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Big update for my case. I called my advocate last week and left a message, never heard back. Called today at lunch and left another message, he called right back to let me know that the IRS accepted my documents as proof and have approved my refund, no adjustments were made.
This is a big relief because in 2016 I was granted guardianship of a relative. I was concerned that somehow, someway that I misinterpreted the definition of foster child (any minor placed with you by a court). I was also concerned I didn’t send in enough proof that I took care of him through the year (clothes, grocery receipts, etc.) Who keeps all of those receipts through the year? Well I do now!!! I have a big shoe box I started collecting all receipts in. No receipt gets thrown away at my house lol.
I am so relieved this is over and I can move on. Good luck to the rest of you and I hope next tax year goes smoother.
No major update yet. I called my advocate on Wednesday, left a message and never heard back. I will be calling again Monday. It is now over a week past the deadline the advocate established for the IRS to determine if they need anything else or release the funds.
There was one thing that changed on my transcript. Under my name/address where it shows account balance, accrued interest, penalty, etc. To the right of that where it says the ‘as of date’, it changed from 3/5/18 to 3/19/18. I wonder what that date means, and why it changed.
Also, do you know when they finally release the refund, is it still direct deposit or do they send a paper check? I hope they don’t send a check.
Still no changes here. I check my transcript at least twice a day hoping to see some good news. I’m going to call my advocate tomorrow since the deadline he gave them was last Friday and still no movement. I was nervous all day today because the daily USPS email showed I was getting a letter from the IRS. Turns out it was just a notice I signed up with them online to check transcripts.
I received the non-EIC portion of my refund (surprise!). Now my tax topic is 151 – Appeals Rights. Yeah, there’s nothing to appeal, it’s still under review. Is this a generic message they throw up, because it sure doesn’t apply to me yet. I’m waiting on them to review the documents I sent in and release the rest. I’ll be checking my transcripts daily to see if anything changes.
@Sheila_33 So I faxed everything in to the IRS & my tax advocate on Tuesday. Then on Thursday I was reading online another case of someone involving a CP75 letter and how it took them over 500 days to resolve it. I started panicking and went through all 12 months of my bank statements and blacked out everything except what could prove that I’m HOH and provide for my dependent. I showed them each month where my mortgage came out of my bank, my utilities were paid, groceries bought. I think I went above and beyond to prove my case here, but I didn’t want them to come back and say that I didn’t prove I actually paid for those items like they did in the story I read online. In that case, the person used money orders to pay her rent. The IRS wouldn’t accept them because they say anyone could have purchase those money orders. I wasn’t letting that happen to me! All-in-all, I faxed over about 55+ pages of documentation.
My tax advocate called me this morning. He is very nice and eager to help me get this resolved. I asked if they are holding my entire refund or just the portions in question as the letter stated. He believes they will hold my entire refund until the audit is complete. The good news is he is forwarding everything I sent him to the IRS and giving them 1 week to review and release the refund – OR – decide if they need any further documentation from me. I really hope that they now have everything that they need now and approve it.
My status changed on the ‘Where’s My Refund’ page from the tax topic 152 to ‘Your refund is being processed’ message that everyone else has too. No mention of audit or any troubles, so that’s interesting!
I have not tried ordering my transcripts. I certainly hope I’ll get *something* back very soon, it sure would help out!
On the bright side, I heard back quickly from the tax advocate’s office, within a couple hours! I got my case number and my actual advocate will contact me in 3 days. I’m pretty hopeful that this can be a quick(ish) fix. I mean really, all anyone there has to do is spend 15 minutes reviewing my documents and they will see I qualify for everything I filed for. But getting to that point is the challenge!
I received my CP75 letter dated 2/12 on 2/10. I gathered all documents requested and faxed this morning. No idea how long this is supposed to take. I have to prove HOH status eligibility also, plus dependent. They want grocery receipts for the year (who keeps those?!?) purchases of clothing for the dependent, doctor visit receipts, school records, utility payments, mortgage receipts, everything. Well I blasted them with a 43 page fax that proves everything, so they better be on it.
I also filled out the form for a tax advocate because the uncertainty of when they’ll get to me qualifies me for a hardship case in my opinion. What I’m confused about is the wording where it says they are holding the part that has the earned income credit. They don’t mention if they’ll release my normal tax refund without claiming the other stuff. I have no idea what is happening or how long this is.