topic tax refund in Get your taxes done using TurboTax

tax refund

calvinngack — Wed, 03 Mar 2021 22:54:02 GMT

I would like to have some explanations about my refund for 2020. Last year I filed my taxes elsewhere, and I got my refund.

Re: tax refund

xmasbaby0 — Wed, 03 Mar 2021 22:54:55 GMT

What do you need explained to you?

Re: tax refund

calvinngack — Wed, 03 Mar 2021 22:57:14 GMT

I would like to know if my refund for 2020 includes 2019

Re: tax refund

DoninGA — Wed, 03 Mar 2021 22:59:50 GMT

@calvinngack wrote:

I would like to know if my refund for 2020 includes 2019

No, each tax year is a separate filing so you cannot receive the 2019 tax refund from the 2020 tax return.

Re: tax refund

xmasbaby0 — Wed, 03 Mar 2021 23:00:18 GMT

No. Each tax year is separate. Your 2019 refund will not be included with a 2020 tax refund.

If you are still waiting for your 2019 refund:

There have been a lot of delays for 2019 federal refunds. Did you mail your return or e-file?

If you mailed it:

MAILED RETURNS

If you mail a tax return (or a payment) to the IRS, it is a good idea to use a mailing service that will track it like UPS or certified mail so you will know it was received.

When you mail a tax return, you need to attach any documents showing tax withheld, such as your W-2’s or any 1099’s.

TurboTax will not know anything about your mailed return, and will continue to show “Ready to Mail” on your account. TurboTax will not know that you put your tax return in an envelope and took it to a mailbox. TurboTax does not get updates on mailed (or e-filed) returns.

The IRS refund site is only showing information about 2020 refunds now so it will not show anything about your 2019 refund.

Or......

Did you e-file? Did you click a big orange button that said “Transmit my returns now?”

When you e-file your federal return you will receive two emails from TurboTax. The first one will say that your return was submitted. The second email will tell you if your federal return was accepted or rejected. If you e-filed a state return, there will be a third email to tell you if the state accepted or rejected your state return.

Does your TT account say that your return was accepted? Or does it say something else—like “rejected”, “printed” or “ready to mail?” If it does not say accepted then it was not filed unless you put it in an envelope yourself and mailed it.

TurboTax does not mail your tax return for you.

If your e-file was accepted:

The IRS refund site only displays information about 2020 refunds now, so you will not see any information there about your 2019 refund.

To call the IRS:IRS: 800-829-1040 hours 7 AM - 7 PM local time Mon-Fri

Listen to each menu before making the selection.

First choose your language. Press 1 for English.

Then do NOT choose the first choice re: "Refund", or it will send you to an automated phone line.

Instead, 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 should then transfer you to an agent.

TAX ADVOCATE

At the following IRS website, find the USA map and click on your state, and it will give you the number of your area's IRS Taxpayer Advocate.

http://www.irs.gov/uac/Contact-a-Local-Taxpayer-Advocate

Also see this article for more info on how the Taxpayer Advocate Service works::
http://www.irs.gov/taxtopics/tc104.html

Re: tax refund

calvinngack — Wed, 03 Mar 2021 23:02:23 GMT

I received my refund for 2019 last year.

Re: tax refund

DoninGA — Wed, 03 Mar 2021 23:24:08 GMT

@calvinngack wrote:

I received my refund for 2019 last year.

If you already received the 2019 tax refund, the what is the basis of your question? -

I would like to know if my refund for 2020 includes 2019

Re: tax refund

SweetieJean — Thu, 04 Mar 2021 00:15:31 GMT

Are you asking if you must claim your 2019 refund as income on your 2020 tax return?

A 2019 Federal refund is not claimed on 2020 Federal return, but may need to be on your 2020 State one. If so, it will be covered during the state interview.

A 2019 State refund must be claimed on a 2020 Federal return only if you itemized deductions on your 2019 Federal return, and claimed a deduction for Sate taxes paid.