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We mailed our 2020 tax return on March 1st. We are entitled to a substantial refund. I tried to eFile but the IRS would not accept my return, so I had to mail it. (I think it was rejected because you have to enter AGI from the previous year, and I suspect that my 2019 return had not been "processed" so there was nothing to compare it to.)

We have not received the refund yet, and the irs.gov site says they have no information. I am quite vexed to put it mildly.

Has anyone had a similar experience or any insight into what may be going on?

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I haven't done my own taxes for about 30 years so I can't offer anything but the advice to use a pro - their fee is deductible next year so there's no reason not to (at least here).

My guy worked for me while he was earning his CA and we became "charter clients" when he hung out his shingle. In the intervening years he has saved us well into 6 figures.

Three out of the last 4 years he got us down to zero tax and the 4th year we paid $26. After spending most of my life in the top tax bracket I'm really enjoying it with a clear conscience. Ever since I was young I thought (and said) that pensioners should be tax exempt - they've paid their share.

Laurence has put it into practice.

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55 minutes ago, Bull City said:

We mailed our 2020 tax return on March 1st. We are entitled to a substantial refund. I tried to eFile but the IRS would not accept my return, so I had to mail it. (I think it was rejected because you have to enter AGI from the previous year, and I suspect that my 2019 return had not been "processed" so there was nothing to compare it to.)

We have not received the refund yet, and the irs.gov site says they have no information. I am quite vexed to put it mildly.

Has anyone had a similar experience or any insight into what may be going on?

Go to irs.gov, or search "find my refund" to get this page... image.png.781386288fcfa68de8fd49ae62de0ef1.png I submited my expected refund and got first "your refund is being processed and then " your refund is under review"  I expect they will make some adjustment...

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1 hour ago, Bull City said:

We mailed our 2020 tax return on March 1st. We are entitled to a substantial refund. I tried to eFile but the IRS would not accept my return, so I had to mail it. (I think it was rejected because you have to enter AGI from the previous year, and I suspect that my 2019 return had not been "processed" so there was nothing to compare it to.)

We have not received the refund yet, and the irs.gov site says they have no information. I am quite vexed to put it mildly.

Has anyone had a similar experience or any insight into what may be going on?

As an aside,  TurboTax has started adding fees to eFile through a third party bill collector.  I filed a friends taxes and authorized payment  from the refund.  Turns out his refund was gobbled up by the state for back due fees or fines and they are e-mailing me for their $20 fee.  An easy email to send to the trash.

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52 minutes ago, Fat Point Jack said:

We had to mail in an amended return and have been told at least 16 weeks to process.

Holy shit. A broken system.

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The IRS has been badly underfunded for many years, great news if you are a tax scoundrel, sucks for the rest of us. I did efile on the 15th, due a refund and haven't seen it.   While nobody enjoys paying taxes just know that crippling the agency means shitloads of $$ is never collected. And good luck on getting timely help when you need it.

 

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7 minutes ago, El Mariachi said:

Turbo Tax is your friend. Trust me on this one.....

I should say I have been using TurboTax for years.

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19 minutes ago, d'ranger said:

The IRS has been badly underfunded for many years, great news if you are a tax scoundrel, sucks for the rest of us. I did efile on the 15th, due a refund and haven't seen it.   While nobody enjoys paying taxes just know that crippling the agency means shitloads of $$ is never collected. And good luck on getting timely help when you need it.

I am with you on this. Prez Joe is also on it: more funding to catch high income evaders. But I'm still a little pissed. Especially, because I stupidly paid estimated taxes (as calculated by TurboTax) not thinking that withdrawals from my IRA were much less because of Covid. Seems like a case of no good deed goes unpunished.

I filed my NC state return on the same day (paper) and got my $5 refund two days ago. The federal is $3K+.

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10 minutes ago, Bull City said:

I am with you on this. Prez Joe is also on it: more funding to catch high income evaders. But I'm still a little pissed. Especially, because I stupidly paid estimated taxes (as calculated by TurboTax) not thinking that withdrawals from my IRA were much less because of Covid. Seems like a case of no good deed goes unpunished.

I filed my NC state return on the same day (paper) and got my $5 refund two days ago. The federal is $3K+.

Never pay quarterlies(if it is a function of an extraordinary event the previous year).  Taxes are due on 15 April  xxxx. If your income is steady, i.e. a paycheck the withholding is adequate or should be adjusted to be adequate.  Quarterly demands come the year following an extraordinary year, you win a lottery, you sell a property and have a high capitol gain, etc. Retirement income, 401 or pension or SS allow you to have a level of withholding to meet the tax burden.  I have had quarterlies a number of times in my lifetime, after a large capital gain or an extraordinary bonus, I ignore them because this year is NOT last year.

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BC, that sucks and is something a lot of pros might have missed. When I had a business (that made money) I always had the CPA and figured the fee was insurance so I would never get audited. My rule was every deduction until I start bumping on audit territory. Audited twice by the state, never the feds.

I miss those days.  I have used OLT the past couple of years and been happy but jeez, it just seems like there should be an easier way to do this. I don't remember why I dropped TurboTax, probably to save a few bucks. I almost always wait to the last moment (this year pretended I didn't hear about the extension because if you wait until the last minute it only takes a minute to do it. (my SO doesn't think that is 1 bit funny).

Since there was something that would track the stimulus checks (although no idea if it worked) you should be able to track your refund.

as to the last post, uh there are reasons to file quarterly and if not the penalties and interest are meant to hurt.

