Slow Down, Big Spender...NYS Refunds Take...Time

Friday, March 04, 2011 - 05:25 PM

Spring is just around the corner.  That means warmer weather, looser clothes, and taxes!  Signs and mascots have already been spotted around the city.

Liberty Tax Service

Liberty Tax Service (Photo: Bowery Boogie)

For the DIY-ers, the IRS announced Friday that 19 million tax returns have been filed from home computers so far this year, an increase of almost 6 percent compared to the number of returns from the same time last year. In New York, 3.3 million returns (in total) have been filed, with more than a $1B in refunds paid out so far. But word to wise, don't rack up big bills counting on your refund check to cover it, at least not right away.

The IRS has a website called, "Where's My Refund?" that filers can use to check on their refund information 72 hours after you've been notified that your return has been received if you file electronically, or or three to four weeks after you mail your paper return.

Here in the Empire State, the Department of Taxation and Finance also gives a nod to e-filing, but it's tougher to tell exactly how long the refund process will take. From their site:

Generally, you'll get your refund in six to eight weeks from the date we receive your income tax return. You'll get it faster if you use e-file and have your refund deposited directly into your bank account. If we identify an issue with a tax return, our review may take longer than six to eight weeks.

To check the status of your refund, see Income Tax Refund Status.

Now, there are some Type-A people who like to get things done as soon as possible. Say they filed their taxes the first week of February. Their federal return came back without a problem. But say, for example, their New York State return seemed to be taking longer. Perhaps they went back to a certain online tax site and found that several users were commenting about that very same issue. Then maybe said person went to New York State's website to check on the status of their refund. This is message that comes up:

We received your return and it's in the final stage of processing. While most returns are completed within 2 weeks, it may take up to 4 weeks.

So how long does it take -- two  to four weeks or six to eight? Are those two conflicting messages confusing? Absolutely not, according to Brad Maione, the Department of Taxation's Public Information Officer. "The key word there is 'processing'," said Maione.

Maione said New York State has already processed $1B in refunds so far this year, and he said there are no processing delays expected this year, like there were last year.

But not everyone agrees things have been moving along so swimmingly, and there's plenty of fault to spread around. "So far things are petering very slowly," said Barry Horowitz, a Certified Public Accountant and partner at the firm EisnerLubin LLP.  "That's because the brokerage houses haven't released their 1099's or have just released them, so tax information is coming in very slow. Tax season is getting really compressed into a five or six week period."

Horowitz also said that he thinks that there's a refund threshold that automatically triggers an audit for some state filers.  For example, he said he had a client last year who had large medical deductions and real estate taxes. "They held up the return until we proved that they paid them which is unheard of, that a return is being audited as it's being filed."  Horowitz said his client ultimately verified all the filing information, and received the return.  But he said similar things are happening this year, too.

There are several factors that may cause the NYS Tax Department to "stop and review" an individual return, according to Maione, like the validation of withholding information.  But he said that's not the same thing as an "audit."

When asked if the state had a certain threshold that triggered a "stop and review" or "audit," of an individual return, like say the amount of the refund, Maione said, "No comment."

Filed your taxes?  Tell us how it went.


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Comments [5]

Mark from Manhattan

Filed mine February 10th. It's now April 3rd and no return. It says it required further review. It's only a $900 return with no weird deductions. Weird.

Apr. 03 2013 09:10 AM
Unhappy Taxpayer from Miami

Filed April 12th, though NYS says April 20 (I have the certified mail receipt to prove I am right). June 1 they send a notice that they need more information (proof of out of state residency). I send in all the documents July 3 (they claim they got it July 9 -- again i have the receipts). Now their automated system says it will take at least 120 days to "process" the new information. I call BS on that. They have had the money -- via withholding -- for 18 months now. Yet, they want to hold on to it for yet another another four months???

I see NYS is advertising for new business to locate there. Good luck with that. With this horrific tax system, no one will move a business there. Maybe more money for the tax and revenue department and less trumpeting what a low tax state NY is.

Aug. 06 2012 03:10 PM

By the way NO REFUND YET. it has been 2 MONTHS.

Apr. 01 2011 09:39 PM

I filed back in Feb6th. This was almost 2 months. up until last week, my status said "further review and will take up to 60 days". when the 60 days (almost) was up, my status changed to final stages. It is absolute non sense, what is there that needs further review for a simple retrun, married, no kids, no house, no medical bills, just standard deductions. COME ON!

Apr. 01 2011 09:38 PM
Mitch Burkhardt

Using H&R Block, received confirmation that my ny state tax was accepted on Feb. 15. When I check the "where's my refund" site, I get the message they don't even have a record of my tax return! It is now Mar. 18.

Mar. 17 2011 11:29 PM

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