In regards to an audit from NY State

[arbine0912]

Hello, my name is Arbine. I have filed an amended return for 2021 and 2022, and the IRS has recently processed it on March 18 and 20. I have gotten an audit letter back in January from NYS Department of Taxation and Finance stating that FAGI was a different amount then whatever was reported on my New York State return and was asking to pay back a big amount however, at that time my amended returns were not processed, and I have called the IRS they said that I will get a refund in 4-6 weeks even though my amended return on the website hasn't been processed. My bill for New York State of Taxation has been under review and I have been updating them on any new information. While I don't owe anything to the IRS, the state has a different opinion. What should I do in this matter because I believe the information is not correct and they are asking for a federal transcript. I do have a tax advocate who is helping me to speed up the proceedings from the IRS. Thank you!

[LeticiaF1]

When you amended your federal return, did you also amend your New York returns?  You should send them copies of your Forms 1040X and the transcripts of the returns once they get processed.  

How do I get a copy of my tax return or transcript from the IRS?

[arbine0912]

Yes, it was amended. Recently, I have gotten a CP21B letter stating about a refund and the summary showed a decrease in taxes. I wanted to know if this will have any effect on my audit letter from NYS as I checked today, and the bill didn't increase but stayed the same. I wanted to know if I need to send my account transcript or any form of document to ensure everything runs smoothly. About 1-2 weeks ago I got a notice of deficiency letter from NYS state of tax department however at that my tax return was not being processed yet. A few days later my account got adjusted and it was talking about a refund in 2-3 weeks. I wanted to know the best action to take at this moment. and if I need to send any documents or transcripts. Thank you in advance.

[DaveF1006]

It appears NYS is satisfied with the return and you do not need to take action on your part. You may wish, however, to contact NYS to see if you need to submit additional documents.  Other than that, it sounds like you do not have any additional filing requirements.

[arbine0912]

Ok, however New York State Department of Taxation is saying that I may need to send an account transcript and with the deadline near I am still thinking of what to do.

[CatinaT1]

I would follow the instructions given to you by the state. If you have a Taxpayer Advocate, I would consult them. We can not really help here in the community.

[arbine0912]

Ok, is there a way I can upload documents in the New York State Department of Taxation website? The representative said there was a way, but I don't know where to do it.

[Vanessa A]

Here are instructions on how to  upload to New York Department of Taxation. 

[arbine0912]

That's for a tax expert. I wanted to know if the taxpayer can upload on the documents themselves on the website?

[CatinaT1]

I'm not sure why you think the link VanessaA offered was just for tax experts. You can upload here too. If you have further questions, please contact the State.

[arbine0912]

I don't see the option to upload documents in my account. Where do I need to go?

[CatinaT1]

In the instructions, these links are clickable. Please contact them for further assistance.

[arbine0912]

Thank you! I also had a question about my refund from IRS. The website adjusted its page on April 4 and it said within 3 weeks I should get a refund or notice however I never got a refund. I only got a CP21B letter on April 14 talking about making the changes to my 2021 form 1040 to adjust my other income. I should receive a receive in 2-3 weeks as long as I don't owe other tax  or debts the IRS is required to collect. Since I have a tax bill from NYS I wanted to know if my refund from the IRS will be applied to the bill or how it works and if I don't receive the refund in 3 weeks is it a warning sign? 

[LeticiaF1]

Yes, when you owe money to a state or federal agency, the IRS can apply your refund to pay that debt.  If they do apply any of your refund to pay your debt they will notify you in writing.  

Why your tax refund may be lower than expected

[arbine0912]

Thank you! Also, my amendment return got processed and they said I would get a refund within 2-3 weeks however I haven't received anything. I got the CPD-B form on April 14 and it said 2-3 weeks from that date however the website shows that my amendment return got processed on May 5 so I am confused on what to follow and how long I am supposed to wait to get a refund. Does it usually take time after getting processed.