IRS Missing Refund Trace Log (PDF)

Track refund trace requests, IRS contacts, and reference numbers while you wait for a missing refund.

Refund trace log

Capture the refund details and every IRS follow-up in one file.

Record your expected refund details before starting the trace.

Full name (optional)Tax yearReturn filed dateRefund amount expectedRefund methodBank last 4IRS notice numbersWhere's My Refund checked date

Include any unique account notes or deadlines.

Document every call, letter, and online update.

Date	Channel	Who / office	Reference ID	What they said	Next step	Action

Leave rows empty if you only need a summary sheet.

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