Join Early Retirement Today
Reply
 
Thread Tools Search this Thread Display Modes
Old 11-16-2020, 08:43 PM   #201
Thinks s/he gets paid by the post
 
Join Date: Aug 2016
Location: Northern Virginia
Posts: 4,830
Quote:
Originally Posted by martyp View Post
I filed a paper return in mid-March and just got my refund last week. I am definitely filling electronically again this coming year.
My plan is to avoid a refund!
Montecfo is offline   Reply With Quote
Join the #1 Early Retirement and Financial Independence Forum Today - It's Totally Free!

Are you planning to be financially independent as early as possible so you can live life on your own terms? Discuss successful investing strategies, asset allocation models, tax strategies and other related topics in our online forum community. Our members range from young folks just starting their journey to financial independence, military retirees and even multimillionaires. No matter where you fit in you'll find that Early-Retirement.org is a great community to join. Best of all it's totally FREE!

You are currently viewing our boards as a guest so you have limited access to our community. Please take the time to register and you will gain a lot of great new features including; the ability to participate in discussions, network with our members, see fewer ads, upload photographs, create a retirement blog, send private messages and so much, much more!

Old 11-16-2020, 09:13 PM   #202
Thinks s/he gets paid by the post
martyp's Avatar
 
Join Date: Sep 2010
Location: Bangkok
Posts: 1,262
Quote:
Originally Posted by Montecfo View Post
My plan is to avoid a refund!
I managed that for 30+ years then I got divorced and two years later got remarried. That screwed up all my well established tax withholding amounts. I only filed a paper return because that was what was required to apply for an ITIN for my new wife. Then it all got caught up in Covid. I will undoubtedly have a hefty refund next year and hopefully after that I will go back to near zero refunds.
__________________
Happy, Wild, and Free
martyp is offline   Reply With Quote
Old 11-16-2020, 10:08 PM   #203
Recycles dryer sheets
PandaBear's Avatar
 
Join Date: Mar 2014
Posts: 269
My son filed in February. Still no refund.
PandaBear is offline   Reply With Quote
Old 11-17-2020, 10:29 AM   #204
Thinks s/he gets paid by the post
 
Join Date: Aug 2016
Location: Northern Virginia
Posts: 4,830
Quote:
Originally Posted by martyp View Post
I managed that for 30+ years then I got divorced and two years later got remarried. That screwed up all my well established tax withholding amounts. I only filed a paper return because that was what was required to apply for an ITIN for my new wife. Then it all got caught up in Covid. I will undoubtedly have a hefty refund next year and hopefully after that I will go back to near zero refunds.
Yes. I kind of outsmarted myself and ended up with big refund. I'm under-withheld at present but plan to fix that-sharp pencil this time.

And if I end with a small refund I will roll it into 2021.
Montecfo is offline   Reply With Quote
Old 11-24-2020, 07:26 AM   #205
Thinks s/he gets paid by the post
ugeauxgirl's Avatar
 
Join Date: Jan 2016
Location: Rural Alabama
Posts: 1,326
I got a bill from the IRS for a hefty sum a few months ago. It turns out that the IRS didn't record one of my quarterly payments. I sent an image of the cancelled check and have heard NOTHING. Sigh, I guess I'm in the same boat as everyone else on this thread.
__________________
Projected retirement--2020 at age 48 (done!)
ugeauxgirl is offline   Reply With Quote
Old 11-24-2020, 08:52 AM   #206
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
pb4uski's Avatar
 
Join Date: Nov 2010
Location: Sarasota, FL & Vermont
Posts: 32,242
Quote:
Originally Posted by Montecfo View Post
My plan is to avoid a refund!
Yes, that totally solves the problem... do some tax planning so you owe a little.
__________________
If something cannot endure laughter.... it cannot endure.
Patience is the art of concealing your impatience.
Slow and steady wins the race.

Retired Jan 2012 at age 56
pb4uski is offline   Reply With Quote
Old 12-18-2020, 07:28 PM   #207
Recycles dryer sheets
arch57's Avatar
 
Join Date: Dec 2013
Posts: 102
Well finally got my refund direct deposited plus a good amount of interest to top it off. I had contacted my Congressman in desperation a couple of months ago and was assigned a very helpful IRS taxpayer advocate to help case.

