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NY unemployment tax refund confusion - when will I see my money?

Just found out about the $10,200 unemployment tax exemption from last year. I already filed my taxes back in February before they announced this change. My understanding is the IRS is supposed to automatically adjust and send refunds, but I haven't received anything yet. Has anyone in NY actually gotten their unemployment tax refund yet? I've been waiting for almost 3 months and starting to get worried. I claimed about $12,400 in unemployment last year and definitely paid taxes on all of it. Called the IRS twice but got nowhere - first time they said to wait, second time the person had no clue what I was talking about. Anyone know the timeline for when these are supposed to go out? Really need this money for bills.

Amara Torres

I got mine last week! I filed in early March and my refund came in at around $1,280 more than I originally expected. Took about 10 weeks total. The IRS is processing them in batches based on when you filed and complexity of your return. If you're married or have dependents you might be in a later batch.

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Elijah O'Reilly

That gives me some hope. Did they send you any notice before it showed up or did the money just appear in your account?

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Amara Torres

The $ just showed up in my account with a generic IRS TREAS deposit label. Got a letter in the mail about a week later explaining the adjustment.

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Olivia Van-Cleve

10 weeks?? That's better than I expected from the IRS. Still waiting on mine tho 😞

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Mason Kaczka

After struggling to get info about my refund for weeks, I finally got through to someone at the IRS using this callback service at claimyr.com and they connected me with a live agent who could actually help. Best money I ever spent to finally get answers about my tax situation! The agent confirmed they're working through a backlog and gave me an actual timeframe. Here's a video explaining how it works: https://youtu.be/Rdqa1gKtxuE

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Sophia Russo

Does this actually work? I've been trying to call IRS for days and can never get through...

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Mason Kaczka

Yeah it worked for me! I was skeptical too but I was desperate after trying to call for like 2 weeks straight. The service calls for you and when they get a human on the line, they connect the call to your phone.

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Evelyn Xu

another service promising to fix govt problems? 🙄 sounds like a scam

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Mason Kaczka

Not a scam, I literally just used it last week. They don't ask for any personal info, they just connect you with an agent. Talking to a human at the IRS was what finally got my refund processed.

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Dominic Green

wait so this actually works? might try it cuz i'm DONE waiting on hold all day just to get disconnected 🤬

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Hannah Flores

There wasn't a standard amount that everyone got back. The refund depends on your tax bracket and total income. The $10,200 exemption just means that much of your unemployment isn't taxed. If you were in the 12% tax bracket, you'd get back about $1,224 (12% of $10,200). If you were in the 22% bracket, you'd get back about $2,244.

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Elijah O'Reilly

That makes sense, thanks for explaining. I think I was in the 12% bracket so should be around $1,200 then.

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Kayla Jacobson

Don't forget state taxes too! NY followed the federal exemption so you should get a state refund as well.

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William Rivera

FYI - the earliest refunds started going out in late May. I was in the first batch and got mine on May 28th. They're supposed to continue thru summer. Check your IRS transcript online if you want to see if they've processed yours yet. You'll need to create an account on irs.gov if you don't already have one.

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Grace Lee

I'm still waiting for mine too and filed in January! This is crazy! 😡 My friend who filed in April already got hers. The whole system is completley random and broken.

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Mia Roberts

Same boat. Filed in January and still nothing. Meanwhile my roommate who filed in March already got her adjustment. Makes zero sense.

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The Boss

The IRS is processing the "simple" returns first (single filers, no dependents, etc). If you have a more complex situation they put you in a later batch.

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Evan Kalinowski

Here's what I learned after HOURS of researching this: - IRS is processing these automatically in batches - They started with single filers (May-June) - Joint returns and more complex situations are in later batches (July-August) - The refund amount varies based on your tax bracket - You don't need to file an amended return (actually they ask you NOT to) - You can check your transcript on the IRS website to see if it's been processed - If you don't get it by end of summer, THEN you should call The most efficient way to get a human at the IRS if you're still worried is through claimyr.com - they'll wait on hold and connect you directly to an agent. Saved me hours of frustration. Hope this helps!

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Victoria Charity

This should be pinned or something! Most comprehensive answer here.

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Elijah O'Reilly

Thanks so much for all this detailed info! Really helpful. Gonna check my transcript and give it another few weeks before panicking.

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Jasmine Quinn

Hold up - since when does NY follow federal exemptions? I thought we had to file amended state returns.

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Evan Kalinowski

NY passed legislation in April to match the federal exemption, so it's automatic for state taxes too. No amendment needed for either.

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Oscar Murphy

Remember to check both USPS informed delivery AND your bank account. Some people are getting direct deposits while others are getting paper checks, depending on how you originally filed.

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Nora Bennett

im so confused. do we need to amend our returns or not?? some ppl say yes others say no 😵

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Ryan Andre

NO. Do NOT amend. The IRS specifically said not to amend unless there's some new credit you become eligible for because of the adjustment.

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Nora Bennett

thx! I was about to file an amendment. u just saved me from making it worse lol

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Lauren Zeb

Anyone know if this affects eligibility for other credits? Like I'm wondering if excluding $10,200 might make me eligible for earned income credit now?

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Daniel Washington

YES! This is the ONE case where you SHOULD file an amended return. If the adjustment makes you newly eligible for credits you didn't claim, the IRS won't automatically do that part.

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Aurora Lacasse

^^^^ this is important info that not enough people know about!

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Anthony Young

Lol welcome to the club. Been waiting 4 months. NY unemployment + IRS = worst combination ever. 🤡

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Charlotte White

fr fr 💯

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Admin_Masters

Called the IRS tax advocate line today (877-777-4778). Got through after 45 min and they said they couldn't help with these adjustments and to just keep waiting. Complete waste of time.

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Matthew Sanchez

Try the main IRS line. I got better answers there. Tax advocates can't help with this specific issue.

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Ella Thompson

Try claimyr.com - it's the only way I've been able to talk to actual humans at these agencies. Works for IRS, unemployment, social security etc.

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JacksonHarris

Forreal?? I need to contact social security too... might check that out

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Jeremiah Brown

Anyone else notice their transcript shows an adjustment but still no refund? Mine was adjusted on 6/14 but still no deposit...

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Royal_GM_Mark

Mine showed up exactly 2 weeks after the transcript updated. Hang in there!

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Jeremiah Brown

ok thx for the info. the waiting game continues...

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Amelia Cartwright

PSA: If your AGI was over $150k you aren't eligible for the exemption. Saw lots of people confused about this.

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Chris King

Tried calling the IRS 47 times this week. FORTY SEVEN. Either busy signal or it hangs up after saying high call volume. This country is broken.

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Rachel Clark

😂 rookie numbers. I called 112 times over 2 weeks before I gave up and used claimyr.com

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Chris King

lmaooo that bad huh? might have to try that service then cuz this is ridiculous

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Zachary Hughes

be patient y'all. i just got mine yesterday after filing in march. there's hope!

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