The IRS Customer Service Issues

I recently received a letter from the IRS requesting a [redacted] form. I never received health insurance through the health connector in [redacted]. In November [redacted], I informed the health connector that I would not have benefits through them starting January [redacted] as I had enrolled in my employer's plan during open enrollment effective January 1, [redacted]. Despite this, I was issued a [redacted] form showing a $[redacted] tax credit for insurance I did not use in January [redacted]. I have contacted the health connector to correct this. I need an extension to respond to the IRS, but I’m unsure how to request it. My name is Frances Hyde.

Tax Issue Update – In [redacted], I filed for an extension (Form [redacted]) for my income tax return. Unfortunately, the IRS notified me that the extension form was incomplete as I had forgotten to include my SSN. Despite approving the extension, the IRS requested their letter to be submitted with my return. When filing my return through e-file, I couldn't attach the letter. I promptly mailed a copy to the IRS along with my return as instructed. Regrettably, the IRS rejected the attachment and imposed a $[redacted] penalty for late filing, now nearing $[redacted]. After multiple attempts to resolve the issue, a Resolution Department Agent provided guidance. Despite sending three protest letters in response to payment notices, no response has been received. As a veteran and taxpayer living on SS and a pension, the IRS's actions appear unjust and akin to extortion.

It's been more than three weeks since I e-filed. According to your site, I need to contact the IRS if it's been over three weeks. My refund was accepted on the 23rd of February. When I check on IRS.gov, it shows my status as pending for the last month. I'm wondering how much longer I will have to wait. I've been unable to reach a live person, and I understand this is a busy season, but I would appreciate some guidance. Thank you for your attention. - Gwynne

I spoke with an IRS agent earlier this week who mentioned that we were flagged for having employees in [redacted] and said a [redacted] form was submitted for quarters 1 and 2. After reviewing our records, we discovered that we did not have employees in [redacted] during any quarter. Hence, no [redacted] or form [redacted] should have been filed by us or Heartland, our employment tax agency. Heartland confirmed that employment tax payments began in the 3rd quarter of [redacted], with no activity in [redacted]. The President and Vice President of RSR did not submit any forms for [redacted], as confirmed by our CPA, CCI Tax Pros. Please update your records accordingly to show we had no employees in [redacted]. Thank you, Rosa Sailors (Vice President of RSR Corp, Rick Sailors is the President).

I submitted our tax return electronically on February 8th. The IRS confirmed receiving and accepting the return, informing us that the refund would be processed within 3 weeks. As it has now been 6 weeks, we have tried to check the status of our tax return online and via phone without any success. The IRS website and phone system only lead to us entering our information to reach the end with a message stating they cannot provide any details at this time. Attempts to speak to a representative have also been unsuccessful. This email is our third attempt to resolve this issue. We would appreciate guidance on how to obtain information about our tax return and an estimated delivery time.

We recently filed our taxes through the VITA program, but there was an error where our son was mistakenly filed as if he was not a dependent. After reaching out to correct the mistake, we were informed that an amended tax return was being processed. However, it has been several weeks now, and we are unable to track the status of our refund online. We are concerned and unsure of when we can expect to receive our refund.

To Whom It May Concern, I, M.N. Figueroa, am seeking information regarding my [redacted] taxadvatic for my [redacted] federal return. I filed on January 31, [redacted], and the IRS accepted it the same day. Since then, it has been in processing without any updates. I called the IRS three times. The first representative mentioned it's processing. The second said it was under review but no errors were found. The last advised me to expect a letter (4464c) by March 14 (not the date provided, March 12) and wait 60 days. I'm unsure whether I should amend my return. This delay is causing financial strain as I'm currently not working after having my child last October. I'm behind on utilities and rent. Additionally, I need my refund for a nursing program starting April 1, which I can't afford without it. Any guidance or assistance to expedite the process would be greatly appreciated. Please help as my financial situation is critical. Thank you.

Hello, my name is Renee D. My [redacted] was accepted on February 1st. However, when I check the "Where's My Refund" site, I only see the message: "Your tax return is still being processed. A refund date will be provided when available." I have been seeing this message for over a week now. I am currently in bankruptcy under Chapter 13. My attorney assured me that I should still receive my refund. I am claiming my two sons and my 7-year-old grandson as dependents. I haven't been given a reason for the delay. Can someone please provide me with more information? Thank you.

