tsmeadow
Employee Tax Expert

Get your taxes done using TurboTax

Hello @jazzmin,

 

I hope you are doing well today.  You stated that you have only received the unemployment exclusion refund, but not the original refund amount.   Just to clarify, was your original refund amount more than what you received from the IRS?   (For example, your original refund was $1,000, but the unemployment exclusion added $500, making the total refund $1,500.  You only received $500).  

 

From my experience, the IRS is not issuing the additional unemployment income exclusion refunds if the original filed return is under review.  Your 2020 return could be under review for a multitude of reasons, such as credits being claimed that should not have been claimed.  One of the most common reasons that the IRS is holding returns under review is because a taxpayer claims a Stimulus Payment/Recovery Rebate credit that was previously received.   

 

Because the IRS issued a refund, I think the IRS may have adjusted your original return and believe that the refund amount sent to you is the total correct refund amount.  If the IRS makes a change to your filed return, they are required to send a letter in order to explain the changes. 

 

Also, It may be possible that the IRS sent your third stimulus payment (if you had not received it) and it has been mistaken as your unemployment income exclusion refund.  If the amount is $1,400 (you file single with no dependents), then that may be the case. 

 

 I would recommend contacting the IRS by telephone or accessing your Account Transcript online to determine any issues.  You can use the link below to order your 2020 Account Transcript Online.  The transcript will detail any changes made or refunds issued to your 2020 return.

 

Link: https://www.irs.gov/individuals/get-transcript

 

Alternatively, you can contact the IRS at 1-800-829-1040 to determine the cause of the problem.  You can also try 1-800-829-3903, which is IRS Collections.

 

I hope this helps.  Thanks for using Turbotax Live!

Taylor, Tax Attorney, 11 Years

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