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US Tax return

US Tax return

Old Sep 27th 2021, 5:46 pm
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Default US Tax return

Hello,
I mailed in a self-completed, paper US tax return (2020) towards the end of May (i applied for an extension as missed the initial deadline). I believe i sent it recorded/registered but can't find the receipt. I am trying to find out if the IRS have actually received the return - i am due a small refund but more concerned about whether it actually got there. I have tried the IRS 'check my refund status' website, but it does not recognise the initial information (SSNO, filing status, refund amount) nor the subsequent data (date and method of return). I then tried the transcript service for which you need to set up an account. Again, after entering SSNO, name, DOB and address, it did not recognise me so i was unable to set up an account. I have filed taxes over here for the previous 8 years so this was a bit of surprise. I have tried phoning but it just tells you to call another time as they are too busy. Should i be worried that the IRS seem to have no record of me? Is there any other way of checking if they have received my return?
Thanks
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Old Sep 27th 2021, 6:03 pm
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Default Re: US Tax return

The only three ways I know to check you seemed to have tried. Check refund status, transcript or call the customer service line.
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Old Sep 27th 2021, 7:44 pm
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Default Re: US Tax return

Originally Posted by newadventure View Post
Hello,
I mailed in a self-completed, paper US tax return (2020) towards the end of May (i applied for an extension as missed the initial deadline). I believe i sent it recorded/registered but can't find the receipt. I am trying to find out if the IRS have actually received the return - i am due a small refund but more concerned about whether it actually got there. I have tried the IRS 'check my refund status' website, but it does not recognise the initial information (SSNO, filing status, refund amount) nor the subsequent data (date and method of return). I then tried the transcript service for which you need to set up an account. Again, after entering SSNO, name, DOB and address, it did not recognise me so i was unable to set up an account. I have filed taxes over here for the previous 8 years so this was a bit of surprise. I have tried phoning but it just tells you to call another time as they are too busy. Should i be worried that the IRS seem to have no record of me? Is there any other way of checking if they have received my return?
Thanks

Sounds as though you need to speak to a live person, somehow.

Google has provided me with a list of alternative numbers to call. I'm afraid I don't know if any of them work.

https://www.nerdwallet.com/article/t...stomer-service

Given that you have already successfully filed 8 times previously, it is a bit odd. If you had tax paid by an employer, paid it yourself (self-employed), and/or received a refund there will be records to prove you exist. It might also be worth logging into your social security account to make sure that all is well there.

By any chance did you file jointly with a spouse for the previous years? If so, were you listed second on the filing? Might mean that the primary taxpayer is your spouse and the info may be under that SSN. Just guessing here, I'm not an expert.

Last edited by Lion in Winter; Sep 27th 2021 at 7:47 pm.
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Old Sep 27th 2021, 8:05 pm
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Default Re: US Tax return

I think it is way too soon to be concerned. The IRS has admitted that at the start of September, 2021 it had a massive backlog of 8.5 million unprocessed returns due to staffing issues because of Covid, and all the additional responsibilities that have been heaped on them in the last couple of years. Submitting your return on paper probably puts you closer to the end of the backlog than the front. I would wait for about 6 months before getting concerned.
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Old Sep 27th 2021, 8:17 pm
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Default Re: US Tax return

Originally Posted by Lion in Winter View Post
By any chance did you file jointly with a spouse for the previous years? If so, were you listed second on the filing? Might mean that the primary taxpayer is your spouse and the info may be under that SSN. Just guessing here, I'm not an expert.
Yes, i did think about that. I am the primary taxpayer, but i also checked under my wife's SSN. Same result
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Old Sep 27th 2021, 8:19 pm
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Default Re: US Tax return

Originally Posted by Glasgow Girl View Post
I would wait for about 6 months before getting concerned.
Thanks Glasgow Girl. I knew there was a big backlog, i was hoping there was something i could check online to show they had received the return. I'll give it another couple of months
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Old Sep 27th 2021, 8:29 pm
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Default Re: US Tax return

Originally Posted by newadventure View Post
Yes, i did think about that. I am the primary taxpayer, but i also checked under my wife's SSN. Same result

Imo that makes Glasgow Girl's theory even more likely.

Seems unlikely that they have completely lost two of you, although why you cannot at least see your previous records if you have eight years of them remains a mystery.
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Old Sep 28th 2021, 9:27 am
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Default Re: US Tax return

It is really slow. This year I had to send in a paper return instead of the e-filing I usually do. This was early May and 2 weeks ago I received a letter requesting more information (5 months after they received the return). I had forgotten to include a paper copy of a 1099-R showing the taxes withheld and the letter stated they needed it to verify the withholding against what I had stated on the return. <rant>My fault although I don’t understand why they need paper copies since they have a record of the 1099-R themselves and when e-filing no paper copies are needed because they have copies of all this stuff anyway. They also wanted me to file forms as a foreign person even though I have been filing as a US citizen for over 20 years, so I had to include copies of my US passport</rant>

My point is that paper returns take a long, long time to process.

Last edited by durham_lad; Sep 28th 2021 at 9:29 am.
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Old Sep 28th 2021, 12:03 pm
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Default Re: US Tax return

Originally Posted by durham_lad View Post
It is really slow. This year I had to send in a paper return instead of the e-filing I usually do. This was early May and 2 weeks ago I received a letter requesting more information (5 months after they received the return). I had forgotten to include a paper copy of a 1099-R showing the taxes withheld and the letter stated they needed it to verify the withholding against what I had stated on the return. <rant>My fault although I don’t understand why they need paper copies since they have a record of the 1099-R themselves and when e-filing no paper copies are needed because they have copies of all this stuff anyway. They also wanted me to file forms as a foreign person even though I have been filing as a US citizen for over 20 years, so I had to include copies of my US passport</rant>

My point is that paper returns take a long, long time to process.

This is how I think of the IRS doing paper forms.


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Old Sep 28th 2021, 12:58 pm
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Default Re: US Tax return

Originally Posted by Lion in Winter View Post
This is how I think of the IRS doing paper forms.

Perfect
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Old Sep 28th 2021, 1:48 pm
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Default Re: US Tax return

Ha! Yes, I do my tax return using Turbo tax, but there is one form (8833) that is not included so i have to print out and send paper copy. Usually it does not take too long to hear back, looks like it will be different this year. Hope the supply of quills holds up
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