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5 minutes ago, warbird said:

Never pay quarterlies(if it is a function of an extraordinary event the previous year).  Taxes are due on 15 April  xxxx. If your income is steady, i.e. a paycheck the withholding is adequate or should be adjusted to be adequate.  Quarterly demands come the year following an extraordinary year, you win a lottery, you sell a property and have a high capitol gain, etc. Retirement income, 401 or pension or SS allow you to have a level of withholding to meet the tax burden.  I have had quarterlies a number of times in my lifetime, after a large capital gain or an extraordinary bonus, I ignore them because this year is NOT last year.

An addendum here...It is less painful to have adequate withholding from SS, pension and 401k distributions to cover expected investment acct and Roth distributions to limit you year end liability.

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3 minutes ago, d'ranger said:

BC, that sucks and is something a lot of pros might have missed. When I had a business (that made money) I always had the CPA and figured the fee was insurance so I would never get audited. My rule was every deduction until I start bumping on audit territory. Audited twice by the state, never the feds.

I miss those days.  I have used OLT the past couple of years and been happy but jeez, it just seems like there should be an easier way to do this. I don't remember why I dropped TurboTax, probably to save a few bucks. I almost always wait to the last moment (this year pretended I didn't hear about the extension because if you wait until the last minute it only takes a minute to do it. (my SO doesn't think that is 1 bit funny).

Since there was something that would track the stimulus checks (although no idea if it worked) you should be able to track your refund.

as to the last post, uh there are reasons to file quarterly and if not the penalties and interest are meant to hurt.

 

1 minute ago, warbird said:

An addendum here...It is less painful to have adequate withholding from SS, pension and 401k distributions to cover expected investment acct and Roth distributions to limit you year end liability.

Does my addendum cover your concerns?

 

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I have to ask...

Is anyone here actually going to take tax advice from Wardodo?

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11 hours ago, d'ranger said:

Since there was something that would track the stimulus checks (although no idea if it worked) you should be able to track your refund.

The IRS has a feature on their website to check on the status of your refund. After entering my info, it says they have no information. I'm beginning to wonder if it is connected to anything. Maybe it's intended to distract the taxpayer.

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I try to manage my taxes so that I end up owing about 500-1000 each year. Pretty sure if I'm late with that payment they would notice it pretty quickly. Maybe they need to put the department in charge of receiving  payments, in charge of sending out the refunds!

 

WL

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Another random thought, I deal with several large groups including one very large government contractor and remote work is still the norm, while I like it there are some things done better when everyone is in the same building. I suspect this isn't helping the IRS, putting out fires being more important than updating.  Being polite and persistent should give results, keep us informed.   In normal times I did what WL does, owe some but not enough to get hit with penalties. This year I had no idea what to expect, refund is a nice surprise, I don't need it at the moment so will enjoy it when it comes.

Bull, keep us informed on the progress.

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16 hours ago, SloopJonB said:

Three out of the last 4 years he got us down to zero tax and the 4th year we paid $26.

Are you former President Trump?

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8 hours ago, SloopJonB said:

I have to ask...

Is anyone here actually going to take tax advice from Wardodo?

I actually share his take on this. I don't pay quarterlies unless there's some very significant one-time gain that doesn't have an associated withholding and I juice up my regular withholding from my paycheck to cover the estimated cash gains from investments. 

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While it's not going to help your situation, a big part of your problem is filing a paper return in a year of covid. IRS doesn't have staff on site to process those paper returns.

 

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1 hour ago, Bull City said:

The IRS has a feature on their website to check on the status of your refund. After entering my info, it says they have no information. I'm beginning to wonder if it is connected to anything. Maybe it's intended to distract the taxpayer.

I suspect your paper form is the issue. Electronic filing is instantly  in the system.  A paper form must be be opened, scanned into the system. I filed an amended return last April that must be on a paper form. It was December before that form was processed. The IRS is that far behind.

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17 hours ago, Bull City said:

We mailed our 2020 tax return on March 1st. We are entitled to a substantial refund. I tried to eFile but the IRS would not accept my return, so I had to mail it. (I think it was rejected because you have to enter AGI from the previous year, and I suspect that my 2019 return had not been "processed" so there was nothing to compare it to.)

We have not received the refund yet, and the irs.gov site says they have no information. I am quite vexed to put it mildly.

Has anyone had a similar experience or any insight into what may be going on?

If the IRS service is anything like Canada Revenue Agency, your mail is sitting unopened in a pile and will stay there for a while.

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41 minutes ago, Bull City said:

Are you former President Trump?

You don't have to be insulting.

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I suspect an IRS backlog is the issue. It must be awful. 

I filed my 2019 return by paper in March 2020. When I tried to eFile my 2020 return in March 2021, it was rejected. As I mentioned earlier, you have to enter AGI from the previous year, which I did. I suspect that my 2019 return had not been processed at that point (12 months later!), so there was nothing to compare my entry to, and the eFile was rejected. I can't think of any other reason. :angry:

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reminds me of the first paycheck my daughter received.  All she could say is "WTF is the government taking all my money!?"  

Welcome to adulthood, is all I could say.

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19 hours ago, SloopJonB said:

I haven't done my own taxes for about 30 years so I can't offer anything but the advice to use a pro - their fee is deductible next year so there's no reason not to (at least here).

