After you file


@ tcpz wrote:

My e-File for my 2021 Federal Tax return was accepted on 4/3/2022 but I haven't received my refund as of 4/27/2022.  I also got the Audit Defense using the Turbo Tax software.  Can Audit Defense help me or do I need to call the IRS and what do I say?


Audit Defense is not for that purpose.   Audit Defense is used if you need to have someone defend your tax return if it's audited by the IRS.   The Audit Defense people cannot speed up the IRS processing your return.  The return processing is a routine function of the IRS, but sometimes it takes longer than 21 days.

 

You say you have been waiting 24 days.   While the IRS says that most people who efile and choose direct deposit will get their refunds "within 21 days", that's not always the case.   Anything that requires any manual review will take longer.   If you want to phone the IRS to see if they can tell you anything about the reason for the delay, you can do so, but it's not easy.  I'll give you some tips below.

 

First, if you are sure your efile was accepted, what do you see when you use the IRS "Where's My Refund" tool?  Sometimes there is a message there, or it may say your return is "being processed", or it might say it is "still being processed."  Or it may say that your refund has been approved and sent.

https://www.irs.gov/Refunds

 

If the IRS WMR tool says it is still being processed, then since it's been longer than 21 days, you could try to phone the IRS and ask them what might be causing the delay.  They are not each to reach.

I have found that for me it was best to call just before closing time--about 6:55 PM and quickly go through the steps below.  I figured a lot of folks would not call that close to closing, and that if I was one of the last to get into the queue, they would finish off all the people who were in the queue at closing time.   I still had to wait about 25 minutes.   

 

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 may then ask for your SSN, but do not enter it.  Just wait.    If it asks for SSN a second time, still do not enter it.
  • Then it will get "tired", and you'll get another menu.  Choose 2 for "personal".
  • Then in the next menu choose 4 for "all other inquiries", and it should transfer you to an agent but expect a long wait.
  • I usually use a speakerphone so I can work on something else while waiting.