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Refund

File 2/1 got a letter on 3/16 saying they need my 1095a and the other form, mailed those out 3/18 and am still waiting Monday will be six weeks since I mailed the forms. I call weekly and they keep telling me they don't have any info that it's been received but give it 8 weeks. I hope the h#_& I get my refund soon and that May 13th (8 weeks) doesn't arrive and they never received my forms. Ugh.. I sent it in the envelope provided.. Curious to know: After they receive it do they recheck everything or just process it and send out my refund, also since TurboTax took what I owed them will it still go through them?
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1 Reply
Carl
Level 15

Refund

I assume you got an LTR 12-C from the IRS requesting the form 8962 and 1095-A. It's important you follow the instructions in that letter to the absolute letter of "perfection". Do no more, no less. If you deviate from the instructions in the LTR 12-C one single iota,  there is a high potential you will find yourself in a never-ending nightmare with the IRS from which you will never awaken.

If you mailed the documents requested, hopefully you sent the envelope certified mail, return receipt required. Otherwise, if the IRS says you never sent them within the 20 days specified in the LTR-12-C, you lose with no possibility of recourse.

It usually takes the IRS 9 weeks or longer in reality, to process a return they've sent out the LTR 12-C on. That nine weeks starts the day they receive the requested documents - not the day you send them. That's one reason I always recommend the fax option, as opposed to the mailing option.

Hopefully, you did not amend your already filed and accepted tax return and send the 1040-X to the IRS. That usually (though not always) causes big delays of several months or more.  Unless that LTR 12-C specifically and explicitly instructed you to complete and file an amended return, you do not do that.

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