Category Archives: IGMR

‘Twas the night before Taxmas

Taxmas

‘Twas the night before Taxmas, I sat at the table; I planned to file taxes, as soon as I was able. The children were asking, for new gadgets and toys; so they could have things, like all other girls and boys. Sadly for them, I had ideas of my own. I had planned to pay […]

How to Replace W2 and other Tax Documents

Replace W2

Did you lose or never receive your W2? We don’t always have the greatest organizational skills, do we? Or perhaps a former employer had the wrong mailing address.  Important tax documents can be easy to misplace or maybe we just didn’t receive them when we were supposed to. We certainly don’t want to incur penalties […]

Should I Get a Tax Refund Loan?

Tax Refund Loan

The Tax Refund Loan Question A variety of vendors offer different perks related to your tax refund.  Tax refund loan products are making a come back. Automobile dealerships and furniture stores are common places that offer you benefits if you file your taxes through their services.  The basic idea is they offer to put your refund towards the […]

Two Most Common IRS Scams

irs scams

Identify and Avoid the Two Most Common Tax Scams Tax time is the peak season for criminals to try and steal your identity or scam you out of your tax return. IRS scams can easily run all year as criminals work to steal personal information and Social Security Numbers that will allow them to defraud […]

IRS Identity Theft Hotline

Are You the Victim of Tax Identity Theft? If you are the victim of IRS identity theft, it may be several months before you actually receive your refund because the IRS needs to investigate and validate your claim. That makes it very important to report tax identity theft immediately if you think you are a […]

This is what it means when WMR status bar disappears.

irs WMR refund status

Nothing. Most times when your status bar on the Where’s My Refund tool appears at 1 of 3 stages.  Return Received, Return Accepted, Return Processed and how long it will take is found on the irs.gov site and tools on TurboTax, H&R Block along with other tax preparer site.  But what happens when you don’t have any […]

What is the first day to file taxes in 2017?

refund schedule calendar

The first day to file taxes is in the first week of January 2017 in most cases. The IRS will begin processing and accepting returns on January 23, 2017.  Many tax preparation companies have announced dates for 2017.  Below are the dates for TurboTax, H&R Block, TaxAct and other big box tax preparation services. Updated: December 29, 2017 […]

Social Security Number for your Health Insurance Company

IRS Form 1095

What You Need to Know about your Social Security Number & your Health Insurance Company There is NOT a specific IRS form that will be mailed to request your social security number for your health insurance.  The IRS has not designated a specific form to request this information. Your health insurance company may mail you a written request which discusses […]

IRS Transaction Codes and Error Codes

irs transcript code 846

IRS Transaction Codes and Error Codes are used while your tax return and tax refund are being processed. Trying to decipher what they mean? You might see these codes when you look at your tax transcripts.  These are common three digit IRS transactions codes associated with your tax return and tax refund.  Not all IRS are listed, but […]

Waiting for Correct 1095a

But what if you already filed your tax return with a 1095a that is wrong? Will your refund be cancelled while you are waiting for correct 1095a Form? Today, Healthcare.gov announced that as many as 800,000 taxpayers who signed up for insurance through the federal marketplace will be contacted because they filed using an incorrect form.  They […]

Contact Local IRS Office – Talk to a Person

contact local irs office

Get help and contact local IRS office! Still waiting for your tax refund?  Don’t spend hours on hold, visit or contact local IRS office.  Talk to a human. Find phone numbers and locations here. Thousands of refunders have spent hours on hold with the IRS only to get very few answers.  Your local IRS office is there to […]

State Tax Refunds Cancelled

turbotax refund sttus

Turbo Tax Stops Transmitting State Tax Returns – Refunds Cancelled Here is the latest tax news about State Tax Refunds Cancelled: Turbo Tax tax software has stopped transmitting state income tax returns due to a problem with over 16,000 fraudulent returns in 18 states being transmitted using their software according to this article on Forbes. So starting yesterday […]

IRS Form 8960 TurboTax error

Where's My Refund uncertainity

IRS Form 8960 is becoming a hot topic for some who are trying to file their tax return with TurboTax.  Users have been reporting an error on Line 4, different types of guidance from TurboTax and— asking why do I need to use a Net Investment Income Tax form? Should I enter zeros? Or Delete the Form? What is Form 8960 and […]

Exemption Certificate Number (ECN)

Exemption Certificate Number (ECN)

What is an Exemption Certificate Number (ECN)? An ECN is an Exemption Certificate Number. This is a new 2015 tax return term and requirement for some tax returns. It will likely become common lingo for tax season because the healthcare rules and IRS penalties are new this year. Do I need an ECN? An Exemption […]

