Hi Bellaf81,   If your initial tax returns were prepared by TurboTax Full Service Experts then having a TurboTax Full Service Tax Expert prepare amended returns to address any errors and omissions is a viable option, however, if your original returns were not prepared by TurboTax's Full Service Experts then 2019 and 2020 amendments would be out of scope for the Full Service Experts.  Another option may be to visit a local accountant or tax preparer, in your area, to have them prepare and submit any needed corrections/amendments.      Hope that helps & good luck getting this taken care of.   Ron G, TurboTax Live Tax Expert, CPA ... View more

Hi Ty57, When you say, "You  still haven’t received back pay for paying on your unemployment,"  I assume you're referring to a refund based on the The American Rescue Plan Act of 2021, which excluded up to $10,200 in 2020 unemployment compensation from taxable income calculations. The exclusion applied to individuals and married couples whose modified adjusted gross income was less than $150,000. https://www.irs.gov/newsroom/irs-continues-unemployment-compensation-adjustments-prepares-another-1-point-5-million-refunds   To determine your eligibility:   You're eligible if your unemployment compensation  was received in 2020 and your modified adjusted gross income (AGI) is less than $150,000. The modified AGI for purposes of qualifying for this exclusion is your adjusted gross income for 2020 minus the total unemployment compensation you received. This threshold stays the same for all filing statuses, regardless of whether you're married and file a joint tax return (it doesn't double to $300,000). To determine if you're under the $150,000 threshold and qualify for the exclusion, subtract all of the unemployment compensation reported on Schedule 1, Line 7, from the amount of your AGI reported on Line 11 of Form 1040, 1040-SR, or 1040-NR. https://www.irs.gov/newsroom/2020-unemployment-compensation-exclusion-faqs-topic-a-eligibility   To check the status of a refund: The IRS has an online tool called “Where’s My Refund?” that allows you to check the status of your refund. After providing some personal information, you can find out when it will arrive.   Go to the "Where’s My Refund?" page on the IRS website and w hen you access the   "Where's My Refund?"   tool, you will see three separate boxes to enter your filing status, refund amount and Social Security number. When you finish entering this information, click on the "Submit" button on the page to see the status of your refund. Other ways to check your tax refund status If you don’t have access to the Internet or a computer, you can call the IRS at   800-829-1954   to obtain the status of your refund. You will need the same three pieces of information as those who use the online tool, so be sure you have a copy of your tax return available.   Hope this helps,   Ron G, TurboTax Live Expert, CPA ... View more

Hi Yakithep23: The best way to check the status of a refund, based on the 2020 unemployment exclusion, is to visit   the IRS  online tool called  “Where’s My Refund?”  .  The tool allows you to check the status of your refund. After providing some personal information, you can find out when it will arrive but please also keep in mind that many different factors can affect the timing of your refund after the IRS has received your return. Even though most refunds are issued in less than 21 days, it’s possible your refund may take longer.  For more information, please click on the links below.   https://turbotax.intuit.com/tax-tips/tax-refund/how-to-check-your-tax-refund-status/L0pZQWVpr https://www.irs.gov/refunds/tax-season-refund-frequently-asked-questions https://www.irs.gov/newsroom/irs-continues-unemployment-compensation-adjustments-prepares-another-1-point-5-million-refunds   Hope that helps, Ron G, TurboTax Live Expert, CPA  ... View more

Hi TreLLzD2021, To answer your two questions about w hether or not you're entitled to an unemployment exclusion tax refund and whether or not you have have to file an amendment to get the refund please see the info below about eligibility and the filing of an amendment:   Eligibility: In short, eligibility for the unemployment compensation exclusion depends on whether or not your unemployment compensation was received in 2020 and your modified adjusted gross income (AGI) was less than $150,000.   To determine if you were under the $150,000 threshold and therefore qualify for the exclusion, subtract all of the unemployment compensation reported on Schedule 1, Line 7, from the amount of your AGI reported on Line 11 of Form 1040, 1040-SR, or 1040-NR. If you're eligible, you're allowed to exclude up to $10,200 of your unemployment compensation from income on your 2020 Form 1040, 1040-SR, or 1040-NR. This means up to $10,200 of unemployment compensation is not taxable on your 2020 tax return but please note... unemployment compensation amounts over $10,200 are still taxable. https://www.irs.gov/newsroom/2020-unemployment-compensation-exclusion-faqs-topic-a-eligibility   Filing An Amendment: What if I already filed my 2020 tax return? Do I need to file a Form 1040-X to amend my tax return to report the exclusion?  Unless you're entitled to a new credit or additional deductions there's no need to file an amended return (Form 1040-X) to report the amount of unemployment compensation to exclude. The IRS will perform the corrections starting in late May and continue throughout the summer and into the fall. If you already filed your tax return, we'll determine the correct taxable amount of unemployment compensation and tax. We'll also adjust any non-refundable or refundable credits that you reported on your return that are impacted by the exclusion. In addition, if you did not claim the Recovery Rebate Credit, Earned Income Credit with no qualifying dependents or the Advance Premium Tax Credit on your tax return, but are now eligible when the unemployment exclusion is applied, you do not need to file an amended return. The IRS will calculate the credit for you and include it in any overpayment. https://www.irs.gov/newsroom/2020-unemployment-compensation-exclusion-faqs-topic-d-amended-return-form-1040-x   Hope that answers your questions,   Ron G, TurboTax Live Expert, CPA ... View more