Q&A 365!

[Anonymous]

Hello everyone! Welcome to Q&A 365! This Topic was created for those of us that needs questions answered that seem to get missed in other forums. The really cool part about this topic is, I am personally dedicating my time to answer any tax questions you may have 365 days a year!

Periodically I will repost questions w/ answers that have previously been answered. To avoid this, please scroll through the forum topic to seek answers as you may find your answer already posted! Also, ALWAYS be as specific as possible when asking questions to ensure you get the best answer amongst peers.

To kick things off, here are a few basic contacts and terms any tax filer should know:

***CONTACTS***

800-304-3107 IRS Offset Hotline

800-829-1954 IRS Refund Status Hotline

800-908-9946 Transcript Request Hotline (Only request Return Transcript)

800-829-0582 Ext. 652 Live Person at IRS

888-777- 3066 Turbo Tax Customer Service Number

319-373-3600 Tax Act Customer Service Number

800-HRBLOCK H&R Block Customer Service Number

800-234-1040 Jackson Hewitt Customer Service Number

***LINKS***

SBTPG REFUND CHECKER
https://taxpayer.sbtpg.com/login.aspx

IRS TRANSCRIPTS
https://www.irs.gov/Individuals/Get-Transcript

WHERE’S MY REFUND TOOL ONLINE
https://www.irs.gov/Refunds

IRS WEBSITE
https://www.irs.gov/

STATE REFUND TRACKERS
https://ttlc.intuit.com/questions/1899433-how-do-i-track-my-state-refund

***VARIOUS TAX LINGO***

Account Transcript: A tax account transcript shows any changes either you or the IRS made to your tax return after you filed it. This transcript includes your marital status, the type of return you filed, your adjusted gross income and taxable income.

Return Transcript: A tax return transcript shows most line items from the tax return you originally filed. It also includes items from any accompanying forms and schedules you filed. It does not reflect any changes made after you filed your original return.

DDD: Direct Deposit Date

1st Bar: This means your return has been received by the IRS, and is processing
2nd Bar: This means your refund has been approved by the IRS. You should have an estimated date as well.
3rd Bar: This means your refund has been sent, to be deposited via the method you’ve selected.

OFFSET: This means your refund has been placed on hold due to a balance due to a government agency

WMR: Where’s my refund (the website we use to track our refunds)

TT: Turbo Tax

More updates coming soon…

[Anonymous]

IRS REFERENCE CODES – 2016

here are the IRS Where’s My Refund Tool Reference codes. You read this chart by first looking for your code, then seeing what the error is. Each error has a specific set of steps that the IRS will follow, called Inquiry Response Procedure. Here is the list of what the IRM Codes mean.
IRS 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 data, taxpayer filed paper return more than 6 weeks ago See IRM 21.4.1.3.1.1, Return Not Found

1102 – No data, taxpayer filed electronic return more than 3 weeks ago See IRM 21.4.1.3.1.1, Return Not Found

1021 – FMS part offset, check mailed more than 4 weeks ago See IRM 21.4.1.3.2, Return/Refund Located

1061 – FMS part offset, direct deposit more than 1 week ago See IRM 21.4.1.3.2., Return/Refund Located

1121 – Problem identified; P-Freeze IRM 21.5.6.4.23, P- Freeze

1141 – Refund delayed liability on another account; V- Freeze more than 8 cycles IRM 21.5.6.4.34, V- Freeze

1161 – Refund delayed, bankruptcy on account :-V Freeze, CLOSING-CD-IND is ‘Y’; less than 8 weeks IRM 21.5.6.4.35, -V Freeze

1181 – Refund delayed, pulled for review, not within 7 cycles conduct account analysis

1201 – All other conditions not covered by a status code conduct account analysis

1221 – Refund delayed, pulled for review, within 7 cycles conduct account analysis

1241 – Paper return received more than 6 weeks ago; -E Freeze; in review, notice for additional information will be received IRM 21.5.6.4.8, -E Freeze

1242 – Electronic return received more than 3 weeks ago; –E Freeze; in review, notice for additional information will be received IRM 21.5.6.4.8, -E Freeze

1261 – Paper return received more than 6 weeks ago; –Q Freeze; in review, notice for additional information will be received IRM 21.5.6.4.25, -Q Freeze

1262 – Electronic return received more than 3 weeks ago; -Q Freeze; in review, notice for additional information will be received IRM 21.5.6.4.25, -Q Freeze

1301 – Fact of Filing Electronic return received more than 3 weeks ago; no other information See IRM 21.4.1.3.1.2, Return Found/Not Processed

1341 – Refund delayed, liability on another account; V- Freeze IRM 21.5.6.4.34, V- Freeze

1361 – Refund withheld for part/full payment of another tax liability; V- Freeze IRM 21.5.6.4.34, V- Freeze

1381 – Refund withheld for part/full payment of another tax liability; V- Freeze IRM 21.5.6.4.34, V- Freeze

1401 – Refund withheld for part/full payment of another tax liability; V- Freeze IRM 21.5.6.4.34, V- Freeze

1421 – Refund delayed bankruptcy on account; -V Freeze; more than 8 weeks IRM 21.5.6.4.35, -V Freeze

1441 – Refund delayed, SSN, ITIN or Name mismatch with SSA/IRS; return posted to Invalid Segment IRM 21.5.6.4.13, I- Freeze

1461 – Taxpayer is advised their refund check was mailed undelivered by the Postal Service. Taxpayer is provided the option to update their address online. Check account to determine if the taxpayer changed their address online. If address is changed, advise taxpayer their request is being processed. If taxpayer did not change their address, follow instructions in IRM 21.4.3.4.3, Undeliverable Refund Checks.

1481 – Refund delayed, return Unpostable See IRM 21.4.1.3.1.2, Return Found/Not Processed

1501 – Direct Deposit between 1 and 2 weeks ago, check with bank, file check claim See IRM 21.4.1.4.7.1, Direct Deposit of Refunds

1502 – Direct Deposit more than 2 weeks ago, check with bank, file check claim See IRM 21.4.1.4.7.1, Direct Deposit of Refunds

1521 – No data, paper return taxpayer filed more than 6 weeks ago; TIN not validated IRM 21.5.6.4.13, I- Freeze

1522 – No data, taxpayer filed electronic return more than 3 weeks ago; TIN not validated See IRM 21.4.1.3.1.1, Return Not Found

2007/2008 – Taxpayer’s check returned undelivered by the Postal Service and taxpayer does not meet Internet Refund Fact of Filing (IRFOF) eligibility. For example account may have an additional liability, or a freeze code other than S-. Analyze account and take appropriate action.

2009 – Taxpayer’s check returned undelivered by the Postal Service and taxpayer does not meet IRFOF eligibility. Taxpayer does not pass disclosure through IRFOF due to lack of data on IRFOF. IRM 21.4.3.4.3, Undeliverable Refund Checks

8001 – Paper return taxpayer filed more than 6 weeks ago, failed authentication Conduct account analysis.

8002 – Electronic return taxpayer filed more than 3 weeks ago, failed authentication Conduct account analysis.

9001 – Taxpayer accessed Refund Status using a secondary TIN. Refund Status could not be returned. Get a Primary TIN Analyze account and follow appropriate IRM.

9021 – Reference Code for all math error conditions Analyze account and follow appropriate IRM

9022 – Math error on return. Direct deposit more than 1 week ago Analyze account and follow appropriate IRM

9023 – Math error on return. Refund paper check mailed more than 4 weeks ago Analyze account and follow appropriate IRM

9024 – Math error on return. Balance due more than $50 Analyze account and follow appropriate IRM

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