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Mark Taylor
Mark Taylor, Certified Public Accountant (CPA)
Category: Tax
Satisfied Customers: 1835
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: 7 months ago.
Category: Tax
Expert:  Mark Taylor replied 7 months 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 7 months 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 7 months ago.

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

Customer: replied 7 months ago.
Back in February.
Customer: replied 7 months ago.
February 2015
Expert:  Mark Taylor replied 7 months ago.

You sent the correction letter back in February?

Customer: replied 7 months ago.
Customer: replied 7 months ago.
I'm sorry, that is when I filed. I sent the letter back in March 2015
Expert:  Mark Taylor replied 7 months 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 7 months ago.
several times and I could never speak with anyone.
Expert:  Mark Taylor replied 7 months ago.

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

Customer: replied 7 months ago.
I'm sorry I sent the letter in this year,
Expert:  Mark Taylor replied 7 months 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 7 months ago.
It says after they made adjustments that I would be receving 5,548.00
Expert:  Mark Taylor replied 7 months ago.

Was there a name or number on the letter?

Customer: replied 7 months ago.
a number.
Expert:  Mark Taylor replied 7 months ago.

I am assuming that you tried the number.

Customer: replied 7 months ago.
I have but I can never talk to anyone.
Expert:  Mark Taylor replied 7 months 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 7 months ago.
OK. What do I do?
Expert:  Mark Taylor replied 7 months ago.

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

Customer: replied 7 months ago.
Expert:  Mark Taylor replied 7 months ago.

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

Customer: replied 7 months ago.
Did you get my information from my email?
Expert:  Mark Taylor replied 7 months ago.

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

Customer: replied 7 months ago.
ok
Customer: replied 7 months ago.
My printer is not working.
Expert:  Mark Taylor replied 7 months ago.

Oh no. Murphy's law at work.

Customer: replied 7 months ago.
Working on it. Please give me a few minutes.
Expert:  Mark Taylor replied 7 months ago.

No worries.

Customer: replied 7 months ago.
I need your fax number.
Expert:  Mark Taylor replied 7 months ago.
p>
Customer: replied 7 months ago.
Thank you.
Expert:  Mark Taylor replied 7 months ago.

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

Customer: replied 7 months ago.
Ok.
Expert:  Mark Taylor replied 7 months 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 7 months ago.
OK. Are you going to keep trying for me?
Expert:  Mark Taylor replied 7 months ago.

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

Customer: replied 7 months ago.
Great. Thank you.
Expert:  Mark Taylor replied 7 months ago.

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

Customer: replied 7 months ago.
Excellent.
Expert:  Mark Taylor replied 7 months 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 7 months 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 7 months ago.
What documents do you need?
Expert:  Mark Taylor replied 7 months 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 7 months 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 7 months ago.

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