Missing IRS account

[Broticibles]

For a number of years, I havebe prepared my Grandson's tax return using TurboTax.  The  2023 return was rejected due to a required 1095-A  data input that had not been done. Return was mailed and received at the Austin officc.  I  checked  for itg online and was given a status.   I looked again mid-summer, It was missing.We did not receive a refund check in the amount expected. This year's (2024) return was rejected because they could not verify hlm  due  to the Last  Year's AGI  entry not being matched. Now with numerous attempts to get  IRS help,  it appears that He has been dropped from the IRS accounts data banks.    HELP!!

[LindaS5247]

This is something you will have to work out with the IRS. You can call the IRS: 1-800-829-1040 hours 7 AM - 7 PM local time Monday-Friday.

Also, if you can not verify him using last year's AGI, you may have to mail your tax return. If you can't find your AGI to e-file, you can print and mail your return.

You can follow this to mail your tax return: How do I file my return by mail?

You stated that your 2023 refund amount was not as expected, but you did receive one? So the return was processed for 2023.

You can use this IRS tool Where's My Refund? to check on the status of your refund. It provides updates regarding the processing of your tax return. 

If your refund is missing, you can Use IRS Form 3911. This form notifies the IRS about the missing refund and initiates a 'trace' on your refund. 

Check the "Where's My Refund" tool before filing Form 3911 because Form 3911 is only helpful if the IRS has processed your tax return and the refund has been issued.

If the "Where's My Refund?" tool confirms that your refund has been sent to you but  you have not received it, you should consider filing Form 3911.

This article provides some more details about filing Form 3911.  Click here for "Missing your Tax Refund Payment? File Form 3911"

Click here for Form 3911.

Click here for additional information about Form 3911.

Click here for How do I find last year's AGI?

[Broticibles]

He did not receive any 2023 refund

[Broticibles]

All of your suggestions are things that I have already  addressed. When I  call the IRS  # and ask for a status on 2022and2023, after entering the requested information (SS, Birth date, & zip),  their automated system responds that that person cannot be found.

[SusanY1 · Accepted solution]

First, to get this year's return filed, try using $0 as the AGI or indicating that he didn't file a return last year.  It is entirely possible that his 2023 return hasn't yet been processed as there is a significant backlog of processing for mailed in returns at this time.  

If that's the case, either the 0 for AGI or "no return was filed" (which really means no return has yet been processed) should work to get this year's return filed.   If this works, then after this return is processed, the automated database may work again for finding out about his 2023 return.  

The most likely issue with the automated system is a mismatch of either the ZIP code or birthday in their system, and not that he's been deleted from the records. 

The ZIP code the IRS is usually looking for is the one on the last return filed in their system, or the one that has been presented on the most recent change of address form.  If they don't have one on file (which can happen if they've not yet processed any returns for him) then you will need to speak to a representative to try some other methods of verifying his identity. 

If he has moved since the last return that you know was processed, try the old ZIP code if it is known. 

Sometimes, for reasons that we simply don't know, the Social Security database can mix up a birthday, too, but usually this comes up with the first e-filed return.  If this is the case, and you can get past the AGI issue to file, you'd get a different e-file reject based on a birthday mismatch. 

[Broticibles]

How do I talk to a person at that IRS phone #?

[LindaS5247]

You can call the IRS: 1-800-829-1040 hours 7 AM - 7 PM local time Monday-Friday.