Check Status of My Refund

Dec 17, 2015

Check Status of My Refund

Follow these instructions to get the status of your refund.

Please note that direct deposit is available only for the current tax year and only to a bank in the U.S.A. Most banks will only accept the deposit if all names listed on the refund are also listed on the bank account. This means that if your tax filing listed both you and your spouse, then the bank account must likewise list you and your spouse. Check with your bank manager for further details.

Direct deposit is available only for clients that listed their bank routing number and account number at the time of filing your tax return. The IRS cannot add the direct deposit information after the tax return has been filed.

• First, check the status of your tax refund online via this page from IRS.gov: https://sa2.www4.irs.gov/irfof/lang/en/irfofgetstatus.jsp
Allow 45 days from posting your tax return by mail or 7 days from electronically filing to check the status.

• If the page does not provide information and you have filed your tax return (either electronically via our office or by mail), then call the IRS at +1-267-941-1000 (toll call). The service is available from 06:00 to 23:00 EST, or from 13:00 until late at night Israel time. For fastest service, call in the evening Israel time, or late afternoon EST.

• If the page indicates that your tax filing is under review, then you can call the IRS examinations department for further information at +1-267-941-1037 (toll call). The office opens at 10:00 EST or 17:00 Israel time. Ask the examinations representative for the name and phone number of the “tax compliance officer” assigned to your case, then let us know. Allow at least 120 days from filing your tax return before calling the examinations department.

Feel free to contact the office for further assistance on tracking your refund status.  

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Many taxpayers receive identity verification notices from the IRS, and in most cases, the process is straightforward and can be resolved without much difficulty.

You have the following options to verify your identity:

Option 1: Verify through the IRS using your ID.Me account

 

Option 2: Use the IRS Document Upload Tool

    • Please note when they ask for the access code answer "no" and put in the notice/letter type 5447C

    • Alternatively, we can upload the documents on your behalf. (Please note additional fees apply.)

For both options 1 and 2:

    1. Allow at least 30 days to process.
    2. You can then check your status on IRS Where's My Refund or request that we pull your transcript.

    Option 3: Call the IRS

      1. Phone number: 1-267-941-1083

      1. When calling the IRS please note that there could be long wait times. We recommend the best time to call is as close to 1PM Israel time as possible, when the lines first open.

    When speaking with the IRS agent:

      • Let them know you are calling in response to a Letter 5447C letter for tax year 202x.

      • Provide the control number as it appears on the first page of the letter.

      • Be prepared to answer any question they ask from the first 2 pages on both tax returns, including:

          • complete address

          • filing status (Head of Household /Married Filing Separately / Married Filing Joint/ Single)

          • refund amount.

      • If you are unsure of an answer you may ask the agent where it can be found on the return.

      • Know the dates of birth for you and the children on the return

      • Know your mother's maiden name

      • If they ask about W-2 income, tell them since you live outside of the US your income isn’t reported on a W-2, but rather the equivalent form 106 instead.

    They hopefully will not ask any more financial questions.

    If your identity is successfully verified during the call, the IRS will typically inform you immediately. Your refund should then be released within approximately 6-9 weeks.

    Documents Required in All Cases

    Regardless of the verification method you choose, you will need:

      • a copy of the 5447C letter you received

      • the first 2 actual 1040 pages of your 202x and 202x tax returns

    Additional Documents for ID.me or Document Upload Verification

    If you are verifying online through ID.me or using the IRS Document Upload Tool, you will also need:

    Two clear copies of acceptable identification, as listed in the IRS letter (for example passport and license).