I used to own a small family restaurant in Columbia, Pennsylvania. We went through a corporate change with the help of our attorney Kevin Kraft in Lancaster. Unfortunately, we had to close our restaurant after 24 years due to a family member falling ill with cancer. When we tried to file our last year in business, our new accountant shocked us by stating that we might owe 35-39% in taxes instead of the expected 15%. Our accountant reached out to the IRS, who claimed they reversed their decision but failed to provide any details and promised to send a letter, which we never received. Despite multiple attempts to follow up and receive this elusive letter, we never got a response. We have since relocated to New Jersey to take care of my ailing mother, and with her passing, we had to move again. The unresolved tax situation is weighing heavily on us as the amount quoted by the accountant would severely impact us financially. I'm reaching out for help as I've been unable to get in touch with the IRS to clarify this matter. It's crucial for us to resolve this issue promptly.

Dear Sir/Madam, I recently had my mother's accountant file my North Carolina state taxes. I intended to file my federal taxes on my own. Surprisingly, I received a federal refund check of $[redacted] on 3/18/19, earlier than expected and not the correct amount. After speaking to the accountant, it was revealed that she mistakenly filed my federal taxes without my permission, signature, or supporting documents. I have not cashed the check and can return it if needed. I am disappointed with this error and the accountant is willing to provide a letter confirming the mistake. My name is Zina L. Hardee ([redacted]-68-[redacted]), and the accounting firm is Angela C. Coleman from Coleman Tax Service at [redacted] Main Street Suite #4, Kittrel, NC. I am seeking guidance on ensuring the correct forms are used for filing. Thank you. Sincerely, Zina L. Hardee.

At the end of January, my spouse and I filed our taxes jointly using TaxSlayer. Both our federal and state returns were accepted, but we received a letter requesting identity verification, a step we've taken in past years. We completed the process on March 5th. However, unlike previous years, our federal refund is delayed. When checking the IRS website "Where's My Refund," we found my spouse's filing status listed incorrectly as single. After contacting the IRS, we were told about website issues and that the identity verification process might have affected the timeline. Despite contacting a tax advocate due to a financial hardship, we were informed that once identity verification is confirmed, waiting is the only option. We urgently need a specific refund date to address our bills and inform our landlord. The inconsistent information from the IRS is frustrating, and we seek clarity on when to expect our refund.

At the end of January, my spouse and I filed our taxes jointly as usual using TaxSlayer. Both federal and state taxes were accepted. After receiving a letter to verify our identity, we completed the process on March 5th. Although we were advised it could take up to nine weeks, we checked the IRS website after two weeks and found an error showing my spouse's filing status as single. After contacting the IRS, we were informed that their website was experiencing technical issues and our identity verification had caused a delay. Despite reaching out to a tax advocate, we were told they couldn't assist due to the identity verification. We are facing financial difficulties and urgently need our refund to pay bills. We seek a resolution from the IRS to provide a refund date or expedite the process.

I recently received a notification regarding a missing [redacted] form for my income. Although two forms were submitted to the IRS by different branches of the same institution, both reflect the same income. After contacting my employer to address the issue, I received a reassuring email from Tammy Bush, the Manager of Accounts Payable at Kingsbrook Jewish Medical Center, confirming that the error was corrected and resubmitted to the IRS. Despite this action, I have received another notice from the IRS claiming a lack of response, even though I have reached out to address this matter twice. I am adamant about not wanting to be taxed on income that I never received. How can I ensure that this issue is resolved promptly?

My messaging app was slow, so my text came in late. My email is [redacted] I've been disabled with Parkinson's for 17 years. My husband, Bruce, wanted me to give him all my disability income except 10%, but I believed it was for our retirement. Last year, he filed for Social Security under my name, which caused an offset on my long-term disability, deducting $[redacted] monthly. He claims all the money I gave him is gone, totaling $36,[redacted] from LTD over 16 years, plus my SS for 16 years. I'm considering filing for divorce. Can I file married filing separately? I will turn 65 on June 1, [redacted]; he earns over $[redacted],[redacted]. If I file separately, I could get a $12,[redacted] tax credit, but post-April, it might only be $1,[redacted]. Would this help recover some lost money from being a supportive yet perhaps naive wife?

