How do I dispute my 2021 tax refund? I used TurboTax and the new option they had last year and got screwed out of $1900.00 with no explanation. How do I get back to them?

[DoninGA]

Were you claiming the Recovery Rebate Credit on Line 30 of the Form 1040 on the 2021 return?

Or did you receive the Advance Child Tax Credit in 2021 and claim the Child Tax Credit on Form 1040 Line 28?

[xmasbaby0]

Did the IRS reduce your refund?

TurboTax does not get any information from the IRS after you file your tax return, so no one at TT knows why your refund was less.

Sometimes we can make an educated guess as to the reason for your reduced refund if you mention specific amounts--for example if your refund was short by $1400 per person---it is likely to be a mix up regarding the 3rd EIP payment.    If you received the 3rd stimulus check of $1400 per person in 2021 then you got letter 6475 from the IRS about it.   You needed to enter the amount you received.   If you already received that money then line 30 on your Form 1040 should have been blank.

  If it is short by $1800 or  $1500 or  a multiple of that amount  ---   maybe a mixup regarding the advance child tax credit payments. If you received monthly child tax credit payments of $250 or $300 per month between July and December of 2021, then you got letter 6419 from the IRS, and you were required to enter the amount of the advance payments.   Only the remaining amount of the CTC should have been on line 28 of your Form 1040.

The IRS knows how much they sent to you for the 3rd stimulus check and they know how much they sent for advance child tax credit payments.   If you answered something incorrectly on your tax return then the IRS made a correction that resulted in a reduced refund for you. 

The IRS will send you a letter that explains why your refund was reduced or why you owe more.   Meanwhile it might help you to check your online IRS account.

https://www.irs.gov/payments/your-online-account

https://blog.turbotax.intuit.com/tax-refunds/why-is-my-tax-refund-not-what-i-expected-49240/

https://www.irs.gov/newsroom/questions-and-answers-about-the-third-round-economic-impact-payment-top...

If you need to trace a payment that the IRS says has been issued to you, mail or fax a completed IRS Form 3911, Taxpayer Statement Regarding Refund.

[rjs]

"How do I dispute my 2021 tax refund?"

What exactly is it that you want to dispute? Do you think the refund amount on line 35a of the Form 1040 that you filed is wrong, or do you mean that the refund you received was less than the amount on line 35a?

"I used TurboTax and the new option they had last year . . ."

There were a lot of new options last year. Which specific option are you referring to? Who are "they" that had the new option?

". . . and got screwed out of $1900.00 with no explanation."

What exactly was the $1,900 that you got "screwed out of"? Was it exactly $1,900? How did you arrive at the $1,900 figure? If the IRS reduced your refund, they must have sent you a letter or notice. What does it say? If you just got the refund, you won't get the letter until two or three weeks after you got the refund. You have to wait until you get the letter to figure out what the problem is.

DoninGA and xmasbaby0 made "educated guesses" about what could have caused your refund to be reduced, but without more details it's just a guess.

"How do I get back to them?"

Who are "them" that you want to get back to? TurboTax? The IRS?

[joshuafrench711]

As to "them" I was referring to TurboTax. How I know I am short on the refund is because I did not receive the full amount of my tax refund. I just subtracted the amout received by the amount I was supposed to receive. Not due to error on my part. I have checked how I filed and did not miss anything or leave anything out. 

Also my refund deposited in my account from a " TPS PRODUCTS SBTPG LLC", instead of the normal "IRS Fed Tax Refund". Does anyone know about this company? 

I do realize I should have handled this sooner and maybe a bit differently however I do appreciate any help or advice that anyone can offer! 🙂

[joshuafrench711]

I have not received a letter form the IRS about an error resulting in a lower tax refund either. It has just been business as usual until I started reviewing everything from last year.

[DoninGA]

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@joshuafrench711 wrote:

I have not received a letter form the IRS about an error resulting in a lower tax refund either. It has just been business as usual until I started reviewing everything from last year.

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If you requested to have the TurboTax account fees deducted from your federal tax refund, the IRS will send the refund to a third party processor to have the fees and the service charge deducted. The third party processor will deduct the TurboTax fees plus the service charge and then attempt to direct deposit the remaining refund balance into the account that you entered on your tax return.

For the status of your tax refund you will need to contact the third party processor, Santa Barbara Tax Product Group, using their website - https://www.sbtpg.com/

Tax Products Group Contact Information - https://help.sbtpg.com/hc/en-us/articles/230084587-Contact-Information
On this page you can also scroll down and click on Submit a request

Or https://taxpayer.sbtpg.com/

Call 1-877-908-7228

[xmasbaby0]

And.....if you have not checked your online account with the IRS, you need to do that, even though you are convinced you made no mistakes.  You need to find out if the IRS thinks they sent you a payment that you did not receive.