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Got this weird notice in the mail from the IRS with both me and my husband's names on it. It's a Form 1099-G from the State of Rhode Island Division of Taxation. Last year was our first time filing married jointly. The notice says: State of Rhode Island Division of Taxation Phone (401) 574-8829 Ext 3 One Capitol ā TTY Via 711 Providence RI 02908-1600 Fax: (401) 574-8919 Email: tax.assist@tax.ri.gov 1099G NALIC Notice ID Account ID PERSONAL INCOME TAX THIS IS NOT A BILL 1099-G CALENDAR YEAR Any questions, call Taxpayer Certain Government Payments 2024 Assistance at the number above OMB NO 1545-0120 Corrected (if Checked) Copy B for Recipient The document states "This is important tax information and is being furnished to the Internal Revenue Service. If you are required to file a return, a negligence penalty or other sanction may be imposed on you if this income is taxable and the IRS determines that it has not been reported." PAYER'S INFORMATION STATE OF RHODE ISLAND Department of Revenue Division of Taxation One Capitol Hill Providence RI 02908-5801 Box 2 State or Local income Tax Refunds: $2,544.00 Box 3 Refund is for Tax Year: 2023 There's also some explanation text: "Box 2 Shows refunds, credits, or offsets of state or local income tax you received. If there is an entry in this box, it may be taxable to you if you deducted the tax paid as an itemized deduction on your Federal income tax return. Even if you did not receive the amount shown, for example, because it was credited to your estimated tax, it is still taxable if it was deducted. Any interest received on this amount must be included as interest income on your return. See the instructions for US Form 1040 or 1040A." "Box 3 - Identifies the tax year for which the refund, credit or offsets shown in box 2 was made. If there is no entry in this box, the refund is for 2023 taxes" Anyone know what we're supposed to do with this for filing this year? Does this mean we need to report this $2,544.00 refund as income on our federal taxes? Is it important? We're confused because we've never received this form before, and I'm not sure if we need to submit it with our tax return or just keep it for our records.
Is anyone else getting random notices from 2022 still? The IRS is so behind smh
Bruh I'm STILL waiting on stuff from 2021 š¤®
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Same boat. They're moving slower than my grandma using dial-up internet
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Just got a CP05 letter saying I need to wait 120 days for my refund while they verify my wages. Has anyone gotten this? My transcripts show no movement since February and I'm really getting worried about my refund. Starting to feel hopeless about this whole thing. Today I received another letter from the IRS dated May 03, 2024, in response to something I supposedly submitted on May 02, 2024. The letter states word for word: "Dear Taxpayer: Thank you for your response of May 02, 2024. We're sending your response, dated May 02, 2024, to the office at the address at the end of this letter because: Your amended return corrected your frivolous position; therefore, will not be assessed the $6,000.00 frivolous filing penalty. However, your amended return included other changes which require further examination. You will be contacted if additional information is needed to process your case. Find tax forms or publications by visiting IRS.gov/forms or calling 800-TAX-FORM (800-829-3676). If you have questions, you can call 866-883-0235. If you prefer, you can write to the address at the top of the first page of this letter. When you write, include a copy of this letter, and write your telephone number and the hours we can reach you. Keep a copy of this letter for your records. Thank you for your cooperation." I'm completely confused because I never filed an amended return or had any "frivolous position" that needed correcting. I just filed my regular taxes and was expecting my refund. Now I have both the CP05 saying to wait 120 days AND this new letter talking about amended returns and penalties that I don't understand. The letter mentions a $6,000.00 frivolous filing penalty that they're not assessing me, but I never filed anything frivolous! It also says my "amended return included other changes which require further examination" but I never submitted an amended return at all. Has anyone dealt with this combination of issues before? I'm completely lost and feeling even more hopeless about ever seeing my refund. My transcripts still show absolutely no movement since February. Should I call the number they provided (866-883-0235)? Or should I write to them as suggested in the letter? I'm worried if I contact them it might delay things further, but I also want to clear up whatever confusion is happening here.
i waited 6 months after getting cp05. finally got my refund last week. hang in there!
6 months?! Did you have to do anything special or it just randomly showed up?
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nope just showed up in my account one day. no updates or nothing beforehand
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Pro tip: upload your stuff to taxr.ai - saved me so much stress with my CP05. It actually predicted when my refund would hit within 2 days! Better than playing guessing games tbh
for real? might have to check this out
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Did you claim EIC or CTC? Those take longer to process usually
Nope, super simple return. Just W2 income
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Bruh the IRS is slower than my grandma using the internet fr fr š
ššš
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The 971 notice probably just explained why they adjusted ur refund. NBD since u got the 846 now š
ur probably right tbh. just happy to see that 846 finally!
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Here's what worked for me: call the IRS early morning (like 7am) and ask for a tax advocate. They can sometimes speed things up if ur having financial hardship
THIS! Tax advocate got my refund moving in 2 weeks after being stuck for months
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Check your bank statement asap. Sometimes it shows up there before you get the official notice about why it was returned
good idea! checking now
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Make sure your using the right payment method too. They stopped accepting some types of payments last year and didnt tell nobody š
Did you have to call them or do anything special? Or did it just magically update one day?
literally just appeared outta nowhere. gave up calling months ago tbh
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Manifesting this energy for my refund rn šāØ
fr fr we need all the good vibes we can get š©
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Have u tried calling your local taxpayer advocate? They helped me with my 2020 return when it was stuck
Bruh the IRS is straight up trash these days. They probably lost your return in Mt Carmel or whatever that place is called where they keep all the paper returns š
Its Kansas City not Mt Carmel lmaooo
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make sure u kept copies of EVERYTHING u sent them. learned that one the hard way lololol
Quick tip: if you mailed it, use the tracking number to confirm delivery. IRS won't show it as received until they actually process it into their system.
good idea thanks! š
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Yuki Kobayashi
yo this is straight facts. these instagram tax preparers be wildin with the fake schedule Cs š¤”
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Carmen Vega
facts! saw one advertising '20k minimum refund guaranteed' like how is that even possible lmaooo
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Andre Rousseau
What resources would yall recommend for learning basic tax knowledge? I wanna understand my return better this year
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Zoe Stavros
IRS.gov has some decent guides. Also that taxr.ai tool someone mentioned above is pretty good for explaining stuff in normal people language
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