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Lucas Lindsey

IRS claiming they never received my parents' 2020 tax return - what proof do we need?

I'm in a really frustrating situation with my parents' 2020 taxes. Back in 2021, we filed their return in early October (they had an extension). That April, they had already sent in a check for about $26K as an estimated payment, which was actually more than needed since their final tax bill came out to around $14K federal and $5K state. I helped them prepare everything through TurboTax, printed out all the forms, and we mailed them in before the extension deadline. The check they sent in April 2021 was cashed by the IRS, so we assumed everything was fine. Fast forward to now - we just got this notice from the IRS claiming they never received the 2020 tax return! The letter looks legitimate (links to the official IRS website and everything). I still have all the TurboTax files on my computer since I did their taxes for them. They've never missed a tax payment in their lives, and the IRS clearly cashed their check. How on earth do we prove to the IRS that we actually filed their return on time? Has anyone dealt with something similar before? Any advice would be super appreciated!

Sophie Duck

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This happens more often than you'd think! The IRS has been seriously backlogged since the pandemic, and paper returns are particularly vulnerable to getting lost in their system. Here's what you need to do: First, don't panic. Gather all documentation you have that shows the return was prepared and mailed - this includes the TurboTax confirmation, any proof of mailing (certified mail receipt if you have it), and proof that the estimated payment was received (canceled check or bank statement). Call the IRS at their main number and explain the situation. Be prepared to resend a complete copy of the original return with a cover letter explaining that this is a COPY of a previously filed return. Mark "COPY - DO NOT PROCESS" clearly at the top of each page. Include a copy of the notice you received. The fact that they cashed the estimated payment check works in your favor as proof that they had contact with your parents regarding their 2020 taxes.

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Lucas Lindsey

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Thanks for the advice! Unfortunately, we didn't send it certified mail (lesson learned for the future). But we do have the TurboTax confirmation and definitely have bank records showing the IRS cashed their estimated payment check. When we call the IRS, is there anything specific we should ask for or say? I've heard it's nearly impossible to get through to them these days.

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Sophie Duck

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You're welcome! Even without certified mail, you still have good evidence with the TurboTax records and the cashed check. When calling the IRS, ask specifically to speak with someone about a "non-filing notice" for a return you believe was filed. Mention you have evidence of the estimated payment being received. You're right about the difficulty reaching them. Call early in the morning right when they open (around 7am Eastern) for the best chance. Be prepared with your parents' Social Security numbers, the tax year in question, and the notice number you received. Request a "transcript" of their account which might show the payment even if it doesn't show the return.

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I went through a similar nightmare last year with the IRS claiming they never got my 2019 return! After weeks of stress and countless calls, I finally discovered taxr.ai (https://taxr.ai) which literally saved me from this exact situation. Their system analyzed my tax documents, gave me a detailed report showing exactly what I needed to prove my case to the IRS, and even helped with the response letter. I uploaded my TurboTax files and bank statements showing the cashed check, and they organized everything perfectly. The best part was they showed me specific IRS regulations that protected me since they had accepted my payment. Turns out when the IRS cashes your check, it actually creates a presumption that you filed! The IRS representative actually acknowledged this when I mentioned the specific code section.

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Anita George

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That sounds promising but I'm curious - does taxr.ai work for situations where you filed paper returns? My parents are in a similar situation but they always file paper returns the old-fashioned way.

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I've never heard of this service before. How exactly do they help prove that you filed? Isn't this just something you could do yourself by calling the IRS and sending copies of your documents?

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Yes, taxr.ai absolutely works for paper returns! They actually specialize in documentation issues including paper filings. They help you establish a paper trail and can identify what specific evidence the IRS will find most persuasive in your situation. For your second question, what makes taxr.ai different is their analysis of your specific situation against IRS precedent. They identify relevant tax codes and procedures that apply to your case specifically. While you could potentially research everything yourself, they save you from having to become an expert on IRS procedures overnight. They structured my evidence in a way that made it much harder for the IRS to dismiss, and they knew exactly which forms to file to expedite resolution rather than just sending copies.

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I was totally skeptical about taxr.ai when I saw it mentioned here, but I was desperate after getting a similar notice about my 2019 return. I decided to give it a try and I'm actually shocked at how well it worked. I uploaded my documentation and they provided a complete analysis showing exactly what to submit to the IRS. They found a specific IRS procedure (something about "presumption of filing" when they've cashed your check) that I used in my response letter. The IRS actually resolved my case within 3 weeks, which I didn't think was even possible given their backlog! The transcript analysis they provided showed exactly where the breakdown occurred in the IRS processing system. If you're dealing with the "we never received your return" issue, I'd definitely recommend checking them out.

