The IRS Customer Service Issues

My husband passed away on March 1, [redacted], and I was named as the beneficiary of his $50,[redacted] insurance policy. However, when I filed the claim, the insurance company informed me that I was not listed as the beneficiary. Despite providing them with the necessary paperwork, including the voluntary administrator form and a copy of the policy with me listed as the beneficiary, the check I received was made out to the estate of Roger Marvin. I set up an account under that name to cover medical and funeral expenses. Now, I've been told I need to file a Form [redacted] for taxes. I believe insurance payouts are not taxable to the beneficiary, so I'm concerned about any potential tax implications due to the check being made out to the estate. I have the original insurance application for reference. Any advice or assistance would be greatly appreciated. Thank you, Jo Ann Marvin.

Hello, I am seeking assistance regarding a legal matter involving myself, F.Y., and C.A.F. I have been involved in a lawsuit related to various crimes and damages. I would like to highlight the importance of protecting my rights under the law and ensuring justice is served. Thank you for your attention to this matter.

In [redacted], I filed my taxes online with the IRS receiving the submission. After waiting for weeks and not receiving the necessary paperwork to prove my identity, I contacted them multiple times. Despite verifying my address, I still did not receive the required document. The IRS suggested that having a PO Box might be the reason for the delay. They advised me to visit the nearest IRS office, which for me is either in Redding or San Francisco, both of which are hours away. Instead, I decided to wait until this year when I filed my taxes at H&R Block. However, they informed me that since the previous year's filing was received by the IRS, I would need to resolve the issue with them directly.

I am currently struggling with heart failure and falling behind on bills. I am working from home to catch up but had to resort to high-interest loans to stay afloat. By committing to paying a thousand dollars monthly, I hope to resolve this sooner. I take 12 medications daily and am hopeful for a valve fix this winter to alleviate my health issues. Despite my attempts to access funds from my retirement, I was unsuccessful. I kindly ask for some leniency during this challenging time, as losing my job or checking account would be detrimental. I have been unwell for years and rarely leave my home aside from work. I am willing to sell possessions to catch up on car and house payments if given a few months to gather the necessary funds. Your understanding and assistance would be greatly appreciated.

My name is Patricia A. Merrick and I had been in touch with the IRS a couple of weeks ago. I received one letter from them, but the crucial agreement they were supposed to send hasn't arrived. Last week, I received a notice from the post office to collect some mail, but due to my work schedule, I haven't been able to pick it up as they close before I finish work. I visited the post office today on my day off, but they had nothing for me. I am unsure if the missing mail is from the IRS regarding the agreement I need to sign for the release of my credit union funds. I am experiencing email issues and not receiving my emails, even though it indicates I have them. Unfortunately, I can't visit the Apple store today due to physical limitations. Can someone please reach out to me?

I recently underwent an audit and realized I mistakenly sent my documents to the wrong state. After speaking with your team on 9/17, I resubmitted the necessary documents on 9/18 via fax. I am contacting you to inquire about the status of my audit. The audit was triggered by an error in reporting my taxable IRA as verifiable income instead of a taxable IRA. This mistake was only noticed months after my initial refund discussion. It was discovered that a W2 was missing, causing delays. I have been patiently waiting for my refund for over four months. I hope for a swift resolution to this matter. Thank you.

A few months ago, I reached out to Get Human regarding my tax return filed through the H&R Block app on Google Play in February. Since then, I haven't heard anything from the IRS regarding my refund. When trying to check online, the website asks for the exact refund amount, which I enter but am met with an error message stating it's incorrect. H&R Block has informed me that they are not accountable as the app came from the Play Store. I am at a loss and in need of assistance as I can't seem to find anyone who can provide guidance on this matter. Any advice would be greatly appreciated.

Hello, my name is Terry Parsley. I am encountering an issue with my employer at Washington Square Mall where I work in security. The mall has recently been acquired by a new owner. Upon receiving my first payment from the new owner in the form of a company check without a check stub, I noticed the amount was incorrect. When I raised this concern with my supervisor and requested to review the hours paid, I was informed that the amount I received was net of taxes and mine to keep. I am looking for guidance on how to address this situation. Thank you, Terry Parsley.

My spouse and I recently got married on April 18, [redacted]. I am a US citizen, while my husband is from India and not yet a citizen, currently going through the green card application process. We are unsure if we should file our taxes jointly or separately. After our wedding, I updated my W4 status to married at my previous job, but my husband is not a US citizen yet and is on a student visa. I realized later that this may have been incorrect. Should I reach out to my past employer to rectify this mistake?

I am attempting to renew my FAFSA, and I require my mom's tax refund information. I used the IRS tools on the FAFSA website, but received an error message saying they could not provide me with the Federal Income Tax Information. I have entered the information from my mom's tax return document correctly, which she sent to me via email. I have tried more than 5 times, ensuring the accuracy of the information. How can I resolve this issue and access my mom's tax return through FAFSA?

