How to Request an IRS Refund Trace (And Document It)

If your refund never arrived, the IRS can start a trace. You will need to document every notice and follow-up so you can show what happened if the process stalls. A simple log keeps everything in order.

Step 1: Confirm the IRS timeline

Check the IRS refund timeline before requesting a trace. If the timeline has passed, gather your filing and payment details.

Step 2: Request the trace

• Call the IRS or follow the instructions on your IRS notice.
• Ask for a reference or case number and write it down.
• Track any mailed correspondence or deadlines.

Step 3: Log every follow-up

Use the IRS Missing Refund Trace Log to record every contact, the office you spoke to, and your next step.

Related tax tools

Keep a tax notice response log and an IRS payment plan communication log alongside your refund trace log to cover all IRS communications.

FAQs

Should I keep proof of filing?

Yes. Save your e-file confirmation or certified mail receipts in case the IRS requests them.

What if the IRS finds the refund was cashed?

Document the response and ask for next steps, such as completing a claim form.

How often should I follow up?

Follow the timing the IRS provides, and document each follow-up in your log.