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I mailed and e-filed my 2020 tax returns. Will I be in trouble? And what will happen to my tax returns? And what should I do?

My taxes were done by paper by a tax preparer and she said to mail the tax return. We mailed back in March 28 and I check the IRS website for my tax return it did not show up via paper because the IRS got shut down. In a state of panic and no IRS to answer my calls, I filed it also electronically, it was the same information and details as the paper I have, and it's currently processing electronically. However I did not know this was a bad idea. My tax preparer said that I might be sent to jail for tax fraud and another blog said I might get rejected.

 

Am I going to be in trouble? And what will happen now to my tax returns that I already sent via mail and efile? What should I do?

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3 Replies

I mailed and e-filed my 2020 tax returns. Will I be in trouble? And what will happen to my tax returns? And what should I do?

First of all, let me say that I'm a fellow user--not a tax person.  So I'll tell you some of my "thoughts", and others may also add to this thread today.  But I'm not giving any legal advice or tax advice.

 

First of all, don't get too worried, in my opinion.  I doubt you will be in any "trouble".  From what you've said, it was a mistake--not willful tax fraud--and you said they are identical.   I'm surprised your tax preparer used the terms "tax fraud" and "jail"  to scare you.   The IRS should recognize that you have filed twice by both methods.  They might contact you with a letter and ask you about it to clarify, in which case you can respond and explain to them what happened. 

 

In my opinion as a lay person and fellow user, there shouldn't be any penalty for an error like that.  But if both returns start processing, the IRS might delay or freeze your refund until that can be cleared up.   Or it's possible they complete the efiled return and actually pay the refund before they process and realize the paper return is a duplicate.   In that case they may still contact you by letter to explain why a second return was filed.

 

The IRS will begin processing whichever one they received first.  So if your efiled return was accepted, it will likely process before the paper return.   If the paper return had processed to any significant degree, then the efiled return should have been rejected as a duplicate.   So if the efiled return was accepted, it sounds like the efiled return began processing first. 

 

Did you efile the return with TurboTax?  If so, and if you used Online TurboTax, you can log into your account, and at the Tax Home it should tell you whether it has been accepted.

 

You said it's "currently processing", so does that mean you  have found evidence of such in the IRS "Where's My Refund" tool?

https://www.irs.gov/Refunds

 

If the efiled return was accepted, then it is already in the IRS system, and "normally" would be processed within 21 days.   It's possible that if they receive and begin processing the paper return before the efiled return has finished processing, that they may put everything on hold until they contact you for an explanation.

 

At the moment the IRS is not currently processing paper returns due to Coronavirus, but I don't know if that means they are not even entering them into the system.   But with many IRS employees staying home, that may be the case.  Paper returns may just be sitting in a mailbag for all I know.

 

Even in the best of times, it normally takes at least 4 weeks for a mailed return to show up in the "Where's My Refund" tool.   So the fact that you didn't find it in the WMR tool when you first tried would be normal, since it has not even been 4 weeks since you mailed it.  So even in normal times if you had been able to reach the IRS by phone, they probably wouldn't have been able to tell you anything about a mailed return prior to 4 weeks from mailing.  In fact on their website they say not to phone them before 4 weeks after mailing.

 

Since you were able to successfully efile the second return, I'm curious as to why your tax preparer did not efile the initial return in the first place and thus avoid all this.  Why was your initial return being filed on paper in the mail?   Did the preparer not have the ability to efile it; i.e., was the preparer not an authorized efile provider?

I mailed and e-filed my 2020 tax returns. Will I be in trouble? And what will happen to my tax returns? And what should I do?

Well first off I would just like to say thank you for replying. You helped me relax a little bit haha.  

 

In regards to your first question, I used freefilefillableforms  from the IRS website to do my tax return, and that is how I managed to make my tax returns identical and know that they are currently processing, and with the IRS tool.

 

And to your second question, I do not know why exactly my tax preparer did not wanted or suggested to E-file my tax return. Maybe because like you said, she is not authorized e-file provider, maybe she is old fashioned? But then again I don't know.

 

However, like you said I hopefully be won't get into any sort of trouble. Once the IRS opens back up I want to try and call them and let them know about this issue. But we won't know till when sadly but hopefully soon.

I mailed and e-filed my 2020 tax returns. Will I be in trouble? And what will happen to my tax returns? And what should I do?

You're welcome.  I suspect this happens from time to time, and the IRS is used to it.  But they may send you a letter wanting explanation, and it may or may not delay your refund depending on when they catch it.    As you mentioned, phoning the IRS once they open back up might be a good idea as you mentioned, and they can advise you further on what to expect.   Good luck.

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