Earned Income Tax Credit Qualifying Child Rules

earned income rules

Qualifying Child Tests:  relationship, age, residency and joint return. Filing for the earned income tax credit is a major credit that can increase your tax refund.  It’s important to ensure you qualify before taking this credit or your refund can be delayed.  The guidelines for a qualifying child are generally easy to understand.  Divorce, separation, […]

IRS Statement on 1121 Feb. 12, 2014

Hot News IRS Statement on 1121 Feb. 12, 2014 Post by I Got My Refund.     ….From the IRS site below… Early February 1121 Information A very small percentage of taxpayers may see an 1121 reference number if they check “Where’s My Refund?” after they initially were provided a projected refund date by the […]

6 Reasons You May Think Your Tax Refund is Delayed

wheres my refund

Interpreting the IRS Transcript, Hub and Cycle Date Theories is Making Heads Spin There was incorrect information passed around since last week by others, which has caused a lot of unnecessary worry for people. Let’s clear some of that up: Return processing locations are not called “hubs”. If you want to use correct terms, they […]

IRS Transcript Error Codes

irs-building

What do the IRS Transcript Error Codes Mean? The below codes are IRS transcript error codes that you might see when you check your tax return transcript. Tax Refund Reference Codes: 1001 – Refund paper check mailed more than 4 weeks ago See IRM 21.4.1.3.4, Refund Issued But, Lost, Stolen, Destroyed or Not Received 1101 – No […]

Tax Refund Offset – Tax Topic 203

Do you have a tax refund offset or Tax Topic 203 appearing when you check the WMR? Topic 203 – Refund Offsets for Unpaid Child Support, Certain Federal and State Debts, and Unemployment Compensation Debts Recently the topic of a tax refund offset came up in our forum.  There seems to be a lot of questions about what the IRS […]

A Little Tax Time Diversion!

The IGMR Anthem DDDs and WMR I want a vacation, I need a new car There are grumblies in tummblies and the bills can’t get paid Because we’re largely awaiting some IRS aid. The lines are all jammed cuz we just can’t quit callin’ And the lack of a second orange bar has us bawlin’ […]

TaxACT Always Free

taxACT

They say, Always Free.  If you haven’t filed, some IGMR users say TaxACT is the way to go. Free is always in my budget.  The chatter at igotmyrefund.com suggests that TaxACT has indicated a test batch of returns will be processed for potential acceptance on 1/24.  Will this week mean anything to early filers? Some […]

IRS Transcript Codes – Announces New “Get Transcript” Service

Trying to understand IRS Transcripts codes?  This is must read information… Go here to join the latest conversation about IRS transcript codes:  http://igotmyrefund.com/transcripts/ Early in 2014, a new online request option called “Get Transcript” on IRS.gov will allow individual taxpayers with an SSN to instantly view and print a copy of their tax transcripts. With […]

Tax Refund Loan – H&R Block Emerald Advance

tax refund loan

Tax Refund Loans Available in November 2015 In November 2015, H&R block will begin offering their tax refund loan product called Emerald Advance which is based on the tax refund you expect to received in 2016. You may being applying for a refund loan in local H&R block offices.  The tax refund loan, if approved, […]

IRS Announces 2014 Tax Filing Delay and Dates

tax refund season

IRS delay announcement for next year. IRS could begin ACCEPTING returns on January 28, 2014, but as late as February 4, 2014. The original start date of 2014 tax filing season was Jan. 21 —but now a one- to two-week delay, apparently because of government shut down and push back of timeline to test test […]

idverify.irs.gov Which Result?

This is either a tax question or an HTML question. After an unusually long one-month wait for a refund, I get a letter from the IRS asking I go to a site of theirs: idverify.irs.gov The site asked a few multiple-choice questions to verify my identity, and I believe I answered all correctly. (One, “which […]

8 weeks after 4883C, I WAS still unpostable

As of 05/06/2013… Filed 1/28/13 … 98 days ago… TurboTax Transmitted 1/30/13 … 96 days ago IRS finally Accepted due to 8863 delays on 2/14/13 … 81 days ago Where’s my refund has been stuck in processing since then… After 25 days and still in processing on 3/11/13 I called and was told they mailed […]

Interest on Tax Refunds not recieved

According to the IRS.gov website, this outlines the topic regarding Interest on refunds which is often asked at IGMR. You can connect here with other people and share your comments and experience regarding interest on refunds if you have not received it within 45 days after the date on your return.

