Valid or Invalid Transfer
Callers EIP was deposited into the wrong bank account. Valid or Invalid
What is "Invalid"
What are the hours of operation for the tax line?
What is "7am-7pm local time, except for Puerto Rico which is 8a-8p local time"
Where can I find out more information about how much I am receiving on my third stimulus?
What is "TOPIC B Q5"
Where can I find the amount of my third Economic Impact Payment?
What is "To find the amount of the third payment, create or view your online account or refer to IRS Notice 1444-C, which we mailed after sending the payment."
EIP was issued but not received (returned by post office/ rejected by bank/ lost stolen or destroyed) Valid or Invalid
What is "Valid"
When a caller is referred to the Tax line, what option would they choose for refund or to check status of form 1040x?
What is "option 1"
Can I transfer money from my tip card to my bank account?
What is "Yes but there is a limit on ACH transfers to a bank account (Topic D Q3)"
What does it mean when a customer calls in about the code CP25
What is "We made changes to their return because we found a difference between the amount of estimated tax payments on your tax return and the amount we posted to their account. The taxpayer isn't due a refund nor do they owe an additional amount because of these changes. Their account balance is zero."
EIP was deposited into a bank account the caller no longer has access to. Valid or Invalid
What is "Valid if the caller recognizes the account and it is still active"
What is "Invalid if the caller recognizes the account but it is no longer active"
What are two reasons a caller would be referred to the tax line?
• Have questions regarding a tax return refund, except when clarifying RRC is included in their tax refund
• Want the balance due amount on their tax account
• Have questions on an existing payment agreement, including installment agreement
• Want to confirm their payment on an individual tax return that was received by the IRS
• Want the location of an IRS office
• Did not receive, received an incorrect, or lost their Form W-2 and 1099-R
• Have federal tax law questions
• Have questions pertaining to tax returns or tax related issues (if not RRC question that can be answered using FAQs)
• Are requesting an IP PIN
• Want the location of free tax preparation services for qualified individuals
I didn’t qualify for the amount I received on my third stimmy based on my 2021 tax return . Do I have to return it all back?
What is "No (Topic H Q3)"
What is the 2020 Recovery Rebate Credit?
What is "The 2020 Recovery Rebate Credit is authorized by the Coronavirus Aid, Relief, and Economic Security (CARES) Act. This credit will be made available to callers or taxpayers who have not received their first or second EIP or received less than the full amounts."
Caller wants to return their payment to the IRS. Valid or Invalid
What is "Valid"
What is the IRS Taxline number?
What is 1-800-829-1040
My daughter’s boyfriend stole her check. How can I get a new one reissued?
What is "Caller will need to request a payment trace (Topic J Q1)"
Are there instructions available for completing the 2020 Form 1040 or Form 1040-SR?
What is "Yes, directions for assisting those that are not normally required to file are found in the RRC FAQ section: Recovery Rebate Credit —Topic A: If caller is asking where to get the form, you may instruct your caller to visit IRS.gov and search for the 1040 or 1040-SR form. It may also be found on the main IRS.gov page under Forms and Instructions."
Callers EIP paper check was issued to an incorrect address. Valid or Invalid
What is "Invalid"
When should we refer a caller to MetaBank?
What is "to activate their EIP Debit Card or replace a lost or destroyed EIP Debit card"
Caller states that they have yet to receive their third payment while everyone is receiving theirs. What should we advise them?
What is "The IRS will continue to process 2020 tax returns and issue additional payments in 2021 to individuals who have not already received a third payment or who are eligible to receive an additional amount if their initial payment was not based on their 2020 tax return. (TOPIC E Q2)"
Can I file a RRC if I reside in American Samoa, Guam, Puerto Rico, the U.S. Virgin Islands, and the Northern Mariana Islands?
What is "In general, the tax authorities in these five U.S. territories will provide the Recovery Rebate Credit to eligible residents. Territory residents should direct questions about Economic Impact Payments received in 2020 or the 2020 Recovery Rebate Credit to the tax authorities in the territories where they reside."