TAS advocated for a taxpayer who did not receive his 2019 refund. The refund was held because the employer did not report the income to the IRS, so there was a discrepancy when the IRS compared the employer’s information against what the taxpayer reported on his return (Income Verification). The advocate explained why the refund was being held and requested the taxpayer’s last paystub or details regarding the taxpayer’s pay on company letterhead.
Since the taxpayer was unable to obtain his last paystub or income information on company letterhead, the advocate requested alternative documents to show proof of employment — a termination letter from the employer and Form 1095-C, Employer-Provided Health Insurance Offer and Coverage.
After providing the alternative documents to the IRS, the advocate requested the IRS release the refund. The IRS would not initially release the refund; however, TAS continued to challenge the IRS by showing that prior year returns, along with supporting documentation, verified the taxpayer’s employment with the company. As a result, TAS was able to successfully advocate for the release of the refund.