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Old 04-04-2010, 04:30 PM
 
1,638 posts, read 4,366,053 times
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Default Less than half of anticipated tax refund deposited

We were expecting a tax refund of about $2800. On Friday we received an electronic deposit of $1200. We had to paper file our taxes this year because we had about $1100 of adoption credit to claim, and TurboTax online wouldn't let us efile with that. But regardless, we calculated the same refund using paper or the computer.

Any idea how to work through the labyrinth that is the IRS to figure out what's going on?
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Old 04-04-2010, 05:33 PM
 
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Yuo'll never know without contacting the IRS.
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Old 04-04-2010, 07:48 PM
 
Location: Chicago (Albany Park)
643 posts, read 1,275,238 times
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You can either wait for the IRS to send you a letter explaining why your refund was less than you anticipated, or call the 1-800-829-1040 any try to get an answer.

The usual reasons this might happen are 1) you owe federal or state taxes for other years; 2) you have student loans in default; or 3) you owe back child support. If none of these scenarios apply then I would call and try to get an answer. Since you filed by paper it may as simple as a clerical error.
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Old 04-04-2010, 07:56 PM
 
2,640 posts, read 5,313,158 times
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Call the IRS. It is not as difficult as mentioned. Dont do it on Monday. Either early or late in the day. Keep your question simple. State "my refund was not the amount anticipated and I need to try and find out why? Is it an offset to a debt, a mathematical correction (and why) or was my return recalculated?

Have a copy of the return in front of you so they can, if necessary, go thru the lines (they should have available if you get the right assistor). I had to do this type of analysis for over 30 years and it is kind of a detective issue but easy to do with all the data they will have available.

The math codes on a return that your account will have if changed will pinpoint any math issues, the return figures and corrections are available online to them, they can advise what to do next.

Just be patient trying to get in touch. Again, dont call on Mondays, it is way too busy.
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Old 04-04-2010, 10:10 PM
 
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Definately call the IRS! We had an issue with them this year too. I was able to resolve it with a phone call and the check for the "balance" was sent within 3 week.
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Old 04-05-2010, 12:22 AM
 
458 posts, read 890,171 times
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Something like this happened to us a few years ago. It turned out the company who filed our taxes had transposed two of the digits in the middle of my child's social security number, so the IRS didn't count that child. Calling helped us, although they were pretty rude to me for not catching it before the tax company submitted it.
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Old 04-05-2010, 08:27 PM
 
1,638 posts, read 4,366,053 times
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Quote:
Originally Posted by sheriwx View Post
Something like this happened to us a few years ago. It turned out the company who filed our taxes had transposed two of the digits in the middle of my child's social security number, so the IRS didn't count that child. Calling helped us, although they were pretty rude to me for not catching it before the tax company submitted it.
That was exactly it -- the SSN of our daughter was off by 1 digit. My wife was on the phone for 80 minutes. But it's resolved, and we get our remaining $1,500. Yeah!
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