Submitted 2016 return last month due to medical issues - have a refund due. They sent me a letter saying 2 forms are "incomplete or missing". I just called and the rep on the main 1040 line confirmed the forms are NOT missing. She couldn't say what any "incomplete" info might be that they want, nor could she transfer me to someone who could. They just want me to send a letter to the IRS general PO Box asking for more info. Then Iwait for a return letter, then send info, then wait another 8 weeks. How do you get to the agent who actually generated a letter? (same agent who made a mistake in what Form the line # and amount appears on so I don't know how accurate their work is.) - Update April 7 2018: After unproductive calls with a nice but brand new 1st day on the job rep at the IRS, I asked for a supervisor and got a callback 2 days later. He couldn't figure it out either and referred me to a Taxpayer Advocate. They said that the person reviewing my paper /mailed return would not have had access to my 1099-T (Tuition) forms already on file w/the IRS and thus marked them incomplete. I submitted them to her and it took her another week to submit to the IRS. Then I was told wait a month to hear back from her. It would have been faster to just fax these forms in but I knew the IRS already had them. Doesn't make sense that tax return reviewers can't see the 1099's already on file because "they are in a system they don't have access to."
