@lstewart0312I received my federal refund last week with the help of an advocate and it took 3 weeks and 5 days. The common denominator in the majority of these delays is the missing 1095A which transfers the data and populates the 8962 form. Had TurboTax, H&R Block and other tax software companies did their homework this error would have been caught with minimal problems. It's called UAT testing. You test the product before you put it out there for use. It is just a simple code adjustment that could have been easily corrected if it as caught.
@DoninGAinstead of rehashing the same rhetoric maybe you should give better advice. It is apparent that the majority of the people still posting have the information but they do not know how to proceed now that they have spoken to an IRS agent. I have not seen any post where one of you guys or an employee has advised a user to be persistent, not aggressive. Instead of the basic steps that you are still posting they should be doing the following:
1. When speaking to a live agent ask them for the exact reason why they have not gotten their refund. 9 times out of ten the agent will go into the system and see what letter you received and 9 times out of 10 it is the missing 1095A/8962 forms.
2. Once you get the reason from the IRS agent, before they hang up, if you have a hardship whether it is a pending eviction, a pending repossession, and I guess with the state of the world today, you got laid off from your job and you have no immediate income availalbe, ask them to escalate to an advocate.
3. If they assign you an advocate, ask them for the number to call because once they assign an advocate calling the IRS will not help you. The agent will tell you to contact your advocate.
4. Once assigned an advocate, they will call you in 3-5 business days. Mines called me on the second day. The advocate will verify your hardship, so you better make sure you are telling them the same thing you have told the IRS because it is in your record. They will make a recommendation based on the phone screen. The advocate should tell you that it normally takes 5 business days for the IRS to respond to a recommendation from them. That does not mean you have to sit back and just wait. Keep calling them. I called them every 3 days.
5. After the 5 days the advocate should be able to give you a date the IRS will process your refund based on their recommendation. At first, she told me that they would process until the 28th of this month. I explained to her my circumstances and she spoke to her manager and she gave me the number to contact her manager.
6. I called the manager and left a voicemail message, I got the number from his voicemail for his direct manager and I called her and left her a voicemail message. Neither one of them called me back but on Friday, March 13th the advocate called me and told me I would receive my refund on the 18th. I actually received it on the 17th and TurboTax got their money.
All I am saying is if you are going to give help, GIVE HELP. Stop cutting and pasting the same answers that is not helping anyone because it is not telling them what to do after they go through the first part of the process. There is plenty that can be done if you are persistent and kind. I know everyone is fed up because I sure was but you don't have to sit around and wait.
Finally, if you have already received an email from TurboTax telling you that they are going to debit your account, do not pay them. If they debit your account dispute it. As you have already signed an agreement when you filled for them to take the fees out of your refund, they will get their money once your refund is processed. If you are not getting a refund, that is a different story.
