Is anyone still waiting for NY unemployment tax refund after filing before the $12,500 became tax-exempt?

My wife and I filed our taxes jointly back in February, before they announced that some unemployment benefits would become non-taxable. We're supposed to get around $12,500 back from what we paid on unemployment income. The IRS said they'd automatically refund the overpaid taxes, and I was expecting it by October at the latest. It's now November and still nothing in our account. Has anybody actually received theirs yet? Getting worried since bills are piling up and we really need that money. The IRS website is useless - just says my return is still being processed when I check the status. Called twice but couldn't get through to a real person.

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40 comments

Heather Tyson

Here's the full breakdown of what's happening with these unemployment tax refunds: The IRS is completely overwhelmed and processing these in batches. They started with simple returns (single filers, no dependents) and are slowly working through more complex ones. Joint filers with both people receiving unemployment are in the final batch. Your best options are: 1) Keep checking your transcript on the IRS website (not Where's My Refund) for code 290 with a negative amount 2) If you absolutely need to talk to someone, use a service like claimyr.com to get through the phone lines. They'll wait on hold and connect you to an agent when one is available. 3) If you're desperate, you can file an amended return, but there's conflicting reports about whether this helps or hurts. 4) Contact your state representative's office - they often have liaisons who can help escalate your case. Hang in there, but prepare for the possibility it might not come until December or January for joint filers.

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