Refunds - IRS Questions and Answers (2024)

The IRS has created a website to provide answers for the most common refund questions. See IRS Refund FAQs for additional answers not reproduced below.

What is the fastest way to get information about my refund?

Use the IRS2Go mobile app or the Where’s My Refund? tool. You can start checking on the status of your tax return within 24 hours after the IRS has received your e-filed return or 4 weeks after you mail a paper return.

Will I see a date for my refund right away?

Where’s My Refund? will not give you a refund date right away. The IRS must first receive your tax return and then they have to process it and approve your refund. Where’s My Refund? will give you a personalized date once your refund is approved.

How will I know if IRS received my tax return and if my refund is being processed?

Use the Where’s My Refund? tool to follow your tax return from receipt to issuance of your refund. While your tax return is being processed you can follow it through three states: Return Received, Refund Approved and Refund Sent.

What is happening when Where’s My Refund? shows the status of my refund is Return Received?

This means the IRS has your tax return and is processing it. Your personalized refund date will be available as soon as the IRS finishes processing your return and confirms that your refund has been approved. Most refunds are issued in less than 21 days.

What is happening when Where’s My Refund? shows the status of my refund is Refund Approved?

This means the IRS has processed your return and has approved your refund. The IRS is now preparing to send your refund to your bank or directly to you in the mail if you requested a paper check.

What is happening when Where’s My Refund? shows the status of my tax return is Refund Sent?

This means the IRS has sent your refund to your financial institution for direct deposit. It may take your financial institution 1 – 5 days to deposit the funds into your account. If you requested a paper check this means your check has been mailed. It could take several weeks for your check to arrive in the mail.

How often does Where’s My Refund? update?

Where’s My Refund? updates are made no more than once per day, usually overnight.

What if I am counting on my refund for something important? Can I expect to receive it on time?

Be careful not to count on getting your refund by a certain date to make major purchases or pay other financial obligations. Many different factors can affect the timing of your refund after the IRS receives it for processing. Even though the IRS issues most refunds in less than 21 days, it’s possible your tax return may require additional review and take longer. Also, if you are anticipating a refund, take into consideration the time it takes for your financial institution to post the refund to your account, or for mail delivery.

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Refunds - IRS Questions and Answers (2024)

FAQs

Where can I get answers to IRS questions? ›

Call the IRS toll free at 800-829-1040 or make an appointment to visit an IRS taxpayer assistance center (TAC).

How do I speak to a live person at the IRS about my refund? ›

If you lost your refund check, you should initiate a refund trace: Use Where's My Refund, call us at 800-829-1954 and use the automated system, or speak with an agent by calling 800-829-1040 (see telephone assistance for hours of operation).

What is the new IRS question that must be answered? ›

Everyone must answer the question

Everyone who files Forms 1040, 1040-SR, 1040-NR, 1041, 1065, 1120 and 1120-S must check one box answering either "Yes" or "No" to the digital asset question. The question must be answered by all taxpayers, not just by those who engaged in a transaction involving digital assets in 2023.

How do I make sure I get a good tax refund? ›

4 easy ways to boost your tax refund, according to experts
  1. Contribute more to your retirement and health savings accounts.
  2. Choose the right deduction and filing strategy.
  3. Donate to charity.
  4. Be organized and thorough.
Mar 4, 2024

How to speak directly to an IRS agent and skip the automated? ›

Use Where's My Refund, call us at 800-829-1954 (toll-free) and use the automated system, or speak with a representative by calling 800-829-1040 (see telephone assistance for hours of operation).

What is the best way to speak with IRS? ›

Copies of forms, publications and other helpful information are also available around-the-clock at the IRS Web site at www.irs.gov. You can call 1-800-829-1040 to get answers to your federal tax questions 24 hours a day. Tax forms and instructions for current and prior years are available by calling 1-800-829-3676.

What if I still haven't received my refund? ›

You can contact the IRS to check on the status of your refund. If you call, wait times to speak with a representative can be long. But you can avoid the wait by using the automated phone system. Follow the message prompts when you call.

How long can the IRS hold your refund for review? ›

If the IRS is reviewing your return, the review process could take anywhere from 45 to 180 days, depending on the number and types of issues the IRS is reviewing.

Why is my refund still processing? ›

As the return is processed, whether it was filed electronically or on paper, it may be delayed due to: Mistakes. Missing information. Suspicious activity referred by banks.

Can I ask a question online to the IRS? ›

We can help you online, by phone or in person.

What is the IRS helpline for questions? ›

IRS Toll-Free Help

Government entities with account-related questions may contact us at the Customer Account Services toll-free number above. You may call 800-829-1040 with any Federal tax questions.

What to do if the IRS won't answer? ›

IRS System Issue

If the IRS was supposed to respond to you or resolve your account by a specific date and they have not, you may qualify for TAS assistance. If an IRS system or procedure has failed to operate as intended, or failed to resolve your problem or dispute with the IRS, TAS may be able to help you.

How to get a 10,000 refund? ›

How do I get a 10,000 tax refund? You could end up with a $10,000 tax refund if you've paid significantly more tax payments than you owe at the end of the year.

How to get $7000 tax refund? ›

Requirements to receive up to $7,000 for the Earned Income Tax Credit refund (EITC)
  1. Have worked and earned income under $63,398.
  2. Have investment income below $11,000 in the tax year 2023.
  3. Have a valid Social Security number by the due date of your 2023 return (including extensions)
Apr 12, 2024

How to get the maximum refund? ›

How to maximize your tax refund
  1. Itemize your deductions. Deductions are dollar amounts you're able to subtract from your taxable income, reducing the amount you'll owe in taxes. ...
  2. Contribute to tax-advantaged accounts. ...
  3. Ensure you are claiming the right credits. ...
  4. Adjust your filing status.
Feb 6, 2024

How do I get an answer from the IRS? ›

For individual tax returns, call 1-800-829-1040, 7 AM - 7 PM Monday through Friday local time. The wait time to speak with a representative may be long. This option works best for less complex questions. For questions about a business tax return, call 1-800-829-4933, 7 AM - 7 PM Monday through Friday local time.

How can I get help with IRS problems? ›

You can find the mailing address and phone number (voice) of your local Taxpayer Advocate office in your phone book, on our website, and in Publication 1546, or get this information by calling our toll-free number: 1-877-777-4778.

Who can answer federal tax questions? ›

Taxpayers may ask tax questions by calling the toll-free customer service line at 1-800-829-1040 for individual tax issues or 1-800-829-4933 for business-related tax issues.

How do I contact the IRS to ask a question? ›

IRS Toll-Free Help

You may call 800-829-1040 with any Federal tax questions.

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