Overview

Experiencing issues or delays with your tax refund can be frustrating, even when working with a tax professional. This article will walk you through practical steps to address common refund-related problems, identify causes of delays, and provide solutions to resolve these issues efficiently.

Steps to Handle Refund-Related Issues

Step 1: Communicate with Your Tax Professional

1. First, reach out to your tax professional to report the issue. They can provide insights into what might be causing the refund delay or issue.

2. Common problems include:

Incorrect or incomplete information on your tax return

Refund flagged for further review by the IRS

Outstanding debts or offsets applied to your refund

Step 2: Use the “Where’s My Refund?” Tool

1. Check the status of your refund using the IRS “Where’s My Refund?” tool available at www.irs.gov/refunds.

2. Ensure you have the necessary information ready: SSN, filing status, and exact refund amount.

Common Issues and Solutions

Issue 1: Your Refund is Under Review

Solution: If your refund is under review, the IRS may send you a notice requesting additional information or explaining the reason for the review. Share this notice with your tax professional and respond promptly to avoid further delays.

Issue 2: Incorrect Bank Account or Mailing Information

Solution: Verify with your tax professional that the bank account information or mailing address provided on your tax return is accurate. If there’s an error, they can assist you in contacting the IRS as soon as possible.

Issue 3: Refund Offset

Solution: The IRS may offset your refund to pay for certain debts, such as unpaid taxes, child support, or federal student loans. You will receive a notice explaining the offset. For more information, visit the Bureau of the Fiscal Service. Your tax professional can help you understand these offsets and guide you through the next steps.

Issue 4: Errors on Your Tax Return

Solution: If errors are found on your return, the IRS may adjust the amount of your refund. Work with your tax professional to correct these errors by filing an amended return (Form 1040-X).

Common Issue 2: Missing Documentation

Solution 1: Ensure you have provided all necessary documentation to your tax professional with your tax return. Missing forms or receipts can cause delays.

Solution 2: Respond promptly to any IRS requests for additional information, and consult your tax professional for assistance.

Additional Help

Frequently Asked Questions (FAQs)

Q1: What should I do if my refund is significantly delayed?

A1: If your refund is delayed beyond the typical processing times (21 days for e-filed returns, 6-8 weeks for paper returns), contact your tax professional for assistance.