Friday, June 5, 2015

If You e-File and Have a Refund More than $10,000...

If you e-file and have a refund of more than $10,000, your filing will take longer because it has to be examined for fraud.

How Long Does an Amended Return Take to Process?

Usually 12 - 18 weeks.

Calling the IRS, Visiting the IRS or Using the IRS Tax Advocate Service to Resolve an Issue

So first off, more than likely your issue will not be resolved in a single call or even in a single month for that matter (it can take a year a more).  Visiting your tax office puts you in front of a person but that person has only the same limited capabilities of people on the phone.  Tax Advocates provided by the IRS don't open cases for anyone unless they are in 'hardship.'  They ask you to prove 'hardship' to open a case. An easy way to come up with proof is not to pay your power bill for a couple months and use the shutoff notice as proof to set up a meeting with your state's IRS advocate.


TIPS: READ ALL THESE BEFORE YOU BEGIN


  • If you head into the office, most people think it opens at 9am but it opens at 830am so get the jump on everyone.  If the office is within 30 or 40 minutes drive, it will probably take less time to go to the office than to call on the phone.
  • Keep track of every interaction.  Date, time, notes and the IRS representative's ID #. Watch out on the phone, the reps try to throw the ID number as fast as they can to get you not to write it down but ask for it again immediately.
  • Print out a transcript from the website.
  • Have your return and all tax docs in front of you.
  • Speaker phone. If not, use speaker on your mobile but have your mobile plugged into the charger.
  • Be calm and have nothing else to do for at least a 4 hours.
  • Use the bathroom AND don't use the mute button on your phone.  I've missed representatives for both these reasons because they are VERY quick to hang up on anyone who doesn't immediately start talking. You literally have about 3 seconds and they hang up.
  • Best time to call seems to be on a Friday mid-morning 9-11AM MST usually has only 15 - 30 min wait times.
  • If you get the message to 'Call back on the next business day.'  Try calling back every 15 minutes. Eventually the hold time will come under 60 minutes again and allow you to be on hold.
  • Be polite and courteous.  These people have little empathy and even less for people with the predictable rage and frustration.  They'll quickly hang up on people and you have to start over.