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chris5038
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Please mention reference number 9021 to the IRS Customer Service Representative. This was in reference to a 2800 refund Torbotax said I was getting, well I am not.

 
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4 Replies

Please mention reference number 9021 to the IRS Customer Service Representative. This was in reference to a 2800 refund Torbotax said I was getting, well I am not.

Reference 9021 means math error which is IRS speak for they changed something so it calculates different.   It does not mean that there is an aactual miscalculation based on what you entered.     It is usually due to missing income that was reported to the IRS but was not on your return.    It could also be if you reported the correct income but entered it in the wrong place.   

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**

Please mention reference number 9021 to the IRS Customer Service Representative. This was in reference to a 2800 refund Torbotax said I was getting, well I am not.

$2800 sounds like a mixup over the 3rd EIP payment for two people.  The 3rd EIP ("stimulus") was $1400 per person.   When you were asked if you received $1400 per person last year did you say no?   And does the IRS say that you were sent $1400 per person?   Did you have $2800 on line 30 of your tax return?

 

LOTS of people have made mistakes this year with the recovery rebate credit by "forgetting" that they received the $1400 per person stimulus checks last year.  They answered no to the questions for the  recovery recovery rebate credit and put the $1400 per person on line 30 of their returns.  But you cannot get it twice, so the IRS removes it when it is there by mistake.

 

 

 

Try checking your online account with the IRS

 

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

 

Does the IRS show that you received a $1400 per personstimulus or EIP check in 2021?   Did you receive it?   When you were asked on your tax return did you say no?   Was there $1400  per person on line 30 of your tax return?

 

If the IRS says you got $1400 per person last year but you did not receive it you can have it traced.

 

LOST THIRD STIMULUS CHECK

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.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

Please mention reference number 9021 to the IRS Customer Service Representative. This was in reference to a 2800 refund Torbotax said I was getting, well I am not.

You are not alone.  As of April 7, the IRS had issued 9.4 million math error notices – and 8.3 million of these notices were related to the recovery rebate and the child tax credit.

IRS 'Where's My Refund?' tool offers little help for some taxpayers (usatoday.com)

Please mention reference number 9021 to the IRS Customer Service Representative. This was in reference to a 2800 refund Torbotax said I was getting, well I am not.

Yup just got this error this tax season 2022! Never had it before. After being on the phone with the IRS ALLL DAAAY LOOONG. I figured out the issue and resolved it with the IRS. Basically when turbo tax e-filed with the IRS they did not include line number 12 on my Schedule 8812. Which caused the IRS to make corrections to my 1040 on line 19. So turbo tax's error ruined my entire tax return experience this year and many others according to the IRS this has been an extremely common problem this year.

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