My guy worked for me while he was earning his CA and we became "charter clients" when he hung out his shingle. In the intervening years he has saved us well into 6 figures.

Three out of the last 4 years he got us down to zero tax and the 4th year we paid $26. After spending most of my life in the top tax bracket I'm really enjoying it with a clear conscience. Ever since I was young I thought (and said) that pensioners should be tax exempt - they've paid their share.

Laurence has put it into practice.

isn't your tax system different from ours?  38 mil total pop making about 18 million taxpayers?  compare that to  128 mil taxpayers ?

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IIRC the IRS has an ombudsman or advocate program, you might search for that.

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18 hours ago, warbird said:

IRS is probably overwelmed with  "stimulus" bullshit right now too.  Who gets it, how much...

17 hours ago, Bull City said:

Holy shit. A broken system.

16 hours ago, d'ranger said:

The IRS has been badly underfunded for many years, great news if you are a tax scoundrel, sucks for the rest of us. I did efile on the 15th, due a refund and haven't seen it.   While nobody enjoys paying taxes just know that crippling the agency means shitloads of $$ is never collected. And good luck on getting timely help when you need it.

 

Every Administration has had the chance to fix the Tax system in the USA.

They won't, plain and simple they love the money they get from those who get huge breaks.

Tax Consumption not Production. but then they will lose control of the masses.

Food is tax free. High sodium and sugar/fake sugar products are not food.

Yea, there are some bugs to work out but we should not have to fill out forms every year.

 

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11 minutes ago, Meat Wad said:

Every Administration has had the chance to fix the Tax system in the USA.

They won't, plain and simple they love the money they get from those who get huge breaks.

Tax Consumption not Production. but then they will lose control of the masses.

Food is tax free. High sodium and sugar/fake sugar products are not food.

Yea, there are some bugs to work out but we should not have to fill out forms every year.

 

A few years ago, I read "A Fine Mess: A Global Quest for a Simpler, Fairer, and More Efficient Tax System" by T.R. Reid. Excellent and very readable.

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20 hours ago, Bull City said:

We mailed our 2020 tax return on March 1st. We are entitled to a substantial refund. I tried to eFile but the IRS would not accept my return, so I had to mail it. (I think it was rejected because you have to enter AGI from the previous year, and I suspect that my 2019 return had not been "processed" so there was nothing to compare it to.)

We have not received the refund yet, and the irs.gov site says they have no information. I am quite vexed to put it mildly.

Has anyone had a similar experience or any insight into what may be going on?

You'll get it in a few weeks, the IRS is snowed under with paper applications and the COVID stuff. And IRS agent told me that they weren't even able to open most of the envelopes from 2019 until deep into January, let alone process them.

But they're working hard, it'll come through for you soon.

They finally processed my 2019 return a couple weeks ago, and now I got a random audit for my 2020 return, which is taking some time, so I know they're putting in the hours. We just have to be patient, the IRS is doing a good job, they're in a tough spot with all this.

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19 hours ago, d'ranger said:

The IRS has been badly underfunded for many years, great news if you are a tax scoundrel, sucks for the rest of us. I did efile on the 15th, due a refund and haven't seen it.   While nobody enjoys paying taxes just know that crippling the agency means shitloads of $$ is never collected. And good luck on getting timely help when you need it.

 

I e-filed in February and got my refund a few weeks later. I think it's about timing, too.

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19 hours ago, warbird said:

Never pay quarterlies(if it is a function of an extraordinary event the previous year).  Taxes are due on 15 April  xxxx. If your income is steady, i.e. a paycheck the withholding is adequate or should be adjusted to be adequate.  Quarterly demands come the year following an extraordinary year, you win a lottery, you sell a property and have a high capitol gain, etc. Retirement income, 401 or pension or SS allow you to have a level of withholding to meet the tax burden.  I have had quarterlies a number of times in my lifetime, after a large capital gain or an extraordinary bonus, I ignore them because this year is NOT last year.

Or if you're self employed and/or work on commission without taxes withheld, or have other taxable events without tax witheld.

As long as your tax bill isn't wildly up from the previous year there's not a penalty, but the tolerance is about 10% year over year.

It's something like .5% of the underpayment per month. One year recently we had sold a long term investment with a massive capital gain, it triggered an unusual tax bill. We still owed something like $14K after we withheld estimated taxes from the proceeds at the closing. Because we sold it in the 4th quarter, our underpayment penalty was...$23.00.

And Turbotax lost it's shit and printed out four big estimated tax forms for the next year with my return...even though it was a one-time event.

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3 hours ago, Meat Wad said:

Every Administration has had the chance to fix the Tax system in the USA.

They won't, plain and simple they love the money they get from those who get huge breaks.

Tax Consumption not Production. but then they will lose control of the masses.

Food is tax free. High sodium and sugar/fake sugar products are not food.

Yea, there are some bugs to work out but we should not have to fill out forms every year.

 

A change on that scale is a bit like changing the wheels on a tractor trailer while it is barreling down the highway at 70MPH. The food example you mention is a state/local thing, as that is where sales taxes are implemented in the US, and many states already have limits on what types of food products are exempt. The bigger issues are giving businesses enough time to plan and prepare, accurately projecting what rates will be needed to keep the deficit from blowing up and/or the economy from tanking, insuring that tax avoidance is minimized, and sorting out how to make sure it does not disproportionately land on the folks who live paycheck to paycheck today. There are good reasons for us to have an overhaul of the tax system, but make no mistake there are good reasons it has not happened yet too. It really should be a multi year effort, but with 4 year terms for President, with two of them consumed with campaigns, there is the narrowest of windows in which to pull it off and incredible consequences for not getting it 100% right. 

