IRS Missing Refund Trace Log PDF (Free Tool)
A missing refund can take weeks to resolve, especially if you need to request an IRS trace. This log gives you a single PDF to track calls, reference numbers, and status updates while you wait.
What to capture in the log
- Tax year, expected refund amount, and refund method.
- IRS notice numbers and the date you checked Where's My Refund.
- Each contact with the IRS, including reference IDs and next steps.
Build the log
- Open the IRS Missing Refund Trace Log tool.
- Fill in the refund summary and notices section.
- Log each phone, mail, or online contact in the trace table.
Related tax tools
Pair the log with a tax notice response log and an IRS payment plan communication log so all tax contacts stay in one place.
FAQs
- Should I track online updates?
- Yes. Record the date you checked the IRS portal and any messages shown.
- Can I use the log for state refunds?
- This tool is designed for IRS refunds, but the format works well for state tracking too.
- What if the IRS sends another notice?
- Add the notice number and update your notes so your log stays current.