The IRS scanning machine (I sent in a hard-copy) appears to have skipped my wife's Schedule SE on my 2021 return (based on my review of the IRS transcripts). The IRS therefore believed that I overpaid my taxes and sent me a refund check (November 2022) - which I voided and returned to the IRS with an amended 1040-X (at the direction of the IRS). I have been trying to resolve this ever since. According to IRS phone agents my latest (3rd) 1040-X was has been at the IRS "Exam Department" since February 2024 (it is now February 2025). The first submittal was never acknowledged, the second was quickly returned with another check which I voided and returned with the 3rd 1040-X (September 2023) which is still being processed. I have not received any correspondence from the IRS since January 2024 (LTR 2645C - "need another 60-days"), although the IRS phone agents say that I should have received a February 2024 (LTR 0672C) saying that "my payment was located and/or applied". The phone agents say that my 1040-X is still being processed, but have forwarded me to the Taxpayer Advocacy Service (TAS). TAS has assigned me a case number (November 2024) but have not reached out to me except an email that says "Your case is assigned to a team that is working to advocate for resolutions to system-wide problems at the IRS." The email does not provide any specifics or timeframes. When I call TAS - they say that my case is assigned to "a team" and that I just need to be patient (paraphrased). The IRS phone agents also say that they can't "see anything" since my return is in the Exam Department, but that I should eventually hear something.
My wife's social security account shows no earnings for 2021 & this was a high earnings year that will significantly affect her future payment. I need to somehow get the IRS to acknowledge receipt of the 2021 Schedule SE.
Does anyone have any ideas?
