NY unemployment tax refund seems way off - should my spouse have gotten more?

I had the same problem! My refund was only $342 when I should have gotten at least $1,200 based on what was withheld. I tried calling the IRS but gave up after being on hold for 2 hours. Their website is basically useless for this specific issue too. From what I understand, you need to file an amended return (Form 1040-X) to dispute it, but its such a headache.

After 3 weeks of trying to reach someone at the IRS about my refund issue, I finally got through using claimyr.com - it's this service that waits on hold for you and calls when an agent picks up. Talking to a live person got my refund situation fixed in 20 minutes! Saved me from filing an amended return and waiting another 6 months. Check out this video about how it works: https://youtu.be/Rdqa1gKtxuE

To be honest, the whole unemployment tax refund system has been a mess from the start. My sister got almost $1,800 back but I only got $420 despite us having almost identical situations. I think they're just processing these inconsistently. You should definitely challenge it.

I work as a tax preparer, and I've seen a lot of issues with the unemployment tax break refunds. Here's what could be happening: 1. The IRS might be calculating based on incorrect information from NYSDOL 2. They might not be accounting for all unemployment payments your spouse received 3. Your overall tax situation might have other factors affecting the refund amount 4. There could be offsets for other debts that reduced the refund 5. They might have calculated using a lower tax bracket than what applies to you Your best options are: - Call the IRS directly (though getting through is nearly impossible) - Use a service like claimyr.com to get you through to an agent without the wait - Consult with a tax professional who can review your specific situation - File an amended return if you're certain the amount is wrong Don't just accept the lower amount if you think it's incorrect. The difference could be significant depending on your tax situation.

Check if your spouse had any other income during those 8 months. Even small gig work or part time stuff can affect the calculation. We thought ours was wrong too but turns out my hubby's side hustle was the reason.

the whole ny unemployment tax break thing is a JOKE. everyone i know got different amounts that make zero sense. the government is just throwing darts at a board to decide these refunds i swear 🤡

Did you receive a letter from the IRS explaining the adjustment? They should have sent one showing their calculation. If not, that's the first thing you should request when you get hold of someone.

My wifes unemployment tax refund was wayyyy off to. They only gave us like $230 when we should have gotten at least $900. I spent WEEKS trying to talk to someone but its impossible to get thru. finally I used this service claimyr.com that got me an actual human on the phone at the IRS. Turns out they had calculated based on the wrong tax year!!! Once I talked to them they fixed it and we got the rest of the money in like 3 weeks.

I literally just went through this exact situation last month! If you filed jointly, the calculation gets more complicated because it's based on your combined income and tax bracket. What worked for me was filing Form 911 (Taxpayer Advocate Service request) - they assigned someone to review my case and I got an additional $743 about 3 weeks later.

Did your husband opt to have taxes withheld from his unemployment payments? Some people don't realize they have to check that box when they first apply, and if no taxes were withheld originally, there's not much to refund.

im dealing with the EXACT same issue right now!!!! my unemployment tax refund was supposed to be around $1500 based on what my accountant calculated but i only got $378!!! i tried calling the IRS 37 TIMES last week and couldnt get through. this is such bs 😡

Whatever you do, DON'T call the general IRS number. You need to specifically call the Economic Impact Payment line at 800-919-9835. They handle the unemployment tax adjustments too. Still hard to get through but better than the main line.

Theres a really helpful Facebook group called "Unemployment Tax Refund Issues" with like 30,000 members all dealing with this. Tons of people there with the same problem and they share what worked for them. Some people had to wait 6+ months but eventually got the correct amount after disputing.

Did u check ur tax transcripts online? Sometimes they process refunds in batches and you might have another payment coming. My initial unemployment refund was small but then 3 weeks later I got a second larger deposit without any warning.

Someone in another thread mentioned that the refund could be lower if your spouse received other government benefits besides unemployment. Things like SNAP or Medicaid can affect the calculation in weird ways.

If all else fails, find your local congressperson's office and ask for help with an IRS issue. I was getting nowhere for MONTHS with my unemployment tax refund problem until I contacted my rep. Their office has special channels to resolve these issues and fixed mine in 2 weeks.

Look at your original tax return and check how much unemployment compensation was reported on line 7 of Schedule 1. Then check if you received the full 10.2% of that amount. If not, definitely challenge it.

Yo I thought they were done issuing these unemployment tax refunds??? I never got mine at all and was on unemployment for half of 2022. Now I'm worried I missed out completely 😳