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Logan Chiang

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Since you mentioned having trouble reaching the IRS by phone, I need to tell you about Claimyr (https://claimyr.com). After getting a similar notice and trying to call the IRS for TWO WEEKS with no success, I was ready to pull my hair out. Someone recommended Claimyr to me - they have this service that gets you through to an actual IRS representative much faster. I was super skeptical but you can see how it works in this video: https://youtu.be/_kiP6q8DX5c When I finally got through using their service, I explained my situation to the IRS agent who was able to see that they had indeed received my payment but somehow the return itself got separated in their processing center. They put notes on my account and told me exactly what documentation to send in. Saved me weeks of stressing and calling!

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Lucas Lindsey

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Wait, how does this actually work? I've been trying to call the IRS for days and just get the "we're experiencing high call volume" message before it hangs up. How can they get you through when the IRS lines are completely jammed?

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Isla Fischer

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Sounds too good to be true. The IRS phone system is notoriously impossible. I find it hard to believe any third-party service could magically get you through when millions of people are calling. Seems like a waste of money to me.

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Logan Chiang

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It works by using an automated system that continually redials the IRS using their callback feature. When I used it, their system kept dialing until it secured a spot in the queue, then it called me to connect with the IRS agent. It's not "cutting the line" - it's just automating the frustrating redial process that most of us don't have time for. I completely understand the skepticism - I felt exactly the same way! The difference is they have technology dedicated just to the redialing process, so they can keep trying when the lines are at their fullest. When you think about how much time you spend trying to call yourself (I spent hours over multiple days), the service actually saved me a ton of time and frustration. Plus, I actually got my issue resolved instead of continuing to get nowhere.

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Isla Fischer

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I need to eat my words from my previous comment. After getting another notice from the IRS and spending THREE MORE DAYS trying to reach them myself, I broke down and tried Claimyr. I was connected to an IRS agent within 2 hours of signing up. The agent I spoke with was actually super helpful once I explained my "return not received" situation. She confirmed they had my payment on file but the return was marked as missing. She gave me specific instructions on how to respond to the notice and told me exactly which supporting documents to include. Most importantly, she put detailed notes in my account about our conversation which she said would help when they processed my response. I'm still waiting for final resolution, but just being able to speak with someone who could see my account details and give me clear instructions was worth it. Sorry for being such a skeptic earlier!

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I had this exact issue and what worked for me was sending a certified letter with return receipt requested containing: 1. A cover letter explaining the situation and referencing the notice number 2. A copy of the complete tax return clearly marked "COPY - PREVIOUSLY FILED" 3. Bank statements showing the estimated payment was processed 4. A printout of my TurboTax summary showing when the return was prepared 5. IRS Form 8962 (Request for Transcript of Tax Return) to have them search their records again Most importantly, I included IRS Form 911 (Taxpayer Advocate Service Application) which gets your case assigned to an advocate who can help push things through the system. This made a huge difference in getting resolution.

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Ruby Blake

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This is great advice, but I think you mean Form 4506-T for the transcript request, not 8962 (which is for Premium Tax Credits). The Taxpayer Advocate suggestion is gold though - they really can help with these situations!

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You're absolutely right, thank you for catching that! It is Form 4506-T for requesting transcripts, not 8962. I mixed up my form numbers. The Taxpayer Advocate Service was definitely the key to resolving my case. They have more direct access to various departments and can often get answers when regular channels fail. They're especially helpful in cases like this where you have evidence the IRS actually received payment but is still sending non-filing notices.

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Double check that the notice is actually legitimate! There are a ton of IRS scams going around. What's the notice number at the top right corner? Legitimate IRS notices have specific formats (like CP59 for unfiled returns). Also, real IRS letters won't ask you to call a different number than the main IRS line and won't ask for unusual payment methods.

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Lucas Lindsey

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It's a CP59 notice, and it directs us to IRS.gov and the main IRS phone number, so unfortunately I think it's legitimate. We also verified by calling the IRS directly (not using any number from the letter). I wish it was a scam - would be easier to deal with!

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Yep, CP59 is definitely a legitimate IRS notice for unfiled tax returns. Good job verifying independently by calling the main IRS number. Since we're dealing with a 2020 return (filed in 2021), you should know the IRS is still working through a massive backlog from the pandemic years. Paper returns especially got backed up severely. I've seen cases where returns were sitting in trailers in IRS parking lots for months before processing. Even with the payment being processed, the physical return could have been separated or lost. Follow the advice others have given about sending a clearly marked copy with a detailed cover letter. Persistence is key with these situations!

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