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19 hours ago, d'ranger said:

BC, that sucks and is something a lot of pros might have missed. When I had a business (that made money) I always had the CPA and figured the fee was insurance so I would never get audited. My rule was every deduction until I start bumping on audit territory. Audited twice by the state, never the feds.

I miss those days.  I have used OLT the past couple of years and been happy but jeez, it just seems like there should be an easier way to do this. I don't remember why I dropped TurboTax, probably to save a few bucks. I almost always wait to the last moment (this year pretended I didn't hear about the extension because if you wait until the last minute it only takes a minute to do it. (my SO doesn't think that is 1 bit funny).

Since there was something that would track the stimulus checks (although no idea if it worked) you should be able to track your refund.

as to the last post, uh there are reasons to file quarterly and if not the penalties and interest are meant to hurt.

Years ago (Before Cruising) our tax returns were pretty nuts. We had a one or two LLC's we owned and multiple partnerships, and our tax returns were like half an inch thick. We paid an accountant a couple of thousand a year to deal with it all. Before that I used REALLY early versions of Turbotax.

As it turned out, my accountant retired early the year we left cruising, which solved an uncomfortable problem, because we didn't need him any more and I liked the guy. With our tax situation simplified dramatically, it was easy to switch to Turbotax and do it myself. It's not quite that simple yet, with kids in college and investment income and the occasional odd situation.

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30 minutes ago, LenP said:

A change on that scale is a bit like changing the wheels on a tractor trailer while it is barreling down the highway at 70MPH. The food example you mention is a state/local thing, as that is where sales taxes are implemented in the US, and many states already have limits on what types of food products are exempt. The bigger issues are giving businesses enough time to plan and prepare, accurately projecting what rates will be needed to keep the deficit from blowing up and/or the economy from tanking, insuring that tax avoidance is minimized, and sorting out how to make sure it does not disproportionately land on the folks who live paycheck to paycheck today. There are good reasons for us to have an overhaul of the tax system, but make no mistake there are good reasons it has not happened yet too. It really should be a multi year effort, but with 4 year terms for President, with two of them consumed with campaigns, there is the narrowest of windows in which to pull it off and incredible consequences for not getting it 100% right. 

Len, read "A Fine Mess: A Global Quest for a Simpler, Fairer, and More Efficient Tax System" by T.R. Reid. Excellent and very readable. He basically proposes widening the base, tax all income, no deductions, and lower the rates, still progressive, but lower. It make a lot of sense.

 
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1 hour ago, Bull City said:

Len, read "A Fine Mess: A Global Quest for a Simpler, Fairer, and More Efficient Tax System" by T.R. Reid. Excellent and very readable. He basically proposes widening the base, tax all income, no deductions, and lower the rates, still progressive, but lower. It make a lot of sense.

 
  •  

Just bought it, surprised I had not seen it earlier. Thank you for the recommendation. 

My experience comes from designing and developing software to manage calculation and compliance of indirect taxes (sales, vat, communications, use, etc). My comments are more in relation to the complexity of implementing such a wholesale change in one step. In my role, I was working with a number of govts and NGOs as well as some very large multi national corps, so I am drawing a bit on that inside view. Without passing judgement on the need for it, since that is really a PA discussion, the logistics of implementing it would make healthcare look relatively easy.

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Just wrapped up our 2020 taxes with T-Tax. Be forewarned however that it took me more than ten minutes at the very end to get out of the endless loop of Kredit Karma & Mint ads and pop-ups and redirections to sign up for those two things....before it finally relented long enough to submit both State & Fed returns. Completely annoying pain-in-the-ass....and a real dick move on Intuits part.

I actually did a bit of searching yesterday to see if T-Tax had any new weird shit I should be aware of before I dig in....and 95% of the complaints was their purchase of Kredit Karma and this fuking Mint thing.....which apparently is some stupid financial planner thingy.....with the ability to also track your refund and send you notifications. And it ain't free.....but fuk you very much anyways.

 

Just be aware what sort of sticky trap you'll see at the end.....and equally careful of clicking any wrong button$......

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2 minutes ago, El Mariachi said:

Just wrapped up our 2020 taxes with T-Tax. Be forewarned however that it took me more than ten minutes at the very end to get out of the endless loop of Kredit Karma & Mint ads and pop-ups and redirections to sign up for those two things....before it finally relented long enough to submit both State & Fed returns. Completely annoying pain-in-the-ass....and a real dick move on Intuits part.

I actually did a bit of searching yesterday to see if T-Tax had any new weird shit I should be aware of before I dig in....and 95% of the complaints was their purchase of Kredit Karma and this fuking Mint thing.....which apparently is some stupid financial planner thingy.....with the ability to also track your refund and send you notifications. And it ain't free.....but fuk you very much anyways.

 

Just be aware what sort of sticky trap you'll see at the end.....and equally careful of clicking any wrong button$......

..and now you get a fee for filing through T tax.  Next year I will .pdf everything and file away from T tax.

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1 minute ago, warbird said:

..and now you get a fee for filing through T tax.  Next year I will .pdf everything and file away from T tax.

Had a simple year and paid just $110 for both S & F. I actually LOVE using T-Tax.....but like a bad first date.....they kinda fuked with my orgasm....