We were due a very large refund because it was the first year we held our income low to get the ACA credit. Well that caused the IRS to "flag" the return and ask for more information, form 1095-SA to verify we paid the full ACA premium. That was in March right when IRS closed offices so my reply sat un-opened in a trailer full of mail until mid-June when I at least got the registered mail receipt back.

Working with the IRS advocate I was able to email additional proof to her that we did indeed pay premiums and were covered all of 2019 and she then forwarded the info to the IRS auditors. She would call me every 2 weeks to update me on progress and finally on Dec 11 told me that Dec 16 would be the day, which did happen! Now time to pay our 2nd half or property taxes due 1/3/2021.
__________________
Retired 2015 @57 Spending...but like there is a tomorrow!
arch57 is offline   Reply With Quote
Old 12-18-2020, 07:57 PM   #208
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
RobbieB's Avatar
 
Join Date: Mar 2016
Location: Central CA
Posts: 8,379
Life in these covid times. Good to hear you got it resolved.
__________________
Retired at 59 in 2014. Should have done it sooner but I worried too much.
RobbieB is online now   Reply With Quote
Old 12-18-2020, 08:01 PM   #209
Moderator Emeritus
W2R's Avatar
 
Join Date: Jan 2007
Location: New Orleans
Posts: 46,210
Quote:
Originally Posted by arch57 View Post
Well finally got my refund direct deposited plus a good amount of interest to top it off. [...]
Whew, what a nightmare! I hope nothing like that ever happens to you again, or to any of us.
__________________
Already we are boldly launched upon the deep; but soon we shall be lost in its unshored, harbourless immensities. - - H. Melville, 1851.
W2R is online now   Reply With Quote
Old 12-18-2020, 08:22 PM   #210
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
pb4uski's Avatar
 
Join Date: Nov 2010
Location: Sarasota, FL & Vermont
Posts: 32,242
DS is still waiting for a refund for a return e-filed in the spring.
__________________
If something cannot endure laughter.... it cannot endure.
Patience is the art of concealing your impatience.
Slow and steady wins the race.

Retired Jan 2012 at age 56
pb4uski is offline   Reply With Quote
Old 12-18-2020, 09:20 PM   #211
Recycles dryer sheets
 
Join Date: Jul 2020
Posts: 259
Posted an amended return in late April that netted me about $350. Received it about 3 weeks ago. Probably coincidence, but it was 2-3 weeks after I logged into the IRS site to check the status, which was (in so many words) we received it, don't call us, we'll call you.
cat4ever is offline   Reply With Quote
Old 12-19-2020, 05:56 AM   #212
Moderator
braumeister's Avatar
 
Join Date: Feb 2010
Location: Flyover country
Posts: 21,703
Quote:
Originally Posted by cat4ever View Post
Posted an amended return in late April that netted me about $350. Received it about 3 weeks ago. Probably coincidence, but it was 2-3 weeks after I logged into the IRS site to check the status, which was (in so many words) we received it, don't call us, we'll call you.
I'm still waiting for a couple hundred bucks from an amended return I mailed in May. Same status on their site, so your post makes me hopeful I'll see it soon.
__________________
I thought growing old would take longer.
braumeister is offline   Reply With Quote
Old 01-14-2021, 09:18 AM   #213
Moderator
braumeister's Avatar
 
Join Date: Feb 2010
Location: Flyover country
Posts: 21,703
Quote:
Originally Posted by braumeister View Post
I'm still waiting for a couple hundred bucks from an amended return I mailed in May. Same status on their site, so your post makes me hopeful I'll see it soon.
Guess I spoke too soon. Last month it was "in process" and today it says they have no information about it. Not sure what to do now. They say it normally takes 16 weeks for a refund from an amended return, but it's now been more than twice that.
__________________
I thought growing old would take longer.
braumeister is offline   Reply With Quote
Old 01-14-2021, 12:17 PM   #214
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
pb4uski's Avatar
 
Join Date: Nov 2010
Location: Sarasota, FL & Vermont
Posts: 32,242
I'm frustrated for my son... I filed his 2019 return electronically for him on May 19, 2020 with an $879 refund. Then he received a letter from the IRS asking about a 1095-A which we missed so we sent a letter in response... the letter had instructed not to file an amended return. Adding the 1095-A information increased his refund by $109 to $988. The "Where's My Refund" site has shown for month that they have his return.

