IRS telling some Americans to refund federal incentive payments – Community News
Stimulus Check

IRS telling some Americans to refund federal incentive payments

The IRS sent letters this month telling some Americans to repay their stimulus payments. A Massachusetts woman says it’s a mistake in her case, but she contacted NewsCenter 5 after getting no answers from the IRS. Natalie Bonelli says the official release from the IRS came in early August, demanding that she repay the $600 incentive payment she claimed on her 2020 tax return, plus $3.12 in interest. “At first I panicked,” Natalie said. “Of course I disagree, and I can’t find anyone to help me do something about it.” When the pandemic started, Natalie was living in Brooklyn. There, in the spring of 2020, she received a paper check for the first incentive payment. But then she moved to Massachusetts and says the second $600 stimulus check from last December apparently went somewhere in Brooklyn, but not to her.’ it was definitely sent to Brooklyn,” she said. “It was mailed to the old address, I just never received it.” So she did what the IRS said: claim the missing payment — for which she qualifies and rightly so. her is — filed on her tax return for 2020 this spring, she thought she was done with it until the IRS notice came in the mail “And now I have to return money I never got, so it’s a bit frustrating” The IRS says taxpayers in the same situation simply call and request a payment reference, except Natalie found that it’s not that simple, saying she made “endless, endless, endless calls to the IRS” using ten at least three different IRS phone numbers. She says she never reached out to anyone with the power to trace the missing check. “I never got an answer. I could never reach anyone who could actually help me,” she said. Her notification, dated July 26, came in early August and it said she only had until August 16 to pay. That’s not much time to find out What has happened, given the ongoing IRS backlog.Since the pandemic shutdown last year, the IRS has faced severe delays.It has become nearly impossible to get an agent on the phone. spokesperson declined to comment on Natalie’s circumstances, but told us taxpayers can also fill out Form 3911 to request a payment trail from the IRS to find out if someone illegally cashed her check and get the money back. “I can’t be the only person. I can’t be the only person on the planet who didn’t get one of the payments and I can’t figure out why,” Natalie said. “I’d like to have the money that owes me.” At this time, Natalie plans to complete Form 3911 to formally request the payment reference. NewsCenter 5 also contacted the office of her Congresswoman, Representative Seth Moulton, for assistance. In the meantime, a tax professional who works with NewsCenter is advising 5, taxpayers in this situation to pay the bill sent by the IRS, while also querying the payment trail and contesting the agency’s findings.

The IRS sent letters this month telling some Americans to repay their stimulus payments.

A Massachusetts woman says it’s a mistake in her case, but she contacted NewsCenter 5 after getting no answers from the IRS.

Natalie Bonelli says the official statement from the IRS came in early August, demanding that she repay the $600 incentive payment she claimed on her 2020 tax return, plus $3.12 in interest.

“Well, I panicked at first,” Natalie said. “Of course I disagree, and I can’t find anyone to help me do something about it.”

When the pandemic started, Natalie was living in Brooklyn. There, in the spring of 2020, she received a paper check for the first incentive payment. But then she moved to Massachusetts and says last December’s second stimulus check for $600 apparently still went somewhere in Brooklyn, but not to her.

“I’m sure it was sent to Brooklyn,” she said. “It was mailed to the old address, I just never received it.”

So she did what the IRS said: claim the missing payment — for which she qualifies and is rightfully hers — on her 2020 tax return filed this spring. She thought she was done with it until the IRS message came in the mail.

“And now I have to return money that I never got, so it’s a bit frustrating,” she said.

The IRS says taxpayers in the same situation can just call and get a payment trail, except Natalie found that it’s not that easy.

She says she made “endless, endless, endless calls to the IRS” using at least three different IRS phone numbers. She says she has never reached out to anyone with the power to trace the missing check.

“I never got an answer. I could never reach anyone who could really help me,” she said.

Her notice, dated July 26, came in early August and it said she only had until August 16 to pay. That’s not much time to find out what happened, given the ongoing IRS backlog. Since the closure of the pandemic last year, the IRS has faced serious delays. It has become almost impossible to get an agent on the phone.

An IRS spokesperson declined to comment on Natalie’s circumstances, but told us taxpayers can also fill out Form 3911 to request a payment trail.

Not being able to get answers before the money is due is still frustrating for Natalie, who feels it should be easy for the IRS to find out if someone illegally cashed her check and get the money back.

“I can’t be the only person. I can’t be the only person on the planet who didn’t get one of the payments and I can’t figure out why,” Natalie said. “I’d like to have the money that owes me.”

For now, Natalie plans to fill out Form 3911 to formally request the payment trail. NewsCenter 5 also reached out to the office of its Congresswoman, Representative Seth Moulton, for assistance.

In the meantime, a tax expert who spoke to NewsCenter 5 advises taxpayers in this situation to pay the bill the IRS sent, while also requesting the payment trail and contesting the agency’s findings.