Vbaumwald wrote:Is anyone else still waiting for their HCTC refund from their 2019 tax return?
I am and my accountant has contacted the IRS and has been told that the group that handles HCTC is very backed up.
Mind you I filed electronically in March 2020 and I’m really losing my patience here...wondering if there are others in my shoes.
Thanks
Vickie Baumwald
Vickie:
We also filed in March of 2020 and as of November I had lost my patience. Tried to find a phone number for the IRS and that was a total waste of time.
I finally found a number for the IRS Tax Advocacy group. After about 3 hours of being on hold I finally had a case assigned. A week later a case manager called me and I explained the situation. He checked into it and said the refund is being delayed because the IRS needed more information. They need PROOF that my pension was being paid by the government, proof that I paid all the premiums (copies of credit card statements or bank statements), and the letter from pension guarantee fund that they took over the pension.
The IRS never notified me because this was sitting on some guys desk who is probably working at home. The tax advocate said there is a lot of fraud around the HCTC and since both my wife and I claimed it alarms went off.
Anyway I faxed all the information to the tax advocate and within two weeks the refund was released.
I suspect your return is also sitting on some dudes desk who really doesn't give a crap. Since it is a return for a refund you are on the bottom of the priority list.
If I hadn't contacted the tax advocacy group I am sure I would still be waiting.
The phone number is 877-777-4778
You call the number and talk to dude 1. Dude 1 will give you a temporary number and then transfer you to dude 2. Prepare to wait 3 hours or more for dude 2 to answer. If you hang up the temporary number becomes invalid and you will have to call the 877 number and start over with Dude 1.
When you eventually get to talk to Dude 2 you get to tell him everything you told Dude 1. Dude 2 will give you a real case number and a real phone number to call in two weeks if no one gets back to you.
Moral of story is to NOT file electronically and provide all the above proof with the return. Stupid Turbo Tax (or the guberment) does not allow you to provide this information when you file electronically.