Ask Terry Questions IRS Refund from 2020 Filing not received,preparer retiring

IRS Refund from 2020 Filing not received,preparer retiring

By Terry Savage on January 15, 2024 | Wild Card

Can you help me get the refund of $929 from my 2020 Electronic Filing. My tax accountant has not been successful and he is now retiring
I’ve heard you on the radio helping many people

Terry Says

Here is a link to the IRS Office of Taxpayer Advocate. That is the place to start.
https://www.irs.gov/taxpayer-advocate

But before your preparer retires, remind him he is still legally responsible since he filed your return! (And he doesn’t want to deal with a lawsuit in retirement!) So make sure you get all the documentation, including a copy of your return AND the receipt for the filing!

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