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18 hours ago, SloopJonB said:

I have to ask...

Is anyone here actually going to take tax advice from Wardodo?

 

9 hours ago, IStream said:

I actually share his take on this. I don't pay quarterlies unless there's some very significant one-time gain that doesn't have an associated withholding and I juice up my regular withholding from my paycheck to cover the estimated cash gains from investments. 

Thank you IStream.  Most of us, workers is the US, have a payroll dept and withholding to deduct from earnings for our taxes.  If we have an $event to trigger quarterlies, it is already past and is not the norm for our income or our normal tax situation.  Over the years I have sold assets, paid the taxes due but ignored the quarterly the following year because I did not have the income that triggered those quarterly demands.

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1 hour ago, warbird said:

 

Thank you IStream.  Most of us, workers is the US, have a payroll dept and withholding to deduct from earnings for our taxes.  If we have an $event to trigger quarterlies, it is already past and is not the norm for our income or our normal tax situation.  Over the years I have sold assets, paid the taxes due but ignored the quarterly the following year because I did not have the income that triggered those quarterly demands.

Absolutely correct.  I had a year with stock options that triggered every alarm.  Quarterly payments the next year, but not after that.  

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On 5/2/2021 at 6:24 PM, warbird said:

As an aside,  TurboTax has started adding fees to eFile through a third party bill collector.  I filed a friends taxes and authorized payment  from the refund.  Turns out his refund was gobbled up by the state for back due fees or fines and they are e-mailing me for their $20 fee.  An easy email to send to the trash.

Rule number one.   Never pay for your return via refund.  That is how they get you.

 

Always pay for it separately. On a credit card that you can dispute charges on (not a debit card).  That way you can always go back on them.

 

Everyone who had issues getting stimulus money?  They filed and paid for their filing via refunds.

 

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11 hours ago, peragrin said:

Rule number one.   Never pay for your return via refund.  That is how they get you.

 

Always pay for it separately. On a credit card that you can dispute charges on (not a debit card).  That way you can always go back on them.

 

Everyone who had issues getting stimulus money?  They filed and paid for their filing via refunds.

 

I will ultimately pay that fee but I will let them wait.

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12 hours ago, peragrin said:

 

 

Everyone who had issues getting stimulus money?  They filed and paid for their filing via refunds.

 

Surprising or maybe not!

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Still no sign of the refund. A few days ago, I went to the website of my U.S. Congressman and filled out a form for assistance with the IRS. I got an email response yesterday:

Thank you for sending the IRS Taxpayer Advocate Service (TAS) privacy release form.  I will be in touch as soon as I have new information to share from TAS.
 
Please note that due to pandemic-related backlogs, limited IRS staffing, and an overabundance of TAS cases nationwide, it is taking longer than normal for TAS to respond to congressional inquiries.

The process inches forward.

image.png.e914d7d41b4f99a73458651be32962e1.png

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On 5/3/2021 at 9:07 AM, Grande Mastere Dreade said:

isn't your tax system different from ours?  38 mil total pop making about 18 million taxpayers?  compare that to  128 mil taxpayers ?

I'm sure it is but I don't understand your point about populations.

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  • 4 weeks later...

Still no refund check after 90 days, and nothing on the IRS.GOV website. I have my U.S. Congressman's office, and U.S. Senator's office on the case. I am quite pissed.

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2 hours ago, Bull City said:

Still no refund check after 90 days, and nothing on the IRS.GOV website. I have my U.S. Congressman's office, and U.S. Senator's office on the case. I am quite pissed.

Man, that sucks. We efiled on the 15th and got our refund yesterday. Paper to boot. Small one, less than 400. I try to manage that pretty closely through the year and usually do ok. Good luck. The abyss of Federal Bureaucracy is daunting on its good days. Give it a chance to hide behind a pandemic and it could be very ugly.

 

WL

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On 6/2/2021 at 8:22 PM, Bull City said:

Still no refund check after 90 days, and nothing on the IRS.GOV website. I have my U.S. Congressman's office, and U.S. Senator's office on the case. I am quite pissed.

 

On 6/2/2021 at 10:52 PM, White Lightning2 said:

Man, that sucks. We efiled on the 15th and got our refund yesterday. Paper to boot. Small one, less than 400. I try to manage that pretty closely through the year and usually do ok. Good luck. The abyss of Federal Bureaucracy is daunting on its good days. Give it a chance to hide behind a pandemic and it could be very ugly.

 

WL

There is a certain wisdom to managimg your withholdings to a level that the refund or tax due level os very low. Nevermimd tje ise of yoir own money but the frustration in not getting it back in a timely manner.

Good luck. 

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I'm at 2.5 months since filing electronically.  IRS still says "being processed" with no status.  At 3.0 I'm writing letters to CongressCritters.  This is stupid.

I'd lay bets that if I was late filing, they'd have hit me with penalties already....but the other way around?  Sucks to be me.

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Dare I say that I think everyone here just needs to chill out and be patient?

Like every other organization, the IRS had to figure out how to function with most of their staff working from home but in their case it was with an antiquated computing infrastructure that's so old they can't find enough living COBOL programmers to service it. I'm surprised they managed to hold the slip in the filing deadline to only a month. 

If you get your refund before the autumn solstice, consider yourself ahead of the game. 

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2 minutes ago, IStream said:

Dare I say that I think everyone here just needs to chill out and be patient?

