The TaxStatus system monitors IRS responses to requests submitted.
Passed Over
The IRS generally responds to submissions in chronological order. TaxStatus monitors for unfulfilled requests based on their submission date. These are considered passed over. When a request is passed over, the TaxStatus system automatically resubmits the request. A note will appear on that case letting you know the date that your request was resubmitted. The IRS frequently provides data in response to a resubmitted request.
Denied
Occasionally, the second submission is also passed over. At this point, the request is considered denied. A new system note will appear on that case to this effect.
If a request is denied, it is most often due to simple discrepancies.
A new signature is required to submit a request to the IRS once it has been denied. For instructions, please visit How to Edit & Resubmit a Consent Request.
Most common reasons an INDIVIDUAL request is denied (and what to do):
Most common reasons an INDIVIDUAL request is denied (and what to do):
SSN is incorrect
Solution: Reconfirm the SSN with the taxpayer.
Name discrepancy
Solution: Confirm the full legal name on file with the U.S. Government. If a name change has been filed, it may not yet be processed.
If a filer is Married Filing Joint AND you have the spouse's records, looking at the Record of Account or Tax Return transcript may provide additional information.
Address discrepancy
Solution: Confirm the address used on the taxpayer's last processed tax return. This does not generally include any extensions they filed unless it was accompanied by an address change form.
Most common reasons a BUSINESS request is denied (and what to do):
Most common reasons a BUSINESS request is denied (and what to do):
EIN is incorrect
Solution: Reconfirm the EIN with the taxpayer.
Business name discrepancy
Solution: Confirm the full legal business name on the last processed tax return, on the paperwork filed when the business was formed, or if any name change has been filed.
Address discrepancy
Solution: Confirm the address used on the last processed tax return. This may or may not be the physical address of the business. You may want to check the Secretary of State website (https://www.e-secretaryofstate.com/) to see if another address is on file.
Job title discrepancy
Solution: Confirm that the job title matches the way the business returns are filed. Use the Job Title dropdown for guidance. The job title must match what the IRS has on file. You may want to check the Secretary of State website (https://www.e-secretaryofstate.com/) to see if authorized signers are listed and if job titles are provided. These may or may not match what is on file with the IRS.
If you have records for a business signer, it is possible that their Wage and Income transcripts contain information about the business, including EIN, business name, and business address.