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The IRS does not have a record of my filing from 5/24/21. What should I do?

It's been 8 months and I am trying to refi. Last time I tried to call the IRS I was unable to get help
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2 Replies
ThomasM125
Expert Alumni

The IRS does not have a record of my filing from 5/24/21. What should I do?

You can print a copy of your tax return prepared in TurboTax and furnish it to the bank for your refinance. You can then sign and mail a copy of the return to the IRS with a copy of your W-2 and other income reporting forms.

 

You will see an option your  Tax Home page under Your Account to print your prior year tax return.

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The IRS does not have a record of my filing from 5/24/21. What should I do?

The Where’s My Refund tool has been changed over to the 2021 tax year so you will no longer get updates on the 2020 return. 

 

Check your account transcripts instead :  

https://www.irs.gov/payments/your-online-account

 

 

If it has been shown up to now on the refund site then you know the IRS has your return and they are working on it.   

 

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.

 

 

TAX ADVOCATE

 

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.

http://www.irs.gov/uac/Contact-a-Local-Taxpayer-Advocate

 

Also see this article for more info on how the Taxpayer Advocate Service works::
http://www.irs.gov/taxtopics/tc104.html

 

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