As a result of all of this, he didn't get the most recent $600 stimulus payment (even though he received the early 2020 stimulus payment of $1,200).

So at ths point, they owe him $1,588. Its a good thing that he is LBYM and isn't desparate for the money like many other people might be.

I've tried calling numerous times and get into their telephone hell. Does anyone know of a number I can call and talk to a real person? (I am his third-party designee on his tax return).
__________________
If something cannot endure laughter.... it cannot endure.
Patience is the art of concealing your impatience.
Slow and steady wins the race.

Retired Jan 2012 at age 56
pb4uski is offline   Reply With Quote
Old 01-14-2021, 12:50 PM   #215
Dryer sheet aficionado
 
Join Date: Sep 2012
Posts: 28
Hi... I mentioned earlier in this thread how to reach a person at the IRS... bumping it up..good luck

Here are the steps you need to take to reach a real person on the phone at the IRS.

Before you call, make sure you have all of the information that you need.
 - Social Security cards and birth dates for those who were on the return you are calling about.
 - An Individual Taxpayer Identification Number (ITIN) letter if you don’t have a Social Security number (SSN)
 - Filing status – Single, Head of Household, Married Filing Joint or Married Filing Separate
 - Your prior-year tax return. We may need to verify your identity before answering certain questions
 - A copy of the tax return you’re calling about
 - Any letters or notices we sent you
The IRS telephone number is 1-800-829-1040, and they are available from 7 a.m. – 7 p.m. Monday thru Friday. The best time to call is early in the morning.
The first question the automated system will ask you is to choose your language.
Once you’ve set your language, do NOT choose Option 1 (regarding refund info). Choose option 2 for “Personal Income Tax” instead.
Next, press 1 for “form, tax history, or payment”.
Next, press 3 “for all other questions.”
Next, press 2 “for all other questions.”
When the system asks you to enter your SSN or EIN to access your account information, do NOT enter anything.
After it asks twice, you will be prompted with another menu.
Press 2 for personal or individual tax questions.
Finally, press 4 for all other inquiries. The system should then transfer you to an agent.
tennisno1 is offline   Reply With Quote
Old 01-14-2021, 06:11 PM   #216
Recycles dryer sheets
 
Join Date: Oct 2018
Posts: 81
We are still waiting for our $18000 refund which was stolen due to our accountants Intuit software being hacked. I first posted about this in early April. The IRS verified finally that we were the victims of identity fraud and the latest estimate for our refund to be sent is mid-February. However a woman I spoke to early last week at the IRS told me that they don't process anything the first three weeks of January, so the mid-February date could be extended by 3 more weeks. We won't be receiving the second stimulus as a check because they won't have the return processed before the 15th.

We have had our best luck contacting real people at the IRS by pressing 2 for Spanish and waiting in that queue. It is a much shorter wait and they will speak to you in English.

We were given super secret PIN numbers to use on our subsequent tax returns to prevent fraud. I'm wondering how these numbers would prevent what happened to us, as the hackers got into the software after the return was prepared and was on its way to the IRS.
Any thought?
orchid55 is offline   Reply With Quote
Old 01-14-2021, 06:13 PM   #217
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
audreyh1's Avatar
 
Join Date: Jan 2006
Location: Rio Grande Valley
Posts: 32,277
$18,000 refund? Ouch!
__________________
Retired since summer 1999.
audreyh1 is offline   Reply With Quote
Old 01-14-2021, 06:54 PM   #218
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
pb4uski's Avatar
 
Join Date: Nov 2010
Location: Sarasota, FL & Vermont
Posts: 32,242
Quote:
Originally Posted by tennisno1 View Post
Hi... I mentioned earlier in this thread how to reach a person at the IRS... bumping it up..good luck

Here are the steps you need to take to reach a real person on the phone at the IRS.

