Category: Refunds
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The White House says $500 refund checks go out beginning in October to nearly a million people who paid full Obamacare premiums with no subsidy
The White House says $500 refund checks go out beginning in October to nearly 1 million Americans who bought Obamacare coverage at full price. The Treasury Department and the IRS followed on October 14 with a release saying the government is sending the money. Neither announcement describes an application, a form or a cutoff date.…
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The IRS will not take bank details by phone after a CP53E refund notice, and filers get one online try within 30 days before a paper check goes out after six weeks
Calling the IRS will not fix a bank number on a refund that is stuck behind a CP53E notice. The agency’s CP53E explainer says plainly that “IRS employees cannot update bank account information,” so a phone agent can listen but cannot enter the new account. The only way to add or change the account is…
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The IRS generally forfeits by law any refund claimed more than three years after filing or two years after paying, whichever is later, the Taxpayer Advocate says
The IRS generally forfeits a refund by law if the claim comes in more than three years after the return was filed or two years after the tax was paid, whichever is later. The Taxpayer Advocate Service, the independent office inside the IRS, laid out the rule in an April 9, 2026, tax tip aimed…
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The IRS has sent automatic refunds to more than 50,000 people who carried an adoption credit forward from earlier years, and no amended return is needed
The Internal Revenue Service has already begun paying refunds to more than 50,000 taxpayers who carried an adoption tax credit forward from earlier years. Nobody has to file anything to get one. The agency says no amended return is needed. The payments were announced October 16 in IRS release IR-2026-123. Refunds and adjustments began in…
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Extension filers are left out of the IRS’s automatic adoption-credit refunds
Taxpayers who filed their 2025 return on an extension are outside the automatic adoption-credit refunds the IRS began sending this fall. The agency’s October 16 announcement, IR-2026-123, says those returns, along with accounts that carry identity-theft indicators, freezes or dependency conflicts, “will be reviewed later in 2026.” The automatic group is defined by a date.…
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A federal tax refund stays outside SSI’s resource test for twelve months
A federal tax refund does not count toward the Supplemental Security Income resource limit for twelve months after it arrives, according to Social Security’s list of resource exclusions. The rule covers federal tax refunds and advance tax credits received on or after January 1, 2010, along with earned income tax credit payments. It matters because…
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The IRS sends a CP53E notice with a 30-day deadline when it cannot deposit a refund electronically, and a filer who misses it gets a paper check after six weeks
A tax refund the IRS cannot send by direct deposit now comes with a clock. The agency mails a notice, called a CP53E, asking the filer to respond within 30 days, and if nobody answers and nothing else is wrong with the return, the refund is released as a paper check after six weeks. The…
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The IRS began phasing out paper refund checks ahead of the 2026 filing season under an executive order, and House Democrats count more than 830,000 taxpayers told their refunds were on hold by March 9
The IRS has been winding down paper refund checks for individual taxpayers under an executive order, and the change caught many households short this spring. By March 9, House Democrats said, more than 830,000 taxpayers had been told their refunds were on hold. The paper-check phase-out began on September 30, 2025, according to the IRS…
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Unemployment benefits are taxable, and recipients can have tax withheld with IRS Form W-4V
Unemployment benefits count as taxable income, and the IRS lets people who collect them have federal tax taken out of each payment. The tool is Form W-4V, and it asks for a flat 10 percent. Without it, nothing is withheld, and the bill can arrive all at once the following spring. The IRS says in…
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The White House says Arizona taxpayers averaged $3,659 in refunds in 2026, crediting President Trump’s tax law
The White House says Arizona taxpayers saw average refunds of $3,659 in 2026 and credits President Trump’s tax law for the bigger checks. The claim appears in an October 14, 2026 release as the president returned to the state. It is a state-wide average, so it says little about what any one household got back.…
