


Ask the community...
Per IRS Publication 1345 (Rev. 3-2024), tax preparation services must disclose all fees and refund policies before charging. TurboTax is required to refund this fee if the service wasn't provided. Document everything! I had this happen on April 2nd last year and had to file a complaint with CFPB before they processed my refund. Don't wait - tax season ends in less than 3 weeks!
Thanks for sharing this! I didn't realize there were actual regulations about this. Did you have to provide any specific documentation when you filed the complaint? I've had some issues with them too but wasn't sure if it was worth pursuing.
This happened to my brother too. He just let it go because it was "only $25" but that's exactly what they count on - thousands of people not bothering to follow up. That's millions in profit for services never delivered. I always take screenshots of everything when dealing with tax prep companies now.
I work in financial services and can explain what likely happened: โข TurboTax's refund advance is actually a loan product with underwriting criteria โข Your initial $25 fee reserves the advance pending approval โข When cancelled, the fee should automatically refund โข Common reasons for cancellation: - Credit score below their threshold - Identity verification flags - Certain tax credits that delay processing - Return selected for additional review The refund typically processes in 5-7 business days to original payment method.
Has anyone actually received their refund through Refund Advantage in Georgia recently? I'm feeling so anxious about this! ๐ซ I filed around the same time as you and I'm still waiting too. My transcript updated last week but nothing has hit my bank account yet. I'm sure it's just a matter of time, but it's reassuring to know we're all in this together. Hang in there!
I'm in Georgia too and filed through Refund Advantage on February 3rd. My transcript updated last Tuesday, and I received my direct deposit exactly 6 days later. Last year, I remember it took almost 10 weeks before I saw any movement, but this year was faster despite what others are experiencing. If your return includes any credits like EITC or CTC, that could explain longer processing times. Back in 2022, I had a similar delay and learned it was because of the PATH Act verification process. Just sharing my timeline in case it helps calibrate your expectations.
Thanks everyone! I'm gonna check my transcript first and if I don't see anything I'll try calling. It's been almost 30 days now so I'm getting antsy ๐ฌ
One thing to check - did you get a confirmation email from TurboTax that the IRS accepted your return? Sometimes people think they filed but there was an error in submission.
Yeah I got the confirmation email on Feb 16th saying IRS accepted it. That's why I'm confused about the delay
That's good at least! Means it's definitely in their system. This time of year the IRS gets overwhelmed even with simple returns. Hang in there!
Have you contacted your tax preparer about this? I'm wondering if they could provide you with the exact amount that was submitted to the IRS on your behalf. Did they perhaps take out their fee from the refund, making the amount they told you different from what's actually on your tax documents?
Just to clarify what everyone is saying - the amount you need for WMR is from line 35a on Form 1040 of your tax return. I filed on February 3rd and made this exact mistake. The amount my preparer told me included their fee already deducted. When I finally checked my actual return on February 15th and used the correct amount, WMR worked immediately and showed my refund was already approved and scheduled for deposit on February 20th. I had been unnecessarily worried for almost two weeks!
Luca Russo
According to Internal Revenue Code ยง6428B, the Recovery Rebate Credit is technically an advance refund of a 2023 tax credit. The verification letter you received, despite lacking a form number, constitutes an official IRS communication per Treasury Regulation 301.7502-1. While not explicitly labeled as Notice 1444-C, it serves the same documentation purpose. Maintain this correspondence with your tax records for a minimum of three years as stipulated in Publication 17, Page 72.
0 coins
Nia Wilson
Has anyone figured out why the IRS sends these letters without clear form numbers? It seems like they're making it intentionally confusing by not labeling communications consistently. Is there any way to request a properly labeled version that would be more useful for record-keeping?
0 coins
Mateo Sanchez
โขThis is actually by design in certain cases. The IRS uses different letter formats based on processing centers and specific situations. While standardized notices like CP2000 follow consistent formatting, informational letters often vary. The content is what matters legally, not the form designation. Your letter is completely valid for documentation purposes regardless of having a specific form number.
0 coins