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? asked in Business & FinanceTaxesUnited States · 1 decade ago

The IRS refunded an extra $508. Can I find out why?

I efiled using one of the IRS listed sites. I had a really basic return. One W-2, one 1099-G (unemployment). I did the calculations myself then used one of the filing sites. Our numbers agreed so I submitted. I received my refund and it's $508 more than I and the efile site showed.

The amount is not exactly the difference between any two tax brackets. In other words, if the IRS had shown me with a lower wage or reduced taxable interest or increased my exemptions, there is no new and lower bracket which would have reduced my taxes by the exact same amount as the refund increased.

I'm not objecting to the extra money, mind you, but would sure like to figure out where it came from. Is there any way to see what figures the IRS used to do their calculations? I just don't want them realizing a mistake and coming back to me in three years with an, "Our bad. However, you owe us $508 plus the additional $1,287 interest."

Update:

Any errors I made re UI benefits (and I did deduct the first $2400), income (which was reported as shown on my W-2/1099-G) or the $400 Making Work Pay credit (which I did take) would have resulted in a different tax bracket. The refund was not the exact same amount as any tax bracket change. I'm just hoping that the two responders who indicated that I would receive a notice from the IRS telling me about the difference are correct. In the 40+ years I've been doing my own tax preparation, I've never had this problem before.

And thank you all for taking the time to answer this question.

5 Answers

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  • Anonymous
    1 decade ago
    Favorite Answer

    IRS will send a notice explaining the difference.

  • 1 decade ago

    You need to contact the IRS and try and get someone to explain the difference. The IRS WILL NOT send out a notice explaining the differences in what you owed and what they took or gave from you.

    I have been in a dispute with them for the better part of two years, and I send them certified letters asking them to explain the difference - so far, nothing, Unfortuanately, the money I am talking about is a lot, but not enough to throw good money after bad going to court.

    Your best bet would be to call the IRS omsbudman - they have a phone number for them on their web site, but good luck getting them to respond.

    You will have to decide how many hours to put into this effort. At a minimum, however, keep good records of all of your efforts.

    Good luck.

  • 1 decade ago

    The easiest way to find out is to simply call them at 1-800-829-1040, The one thing that comes to mind is the unemployment, It used to be all taxable, but now the first $2400 is excluded. The tax preparation sofware should have accounted for that, however, but it's worth a look.

  • 1 decade ago

    you apparently over reported your 1099G, or didn't claim the making work credit pay and it was added to your refund.

    If you don't receive a letter from the IRS in 3 weeks then contact them at 1-800-829-1040 or write a letter and ask for an explanation of the additional refund

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  • Anonymous
    1 decade ago

    1. What was the unemployment on the 1099G?

    2. What was on the W-2 for box 1 and box 2?

    3. Are you a dependent?

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