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