Frequently Asked Questions

 To best prepare for your appointment ensure you follow this list. If you are unsure about an item bring it anyway. If you have items that are not listed here bring those too.


Items needed are as follows:
 1. Unexpired State issued Government ID or driver license, Proof of Residency  
2. Social security card/number  
3. Bill/ or another item with current address  
4. Bank deposit for refund purposes or payment purposes, I.e a voided check, or routing number bank account number name of the entity  
5. Birth certificate(s) for DEPENDENTS ONLY  
6. All W2s, 1099s, self-employment receipts, any form of deductible income that needs reporting  
7. Any dependents information such as IDs, birth certificates, social security number  
8. Any deductions or receipts that you want to claim. Ie property taxes, mortgage points, real Estate, tithes, and offering church documents  
9. Any education information, name of the school, prior school information, certificate education, job training education  
10.  Nonprofit organization all supporting documentation and information  
11. Any required filing forms or required PIN numbers issued to you by the IRS, if you were a victim of identity theft all accompanying information.  
12. Email address and telephone number

Okay, let's investigate!

1. The IRS may need further information to process your claim.

• If this is the case, the IRS will send out a letter to the address used to process your return. 

          2. The IRS may require further review before releasing your return.

• If this is the case, neither you nor your tax preparer needs to do anything; your refund will continue to process until the IRS is satisfied that all information has been reported accurately on your behalf. 
• The further review can take anywhere to 60 days to nine months. 

          3. Is further review for processing normal?

• Yes, it is widespread. The IRS needs to ensure that all information they receive is accurate and truthful. These measurements have been put into place to stop fraud and identity theft down.  
• The IRS sometimes needs to take additional steps in some cases to ensure a person(s) tax return has been reported accurately and that the individual(s) filing the return is aware of what is being reported on their behalf.  
• Other times you may be required to call the IRS and go through what is known as IDENTITY VERIFICATION PROCESS. 

If you have closed your account before your refund has been deposited, one of two things may happen. The bank will send your refund back to the IRS, who will then mail you out a check to the address used to process or your return.
The second situation that may occur is that your refund will get sent to the tax preparation office. When this happens, either Tasha or her staff will contact you to inform you that you have a check at our location and make arrangements for you to pick it up. 

No Problem, if a check has been sent to Tasha's location either she or her staff will let you know and make the necessary arrangements for you to pick up your refund.

No refunds of any kind are ever deposited into the companies account. 

Please wait until you have received a text or email notification stating that there are funds available on your account. Once you receive this notification only then can you activate your Walmart money card.

Not to worry this happens to several people a year, contact Tasha's Taxes to schedule an amendment appointment, and Tasha will explain to you what steps have to be taken to report the additional income.