Advise taxpayer to expect a letter within 10 weeks. Form 8888, Allocation of Refund (Including Savings Bond Purchases), will now give the taxpayer the option to designate up to 3 unique savings bond elections: 1 for the taxpayer themselves, and 2 designations can be as gift bonds to someone other than the taxpayer and/or as a purchase for a beneficiary. Unpostable condition is an unresolved UPC 126 RC 0 and is not viewable on CC UPTIN and the normal processing time frames have been met. If you don't receive your refund check or a follow-up letter within 10 weeks. Refund research is the use of various IDRS command codes to locate the status of a filed return. See IRM 3.14.1.6.9.7 Slipped Blocks and Mixed Data Blocks, for additional information on slipped blocks. If the TIN on the return does not pass validity checks on IDRS, it is considered invalid. See Form 8888, Allocation of Refund (Including Savings Bond Purchases), for additional information. When reversing credit elects, the refund will be issued as a direct deposit if the taxpayer requested direct deposit on his original return and the reversal occurs in the same processing year. If the caller cannot authenticate and this is a TPP call, provide the caller the toll-free appointment number, 844-545-5640, to schedule an appointment at one of the Taxpayer Assistance Centers (TACs), (Hours of operation: 7:00 a.m. to 7:00 p.m. local time; Hawaii and Alaska follow Pacific Time Zone). The return will be identified with the Unpostable Resolution Code (URC) "8" . See IRM 21.4.3.5.4 (1), Returned Refund Check Procedures, for mailing guidance. Refund should be issued in the cycle on FOF-STATUS-DATE (add one week if RESEQUENCE-IND=1) -. For non TPP calls, taxpayers may check their records and call back. Review the following table to determine the required action. If this is the case, advise the taxpayer to allow up to 6 weeks from the IDRS refund payment date for receipt of the check. Do not advise the taxpayer to resubmit the requested information. CC IMFOLT, CC BMFOLT and CC TXMOD will indicate when a refund (TC 846 only) is issued. Transferring a caller directly to the Form 1040-X number is not an option. your tax return is still being processed.a ref . Proc. If the return has posted, the direct deposit refund cannot be prevented by input of TC 971 AC 850, UNLESS the refund is frozen (e.g., -R, P- freeze, etc.). For complete guidelines regarding oral statement address change, see IRM 3.13.5.29, Oral Statements/Telephone Contact Address Change Requirements. Remind them that by using the automated systems, they would not have to wait on hold to speak to an assistor. Individual Income Tax Return, may be temporarily extended. IPU 22U0706 issued 06-10-2022. Weekly accounts will reflect offset transactions on day 05 of the cycle following the TC 846 cycle date. Use the following chart to identify and resolve the situation: If the bank refuses to accept a joint refund check because one spouse is deceased, advise the surviving spouse to mark "VOID" on the back of the check and return it with a written request for reissuance of the refund check. There are also other prepaid reloadable debit cards offered by various vendors, such as department stores, etc. For reference number explanations, see Exhibit 21.4.1-3, Internet Refund Fact of Filing Reference Numbers. How to amend (change or correct) a return you' How do I fix e-file reject IND-031-04 or IND-0 Premier investment & rental property taxes, Includes errors, such as incorrect Recovery Rebate Credit. DO NOT conduct any refund research prior to the end of these time frames, unless conditions in the table in (4) below exist. Resolve case if the necessary information is included. If there are freeze code conditions present, these will take precedence over the TC 971 AC 052/152. - Return was reviewed for required documentation The RAL/RAC listing, now titled Refund Product Code indicators, can still be found on CC TRDBV under the attribute of Refund Anticipation Loan Code. Advise them not to call back before 12 weeks as no information will be available. The Modernized e-File (MeF) Return Request Display (RRD) shows the error messages and associated rule numbers for rejected MeF returns. For current processing year individual accounts, ask the taxpayer if theyve checked on the status of the refund by using one of the IRS automated systems: Wheres My Refund (WMR) on IRS.gov; IRS2GO (English and Spanish) for smart phones; or the Refund Hotline. If during account research, the following return processing errors are identified on a current year paper return (prior year paper returns may be impacted if processed during the current year): CC TRDBV/RTVUE shows tax return posted with partial or zero amounts (standard deduction amount present, partial to no income, or gross child credit amounts with all other lines left blank), CC IMFOLT/TXMOD will show a TC 150 for .00 (if its a balance due return, some accounts may have TC 610/TC 430 or other payments that may or may not have been refunded erroneously, if refunded youll see TC 846), The transcription errors are not ERS or math error related (if the return shows math error(s), review CC TRDBV/RTVUE for partial or zero amounts, as stated in first bullet). Taking into account the mail delivery time, the taxpayer should receive their paper check within 5 weeks from the RFND-PAY-DATE of the original TC 846. See IRM 21.1.3.3.1, Third Party Designee Authentication, for additional information regarding third party designees. If the caller cannot authenticate, provide the caller the toll-free appointment number, 844-545-5640, to schedule an appointment at one of the Taxpayer Assistance Centers (TACs), (Hours of operation: 7:00 a.m. to 7:00 p.m. local time; Hawaii and Alaska follow Pacific Time Zone). Any portion of a split refund being direct deposited into a bank account may be received before the debit card arrives by mail. Follow the guidance in IRM 3.28.4.8 (2), Review of Deleted Returns - UPC 147 RC 0 Only, for routing based on the DLN of the return. The $5,000 limitation is for purchases of any series U.S. Savings Bonds in any calendar year whether as part of the refund or as a direct purchase through the U.S. Treasury Department at Treasury Direct. An "S-" Freeze generates instead of a refund. IPU 22U0640 issued 05-23-2022. ENMOD will identify the letter written and the paragraphs selected. See IRM 21.6.6.2.20.3, CP 01H Notice or Letter 12C Decedent Account Responses, for guidance. Ask if the taxpayer has responded to the correspondence, if not, advise the taxpayer to provide the requested information. For authentication procedures, see IRM 21.1.3.2.3, Required Taxpayer Authentication. RTN The routing transit number indicates an electronic funds transfer was requested, but does not necessarily mean the direct deposit will occur. If research shows that the account needs further processing, reinstate the retention register account. Instead, provide the taxpayer verbal instructions on where/how to obtain the status of their refund. Taxpayers who want to select this method for their refund should contact their preparer or the issuer of the debit card for information regarding the use of these cards for receiving refunds. Sometimes, when we are still reviewing your return, instead, it will display instructions or an explanation of what we are doing. Unlike IMF processing which occurred in weekly cycles, CADE/CADE 2 processing occurs on a daily basis (some CADE 2 accounts are processed on a weekly basis). EFT refund denied because the actual refund exceeds taxpayer's amount or more and Centralized Authorization File (CAF) file indicates Power Of Attorney (POA) to receive refund. Change made for IRM consistency. A split refund indicator on IDRS will be used to identify refunds as follows: 0 - not a split refund (entire refund goes to one place). You have ordered the return and found no entry on the credit line, Taxpayer erred, but is entitled to the refund, PRE-REFUND ADVANCE PRODUCT - TAXPAYER CHARGED AN ADVANCE FEE - Refund Anticipation Loan (RAL), POST-REFUND FINANCIAL PRODUCT (REFUND TRANSFER) - Refund Anticipation Check (RAC), PRE-REFUND ADVANCE PRODUCT - TAXPAYER NOT CHARGED AN ADVANCE FEE, OTHER/NEW PRODUCT - Not meeting any of the above criteria, TEXT FIELD TO EXPLAIN OTHER/NEW PRODUCT #4, CC TRDBV or MeF Return Request Display (RRD) shows a RAL/RAC code of. You must wait at least 24 hours after you get the acknowledgment e-mail that your tax return was received by the IRS. See IRM 21.4.3, Returned Refunds/Releases. We cannot provide any information about your refund. Input a TC 971 AC 850 if not already on the account. For additional information on refund inquiries, see IRM 21.4.2, Refund Trace and Limited Payability, and IRM 21.4.3, Returned Refund/Releases. 1 - Refund that appears 1st on Form 8888. Accounts meeting the PATH Act Section 201 criteria will have a C- freeze generated on the account and will carry an Indicator of 1, 2, or 8. We will contact you by mail when (or if) we need more information to process your return. The "77777" in the DLN automatically causes a refund check to be issued immediately in the same cycle to the taxpayer's address of record. Yes, and the normal processing time frames haven't been met, and they originally received a response saying We received your tax return and it is being processed, or "Your tax refund is scheduled to be sent to your bank on" or other message regarding the refund status, Yes, and the normal processing time frames, Yes, and the taxpayer provides a 4-digit reference number that they got on one of the automated systems or a take action message was received but no reference number, Yes, and the taxpayer was informed by the automated application that a change occurred to the refund amount for which the taxpayer needs additional information, or the taxpayer was provided with a call back number and 3-digit extension, Yes, but the automated application "cannot provide any information" and it has been more than 24 hours since the taxpayer received acknowledgement of their e-filed return or 4 weeks since they mailed their paper return, Yes, and the normal processing time frames have been met, Yes, and they received a response saying, We received your amended tax return on and it is being processed, or "received onand adjusted on". For paper inquiries, follow procedures in Note below. Number failed input processing validity check (applies only to paper processing). Do not mention RIVO, CI, etc, unless other account conditions indicate involvement and require it. Update made due to new processing year. CADE days of the week will be signified by: A TC 846 in CADE cycle "20052303" indicates processing occurred Wednesday of the 23rd cycle in year 2005. Savings bonds are ordered after the IRS completes processing of the return. Idrs command codes to locate the status of their refund 971 AC 052/152 mail when ( or if ) need... About your refund not provide any information about your refund check or a follow-up letter within 10.... Require it Fact of Filing reference Numbers Data Blocks, for mailing.. Status of a refund ( Including Savings Bond Purchases ), for additional information regarding Party... As department stores, etc the routing transit number indicates an electronic funds transfer was requested, does! 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