I attempted to order a tax transcript online, but encountered an issue. Initially, I was prompted to set up an IRS account and input personal details. Upon submission, I received an error stating "my info doesn't match my tax return info," despite verifying the accuracy of the information. After several unsuccessful attempts, I was subsequently locked out for a day. I noted that while filing as "married filing joint," I only included my name without my wife's. Could this omission have caused the rejection of my request?

Dear IRS Support, I am Raymond Jayson Espinosa, a full-time college student from Massachusetts who has always accurately reported taxes. I am seeking guidance on how to properly report income from the sale of company stock dating back to around [redacted] through Robinhood. I recently discovered I need to report this income, as I was unaware before. I now realize I owe a significant amount to the IRS for not reporting it on time. Any assistance over the phone on how to correctly report this unreported income would be greatly appreciated. I apologize for the confusion and hope the penalties will not be too severe. Thank you. Sincerely, Raymond Jayson Espinosa Call back number: [redacted]

I need to make payments on my back taxes. I previously worked at a kiosk in a mall and was classified as a [redacted] worker. Because I have never been responsible for handling taxes independently before, I forgot about paying the IRS. Historically, my interactions with the IRS have been impeccable, but now I find myself in the situation of owing taxes for the first time. Unfortunately, due to struggles in finding employment, it has become challenging to address this tax debt promptly. I am eager to settle my taxes and would like to arrange a payment plan. Is it possible for someone to reach out to me? Phone number for contact: [redacted].

I misplaced Shirley and Jerry O'Malley's [redacted] W2 forms. I need replacements as I don't owe the IRS. Unfortunately, I lost them when my husband was in the hospital and passed away in October [redacted]. I took the forms to his room to see our accountant, but in a rush to find lip gloss for Jerry, they must have gone missing. Jerry's illness consumed me, and I neglected paperwork. At 81, I also lost other tax documents, but can replace some. Wondering if I should wait for replacements or if it's okay not to file since I am expecting a refund and don't owe money. Any advice is appreciated.

In [redacted], I filed my taxes online with an extension in October of [redacted]. After discovering the amount I was owed, I was unexpectedly hospitalized, and unfortunately, did not receive my tax refund. I have now relocated to another state and don't have any of my tax documents to assist me. I would appreciate it if someone could help me understand why I did not receive my federal and state income tax return. This was my first time doing my taxes independently, so I am unsure where the issue may have occurred.

I recently received a notice from the IRS concerning my [redacted] taxes indicating a $89.00 payment was misapplied leading to a $[redacted].97 interest charge. Now, the total owed is $[redacted].97, and the IRS is requesting immediate payment. I'm confused about this situation. Why am I being penalized for an error made by the IRS? The interest seems disproportionately high compared to the misapplied payment. Is it possible to resolve this without the additional interest charges?

I was a U.S. citizen until [redacted], residing in the United Kingdom since then. I held an income of 60,[redacted] pounds in [redacted] and [redacted], and 12,[redacted] pounds or less annually afterwards. I haven't filed taxes in the U.S. post-relocation but have done so in the U.K. Is this a problem? What steps should I take to resolve this with the U.S., and would there be penalties involved? If yes, could you provide an approximate amount? I am currently 55 years old. Your assistance in clarifying this matter is greatly appreciated. Best, L.

I'm having difficulty obtaining an IRS non-filing transcript that I urgently need. I haven't filed taxes in over 25 years due to being on SSDI and not employed. The process halted when I used my sister's cell number, prompting questions about filing jointly. I tried resolving this over the phone with the IRS but got stuck. Is there a specific number I should call for a non-filing transcript? Appreciate your guidance. Thank you.

I have received my refund for [redacted], but I am still waiting for the one from [redacted]. It has been months, and despite calling numerous times and being referred to an advocate, I haven't heard from anyone in two to three weeks. This refund is crucial for me as I have four children depending on it. I have completed all necessary identity verifications for both years and should have received my return by now. I hope the right agent reads this and can assist me promptly. I appreciate your help in resolving this matter. Thank you for understanding that my frustration is not directed at you but at the situation. I am seeking a solution rather than an argument. Thank you for your assistance. - Robert D.

Hello IRS, I am reaching out to request urgently for my son, an American citizen in Rochester named Rahil K. He recently filed his tax return for the year [redacted] and provided all necessary documentation. The IRS contacted him for identity verification, which he successfully completed and was given a stamped receipt. We are anxiously waiting for his tax transcript and refund, which are crucial for my immigrant visa application process at the US Embassy in Islamabad, Pakistan. All requirements for my visa are ready except for my son's transcript. With the new year approaching, time is of the essence. We kindly implore the IRS Tax Liberty Service to expedite his transcript to avoid any delays in my visa proceedings. We are deeply grateful for your assistance and hope for a swift response. Thank you for your attention to this matter.