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So after going to last years threads and keeping track of how everyone was faring, I figured I would start one for this year....
We sent out documents on 1/30/2012. I heard nothing until this week when WMR was updated to say my paperwork was received:clap: and if no delays I would recieve my refund on 3/27/2012. So being who I am, I called. The first person I spoke to told me that my document was received on 2/8/2012. So at 14 days later I called again and I got a very helpful reviewer on the phone. 2011 tax return was not showing up in the system BUT....he asked if I was calling about our 2009 Audit????? That was news to me, so apparently we are being audited over 289.00 adoption credit carried over from 2005. That was the last bit used up in that final year. He was dumbfounded that we were being audited over less than 300$ but thinks maybe the TT checking for any leftover carryover last year (with new documentation requirements) triggered this. He does not think this will delay our 2011 taxes.
So while I am anxiously waiting for any updates on my 2011 special needs adoption credit, I will begin pulling the documents I will need to document our 2005 sn adoption.
I described to him how I flagged our 2011: pink postit note on the front indicating were the 8839 documents were, highlighted the names and special needs designation statements and an original court decree for finalization (paid extra to get several "originals"). He said that taking the time to do that will be helpful because every state, every county, every court has a different document and if it is easy for the processor to find the info needed, it will go more smoothly. Also....put your phone numbers on everything so they can call if need be!
Also, if you check WMR too many times in a day you will disappear unless you clear your cookies before you check.
So there you have it.....the beginning of our 2011 journey. I learned so much from everyone last year....lets share the wealth (and frustrations) again....good luck to you all!
Emily
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I took all my paperwork to my tax guy, but I'm still waiting for C's ATIN so that I can file the taxes (we finalized in December, but can't get a social yet, so IRS told me I can still get an ATIN). Everything's ready to go in as soon as I get the ATIN. My tax guy said that about 75% of adoption tax credits are being audited, so we'll see what happens.
We sent ours in 2/16 and it's still not on the WMR thing. I'm hoping this'll be a smooth process. I know they sent out refunds not including the adoption credit last year, but does anyone know what happened if people owed? I adjusted my w-4 for last year since I knew we'd get the credit (we had enough expenses from 2010 even if we hadn't adopted successfully in 2011), so we'd owe about $2,000 without it.
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quick update on us....after waiting and reading a lot of posts on this process I opted to contact a tax advocate today. I called, left a message and had a return call within 2 hours. He took our information, told me what I already know and when I persisted for more options, more help he said he would do some research and call me back. Called me back and confirmed that it is only the ATC that is being reviewed and that we simply had to wait. I explained we had a hardship (surgery costs) and he put me on hold again, talked with some one there in the office. He confirmed that the non ATC part of our refund was released, a letter would go out on Monday and that our DDD would be the 27th at the latest. He started to say something about a deposit next week and stopped....here's hoping!
I persisted....with that I got some answers and feel a bit more at peace! Any which way the little bit of time I spent on the phone got me some help:)
That's awesome moonpie! Wish we were that lucky :)We sent our taxes in on February 9th. They didn't show up in WMR until March 3 (or somewhere around there). We never had any other dates, just the paragraph about being under review and to wait for the letter which will tell us what else they need. Our's was a domestic infant adoption thru an agency. Our regular refund (minus the ATC) was deposited on the 7th.
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Just looked mine up and it said.... due to processing delays your refund is now expect to be on April 10th,2012.
So.... does that mean the delay is because its being reviewed??? or would it actually say.... "under review"???
We didnt get ours until OCTOBER last year and we filed in FEBRUARY!!! I really hope they dont screw us again this year. Such BS....