2023 Refund Delayed: IRS Name Change Verification Issues with Tax Advocate Not Helping
Filed and accepted early February but stuck because of name change from last year. Got assigned a tax advocate in April, sent name change docs same day. Just heard back a MONTH later saying IRS rejected my documents and names still dont match. Had to resend everything today and now they want me to wait ANOTHER 2 weeks before they submit to IRS. Beyond frustrated, considering trying to verify by phone or in person but never got a verification letter. Anyone deal with this mess?
15 comments
Write a comment...
Fatima Al-Maktoum
Tax pro here. Name mismatches are unfortunately common but there's a specific process. Your best bet is sticking with the advocate since they have direct channels. Going in person won't help without a 5071C letter. The social security administration needs to process your name change first before IRS can match it.
0 coins
Giovanni Rossi
My social is already updated tho? I changed it right after marriage last year 😩
0 coins
2M
Fatima Al-Maktoum
Sometimes there's a lag in the system updates between SSA and IRS databases. Super frustrating but pretty common tbh
0 coins
2M
Write a comment...
Dylan Mitchell
Hey, I've been helping folks with transcript analysis and I highly recommend checking out taxr.ai - it's this new AI tool that analyzes your transcript and tells you exactly what's causing delays and how to fix them. It costs $4.99 but saved me weeks of guesswork. Here's the link: https://taxr.ai
0 coins
Sofia Gutierrez
Does it actually work? Been seeing it mentioned everywhere 🤔
0 coins
2M
Dmitry Petrov
Sounds interesting. How exactly does it work? Does it just read your transcript or does it do more?
0 coins
2M
Dylan Mitchell
It literally saved my sanity! You upload your transcript and it breaks down everything - tells you exactly why you're delayed, when to expect updates, and what actions you need to take. Way better than trying to decode everything yourself
0 coins
2M
Dmitry Petrov
OMG just tried it and im shook! 🙌 It showed me exactly why my refund was held up and gave me the exact steps to fix it. Best $5 I ever spent fr fr
0 coins
2M
Write a comment...
StarSurfer
in the same boat bestie 🚣♀️ name change from divorce and its been 84 years waiting for this refund smh
0 coins
Giovanni Rossi
the waiting is killing meee 😭
0 coins
2M
Write a comment...
Ava Martinez
These clowns at the IRS need to get it together fr fr 🤡
0 coins
Write a comment...
Miguel Castro
Hot tip: call your local congressman's office! They can light a fire under the IRS when tax advocates are dragging their feet
0 coins
Zainab Abdulrahman
facts! my rep's office got my stuff fixed in 2 weeks after months of nothing
0 coins
2M
Giovanni Rossi
ty gonna try this tomorrow!
0 coins
2M
Write a comment...
Connor Byrne
documentation is key here. keep copies of EVERYTHING you send. take screenshots, save emails, record call times/dates. advocate might be slow but their direct line to IRS is worth the wait tbh
0 coins
Write a comment...