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Level 3
June 22, 2021
Question

Status update on 2018 Amended Return

  • June 22, 2021
  • 2 replies
  • 29 views

Hi,

 

on 04/17/2020 I filed a 1040X, and after that, I lost track of it (the tool was not working properly).

Now, going back to the IRS tool, great news: on 01/15/2021 has been "completed", and the description says the following:

 

"We processed your amended return on January 15, 2021. The adjustment on your account resulted in a refund. You should have received your refund and/or a notice if your refund was adjusted to cover past due obligations."

 

From what I'm understanding, has been figured that they owed me the refund, but I never received neither a letter nor a refund.

 

Does something like that never happened to you? How can I understand what's happening here?

Thanks

2 replies

Critter-3
Level 15
June 22, 2021

I suggest you review the tax account transcripts to see what the IRS has on file ...  https://www.irs.gov/individuals/get-transcript

ff8maniaAuthor
Level 3
June 22, 2021

I got the transcript and found the amount!

 

it actually says: 

 

Refund issued 12-24-2020 $xxxx
776 Interest credited to your account 01-04-2021 -$yyy
740 Undelivered refund returned to IRS 01-04-2021 -$xxxx
777 Reduced or removed interest 01-04-2021 $yyy
credited to your account

 

Now the problem becomes contacting the IRS to have the check sent again...

Mike9241
Level 15
Level 15
June 22, 2021

did you move because refunds on amended returns are sent by check to the address on the return?

see this IRS website for instituting a refund trace.  

https://www.irs.gov/faqs/irs-procedures/refund-inquiries/refund-inquiries-2#:~:text=%20Yes%2C%20if%20you%20need%20to%20know%20whether,automated%20systems.%20The%20IRS%20will%20send...%20More%20

Mike9241
ff8maniaAuthor
Level 3
June 22, 2021

I did move!

 

I'm trying to follow the link you mentioned, but:

"If you filed a married filing jointly return, you can't initiate a trace using the automated systems."

 

That's my case, but I cannot talk with a person...

 

Moreover, I'm not sure how to fill the 3911, since I know the amendment refund I asked, but I don't know the actual amount.

I think what happened is that they sent the info to my old address, and I've never been notified..but now I don't know how to proceed

Critter-3
Level 15
June 22, 2021

First you need to update your info with the IRS ... mail in the form 8822 : https://www.irs.gov/pub/irs-pdf/f8822.pdf

 

Then if you can try putting in a forwarding with the post office so any mail will find you.