Before you call, make sure you have all of the information that you need.
 - Social Security cards and birth dates for those who were on the return you are calling about.
 - An Individual Taxpayer Identification Number (ITIN) letter if you don’t have a Social Security number (SSN)
 - Filing status – Single, Head of Household, Married Filing Joint or Married Filing Separate
 - Your prior-year tax return. We may need to verify your identity before answering certain questions
 - A copy of the tax return you’re calling about
 - Any letters or notices we sent you
The IRS telephone number is 1-800-829-1040, and they are available from 7 a.m. – 7 p.m. Monday thru Friday. The best time to call is early in the morning.
The first question the automated system will ask you is to choose your language.
Once you’ve set your language, do NOT choose Option 1 (regarding refund info). Choose option 2 for “Personal Income Tax” instead.
Next, press 1 for “form, tax history, or payment”.
Next, press 3 “for all other questions.”
Next, press 2 “for all other questions.”
When the system asks you to enter your SSN or EIN to access your account information, do NOT enter anything.
After it asks twice, you will be prompted with another menu.
Press 2 for personal or individual tax questions.
Finally, press 4 for all other inquiries. The system should then transfer you to an agent.
I tried that and it didn't work, but I'll try it again.
__________________
If something cannot endure laughter.... it cannot endure.
Patience is the art of concealing your impatience.
Slow and steady wins the race.

Retired Jan 2012 at age 56
pb4uski is offline   Reply With Quote
Old 01-15-2021, 02:28 AM   #219
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
SecondCor521's Avatar
 
Join Date: Jun 2006
Location: Boise
Posts: 6,768
Quote:
Originally Posted by orchid55 View Post
We were given super secret PIN numbers to use on our subsequent tax returns to prevent fraud. I'm wondering how these numbers would prevent what happened to us, as the hackers got into the software after the return was prepared and was on its way to the IRS.
Any thought?
For the hackers to succeed again, they'd have to know your super secret PIN. I believe it is mailed out to taxpayers, so they'd have to (a) know you have a PIN, (b) intercept your US mail, (c) open it (an additional felony of mail fraud), (d) reseal it and forward it on to you in a way you can't detect, (e) file a return with your PIN before you do.

I'm also pretty sure you get new PIN numbers each year, and each individual taxpayer has a PIN, so if you're MFJ then the hackers would have to do it for both you and your spouse.
__________________
"At times the world can seem an unfriendly and sinister place, but believe us when we say there is much more good in it than bad. All you have to do is look hard enough, and what might seem to be a series of unfortunate events, may in fact be the first steps of a journey." Violet Baudelaire.
SecondCor521 is online now   Reply With Quote
Old 01-15-2021, 04:33 AM   #220
Recycles dryer sheets
 
Join Date: Mar 2015
Posts: 80
We mailed our return at the end of March and the first week of November got a notice we omitted a form. As a result our refund will be 6k instead of 5k, but I've not heard/seen anything further. I've never seen anything like this.
sturbridge is offline   Reply With Quote
Reply


Currently Active Users Viewing This Thread: 1 (0 members and 1 guests)
 
Thread Tools Search this Thread
Search this Thread:

Advanced Search
Display Modes

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is Off
Trackbacks are Off
Pingbacks are Off
Refbacks are Off


Similar Threads
Thread Thread Starter Forum Replies Last Post
More scams to steal tax refunds REWahoo FIRE and Money 19 02-19-2018 12:50 AM
Credit Card Annual Fee Refunds? ExFlyBoy5 FIRE and Money 49 11-17-2017 01:40 PM
ACA credits and Tax refunds bizlady FIRE and Money 24 08-29-2014 10:25 AM
A canceled credit card can still receive charges and refunds Alan FIRE and Money 10 10-12-2007 06:04 PM
The "IRS" is giving refunds on credit cards!! Nords Other topics 5 09-20-2007 04:20 PM

» Quick Links

 
All times are GMT -6. The time now is 01:43 PM.
 
Powered by vBulletin® Version 3.8.8 Beta 1
Copyright ©2000 - 2022, vBulletin Solutions, Inc.