Please explain more clearly. What tax year(s) are you asking about? It sounds like you are asking about at least two different tax years.
If your refund for 2022 was less than you expected, you will receive a letter from the IRS that explains why it was reduced. It is usually a few weeks after the reduced refund arrives until they send the letter.
MY REFUND WAS LESS THAN I EXPECTED
There can be a number of reasons why your refund was less than the amount you expected. First of all, look carefully at your actual tax returns. There is sometimes confusion about the amount of refund to expect when users misinterpret the “summary” they saw in TurboTax. The amount of your refund is on your tax return. Federal refund is on line 35a on Form 1040 State tax forms are all different so we cannot tell you what line to look at on your state form. BUT it is important to actually LOOK at your tax return forms yourself and see the amounts of your tax refunds and/or tax due. A lot of confusion would be avoided by doing that.
Be aware also that your Federal refund and state refund do NOT come together. Federal and state tax returns are processed by two completely separate entities. There is no rule as to which one will come first,
It is also possible that your state reduced your refund for debts owed in your state—if the state reduced your state refund you will receive a letter from the state.
Did you choose to have TT fees deducted from your Federal refund? (Remember that if you did that, you also agreed to an extra refund processing fee of $39.99 or $44.99 in CA)
How can I see my TurboTax fees?
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 2021 federal refunds. Did you mail your return or e-file?
If you mailed it:
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 recently changed and is now showing information for 2020 returns as well as information for 2021 returns so you can check the IRS site.
You need your filing status, your Social Security number and the exact amount (line 35a of your 2020 or 2021 Form 1040) of your federal refund to track your Federal refund:
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
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.
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.
Also see this article for more info on how the Taxpayer Advocate Service works::
@daddylamar90-gma Your post also mentioned "PUA" -- which refers to the extra federal money that was included with unemployment compensation during 2020 and/or 2021. TurboTax cannot help you with that. You had to get unemployment compensation from your state at the time during which you were unemployed. If there is some sort of mixup with that, you will need to sort it out with your state's unemployment bureau.
For 2020 tax returns ONLY--- the first $10,200 of unemployment received was exempt from federal income tax.
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