Answer Library

I lost my refund check. How do I get a new one?

The information provided does not, and is not intended to, constitute legal advice. Generative AI systems can make mistakes. Verify all important information. This answer was last updated on May 22, 2024. Please read our Terms of Use and Privacy Policy.

We used Ask Blue J to write a response:

If you lost your refund check, you need to initiate a refund trace. Here are the steps you should follow:

  1. Initiate a Refund Trace:
    • Use the "Where's My Refund" tool on the IRS website.
    • Call the IRS toll-free at 1-800-829-1954 and use the automated system.
    • Speak with an agent by calling 1-800-829-1040.
  2. Form 3911:
    • Download and complete Form 3911, Taxpayer Statement Regarding Refund.
    • Alternatively, you can request the IRS to send you Form 3911 to start the replacement process.
  3. Processing of Your Claim:
    • If the check wasn't cashed, you will receive a replacement check once the original check is canceled.
    • If the check was cashed, the Bureau of the Fiscal Service (BFS) will provide you with a claim package that includes a copy of the cashed check. Follow the instructions for completing the claim package.
    • BFS will review your claim and the signature on the canceled check before determining whether they can issue you a replacement check. This review can take up to six weeks to complete.
  4. Special Considerations for Joint Returns:
    • If you filed a joint return, both signatures must be on Form 3911 to reissue the check.
    • You cannot initiate a trace using the automated systems if you filed a married filing jointly return.

By following these steps, you can request a replacement for your lost refund check.

Sources:
IRS FAQ
Publication 556
CCA 200001036
Publication 1966
FSA 200038005

Have more tax questions? Try Ask Blue J today.
Get a DemoExplore all Questions

Welcome to the Answer Library from Ask Blue J, generative AI for tax research.

Try Ask Blue J today.

Get a demo

Discover More

Related Questions

Interested in seeing Blue J in Action? Just Ask

Get a demo