artp Posted August 16, 2024 Report Posted August 16, 2024 The 03/05/2024 notice asked for support for tax withholding amounts (W-2, 1099R,ect) on the 2023 1040 as the IRS stated it was unable to process the return . We promptly responded by sending the required documents and a copy of the notice via the supplied fax number. We got a confirmation that the fax was successfully sent, but the taxpayer is still has not gotten their refund. There was no phone number on the notice to contact them. What is the best suggestion to try to follow up on this? Quote
Lee B Posted August 16, 2024 Report Posted August 16, 2024 A "Record of Account Transcript" might be helpful so that you can see what has happened so far. Quote
artp Posted August 17, 2024 Author Report Posted August 17, 2024 Thanks for the reply. In the meantime client finally got the refund late in July; just forgot to let me know. Oh, well that's the way it goes. 1 1 Quote
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