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Retirement tax questions
When did you file your 2020 return? If you filed it timely in 2021, why did you wait until 2025 to ask about it? If you filed the return, and the refund was reduced by the IRS, the IRS would have sent a letter to explain the change in your refund. TurboTax gets no information from the IRS after you file your return, so no one at TT knows why the IRS reduced your refund, nor can TT find out ---the IRS will not share that information with TurboTax.
Call the IRS: 1-800-829-1040 hours 7 AM - 7 PM local time Monday-Friday
When calling the IRS do NOT choose the first option re: "Refund", or it will send you to an automated phone line.
So after first choosing your language, then do NOT choose Option 1 (refund info). Choose option 2 for "personal income tax" instead.
Then press 1 for "form, tax history, or payment".
Then press 3 "for all other questions."
Then press 2 "for all other questions."
- When it asks you to enter your SSN or EIN to access your account information, don't enter anything.
- After it asks twice, you will get another menu.
Press 2 for personal or individual tax questions.
Then press 3 for all other inquiries
It should then transfer you to an agent.