1040-US ELF: Issues that cause a refund delay on an electronically filed return (FAQ)

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What issues may cause a refund delay on an electronically filed return?


The following issues may delay refunds.

  • Delinquent taxes
  • Past-due child support
  • Delinquent federal debts, such as student loans, etc.
  • Last name and Social Security number of primary taxpayer does not match last year's return
  • Estimated taxes claimed on the return do not match master file
  • Schedule E with questionable tax shelter
  • Blatantly unallowable deductions
  • First-time filer
  • Form 1042-S, Foreign Person's U.S. Source Income Subject to Withholding, requesting a refund of tax withheld
  • Form 8379, Injured Spouse Allocation
  • Total tax is zero, withholding/excess FICA is greater than or equal to $10,000, and direct deposit is selected

Related topic: 1040-US ELF: Electronic filing FAQs

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