Bert0611
Level 3

Returned was filed and acknowledged on 2/8/2024. The taxpayer has not yet received the refund as shown on the return.  On 3/18/2024 the taxpayer received Notice 5071C requesting ID verification.  That was taken care of immediately.  The taxpayer still has not received the refund.

I have now found what might be the cause of the holdup.  Taxpayer took the energy credit for windows and doors.  I have now found that the door was not purchased and installed until 2024.

The amended return shows the taxpayer owes $250.  Since the taxpayer has not received the refund how do I indicate that he does not "owe" but that the refund should be reduced.

Suggestions would be helpful.

Thanks

 

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