The IRS 3911 form is a document used by taxpayers to request a refund trace for a missing tax refund. This form allows individuals to track the status of their refund and ensures that they receive the money they are owed. For assistance with filling out the form, click the button below.
The IRS 3911 form plays a crucial role for taxpayers who find themselves in a challenging situation regarding their tax refunds. This form, officially known as the "Taxpayer Statement Regarding Refund," is designed to assist individuals in tracking the status of their refund when it has not been received within the expected timeframe. If you’ve filed your tax return and have been left in the dark about your refund, this form can help shed light on the matter. By completing the IRS 3911, you provide the IRS with the necessary information to investigate the status of your refund claim. It’s important to note that this form can be used in various scenarios, such as when a refund check has been lost, stolen, or destroyed. Additionally, it allows taxpayers to formally request a trace on their refund, ensuring that the IRS can take appropriate action. Understanding how to properly fill out and submit the IRS 3911 form can save you time and frustration, making it an essential tool for anyone navigating the complexities of tax refunds.
Form 3911
(October 2022)
Department of the Treasury - Internal Revenue Service
Taxpayer Statement Regarding Refund
OMB Number
1545-1384
The information below is in reply to your inquiry on
about your Federal tax refund for
If you did not receive your refund or if the refund check you received was lost, stolen or destroyed, complete the entire form. If there are portions of the form that do not apply to you, you may mark them as N/A. Return to us in the envelope provided or fax the form to
.
Note: You must complete a separate Form 3911 for each refund for which you are requesting information.
Note: If you are in possession of a check which was not cashed within one year of the issue date as the law requires, it can no longer be cashed, contact the service for instructions on how to return your check.
For information on how to complete or where to send this form, visit www.irs.gov/forms-pubs/about-form-3911-taxpayer-statement- regarding-refund.
Section I
Print your current name(s), taxpayer identification number (for individuals, this may be your social security number or your ITIN, for businesses, it is your employer identification number) and address, including ZIP code. If you filed a joint return, enter the information of both spouses on lines 1 and 2 below.
1. Your name
Taxpayer Identification Number
2.Spouse’s name (if a name is entered here, spouse must sign on line 11)
3. Current address
Apt. No.
City
State
ZIP code
Give us a phone number where you can be reached between 8 a.m. and 4 p.m. Include area code.
Area code
Telephone number
Enter the information on line 4 exactly as it appeared on your tax return, if no change from above, enter N/A in fields below.
4. Name(s)
Address on return if different from current address
State ZIP code
If you authorized a representative to receive your refund check, enter his or her name and mailing address below.
5.
Name of representative
6. Address (include ZIP code)
7.
Type of return
Individual
Business,
Form
Other
Tax period
Type of refund requested
Check
Direct Deposit
Refund amount
$
Name of bank (where you normally cash or deposit your checks)
Date filed
Account type
Checking
Saving
Bank RTN
Account number
Section II
Refund Information (check all boxes that apply to you)
8.
I didn’t receive a refund.
I received a refund check, but it was
Lost
Stolen
Destroyed
9.
I received the refund check and signed it.
NOTE: The law doesn’t allow us to issue a replacement check if you endorsed it and someone other than you cashed the check, since that person didn’t forge your signature.
Section III
Certification
Sign below. If this refund was from a joint return, both spouses must sign, before we can begin a trace.
Under penalties of perjury, I declare that I have examined this form, and to the best of my knowledge and belief, the information is true, correct, and complete. I request that you send a replacement refund, and if I receive two refunds, I will return one.
10.
Signature (for business returns, signature of person authorized to sign the check)
Date
11.
Spouse’s signature, if required (for businesses, enter the title of the person who signed above)
Catalog Number 41167W
www.irs.gov
Form 3911 (Rev. 10-2022)
Privacy Act and Paperwork Reduction Act Notice
We ask for the information on this form to carry out the Internal Revenue laws of the United States.
You aren’t required to give us the information since the refund you claimed has already been issued. However, without the information we won’t be able to trace your refund, and may be unable to replace it. You may give us the information we need in a letter.
We need the information to ensure that you are complying with these laws and to allow us to determine the correctness of your refund or the right amount of payment. Your Social Security Number and the other information are being requested in order that the Department of the Treasury can process your refund. The authority of requesting your social security number is 26 United States Code, section 6109. If you cannot or will not furnish the information, the tracing of your refund may be delayed.
You are not required to provide the information requested on a form that is subject to the Paperwork Reduction Act unless the form displays a valid OMB control number. Books or record relating to a form or its instructions must be retained as long as their contents may become material in the administration of any Internal Revenue law. Generally, tax returns and return information are confidential, as required by Internal Revenue Code section 6103. The time needed to compete and file this form will vary depending on individual circumstances. The estimated average time is less than 5 minutes.
