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Personal Finance (Not Investing) • Odd Meeting Today with IRS Re my 2022 Return

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Not an expert, but this story strikes me as odd too. Especially the part about the agents being surprised that the OP's refund was not held up:
The agent was surprised that my refund was not held up.
It is my understanding that returns are processed relatively quickly & refunds/payments accepted as long as there are no glaring obvious errors, but that doesn't mean the return is considered 100% valid, as it may be selected for subsequent reviews & scrutiny. So, the agent being surprised at a speedy refund makes me wonder if these agents might be green and inexperienced. Compounded by the fact that they didn't ask to see OP's copy of the return that he brought to the meeting per their request. Or did I read that wrong... Did they look at it? If they suspect someone else is filing invalid financial information under OP's SSN, then wouldn't they want to verify which return was actually submitted by this individual standing in front of them? Otherwise, what's the point of the in-person meeting?
Yes, the agent looked at my return but more to verify that the return and I matched. She only spent a few minutes looking at it.
I would think if the content of the return was the issue, she would have asked to make a copy of the return you brought with you. One thing I found years ago, was that when I was sending in a paper return, someone actually transcribes the info from my return and enters it into a computer. Why they don't have the technology to scan every return as a PDF is beyond me. Many years ago the IRS sent me a letter and I called them (long before the days of internet scams, faxes and cell phones) and after some discussion, the person said the info had been entered incorrectly, and that my return was correct and no further action was taken. I believe it had to do with an amount on one particular line.

Statistics: Posted by capran — Wed Dec 20, 2023 12:15 am — Replies 66 — Views 6055



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