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First time filing taxes. 2+ months no refund.

Posted on 4/15/19 at 1:09 pm
Posted by TigerMan327
Elsewhere
Member since Feb 2011
5155 posts
Posted on 4/15/19 at 1:09 pm
Filed my taxes back during the first week of February. Got my state refund back within 6 weeks. Federal has yet to be deposited.

Called at the end of February and they said it had been put up for review for 45 days. Called again after 45 days. They said it had got extended to 60 days during the initial review.

What's the deal? They don't seem to know anything or want to give me any information. Filed taxes through HR Block. Had no deductions or anything. Fairly simple return.

This is my first time filing taxes. Is this a common thing?
Posted by randybobandy
NOLA
Member since Mar 2015
1908 posts
Posted on 4/15/19 at 1:43 pm to
quote:

Filed taxes through HR Block


That is the problem.
Posted by McNeeseLSU
Baton Rouge
Member since Feb 2007
588 posts
Posted on 4/15/19 at 2:00 pm to
Sounds like identity verification. I would keep calling.
Posted by Teddy Ruxpin
Member since Oct 2006
39578 posts
Posted on 4/15/19 at 2:20 pm to
quote:

Called at the end of February and they said it had been put up for review for 45 days. Called again after 45 days. They said it had got extended to 60 days during the initial review. 


Not shocking. Similar issue occurred to me during a tax dispute. They would use up all their time just to extend it and say it had just gotten to the right person.

Just be patient.
Posted by LSUFanHouston
NOLA
Member since Jul 2009
37088 posts
Posted on 4/15/19 at 2:27 pm to
quote:

This is my first time filing taxes


How old are you? My guess is it's either an identity issue or the IRS thinks you should have filed in prior years. Just a random guess.

But something has tripped a checkbox that warrants additional review. Unfortunetly, the IRS is extremely backlogged so such a review - while it might only take 5 min once someone looks at it - can take months to get a person to look at it.
Posted by TigerMan327
Elsewhere
Member since Feb 2011
5155 posts
Posted on 4/15/19 at 2:57 pm to
What's wrong with HR Block? Should have used TurboTax?



And yes this is my first time filing. Been in school for a while. I'm 29.
Posted by philabuck
NE Ohio
Member since Sep 2008
10379 posts
Posted on 4/15/19 at 4:42 pm to
1099 or w2? I thought I heard H&R had a programming error that messed up 1099s
Posted by TigerMan327
Elsewhere
Member since Feb 2011
5155 posts
Posted on 4/15/19 at 6:10 pm to
W2. Very simple filing.
Posted by polizei11
Houston
Member since May 2009
1135 posts
Posted on 4/15/19 at 10:17 pm to
quote:

This is my first time filing taxes.


Welcome to dealing with the Government. They are slow as hell in all aspects especially when they are paying you.
Posted by Twenty 49
Shreveport
Member since Jun 2014
18768 posts
Posted on 4/16/19 at 6:20 am to
quote:

I'm 29.


I guess times have changed. I started filing when I was a kid with summer and part time jobs. Seems like I would get back most or all of the fed with-holdings.
Posted by Strannix
District 11
Member since Dec 2012
48913 posts
Posted on 4/16/19 at 7:53 am to
Youre 29 and never had a W2??????
Posted by KamaCausey_LSU
Member since Apr 2013
14510 posts
Posted on 4/16/19 at 7:54 am to
quote:

And yes this is my first time filing. Been in school for a while. I'm 29.

So your parents have been claiming you as a dependent and taking the tax break for you. I hope they've been paying for school.
Posted by TigerMan327
Elsewhere
Member since Feb 2011
5155 posts
Posted on 4/16/19 at 8:01 am to
I've had a few jobs over the years working for family businesses when i was younger.

Yes my parents have helped a good bit. Either way. irrelevant.


Back to the topic at hand..

Is there something I should do or just wait it out?
This post was edited on 4/16/19 at 8:45 am
Posted by Sauce Castieaux
Asheville, NC.
Member since Nov 2015
5031 posts
Posted on 4/16/19 at 8:09 am to
I'm having the same issues but with state. Filed on Feb 9th.
Posted by Breauxsif
Member since May 2012
22290 posts
Posted on 4/16/19 at 8:31 am to
quote:

Been in school for a while. I'm 29.


Did you file your 1098-T? If you’ve been in school for this long, hopefully H&R Block informed you of your educational credits.

So you’re a PhD student and never held either full time employment as a W2 or worked as an independent contractor, 1099?
Posted by TigerMan327
Elsewhere
Member since Feb 2011
5155 posts
Posted on 4/16/19 at 8:43 am to
I did not have a 1098-T for last years taxes.
Posted by Breauxsif
Member since May 2012
22290 posts
Posted on 4/16/19 at 8:57 am to
Interesting that you didn’t. I know several PhDs that deducted the student loan interest, because they were ineligible for the American Opportunities Tax Credit, due to the fact they claimed it 4 years in a row, in previous tax years.
Posted by TigerMan327
Elsewhere
Member since Feb 2011
5155 posts
Posted on 4/16/19 at 11:04 am to
My understanding is the 1098-T is for how much your education cost. 1098-E is the one I think you're speaking of that deals with student loan interest. I made to much income to deduct my student loan interest. I'm also not a PhD student.
Posted by Breauxsif
Member since May 2012
22290 posts
Posted on 4/16/19 at 11:29 am to
The 1098-E form is used if you’re itemizing. You can either take the $12K standard deduction, which was passed into legislation for the 2018 tax year, or if you can itemize for expenses over $24K to include mortgage loan points and interest, investment interest/ dividends yielded, charitable donations, tax preparation fees, unreimbursed employee expenses, business expenses to include a .54/mile allocation, and casualty/disaster/ theft losses.

Thought you were a PhD student before you edited your post.


Posted by LSUFanHouston
NOLA
Member since Jul 2009
37088 posts
Posted on 4/16/19 at 12:10 pm to
quote:

The 1098-E form is used if you’re itemizing.


No.

Student loan interest is not an itemized deduction, it's an adjustment to income that is now listed on Sch 1 of the 1040.

quote:

tax preparation fees, unreimbursed employee expenses, business expenses to include a .54/mile allocation,


None of this is allowed as an itemized deduction in 2018 tax returns

quote:

casualty/disaster/ theft losses.


Rules have greatly changed regarding this.
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