail that form back to the IRS?

Customer: replied 27 days ago.
Back in February.
Customer: replied 27 days ago.
February 2015
Expert:  Mark Taylor replied 27 days ago.

You sent the correction letter back in February?

Customer: replied 27 days ago.
Customer: replied 27 days ago.
I'm sorry, that is when I filed. I sent the letter back in March 2015
Expert:  Mark Taylor replied 27 days ago.

So it has been over a year and a half. That is outside the processing time for the IRS. Have you contacted the IRS regarding the status of your refund?

Customer: replied 27 days ago.
several times and I could never speak with anyone.
Expert:  Mark Taylor replied 27 days ago.

The IRS sometimes makes it difficult to resolve relatively simple issues.

Customer: replied 27 days ago.
I'm sorry I sent the letter in this year,
Expert:  Mark Taylor replied 27 days ago.

Did you keep a copy of the letter that you sent in? If you sent the letter in March it is still too long to wait for a refund.

Customer: replied 27 days ago.
It says after they made adjustments that I would be receving 5,548.00
Expert:  Mark Taylor replied 27 days ago.

Was there a name or number on the letter?

Customer: replied 27 days ago.
a number.
Expert:  Mark Taylor replied 27 days ago.

I am assuming that you tried the number.

Customer: replied 27 days ago.
I have but I can never talk to anyone.
Expert:  Mark Taylor replied 27 days ago.

I could call and check on the status for you. To do this I would need to get a power of attorney form signed. This would allow me to speak to the IRS about this issue. I probably could get an answer fairly quickly.

Customer: replied 27 days ago.
OK. What do I do?
Expert:  Mark Taylor replied 27 days ago.

Can I get your email address and I will send you a form.

Customer: replied 27 days ago.
Expert:  Mark Taylor replied 27 days ago.

I just send you an email with information that I would need.

Customer: replied 27 days ago.
Did you get my information from my email?
Expert:  Mark Taylor replied 27 days ago.

Yes, I just received . I will send you the form in just a few moments.

Customer: replied 27 days ago.
ok
Customer: replied 27 days ago.
My printer is not working.
Expert:  Mark Taylor replied 27 days ago.

Oh no. Murphy's law at work.

Customer: replied 27 days ago.
Working on it. Please give me a few minutes.
Expert:  Mark Taylor replied 27 days ago.

No worries.

Customer: replied 27 days ago.
I need your fax number.
Expert:  Mark Taylor replied 27 days ago.
p>
Customer: replied 27 days ago.
Thank you.
Expert:  Mark Taylor replied 27 days ago.

Give me a few minutes. Sometimes Mondays are busier than other days.

Customer: replied 27 days ago.
Ok.
Expert:  Mark Taylor replied 27 days ago.

I have not been able to get through to the IRS. I have been receiving a message to try back later due to extremely high call volume.

Customer: replied 27 days ago.
OK. Are you going to keep trying for me?
Expert:  Mark Taylor replied 27 days ago.

Yes, I will keep trying. I just was keeping you updated.

Customer: replied 27 days ago.
Great. Thank you.
Expert:  Mark Taylor replied 27 days ago.

I am on hold now. I hope to have an update on the status soon.

Customer: replied 27 days ago.
Excellent.
Expert:  Mark Taylor replied 27 days ago.

You have a little bit of a mess on your hands. The IRS questioned the dependents that you claimed. The accepted the information that you sent regarding your child but were not able to verify the relationship of your nephew. They disallowed the dependency exemption and child credit for your nephew. They also changed your filing status. They mentioned something about your wife having the same address. Do you have copies of the recent letter that was sent in June?

Expert:  Mark Taylor replied 27 days ago.

You had until today to resolve this issue. They said they usually do not close these cases right away but you would need to get in any additional documentation by the end of the week.

Customer: replied 27 days ago.
What documents do you need?
Expert:  Mark Taylor replied 27 days ago.

Did you still live with your wife in 2014? Was your nephew living with you and were you supporting him in 2014? Right now the deficiency amount equals the amount of your refund.

Customer: replied 27 days ago.
I was living with my wife and no my nephew was only here for a month. This is why the IRS audited me. IRS said in the letter that they made changes and corrected my tax return.
Expert:  Mark Taylor replied 26 days ago.

Based on this I think that the IRS changes are correct. The changes will result in zero refund.