 

2 hours ago, BrianM v2 said:

 

I'd lay bets that if I was late filing, they'd have hit me with penalties already....but the other way around?  

I agree with Brian.

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On 6/4/2021 at 5:28 AM, warbird said:

There is a certain wisdom to managing your withholdings to a level that the refund or tax due level is very low.

My  (dubious) wisdom is that I skip or underpay my estimates and withholdings because the penalty and interest can be less than the gains on investment of the money. Wage-earners should definitely have their tax expert (or website) advise as to the withholding rate for each period.

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1 hour ago, Borracho said:

My  (dubious) wisdom is that I skip or underpay my estimates and withholdings because the penalty and interest can be less than the gains on investment of the money. Wage-earners should definitely have their tax expert (or website) advise as to the withholding rate for each period.

I only get the quarterly estimates AFTER an extraordinary year like a property sale, a large bonus or a big capital gain. Hence it does not apply to the then current year.  Self employed persons who only live on quarterlies can consult their tax guy/gal.

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4 hours ago, IStream said:

Dare I say that I think everyone here just needs to chill out and be patient?

Like every other organization, the IRS had to figure out how to function with most of their staff working from home but in their case it was with an antiquated computing infrastructure that's so old they can't find enough living COBOL programmers to service it. I'm surprised they managed to hold the slip in the filing deadline to only a month. 

If you get your refund before the autumn solstice, consider yourself ahead of the game. 

Yep, I know it's coming and then it's like 'hey! found money!.  In other news the Biden administration has hired a boatload of new IRS guys, not to help us much but to go after the big fish that always get away without ever paying anything.

If you are a big fish in that school, might start to worry now.

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1 hour ago, d'ranger said:

Yep, I know it's coming and then it's like 'hey! found money!.  In other news the Biden administration has hired a boatload of new IRS guys, not to help us much but to go after the big fish that always get away without ever paying anything.

If you are a big fish in that school, might start to worry now.

I am a minnow.

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Amazement! This from irs.gov today. Up to today, there was no information. Now I know that they have not lost my return and that they are processing it. Cause for joy!

654737355_ScreenShot2021-06-10at4_53_38PM.png.f5492d7c3c8f4a28ce3877f37f22f1d9.png

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55 minutes ago, Bull City said:

Amazement! This from irs.gov today. Up to today, there was no information. Now I know that they have not lost my return and that they are processing it. Cause for joy!

654737355_ScreenShot2021-06-10at4_53_38PM.png.f5492d7c3c8f4a28ce3877f37f22f1d9.png

They have had no issues cashing my 1st and 2nd quarter estimates and the balance due for 2020. In fact the checks seem to have cleared quicker this year than last. Somebody’s working.

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Everything seems slow ... must be Covid 

This was the first year that I’ve needed to  pay Maryland state tax 

I filed my tax return and paid online 

it took 11 days for the state of Maryland to deduct the payment from my bank account ? 

so long that After a week I called the tax helpline to inquire if any mistake was made on my side 

 

 

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  • 3 weeks later...

The IRS, according to irs.gov, is still processing my tax return. Mind you, my return is quite simple, a few 1099s, standard deduction. I still have my US Congressman's constituent services trying to assist me. It sounds like the IRS is surrounded by a brick wall - Oops, I hope that's not political. 

@Gangbusters I agree, it is quite ironic that they have no trouble promptly cashing checks, but issuing them is another matter.

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I don't think the simplicity of your tax circumstances has much to do with it, Bull. Your return is sitting in a queue and when they get to it, its simplicity will allow their computers to process it 400 milliseconds faster than mine.

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1 hour ago, IStream said:

I don't think the simplicity of your tax circumstances has much to do with it, Bull. Your return is sitting in a queue and when they get to it, its simplicity will allow their computers to process it 400 milliseconds faster than mine.

I was far from clear. The IRS has been processing my return since June 10th, at least according to irs.gov. I'm not sure what processing encompasses, but three weeks seems more than sufficient.

On 6/5/2021 at 11:39 AM, IStream said:

Dare I say that I think everyone here just needs to chill out and be patient?

Like every other organization, the IRS had to figure out how to function with most of their staff working from home but in their case it was with an antiquated computing infrastructure that's so old they can't find enough living COBOL programmers to service it. I'm surprised they managed to hold the slip in the filing deadline to only a month. 

If you get your refund before the autumn solstice, consider yourself ahead of the game. 

IMHO, there is a public perception that the IRS is high-handed in its dealings with taxpayers, and this is the kind of experience that alienates many people from our government.

I understand that the IRS is slammed, but this backlog was predictable, and there should have been contingency plans. The constituent services person working on this told me that tax returns just started piling up in the late winter of 2020.

And the IRS has been underfunded for years, and our tax code is ridiculous, but that's for another thread.

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10 minutes ago, Bull City said:

I was far from clear. The IRS has been processing my return since June 10th, at least according to irs.gov. I'm not sure what processing encompasses, but three weeks seems more than sufficient.

IMHO, there is a public perception that the IRS is high-handed in its dealings with taxpayers, and this is the kind of experience that alienates many people from our government.

I understand that the IRS is slammed, but this backlog was predictable, and there should have been contingency plans. The constituent services person working on this told me that tax returns just started piling up in the late winter of 2020.

And the IRS has been underfunded for years, and our tax code is ridiculous, but that's for another thread.