During my marriage, my ex-husband received Supplemental Security Income (SSI), which resulted in my daughter and I receiving $[redacted] each per month. Since our divorce five years ago, it has come to light that we were overpaid, and I am now being asked to repay $4,[redacted]. The correspondence regarding this overpayment is tied to his Social Security number as per the IRS letters I received. Despite having had a job for just over a year, which I no longer hold, my tax refund of $[redacted] was seized last year. Currently unemployed, I am concerned that filing my taxes this year will result in a similar outcome. My ex-husband consulted with a tax attorney regarding his own debt, which was reduced significantly. However, he mentioned that the lawyer believes I have been significantly shortchanged in this matter.

During my marriage, my ex-husband received SSI which led to my daughter and I receiving $[redacted] each monthly. After our divorce, they claim we were overpaid and are now asking me for $[redacted]. The notices are addressed to his social security number. Even though I had a job for over a year and they took $[redacted] from my tax refund last year, I am currently unemployed and in need of my refund for transportation in securing a new job. I am hesitant to file my taxes knowing they will likely seize it. My ex-husband consulted a tax attorney regarding his debt, and he mentioned the lawyer believed I was treated unfairly, but he only shared this to boast about it.

During my marriage, my ex-husband received SSI benefits, which also led to my daughter and me receiving monthly checks. After our divorce, the Social Security Administration claimed an overpayment of $4,[redacted], addressing the issue through my ex-husband's social security number. Last year, I lost my job and my tax refund was seized to repay $[redacted] of the debt. Currently unemployed, I need my full tax refund this year to secure transportation for potential job opportunities. Despite my concerns about filing, as I fear further deductions, my ex-husband consulted a tax lawyer who reduced his dues significantly. However, he mentioned that the lawyer believed I had been unfairly affected by the situation, revealing this information in a boastful manner.

I am seeking assistance regarding my husband, Martin Gomez Valadez. Since [redacted], he has not been employed. Yesterday, we received a [redacted] form with his name as Martin Gomez but missing Valadez. The form includes a Payer's Tin # 47-[redacted] and an account # [redacted]85, with no recipient information. My husband receives SSDI benefits, and we are currently under tax review. Initially, his social security card displayed Martin Gomez, which was later updated to Martin Gomez Valadez. We have also received five overpayment notices for him and our children, despite him not working. The local office in Aurora, Colorado questioned my husband about his employment status, which remains unemployed. We suspect identity theft due to discrepancies in the [redacted] form. Any assistance with our predicament would be greatly appreciated.

I filed my taxes online for free with H&R Block and encountered an issue with my address on the PDF. My mother's address from Texas appeared while I distinctly remember entering my Indianapolis address. I am struggling to contact the IRS and verify where my refund check was sent. When attempting to log into IRS.gov, neither my mother's nor my correct Indianapolis address seem to match the information on file. I'm feeling puzzled, upset, and financially strained as I cannot access my refund of $[redacted]. My name is Angela E. Blankenship Wilcox, I filed as single, and the last four digits of my social security number are [redacted]. The check was supposedly mailed on March 8th to my Indianapolis address at [redacted] Wingedfoot Court, Indianapolis, [redacted], but my mother has not received it at her Texas address at [redacted] Shipp Drive, Watauga, Fort Worth, [redacted]. I simply want to track down my check's whereabouts.

I own two rental properties, one located in a different state. In November [redacted], I had to travel there to complete extensive repairs. Unfortunately, my receipts got wet and were destroyed. I couldn't replace them as they were from Lowes and their policy only allows replacements within 90 days. I still have my credit card statements showing purchases from Lowes for the repair supplies, and I didn't buy anything else in that state during that time. I also have a record of the repair lists, just not the receipts. Additionally, during the two weeks or more I spent there working long hours to fix the property, can I claim per diem for food expenses? This trip was quite challenging, and we only go there once a year for property maintenance.