Archives: FAQ

When does the “21 days” begin for processing time?

Although some returns may be accepted into the test batch prior to the opening day of tax season, the “21 days” the IRS says to allow for processing doesn’t officially begin until the opening day. If you filed on or after opening day then your “21 days” begins on the day your return was accepted.

What can my Transcripts tell me?

Each transcript has a different purpose. The “return” transcript and the “account” transcript are the most common two. The “return” transcript is usually an almost exact copy of your filed tax return, whereas the “account” transcript will have codes that indicate activity on your account. Ordering transcripts by mail is not a reliable way to […]

What is an IP PIN?

IP PINs are used when ID theft has been reported to the IRS.  IP PINs are mailed to you from the IRS and are required to be entered on your tax return. Click here to find out more about IP Pins.

What is an e-file PIN?

An e-file PIN is a self-selected PIN used to submit your return to the IRS. If you don’t have an e-file PIN, you can use the prior years Adjusted Gross Income (AGI) to submit your return.

What is the difference between IRS accepted and approved?

The IRS ACCEPTED status on Where’s My Refund (WMR) means your “return has been received and that it seems to have passed a basic check for completeness.”  During the basic check, the IRS also looks for red flags such as fraud indicators. “Accepted” is usually the 1st status most taxpayers will see when they check the WMR, unless the tax return has […]

What happened with Turbo Tax and Form 8692?

During the early test batch Turbo Tax was made aware of  the Form 8692 popping up on some of their customers returns while they were filing and it wouldn’t let them continue past this form and it wasn’t needed, at first Turbo Tax tried getting the customers to delete this form, but some found this […]

How do I order transcript for tax return?

IRS Transcripts can be ordered by phone or online.  The IRS can provide an account or return transcript to you by mail or online. The phone number to order IRS Transcripts is (800) 908-9946 and allows you to order account transcripts or return transcripts. To order a tax return transcript or tax account transcript online visit […]

What is the difference between daily and weekly accounts

The difference between IRS daily and weekly accounts is when information posts to the master file.  According to the IRS Manual, our users have read that daily accounts post within 4 days and weekly account post within 7 days. Most taxpayers will fall into the daily “accelerated” processing. If you are in a weekly account, […]

What is Tax Topic 152

Tax Topic 152 from the IRS is a code you might see when you check the status of your refund with the Where’s My Refund (WMR) tool at the irs.gov website.  It is not an audit…chill.  What does IGMR think?  Tax Topic 152 is a default processing message that appears while your return is processed. […]

What might cause a taxpayer’s return to take longer to process?

There are many reasons your tax return could be taking longer to process than you expected.  Some of the common errors are simple mistakes.  For example, your tax return could be slow to process because of incorrect social security number(s) for any of the joint taxpayers or dependents listed on your return, incorrect address, incorrect bank […]

What is the IRS Processing Cycle?

The cycle in which the Martinsburg Computing Center (MCC) posts returns processed by campus and selects returns. The cycle is expressed by a six digit code. The first four digits represent the file year, the second two digits represent the week of that file year (e.g., Cycle 201204 is the fourth week of the 2012 […]

Who is SBBT?

Santa Barbara Bank and Trust (SBBT) is one of the banks used by Turbo Tax for refund processing if you chose to have TurboTax deduct their fees from your refund. (Meaning you didn’t pay the fee with credit/debit card before filing). Your refund status can be checked at their site if your refund is being […]

What is a transcript?

A tax return transcript shows most line items from your tax return (Form 1040, 1040A or 1040EZ) as it was originally filed, including any accompanying forms and schedules. It does not reflect any changes you, your representative or the IRS made after the return was filed. In many cases, a return transcript will meet the […]

What does IGMR think about transcripts?

Please see the various posts from our users about this topic old threads can be found on the Hot tab or in the forums. jemar707311 (admin) said: Ordering transcript can only definitively mean you exist to the IRS. However, it has been a theory around here that after transcript success, you have made some progress […]

What is a Tax Advocate?

According to the IRS website: The Taxpayer Advocate Service is Your Voice at the IRS! The Taxpayer Advocate Service (TAS) is an independent organization within the IRS. We help taxpayers who are experiencing economic harm, such as not being able to provide necessities like housing, transportation, or food; taxpayers who are seeking help in resolving […]

What does IGMR think about Tax Payer Advocates?

According to the IRS website: The Taxpayer Advocate Service is Your Voice at the IRS! The Taxpayer Advocate Service (TAS) is an independent organization within the IRS. We help taxpayers who are experiencing economic harm, such as not being able to provide necessities like housing, transportation, or food; taxpayers who are seeking help in resolving […]

I need help with rent or utilities, where can I find financial assistance while waiting for my refund?

Do you need help with rent, utilities because this has caused you a financial crisis? Check these resources for help: Financial assistance info: Alaska Arkansas Colorado Delaware Georgia Illinois Iowa Kentucky Maine Massachusetts Minnesota Missouri Nebraska New Hampshire NewMexico North Carolina Ohio Oregon Rhode Island South Dakota Texas Vermont Washington Wisconsin

How can I find out the status of my state income tax?

State Income Tax Info: Arkansas 501-682-0200 or 800-438-1992 Colorado 303-238-3278 Delaware 302-577-8784 Georgia 877-423-6711 Idaho 208-334-7660 Indiana 317-232-2240 Kansas 800-894-0318 Louisiana 225-219-0102 Maryland 800-218-8160 Michigan 517-373-3200 Mississippi 601-923-7801 Montana 866-859-2254 New Mexico 505-476-3778 North Carolina 877-252-4052 Ohio 800-282-1780 Oklahoma 405-521-3160 or 800-522-8165 (in-state toll free) Pennsylvania 717-787-8201 South Carolina Vermont 802-828-0145 West Virginia 304-558-3333

Why has the amount of my refund been reduced?

If an individual owes money to the federal government because of a delinquent debt, the Treasury Department can offset that individual’s federal payment or withhold the entire amount to satisfy the debt. The debtor is notified in advance of any offset action to be taken. Individuals may call (800) 304-3107 with questions about a delinquent […]

When is the WMR available?

Where’s My Refund is available almost all of the time. However, the system is is not available Monday, early, from 12:00 am (Midnight) to 3:00 am Eastern Time. Change of Address and Refund Trace features are not available during the following times (Eastern Time): Sunday 12:00 am (Midnight) to 7:00 pm Monday 12:00 am (Midnight) to 6:00 […]

How do I request Audit Reconsideration?

If you decide to request audit reconsideration, please send your request to the address of the IRS Campus shown on your Examination Report. Andover Campus Internal Revenue Service P.O. Box 9053 Stop 823 Andover, MA 01810-0953 Phone 1-866-897-0177 Atlanta Campus Internal Revenue Service P.O. Box 48-389 Stop 54A Doraville, GA 30362 Phone 1-866-897-0177 Austin Campus […]

What is an HDD versus a DD?

These terms are thrown around when discussing the dates provided by the WMR. HDD was coined as “hard direct deposit” because the language from WMR says something about “your refund will be deposited on XX” and trends tell us that this is usually a firm (hard) date that doesn’t hange and pretty accurate. A DD […]