After you file

GOT IT!  

 6 July 22, the check and notice as to what was done arrived with interest, 2.5 yrs after the amendment was submitted and after an initial denial when it was finally reviewed about 1.5 yrs after submission and then an additional year after appealing, with info recovered directly from the IRS website.

 

  I posted somewhere about my dilemma, having submitted an amended 2016 and 2017 tax return in Nov 2019, shortly after receiving a CP2000, stating I failed to report a cancelled loan and owed $2400 for the 2017 tax year. The 2016 amendment went through without a problem within the 16 weeks allotted, just before the pandemic shut down in March 2020, the 2017 amendment was side lined apparently waiting on the results of the CP2000, which was resolved after a year and multiple resubmissions of waiver qualifying documents that the IRS appeared to be ignoring, as they reduced the amount twice before finally zeroing the 2017 debt.  

 

   I opted for a tax advocate when the option was offered after a year of waiting for the 2017 amendment and in my opinion it was a waste of time. I had even less knowledge as to what was going on for the 6 months the amendment was in their hands in Puerto Rico (I live in FL.) and during that time it was reassigned to another agent. They didn't keep their contact appointments that they set, or return calls in a timely manner in accordance with their own commitments. While in their possession, the main IRS body has no access to your account, so if the advocate can't be reached, you're just stuck. They were marginally to not helpful and eager to close the case after the refund was denied on the premise that my 2017 income was not earned. I explained that Turbotax calculated a return for a reason so there must be something. 

 

  I declined to have the case closed and opted for an appeal. Within a few minutes of searching the net, I discovered that I lived in a county in FL that was considered a disaster area following hurricane Irma (turbotax asked about this) and that I could use either my 2016, or 2017 earned income to calculate my 2017 tax return. That is what turbo tax apparently corrected for. I sent the documentation from the IRS website in with the appeal around June-July 2021 and then again in March 2022 after not hearing anything and received a type written response in April 2022, stating my amendment should be completed in 3 mo from that date, which would be some time in June 2022, or they would contact me with another update.

 

  It was long awaited, but worth it. In the future, I'd address a dual tax problem, in order of priority and would probably avoid a tax advocate if one was offered. Much of the madness could have been avoided with simple notification stating the documents had been received as I logged a total of at least 4 resubmissions of documents they already had, that I was not sure about. That's not less than 6 submissions of tax documents that could have been kept to 2, if they had simply let me know they received them.