Who to Contact to Get Some Clarity with IRS?

[Locito 85]

I am a CR-1 conditional resident and we just started the process of removing conditions on my residency. Part of the evidence package recommendations was to include tax returns that we filed jointly. We filed taxes jointly 2020 for my first year of residency (calendar year 2019), but due to the dual status alien requirements (https://www.irs.gov/individuals/international-taxpayers/dual-status-aliens) we had to file on paper. Our check for taxes due was pretty promptly cashed by the IRS back in March, but since then we haven't heard a single thing. There is no transcript available via the online account either. When choosing 2020 tax year for the tax transcript, an automatic non-filing letter is automatically generated.

 

Prior to sending the I-751 we tried calling the IRS, but the whole hour and a half call left us more frustrated if anything. The phone reps kept giving us an attitude and transferring us to someone else (didn't know a transfer PIN was a thing since no-one on phone would tell us?). Nobody really knew anything and gave us the runaround. "I don't know, let me transfer you" => 10-15 more minutes listening to the waiting music. I know filing taxes are few people's favorite things to do during the year, but coming from an easy tax filing process (Scandinavia) to a mess that is IRS has been shocking to say the least.

 

Just don't want to get an RFE from USCIS because of lacking tax information if IRS can't get their act together--year of Covid or not. I would assume it will be difficult to file taxes next year if we do not have an approved tax return for the year prior.

 

I read something about a free IRS tax advocate. Has anybody used their services? Or would we have to go to a congressman to escalate the issue? Would appreciate any input from others who are better with dealing with the taxman.

[databit 328]

"We filed taxes jointly 2020"

 

First, get the common terminology correct so whomever you talk to knows what you mean. You filed your "2019 taxes," (it is always assumed you did it in the following year). 

 

"When choosing 2020 tax year for the tax transcript, an automatic non-filing letter is automatically generated."

 

That's because you used the wrong terminology; 2020 taxes haven't happened yet. 

 

"There is no transcript available via the online account either."

 

 

You must request tax transcripts by regular postal mail.

Edited November 26, 2020 by databit

[Locito 85]

Why thank you for noticing that. Really helped me out. With an attitude like that, do you perhaps work for IRS? But you really didn’t read where I said something about 2019 calendar year. I am well aware that 2020 taxes are filed in 2021. I am terribly sorry for this unfortunate unclear statement, but I don’t think I can longer edit my original message.

 

CORRECTION:

Tax transcript for 2019 taxes is not available and instead gives a non-filing letter and an alert toward the top of the screen that no taxes have been filed.

 

Sheesh. I am on this forum for help, not for sneer remarks. Happy now?

 

CLARIFICATION:

My wife’s tax transcripts are available online for tax years 2018 and 2017.

Edited November 26, 2020 by Locito

[Babu Frik 1,162]

2 hours ago, databit said:

"We filed taxes jointly 2020"

 

First, get the common terminology correct so whomever you talk to knows what you mean. You filed your "2019 taxes," (it is always assumed you did it in the following year). 

 

"When choosing 2020 tax year for the tax transcript, an automatic non-filing letter is automatically generated."

 

That's because you used the wrong terminology; 2020 taxes haven't happened yet. 

 

"There is no transcript available via the online account either."

 

 

You must request tax transcripts by regular postal mail.

You can get them online after registering.

[Allovertheworld 355]

On 11/26/2020 at 3:51 PM, Babu Frik said:

You can get them online after registering.

Incorrect

 

They filed via paper and as of now they are not available. 

[Allovertheworld 355]

On 11/26/2020 at 2:12 PM, Locito said:

Why thank you for noticing that. Really helped me out. With an attitude like that, do you perhaps work for IRS? But you really didn’t read where I said something about 2019 calendar year. I am well aware that 2020 taxes are filed in 2021. I am terribly sorry for this unfortunate unclear statement, but I don’t think I can longer edit my original message.

 

CORRECTION:

Tax transcript for 2019 taxes is not available and instead gives a non-filing letter and an alert toward the top of the screen that no taxes have been filed.

 

Sheesh. I am on this forum for help, not for sneer remarks. Happy now?

 

CLARIFICATION:

My wife’s tax transcripts are available online for tax years 2018 and 2017.

I filed my taxes via mail in as well, I waited until July 10th thinking they may move the date back to due COVID.  My check was also cashed a few days later by and endorsed by the US Treasury stamp on the back.

 

Last month I noticed my tax transcripts were not available for 2019, I called IRS and finally spoke to a person who said I should expect the tax transcript to show up sometime in December, and it was due to COVID.

 

Hope this helps