Category Archives: Refund

IRS Removes Debt Indicator for 2011 Tax Filing Season

WASHINGTON — The Internal Revenue Service today announced that starting with next year’s tax filing season it will no longer provide tax preparers and associated financial institutions with the “debt indicator,” which is used to facilitate refund anticipation loans (RALs). [TaxMama note: please see the related story.]

Let’s Reward Our Health Care Professionals

Affordable Care Act Provides Expanded Tax Benefit to Health Professionals Working in Underserved Areas  WASHINGTON — As part of a larger Administration announcement on efforts to strengthen the health care workforce, the Internal Revenue Service today announced that under the Affordable Care Act health care professionals who received student loan relief under state programs that […]

Lost Refund

Today TaxMama hears from Mike in NY, whose friend has been putting the wrong address on his tax return for years. Of course, as a result, his refund has been going to the wrong address. How can he get his missing refunds back for 2006-2009?

Here’s What Happens After You File

Courtesy of IRS Most taxpayers have already filed their federal tax returns, but many may still have questions. Here’s what the IRS wants you to know about refund status, recordkeeping, mistakes and what to do if you move.

Applying My Refund

Today TaxMama hears from Michael in California with a sensible question. “I have a federal tax liability from past years. For 2009 I own the feds $1,000. I have a refund due from the state of California of $1,700. The state will apply my return to the past liability. Is there any way that I […]

Ask TaxMama Issue 542 – Poor Poor Purim

Dear  [firstname], Let’s start with a quick reminder – if you want to take a deduction for contributions to Haiti on your 2009 tax return, you must make your contribution by February 28th. Speaking of February 28th, that is also the last day to take the 2009 EA Exam. Those of you planning to sit for […]

Seven Things You Should Know About Checking the Status of Your Refund

Courtesy of IRS Are you expecting a tax refund from the Internal Revenue Service this year? If so, here are seven things you should know about checking the status of your refund once you have filed your federal tax return. 

TaxMama s Tax Quips Forged by Ex

Today TaxMama hears from Tami in Tennessee who’s been violated. “What can you do when your ex-spouse forged your signature on a tax return? I have a copy of the form 8879 where my signature is obviously signed by my ex husband. The refund of over $4000 was deposited in his checking account. What do […]

Refund Delays

Today TaxMama hears from Dee in Virginia, with this concern. “I filed an amended return for 2007 in July of 2009 and am expecting a refund. I have called the IRS numerous times for a status and was told ‘’It is assigned to a desk, but held up because of tax credit overload and later […]

IRS Seeks to Return $123.5 Million in Undeliverable Refunds to Taxpayers

WASHINGTON — The Internal Revenue Service is looking for taxpayers who are due to receive a combined $123.5 million in the form of 107,831 refund checks that were returned to the IRS by the U.S. Postal Service due to mailing address errors. “We are eager to get this money into the hands of taxpayers, so […]

What is a New Home

Today TaxMama hears from Linda in Florida, who tells us. “I have been buying a piece of land for about 9 years. Recently I purchased a mobile home ($500.00 cash) to put on it. Does this qualify me for the new home purchase tax refund?”

IRS Has $1.3 Billion for People Who Have Not Filed a 2005 Tax Return

IR-2009-16, March 3, 2009 WASHINGTON — Unclaimed refunds totaling approximately $1.3 billion are awaiting over a million people who did not file a federal income tax return for 2005, the Internal Revenue Service announced today. However, to collect the money, a return for 2005 must be filed with the IRS no later than Wednesday, April […]