I get your position but something is different.  In the past the IRS recalculated my return, adjusted my refund and the check or direct deposit happened in six weeks or so. I have simplified my life  to no rentals so my income is SS, a pension and an S corp.  The S corp docs may have been  filed incorrectly but that isn't a a 14 week delay for them to figure it out.

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We are expecting a refund.  Many people have already received theirs.  Accountant said the system shows it's in process but cannot find out when we will see it.  He has other clients who have been waiting for the previous years refund!! :angry::(

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So I read that 35 million are waiting on refunds (I am one of them) and all require for some reason or another an actual person review it.  As mentioned above they are short on actual persons to do this. Would be nice to have, didn't expect to get one so will enjoy when it gets here - and will try to remember to update here.

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4 hours ago, d'ranger said:

So I read that 35 million are waiting on refunds (I am one of them) and all require for some reason or another an actual person review it.  As mentioned above they are short on actual persons to do this. Would be nice to have, didn't expect to get one so will enjoy when it gets here - and will try to remember to update here.

My return seems to be boosted by a stimulus payment if it ever gets here. A whole life $50k insurance policy for the newest granddaughter will be about the  stimi payment :D

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Political View Alert

Let's not forget who was running Treasury when the pandemic hit: Stevie Mnuchin, a Wall Street parasite, who, like his boss, never pays taxes. So why would they care if the IRS got hopelessly behind in processing the tax returns of the suckers who overpaid?

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Tried to submit online.  Wife's AGI is messed up.  Won't accept digital.  Sent in forms on 3/1.  No evidence they received them.  Sent another copy on 5/10 registered mail.  Still no posting of ETA but at least I have a record I tried.  July 1st - still no news and no evidence they've even scanned them in.  Tried calling.  Got sent to web page.  No help.   Apparently they're still processing paper copies from 2019 so it may be a while.

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This was in today's Washington Post. Here's link. I also copied and pasted the article in case you can't access it. I think it supports my view of the IRS.

https://www.washingtonpost.com/business/2021/07/02/getting-real-person-at-irs/

The IRS is a hot mess: Millions of tax returns haven’t been processed, and calls are going unanswered, including mine
I received a notice from the agency seven months ago. I still can’t reach a human being to resolve the issue.


By 
Michelle Singletary
Columnist
July 2, 2021 at 10:14 a.m. EDT

I want to apologize to every person I’ve encouraged to be patient with the Internal Revenue Service as it stumbles through the aftereffects of the pandemic. Your righteous indignation is warranted.

The IRS is critically malfunctioning.

I didn’t fully grasp, until a recent report from the national taxpayer advocate, that the IRS has officially given up on answering every taxpayer telephone call for assistance — and that has to be fixed.

The agency is a hot mess. You are right to be mad as hell when you can’t reach somebody to help explain why your filing or refund hasn’t been processed. And, yes, I cussed, because the time to be polite and forgiving for the failures at the IRS is so over.

Right now, millions of taxpayers are waiting for their much-needed refunds and stimulus payments. Millions more are trying to settle issues with past tax returns and unable get a human being on the telephone, while interest costs potentially tick up each day things go unresolved.

I’m one in the millions fighting to be heard. But more on that later.

A historically high number of returns needed manual processing this year, slowing the issuance of refunds, Erin Collins, the national taxpayer advocate, wrote in the report. At the end of this year’s filing season, the IRS faced a backlog of more than 35 million individual and business returns.

In its response, the IRS essentially said things aren’t really that bad.

“The numbers provided by the National Taxpayer Advocate do not reflect the current situation at the IRS,” the agency said in a statement.

The IRS said that the 35 million number includes “15.2 million individual and business tax returns that are already in some stage of the normal processing stream and not part of the backlog.” An additional 17.5 million are individual returns that may or may not result in a refund, the IRS said.

IRS employees have worked hard during unprecedented circumstances brought on by the pandemic. Yet, covid can’t be blamed for all the delays at the agency, which was having issues with taxpayer customer service long before the pandemic.

As Collins wrote, “Not everyone can afford to be patient.”

During the 2021 filing season, the IRS received 167 million telephone calls — over four times the number during the 2019 filing season, Collins wrote. At one point, the IRS received calls at the rate of about 1,500 per second.

“IRS employees could not keep pace with this massive volume of calls, resulting in the poorest service ever,” she said.

On the 1040 line, the most frequently called toll-free IRS number, only 3 percent of 85 million calls from taxpayers reached a phone assister.

“Our ability to answer phone calls reflects the amount of staffing available,” the IRS said in its defense. “Pending budget proposals would help the agency’s ability to assist more taxpayers, including on the phones.”

On this issue, the IRS is right. It isn’t given enough money to help taxpayers. Congress funded the IRS this year to provide a 60 percent level of service.

Think about that for a second, because that’s all it takes to see the callousness of this choice by Congress.

That level of funding for telephone assisters means that even in a normal year, the IRS would answer 6 out of every 10 calls routed to them, Collins pointed out.

“I don’t think that’s acceptable,” Collins said in an interview. “It should be a lot closer to 100 percent.”

For fiscal 2022, the agency is asking for a total program increase of $915.5 million, including $318 million to increase taxpayer assistance, IRS Commissioner Charles Rettig said in prepared testimony for a Senate Finance Committee hearing on the agency’s budget last month. Even that would fund only a projected level of phone service of 75 percent.

This brings me to my personal tax saga.

My husband and I received a notice from the IRS in November indicating that we owed an additional $11,786 in income taxes for the 2018 tax year. We did not — not even close.

