Several tax filers are seeing a message on the WMR and IRS2Go refund status tracker tool that confirms their return was received, but a letter has been sent to them by the IRS requesting more information. An example of the message looks like this:
Should I Worry if I Get This Message?
Getting this message should not be an immediate cause for concern. The IRS has many letters and notices it uses to communicate with tax payers for getting additional information, advising of ongoing processing delays or to verify certain information.
When you get the notice (online or via mail) read the letter thoroughly to understand exactly what the IRS needs. Gather the requested documents, ensure their accuracy, and double-check for completeness.
Reasons for an IRS Information Request
Several reasons trigger an IRS request for additional information. Here are the most common:
- Verification of Identity: To combat identity theft, the IRS may need confirmation, especially if your return has red flags like high income or unexpected deductions.
- Missing or Incomplete Information: Did you forget to sign your return or attach specific forms? An incomplete return will necessitate further details.
- Unusual Income or Deductions: Large charitable donations, business losses, or foreign income might raise questions and require documentation.
- Error Detection: The IRS algorithms might flag potential errors, like mismatched income amounts or incorrect Social Security numbers.
What To Do About About Your IRS Letter
The letters will generally provide instructions on what your next course of action is: be it sending documents, agreeing to IRS changes or sending a payment if you end up having a balance owed with the IRS.
A majority of the letters sent by the IRS do not need any course of action. They are simple informational notices e.g. like letters for CTC (Child Tax Credit).
The letter will also include how to submit the information, if requested by the IRS. Options generally include mailing copies, uploading them online through the IRS website, or faxing them securely.
The IRS has specific guidelines on how long it takes them to send certain notices, how long you have to respond and when follow-up responses/resolutions can be expected.
Tax filers often worry about meeting deadlines. If you face a delay, contact the IRS using the number provided in the letter.
How long till I hear back from the IRS?
Processing additional information takes time. Allow 30-60 days after submitting your response for a revised update on your refund status.
Don’t ignore any follow-up requests, otherwise you could face significant delays in processing your refund, potential penalties, or even an audit.
If the request is complex or you’re unsure what to do, consider seeking professional help from a tax advisor or certified public accountant (CPA).
Beware of scams. The IRS never initiates contact via phone, email, or text message requesting personal information. Be cautious of individuals posing as IRS agents and only communicate through official channels.
If you have questions or concerns, reach out to the IRS directly through their official phone line or online message center. All agents at the IRS understand the complex and tense nature of taxes: as such, they are more than willing to assist with any questions you may have. No question is a wrong or a dumb question (unless you are trying to intentionally hide something)!
By understanding the reasons behind the “more information” message and proactively responding, you can navigate this situation smoothly and ensure your refund arrives as soon as possible. Remember, communication and preparedness are key.