Hi, **I have a ****-R with $*** in box * and *a. This is an amount of money paid by me...

GetHuman-mikedata's customer service issue with IRS from February 2019

8 views | 23069 similar | 0 following
Help with my IRS issue
Next: our robot will wait on hold for GetHuman-mikedata to get a IRS rep on the line!
Always use the GetHuman Phone to call IRS. We wait on hold and get a rep on the line for you faster and for free!
If time is of the essence or you are lost, we partner with a California-based expert help company with tech support available 24/7. Enjoy a $1 one-week trial membership and get help from a live person now: Talk now with an expert.
First: share to improve GetHuman-mikedata's odds
Strength in numbers! Companies respond better when others are watching.
Before contacting them, items GetHuman-mikedata may need:
Social Security Number, Prior Year AGI, Home Address, Name of Account Holder, and Phone Number
Top Tip from another customer
For any tax issues you may have then you will need to call in. You can call customer support at the IRS using 800-829-1040. Once you call press 1 for English then wait for the recording to end. Press 2 then 1 then 3 then 2. The recording will then ask for your social security number you can just press 0# it will ask again then press 0# and finally press 2 once it asks you a question. You will be told your wait time and a representative will pick up to help you.
The issue in GetHuman-mikedata's own words
Hi, **I have a ****-R with $*** in box * and *a. This is an amount of money paid by me through my employer into a teacher pension account in Illinois that was discontinued and paid back to employees as a Retirement Excess Contribution Refund. I will include the original statement about this refund below if it's not clear what this is.**We were required to rollover the refund into another account or take the amount and pay the tax on it. I had the refund sent to a Roth IRA account that I opened, so I believe I still have to pay the tax on it. I'm unclear on where to claim this on the ****. I thought line *b, but after reading *b instructions as well as publication *** and ***, I'm really not sure. Any help you can give would be greatly appreciated. **Thanks for everything, **Mike Data**Original statement about the Refund from Illinois:*If you contribute to the Teachers Retirement System (TRS), you have probably heard that the Early Retirement Option (ERO), which allowed teachers to retire before age ** without incurring a penalty, recently expired because the legislature did not extend the program. This is a big change, and there has been some misinformation about how it will affect TRS members. The IFT wants to help you understand the facts. **Here’s what you should know.* *Your paycheck*Since ****, *.*% of your total *.*% pension contribution has gone to fund the ERO program. On July *, **** the program ended, and the *.*% contribution was eliminated. This reduction in contribution could have an impact on your paycheck going forward, depending on your collective bargaining agreement. * *Your refund*TRS members are also eligible to receive a refund of any ERO contributions they made since ****. Refund amounts will vary significantly based on each participant’s salary and how many years the employee paid the ERO contribution. TRS has said that they will not be able to estimate each member’s potential refund until the fall of ****, after all employer Annual Reports are processed. * *Employees will have the option to receive a refund by check, roll the money (tax-free) into a qualified non-TRS retirement plan, or leave the money with TRS, where no interest will accrue. By law, TRS has *** days after July *, ****, to make the application for refund available. Refunds will begin processing after the first of the year (****).

GetHuman-mikedata did not yet indicate what IRS should do to make this right.

How GetHuman-mikedata fixed the problem

We are waiting for GetHuman-mikedata to fix the problem and share the solution with the rest of us customers.

Do you have a customer issue as well?
We can help you get IRS's attention and get better help faster. Tap below to get started.
Help from Real People?
If our free tools aren't enough, we partner with a US-based company with live tech support experts available 24/7. Take advantage of a $1 one-week trial membership and chat with an expert now.
Chat with a Live Expert
Having IRS issues too?
Get tips from pros & other customers, and get it handled faster:
For better results, write at least 100 characters
This email address isn't valid
Follow this issue
See how GetHuman-mikedata fixes it.
This email address isn't valid

IRS

Customer service issue
Reported by GetHuman-mikedata
Feb 1st, 2019 - 3 years ago
Not resolved
Seen by 8 customers so far
Similar issue to 23069 others
0 customers following this

Paying Too Much for TV?

We created a free, impartial concierge you can speak to right now that can compare TV, cable, phone, and Internet deals in your area. Are you already getting the best deal? Call now and talk to a real, live person who can tell you what promotions you are missing out on.

Call Free Anytime: 888-379-2546Our service is unaffiliated and thus can compare plans across many providers