Federal Tax Refund Delayed

Forum|Forum|5 years ago
June 23, 2021
17 replies
49 views

Hello,

I filed early April 2021 using Turbo Tax. I am still waiting on my tax return. My best guess for reason for delay:

I had unemployment benefits for about 4 months in 2020 which I reported in the filing. Looks like the tax rules changed around the unemployment benefits - perhaps that is the source of delay? I am unclear if I qualify for the tax break on the benefits though given my income was high from the remaining ~8 months that I was employed. What are my options here? I have tried calling IRS a handful of times, but I get disconnected saying that they have high volume.

Thanks in advance!

TurboTax Deluxe Online

VolvoGirl

Level 15

You mean April 2021? That was after the unemployment exemption was updated. Check your return, your unemployment compensation will be on Schedule 1 line 7. The exclusion will be on Schedule 1 Line 8 as a negative number. The result flows to Form 1040 Line 8.

Then for the refund. The IRS is taking longer. Millions are still waiting. You are not alone.

marcuscatoAuthor

Level 5

Hi @VolvoGirl thanks for the answer. Yes April 2021 (I edited the original post just no as well). I looked in my return just now. Schedule 1 Line 7 does have the unemployment benefits received. However, Schedule 1 Line 8 is empty. Does this mean I did not qualify for the exemption?

Critter-3

Level 15

Save a PDF of the return WITH the worksheets to see the unemployment calculation for line 8 ... if there is no amount on that line then you probably did not qualify for it.

bigDogg75

Level 2

I haven't got a refund back fro m last year my name is David Leon Reeder 0369 last number of my ss# I had a stroke in Aug got out in Oct I wanna know what happened

DoninGA

Level 15

@bigDogg75 wrote:

I haven't got a refund back fro m last year my name is David Leon Reeder 0369 last number of my ss# I had a stroke in Aug got out in Oct I wanna know what happened

Once a tax return has been Accepted by the IRS or a State, TurboTax receives no further information concerning the tax return or the status of any tax refund

You will need to contact the IRS and speak with an agent for the status of the 2020 federal tax refund.

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 4 for all other inquiries
It should then transfer you to an agent.