- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
After you file
Good luck. Best to start looking to make sure Form 8888 refund matches what is on your 1040. If you have an online IRS account you can go to your 2022 tax return and see the amounts the IRS has on your form 8888 and 1040. The numbers must match.
In my case the IRS made the error transcribing the numbers from my manual return, Form 8888 to their system. That created the error as they erroneously added $5,000 direct deposit to my bank, along with my requested $5,000 IBond. I had zero for the direct deposit.
I sent paperwork that clearly showed the IRS error to both the IRS so called TAX ADVOCATE who did nothing actually, and the IRS Accounts Mgmt department who handled my complaint. All they told me was "there was nothing they can do" even though the IRS committed the error.
Not only that, they held onto my refund of $5,146 for nine months. Mind you the IRS agent told me to void the check, they will correct the error and get back to me in six weeks. So after nine months I get the check back with no additional interest holding onto my money. If it was the other way around and I owed them money ... I would be slapped with late fees, interest, etc.
Maybe you will be lucky. It will take months before you will get a decision.