Admittedly, we had overlooked reporting reinvested dividends from an index fund we own. Fair enough. Our mistake.

But in the process of pointing out that error, the IRS claimed other income wasn’t reported, which was incorrect. We hired a tax professional to help us go through the 11-page notice. We faxed and, as a backup, sent our response through the mail. We calculated what we owed and sent the money right away.

We received another notice on June 21. The IRS removed some of the incorrect items, but not all. Now the agency said we owed $7,028.

One glaring mistake repeated in the latest notice involved 529 college-plan funds we used to cover tuition, room and board for our three children. Somebody in some IRS office is clueless about what is and isn’t a qualified education expense under the 529 rules. Can’t they search for the information at irs.gov like the agency repeatedly tells taxpayers to do?

“It is very frustrating to hear everyone talk about enforcement, enforcement, enforcement when the IRS is not picking up the phone to talk with people who need to resolve issues, especially when the issues are created by the IRS itself,” said Nina Olson, executive director of the Center for Taxpayer Rights. Olson served as the independent national taxpayer advocate for 18 years.

“The IRS continually underestimates the need people have to call it,” Olson said. “Every year, it calculates the level of service it is willing to staff and then puts that in the budget request. It no longer even tries to make the case for answering 80 percent of the calls.”

Poor taxpayer service will only further erode trust in the IRS, she said.

“When the level of service gets so poor and correspondence and problems aren’t being addressed, it just gets cyclical,” Olson said. “You call and then you are cut off after you are on hold. Then you write a letter explaining the situation, but no one answers it. And on it goes until sometimes taxpayers just give up and pay a bill that they really don’t owe, just because they are afraid of what might happen to them.”
I’m angry not for just myself but for the many people who are frustrated trying to get help from the IRS. It might take a 15-minute call to resolve my issue — if I could get somebody on the phone. But many attempts end in being routed electronically through a maze of prompts that leave me wanting to smash my phone.

Then I feel a glimmer of hope when a robotic female voice says, “Please hold while your call is transferred.”

Until I hear this: “We are sorry, but due to extremely high call volume in the topic you requested, we are unable to handle your call at this time. Please try again later or on our next business day. Thank you.”

This computerized ending is so hollow, it makes me holler. I’d be thankful if the IRS would just answer the damn phone.

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  • 2 weeks later...
52 minutes ago, Bull City said:

In the bank! There is a god and he is merciful.

There may or may not be a god, but the IRS does work in mysterious ways.

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On 5/2/2021 at 5:17 PM, Bull City said:

We mailed our 2020 tax return on March 1st. We are entitled to a substantial refund. I tried to eFile but the IRS would not accept my return, so I had to mail it. (I think it was rejected because you have to enter AGI from the previous year, and I suspect that my 2019 return had not been "processed" so there was nothing to compare it to.)

We have not received the refund yet, and the irs.gov site says they have no information. I am quite vexed to put it mildly.

Has anyone had a similar experience or any insight into what may be going on?

I filed end of Feb. I too was getting a decent amount back. It’s mid July. Still nada zippo nuthin. On the where is my refund page it keeps saying “your refund is being processed” 

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On 6/5/2021 at 11:39 AM, IStream said:

Dare I say that I think everyone here just needs to chill out and be patient?

Like every other organization, the IRS had to figure out how to function with most of their staff working from home but in their case it was with an antiquated computing infrastructure that's so old they can't find enough living COBOL programmers to service it. I'm surprised they managed to hold the slip in the filing deadline to only a month. 

If you get your refund before the autumn solstice, consider yourself ahead of the game. 

But electronic filing should take 1-2 weeks at most 

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33 minutes ago, dacapo said:

But electronic filing should take 1-2 weeks at most 

My attempt at eFiling was rejected, I suspect because my 2019 return had not yet been processed.

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41 minutes ago, Bull City said:

My attempt at eFiling was rejected, I suspect because my 2019 return had not yet been processed.

mine wasn't.  AS a matter of fact, i got my NYS refund in 5 days.............both efilings were accepted within 15 minutes of hitting the send button.

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Mine finally popped as processed.  Only been four months..... and they did it wrong.

Apparently the cause of some delays has been manually claiming credit for the second stimulus check, as allowed by the 1040 instructions.  IRS flags all of those returns for in-person review.  In my case, not only did they sit on it for months, but the reviewer then disallowed the credit - because they can't read their own instructions, which clearly allows it.  

After I actually get a deposit, I'll go back and fight with them.  Not doing anything that might slow the train right now....

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I file my daughter's return via TurboTax. She brought me a notice yesterday for tax year 2019. She failed to give me W2s for 3 or 4 jobs She had (I can't keep track of her). She owed $311. That/this may be indicative of the backlog.

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Turbo Tax for the past 10 years...  usually have all the W-2 and 1099s' in hand by 2/1.  I verify everything and push the eFile button within a day.   Generally the refunds in hand by the end of February. 

If they owe money, beat the rush and file early. 

One year got two refunds from the state..  one that was for the refund and another for $12.02...  apparentlly there was a miscalculation on a child care thing..  Even then that showed up in mid March.   Kind of like finding a $20 bill in your beach shorts.

 

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26 minutes ago, dacapo said:

I swear people follow things we do online I just checked my checking account and of course there is a pending deposit from the IRS for all my monies 

 

Hasn't worked for us, yet????

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