Unpostable

Unpostables?! An unpostable happens when your return is unable to be posted to the master file. It can happen for a multitude of reasons. They usually take about 6-8 weeks to close the open unpostable then at that point you are put back into que as a normal filer which can take up to an […]

Transcripts

On February 27, 2014 IGMR received correspondence from the IRS regarding transcripts. Hi, XXXXXX. I wanted to pass on some language that was added to our filing season page (http://www.irs.gov/uac/Newsroom/Filing-Season-Update). It addresses transcripts and how they really aren’t a good indicator of when a refund is coming. Will ordering a transcript help you determine when […]

Tax Topic 152

topic 152

Here is what the IRS says about this: http://www.irs.gov/taxtopics/tc152.html The Truth About Topic 152 Today, this scene is taking place all across the country. People are waking up bleary-eyed, rolling over to reach for their iPhone and opening the IRS2Go app. A few seconds to type and re-type the SSN, select the filing status and enter […]

Bart’s Thoughts

One year we had a user named Kelly that shared her thoughts on the tax season and created a following of her own. Another year we had a user BartD who has created a following of his own…which we support! Who is Bart? According to Bart he has a masters in computer engineering and computer programming and helped […]

My IRS2GO App Progress

Tax Preparer: TT Date Filed: 1/10 Date Accepted: 1/25 Time zone: EST Fees paid in advance?: YUP Where’s My Refund (WMR) “should receive by”: 2/1 Able to order transcripts? NEVER TRIED YET Date ordered transcripts: N/A Date(s) changed at all? NOPE, 1ST TIME I CHECKED TODAY! IRS says: Never Called I Got My Refund!! date: Hopefully friday. […]

I GOT MY DDD!!! (from Jemar)

I was a little too excited when I first posted my screen shot this morning.  And then, a little depressed when I “ghosted” after checking again later in the day with no information to be found.  Then it all came back up and I am still waiting on that status bar to fill up!

Will You Need a Taxpayer Advocate (TA)?

Prayer method, I hope, carries us through this tax season; and, I also hope that people will not need to contact tax advocates this year to help navigate a tax fiasco some taxpayers experience.  But all of taxpayer have rights.  If the process of receiving your refund becomes a problem with the IRS and you […]

What days of the week does IRS process deposits?

What we have found so far: There has been mention that this year IRS will process direct deposits daily, excluding SUNDAYS. So depending on your financial institutions posting policies, taxpayers may see deposits on Mondays, Tuesdays, Wednesdays, Thursdays, Fridays and Saturday. IRS Refund Cycle Update: You can usually estimate when you’ll get your IRS refund […]

When is Where’s My Refund 2013 Available?

Where’s My Refund Tool is scheduled to be available when the floodgates open for taxpayers to e-file on January 30th. Last year, we closely watched when the tool was working and when it wasn’t because it seemed to have a downtime pattern. The IRS has posted information about the WMR tool’s availability this year. Availability […]

Why the wait until IRS starts processing returns?

One cause presumably is our senators and representatives not working fast enough during the fiscal cliff debacle to finalize tax laws. And the effect? Taxpayers are now awaiting the IRS to update forms, publications, instruction and of course the systems to reflect changes and start running our returns through properly. The IRS aimed for January […]

January 22nd or January 30th?

Great News – My taxes are done.  Conflicting info already being passed down through the refund grapevine:  when does the IRS begin processing returns?  Well, I like to walk on the wild side, play with fire and the like; so, of course as soon as the forms were available through TurboTax today, I filed my return. […]

WHAT IS AN ACKNOWLEDGEMENT (ACK)?

The following information was extracted from the IRS Publication 1437 dated December 2012: IRS acknowledges each transmission of electronic return data. A return can be acknowledged (ACK) as accepted, even though it has not been through any mathematical verification. There are two types of ACK files: the Transmission ACK File and the Validation ACK File. […]

2013 Changes to the Where’s My Refund Tool

1. The expected date of when the refund will be sent will no longer be given when the return begins to be processed. 2. The refund status will be presented by way of a status bar as follows: RETURN RECEIVED – From the time the return is received until the refund has been approved the […]

How early can I file my taxes online?

how to file taxes online

And when does the season begin?  It is currently Tax Year 2012.  Tax Year 2012 began on January 1, 2013 and you will file for year 2012.  Rumor has it that IRS will not issue a refund cycle chart… hmmnn, maybe because of the debacle last year?  What about the fiscal cliff?  Will that and […]