After you file


Shob wrote:

My tax e-filing, both state and federal were accepted on Feb 5. I did receive my state refund on Apr 10. However I haven't received my federal refund and whenever I check the status is always "Your tax return is still being processed. A refund date will be provided when available". 

I received mail from IRS on 29 Mar, 25 May, 05 Apr, almost all of them stating "No action needed from you and return is under review".

Why federal refund is taking such a long time, while state refund was credited back in April?

 


Shob:
Only the IRS will know what all they are doing with your return.  I can tell you how to talk to a live agent at the IRS and also how to contact the IRS Taxpayer Advocate Service if necessary.

 

Here's how to reach a live agent at the IRS:

800-829-1040 (7AM-7 PM local time) Monday-Friday

 

When calling the IRS do not choose the first choice re: "Refund", or it will send you to an automated phone line.

  • First choose your language.  Then listen to each menu before making the selection.
  • Then 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 might transfer you to an agent at that point.   If it doesn't, but instead asks for you SSN, do not enter it.  Just wait.    If it asks for SSN a second time, still do not enter it.
  • Then you'll get another menu.  Choose 2 for "personal" then you should be transferred.


I usually use a speakerphone so I can work on something else while waiting.

 

If you don't get good info/results from the IRS, you can contact the IRS Taxpayer Advocate for your area.   They are especially prone to help if you have a hardship, or if there have been continued delays with lack of info from the IRS.    At the following IRS website, find the USA map and click on your state, and it will give you the number of your IRS Taxpayer Advocate.

 

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

 

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