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TigerMan327
LSU Fan
Monroe
Member since Feb 2011
3116 posts

First time filing taxes. 2+ months no refund.
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?


randybobandy
BYU Fan
NOLA
Member since Mar 2015
1293 posts

re: First time filing taxes. 2+ months no refund.
quote:

Filed taxes through HR Block


That is the problem.


McNeeseLSU
McNeese State Fan
Baton Rouge
Member since Feb 2007
366 posts
 Online 

re: First time filing taxes. 2+ months no refund.
Sounds like identity verification. I would keep calling.


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Teddy Ruxpin
LSU Fan
TX
Member since Oct 2006
32916 posts

re: First time filing taxes. 2+ months no refund.
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.


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LSUFanHouston
LSU Fan
NOLA
Member since Jul 2009
14511 posts

re: First time filing taxes. 2+ months no refund.
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.


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TigerMan327
LSU Fan
Monroe
Member since Feb 2011
3116 posts

re: First time filing taxes. 2+ months no refund.
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.


philabuck
Ohio State Fan
NE Ohio
Member since Sep 2008
9830 posts

re: First time filing taxes. 2+ months no refund.
1099 or w2? I thought I heard H&R had a programming error that messed up 1099s


TigerMan327
LSU Fan
Monroe
Member since Feb 2011
3116 posts

re: First time filing taxes. 2+ months no refund.
W2. Very simple filing.


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polizei11
LSU Fan
Houston
Member since May 2009
1066 posts

re: First time filing taxes. 2+ months no refund.
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.


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00
Twenty 49
LSU Fan
Shreveport
Member since Jun 2014
11005 posts

re: First time filing taxes. 2+ months no refund.
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.


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50
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Member since 2001
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Strannix
New Orleans Saints Fan
President Donald J. Trump
Member since Dec 2012
20913 posts
 Online 

re: First time filing taxes. 2+ months no refund.
Youre 29 and never had a W2??????


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91
KamaCausey_LSU
Member since Apr 2013
5985 posts

re: First time filing taxes. 2+ months no refund.
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.


TigerMan327
LSU Fan
Monroe
Member since Feb 2011
3116 posts

re: First time filing taxes. 2+ months no refund.
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 at 8:45 am


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Sauce Castieaux
New Orleans Saints Fan
Prairieville
Member since Nov 2015
2104 posts
 Online 

re: First time filing taxes. 2+ months no refund.
I'm having the same issues but with state. Filed on Feb 9th.


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Breauxsif
LSU Fan
Member since May 2012
5221 posts

re: First time filing taxes. 2+ months no refund.
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?


TigerMan327
LSU Fan
Monroe
Member since Feb 2011
3116 posts

re: First time filing taxes. 2+ months no refund.
I did not have a 1098-T for last years taxes.


Breauxsif
LSU Fan
Member since May 2012
5221 posts

re: First time filing taxes. 2+ months no refund.
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.


TigerMan327
LSU Fan
Monroe
Member since Feb 2011
3116 posts

re: First time filing taxes. 2+ months no refund.
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.


Breauxsif
LSU Fan
Member since May 2012
5221 posts

re: First time filing taxes. 2+ months no refund.
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.




LSUFanHouston
LSU Fan
NOLA
Member since Jul 2009
14511 posts

re: First time filing taxes. 2+ months no refund.
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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