If you have comments concerning the accuracy of this time estimate or suggestions for making this form simpler, we would be happy to hear from you. You can write to the Internal Revenue Service, Attention: Tax Products Coordinating Committee, Western Area Distribution Center, Rancho Cordova, CA 95743-0001.
Do not send this form to this office. Instead, please use the envelope provided or mail the form to the Internal Revenue Service center where you would normally file a paper tax return.
After you have gathered the necessary information, you are ready to fill out the IRS 3911 form. This process involves providing specific details about your situation. Follow the steps below to ensure you complete the form correctly.
After submission, keep an eye out for any correspondence from the IRS. They may reach out for further information or to inform you about the status of your request.
What is the IRS Form 3911?
The IRS Form 3911 is used to request a refund trace. If you believe your tax refund has been lost, stolen, or not received, this form helps initiate a process to track it down. It’s important to provide accurate information to ensure the IRS can effectively assist you.
Who should use Form 3911?
Individuals who have filed their tax returns and are expecting a refund but have not received it within the expected timeframe should consider using Form 3911. This form is especially useful if you suspect that your refund may have been misplaced or if you have not received any updates from the IRS regarding your refund status.
How do I fill out Form 3911?
Filling out Form 3911 requires you to provide personal information, including your name, Social Security number, and the tax year for which you are requesting a refund trace. You will also need to specify the type of refund you are seeking. Make sure to double-check all entries for accuracy to avoid delays in processing.
Where do I send Form 3911?
Once you have completed Form 3911, you should send it to the address specified in the instructions on the form. This may vary based on your location and the type of refund you are tracing. Always refer to the latest IRS guidelines to ensure you are sending it to the correct address.
How long does it take to process Form 3911?
The processing time for Form 3911 can vary. Generally, it may take several weeks for the IRS to complete the refund trace and provide you with an update. If you have not heard back within a reasonable timeframe, you may want to follow up with the IRS to check on the status of your request.
What should I do if my refund is found?
If your refund is located after the trace, the IRS will issue your refund through the method you selected on your original tax return. If you had opted for direct deposit, the funds will be sent to your bank account. In case there are any issues, the IRS will contact you to resolve them.
When completing the IRS Form 3911, individuals often make several common mistakes that can lead to delays or complications in the processing of their claims. One frequent error is providing incorrect personal information. This includes misspellings of names, incorrect Social Security numbers, or outdated addresses. Such inaccuracies can result in the IRS being unable to match the form with the taxpayer’s records, causing unnecessary delays.
Another mistake involves failing to sign and date the form. The IRS requires a signature to validate the request for a refund trace. Omitting this critical step can lead to the rejection of the form. It is essential to ensure that all required signatures are present before submission.
Some individuals neglect to include necessary documentation. Supporting documents, such as copies of previous tax returns or any correspondence from the IRS, can be crucial for the claim process. Without these documents, the IRS may require additional time to verify the claim, extending the resolution period.
Inaccurate descriptions of the issue can also pose a problem. When filling out the form, it is vital to clearly explain the circumstances surrounding the refund request. Vague or incomplete explanations may lead to confusion and further inquiries from the IRS.
People sometimes overlook the importance of checking the submission method. Sending the form via mail without tracking can result in lost documents. Using a reliable mailing method, such as certified mail, ensures that there is a record of submission and can help in case of disputes.
Lastly, individuals may fail to follow up on their claims. After submitting Form 3911, it is advisable to check the status of the request. The IRS provides a way to track the progress, and staying informed can help in addressing any potential issues promptly.
The IRS 3911 form is used to request a refund trace, which helps taxpayers find out the status of their tax refund. When filing this form, there are several other documents and forms that may be helpful to include or reference. Here’s a brief overview of some commonly used documents that often accompany the IRS 3911 form.
Having these forms and documents ready can streamline the process when you submit your IRS 3911 form. They provide necessary context and support for your request, ensuring that the IRS has all the information needed to assist you effectively.
The IRS Form 3911 is a request for a refund trace, used by taxpayers to track their tax refunds. Several other documents share similarities with Form 3911, each serving distinct purposes while addressing taxpayer needs. Here are seven documents that are comparable:
Each of these forms plays a crucial role in the tax process, ensuring that taxpayers can communicate effectively with the IRS and resolve various issues that may arise.
When filling out the IRS 3911 form, it’s essential to approach the process with care. This form is used to request a refund trace, which can be necessary if you believe your tax refund has been lost, stolen, or not received. Here are some important dos and don’ts to keep in mind:
By following these guidelines, you can help ensure that your request is processed efficiently and effectively.
The IRS Form 3911, also known as the "Taxpayer Statement Regarding Refund," is often misunderstood. Here are some common misconceptions about this form:
Understanding these misconceptions can help you navigate the process more effectively and ensure you get the assistance you need with your tax refund.
The IRS 3911 form is used to request a refund trace for a tax refund that has not been received. Here are some key takeaways about filling out and using this form:
Be sure to keep a copy of the completed form for your records. This can help if you need to follow up on your request later.