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kpett1988
New Member

I have been having difficulty getting my tax refund from 2020- anyone know what to do? I haven’t been able to talk to a human with turbo tax. I feel completely lost.

I filed in March of 2021
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6 Replies

I have been having difficulty getting my tax refund from 2020- anyone know what to do? I haven’t been able to talk to a human with turbo tax. I feel completely lost.

TurboTax does not receive any information from the IRS after the return is filed . You should get in touch with IRS or check your IRS transcript.

ThomasM125
Expert Alumni

I have been having difficulty getting my tax refund from 2020- anyone know what to do? I haven’t been able to talk to a human with turbo tax. I feel completely lost.

The first step would be to use the IRS refund tool to make sure the return has been received and is being processed. Here is a link:   IRS refund tool

 

Your next step would be to call the IRS at 1-800-829-1040 to get a status report on it. If that is not helpful, you could make an appointment with your local IRS office where you can talk with a live person and have someone to follow up with.

 

If you find the return has not been filed or was rejected, you can log into your TurboTax account and use the help menu option to contact an agent at TurboTax who can look up the history on the e-file and provide support on how to get the return filed.

 

Here is a link to TurboTax:    TurboTax

 

Unfortunately, there is no procedure that the IRS makes available to TurboTax that would allow us to contact the IRS on your behalf to trouble shoot the processing of your tax return. We are only authorized to help you prepare the return and get it filed, after that you need to deal directly with the IRS.

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kpett1988
New Member

I have been having difficulty getting my tax refund from 2020- anyone know what to do? I haven’t been able to talk to a human with turbo tax. I feel completely lost.

Thank you for your reply. I guess I’m going to have to call them. I used that tool probably every week last year and it said processing. Now that it’s the new year the tool only works for 2021 taxes :( 

I have been having difficulty getting my tax refund from 2020- anyone know what to do? I haven’t been able to talk to a human with turbo tax. I feel completely lost.

TurboTax does not get any information at all from the IRS after you file your tax return.  No one at TurboTax knows what the IRS is doing with your return.

 

There have been a lot of delays for 2020  federal refunds.  Did you mail your return or e-file?

 

If you mailed it:

 

MAILED RETURNS

 

 

 

If  you mail a tax return (or a payment) to the IRS, it is a good idea to use a mailing service that will track it like UPS or certified mail so you will know it was received.

 

When you mail a tax return, you need to attach any documents showing tax withheld, such as your W-2’s or any 1099’s. 

 

TurboTax will not know anything about your mailed return, and will continue to show “Ready to Mail” on your account.  TurboTax will not know that you put your tax return in an envelope and took it to a mailbox.  TurboTax does not get updates on mailed  (or e-filed) returns.

 

The IRS refund site is only showing information about 2021 refunds now so it will not show anything about your 2020 refund.

 

 

Or......

 

 

Did you e-file?  Did you click a big orange button that said “Transmit my returns now?”

 

When you e-file your federal return you will receive two emails from TurboTax.  The first one will say that your return was submitted.  The second email will tell you if your federal return was accepted or rejected.  If you e-filed a state return, there will be a third email to tell you if the state accepted or rejected your state return.

 

Does your TT account say that your return was accepted?  Or does it say something else—like “rejected”, “printed” or “ready to mail?”  If it does not say accepted then it was not filed unless you put it in an envelope yourself and mailed it.

 

 TurboTax does not mail your tax return for you.

 

 

If your e-file was accepted:

 

 

If you chose to have your fees deducted from your federal refund:

 

Santa Barbara Tax Products Group, LLC  (SBTPG) is the bank that handles the Refund Processing Service when you choose to have your TurboTax fees deducted from your refund. This option also has an additional charge from the bank that processes the transaction. 

You can contact them SBTPG, toll-free, at 1-877-908-7228 or go to their secure website www.sbtpg.com 

https://ttlc.intuit.com/questions/2580357-who-provides-the-refund-processing-service

 

 

To call the IRS:IRS:  800-829-1040  hours 7 AM - 7 PM local time Mon-Fri

Listen to each menu before making the selection.

First choose your language. Press 1 for English.

Then do NOT choose the first choice re: "Refund", or it will send you to an automated phone line.

Instead, press 2 for "personal income tax".

Then press 1 for "form, tax history, or payment".  

Then press 3 "for all other questions."

Then press 2 "for all other questions."  It should then transfer you to an agent.

 

 

TAX ADVOCATE

 

At the following IRS website, find the USA map and click on your state, and it will give you the number of your area's IRS Taxpayer Advocate.

http://www.irs.gov/uac/Contact-a-Local-Taxpayer-Advocate

 

Also see this article for more info on how the Taxpayer Advocate Service works::
http://www.irs.gov/taxtopics/tc104.html

 

 

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**
kpett1988
New Member

I have been having difficulty getting my tax refund from 2020- anyone know what to do? I haven’t been able to talk to a human with turbo tax. I feel completely lost.

Thank you for your reply. Yes it says that my e-file was accepted on turbo tax. I think I’m going to have to contact the IRS. 

I have been having difficulty getting my tax refund from 2020- anyone know what to do? I haven’t been able to talk to a human with turbo tax. I feel completely lost.

We have heard from other users that calling at 7 a.m. works---try that.   No one at TurboTax can speed up the IRS for you or find out anything for you.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**
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