I filed early using form 8863 and like millions of others had to wait until 2/14/13 for the IRS to begin processing. They FINALLY finished processing it on 2/17, only for me to discover I was 'under review'. I contacted the IRS Tax Advocate on 2/18, faxed all requested documentation, and was told on 2/21 that she had determined that I actually have a "significant hardship" because electricity had been shut off on 2/15. She told me on 2/21 that she would forward my documents along with the request to exidite my refund to the examinations department, and that they had 3 days to give it to an examiner and the examiner had 10 in which to resolve the case. It is 3/13, when I called today, a representative from the examination dep't. told me only that my documents had been received and that my account still showed no refund release date. I just want to know if anyone has had this SAME situation and how long they had to wait for their return to be released.
Understand that the Taxpayer Advocate is there to advocate for you but does not have special powers, So if your case is in examination for example when the TA takes your case examination moves it to the head of the line for processing which is a good thing. But examination still makes the call if your documentation is sufficient to release the refund or not. TA's are not examiners so any statement by a TA about the return should be accepted as filed should be taken with a grain of salt.
I too got the 5017c letter on monday and completed the question online. I was assigned an adovocate on tuesday and today finally got a call. She was a very nice lady. Said she did not see any issue or problem with my return and said she is requesting my return be release as we were speaking. and that i should receive my return by March 23 and to call her extension back if i dont. I am sure they will contact you very soon! I will post an update. good luck to you as well.
I am in the exact same boat. Last year I waited till August to file my taxes electronically and when it was denied I soon learned someone filed as me and the nightmare started.After about 50 calls or more I ended up with a tax advocate and she was amazing. I finally got the check in September. She told me as long as I used the "pin" they assigned me for tge next several years, I would be fine...Guess what, I filed, used this pin that I was told to guard with my life and no refund...Problem is this year I really need the money very badly and believed it would be refunded in a relatively normal time frame. So again I have a tax advocate except this time he went in vacation April 8 -12 and never calls when he says he will..He is now telling me the IRS resolved the problem, but cant tell me what problem and stold me Friday the computers do not update daily so he will not have a date when the check is to be released until next Friday. So the advocate you have makes a big difference.
Contribute an answer
People come to TurboTax AnswerXchange for help and answers—we want to let them know that we're here to listen and share our knowledge. We do that with the style and format of our responses. Here are five guidelines:
- Keep it conversational. When answering questions, write like you speak. Imagine you're explaining something to a trusted friend, using simple, everyday language. Avoid jargon and technical terms when possible. When no other word will do, explain technical terms in plain English.
- Be clear and state the answer right up front. Ask yourself what specific information the person really needs and then provide it. Stick to the topic and avoid unnecessary details. Break information down into a numbered or bulleted list and highlight the most important details in bold.
- Be concise. Aim for no more than two short sentences in a paragraph, and try to keep paragraphs to two lines. A wall of text can look intimidating and many won't read it, so break it up. It's okay to link to other resources for more details, but avoid giving answers that contain little more than a link.
- Be a good listener. When people post very general questions, take a second to try to understand what they're really looking for. Then, provide a response that guides them to the best possible outcome.
- Be encouraging and positive. Look for ways to eliminate uncertainty by anticipating people's concerns. Make it apparent that we really like helping them achieve positive outcomes.