2024 Refund On Hold Until I File Missing 2022 W-2 - How Long Will This Take?
Hey tax experts! I'm in a bit of a situation with my refund and trying to understand the timeline. Here's what's happening: Step 1: Filed my 2024 taxes in February (all good there) Step 2: Got notification that my refund is on hold Step 3: IRS says they need my 2022 W-2 filed via mail first Step 4: ??? (This is where I need help) I'm trying to figure out how long this whole process typically takes from mailing in my 2022 W-2 to finally getting my 2024 refund released? I'm a grad student and was hoping to use this refund for summer expenses, so trying to plan accordingly. Anyone been through this specific situation before? The IRS website isn't very clear about the timeline for this type of hold.
19 comments
Nia Watson
You're looking at about 6-8 weeks. Mail processing is slow. Paper returns take longer. Prior year filings create additional delays. Use certified mail with tracking. Include a cover letter explaining the situation. Keep copies of everything. Call the IRS after 4 weeks for status check. Be prepared to wait though.
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Alberto Souchard
Woah, I had no idea it would take that long! I went through something similar last year when they needed additional documentation, but I was able to fax it in. The whole process only took about 3 weeks from when I sent the docs until my refund was released. Guess I got lucky!
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Katherine Shultz
According to the IRS.gov processing guidelines, paper submissions are indeed taking 6-8 weeks minimum right now. I've been tracking this closely since January. The backlog from 2020-2021 is mostly cleared, but they're still running behind on paper processing compared to pre-pandemic levels.
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Marcus Marsh
This is so helpful, thank you! What a relief to have actual timeframes instead of just wondering in the void. Guess I'll be eating ramen a bit longer than planned š
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Hailey O'Leary
Have you considered filing the 2022 return electronically instead? Wouldn't that speed up the process significantly? What about using a tax professional who has access to special IRS channels? Did you check if you qualify for the Taxpayer Advocate Service, which might help expedite things if you're facing financial hardship? Electronic filing typically processes in 21 days, while mail can take 6-12 weeks in the current backlog situation.
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Cedric Chung
I want to add my experience with this exact situation. First, I mailed in my missing 2021 return. Then I waited. And waited. After 5 weeks, I called the IRS. They confirmed receipt but said processing would take another 3-4 weeks. Then, exactly 9 weeks after mailing my prior year return, my current year refund was suddenly released. The key steps were: 1) Send via certified mail, 2) Call after 4-5 weeks to confirm receipt, 3) Be patient for the full processing time.
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Talia Klein
OMG I'm going through this EXACT same thing right now and it's INFURIATING!! I needed my refund like yesterday for car repairs! I sent my 2022 W-2 THREE WEEKS AGO and nothing has changed on my account! Called the IRS twice and got different answers each time! First person said 4-6 weeks, second person said 8-10 weeks! I'm about to lose my mind waiting!!
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Maxwell St. Laurent
Has anyone successfully used the Tax Advocate Service for this specific situation? I understand they typically only intervene for hardships, but I'm wondering if they consider a hold on a current refund due to prior year filing requirements as qualifying for their assistance? The IRS website mentions a 30-day response time for TAS cases opened after April 1, 2024.
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PaulineW
The Internal Revenue Manual section 21.5.6 actually outlines this specific processing scenario. Prior year return submissions require full processing before current year refund holds are released. Standard processing timeframes are currently 8-12 weeks for paper submissions. However, if you need your refund urgently, Claimyr.com can connect you directly to an IRS agent without the typical 2+ hour wait times. I've seen multiple users confirm that speaking directly with an agent can help identify exactly what's needed to expedite the process, especially if there's a simple verification that can be handled over the phone rather than waiting for full processing.
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Annabel Kimball
Is this service actually worth it though? Paying to talk to the IRS seems weird when you can call for free. ā¢ Does it actually work? ā¢ How much does it cost? ā¢ Couldn't you just keep calling the IRS yourself? I'm really trying to save every penny while waiting for my refund.
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Chris Elmeda
I used Claimyr last month when dealing with a similar hold situation. The IRS phone lines are absolutely swamped right now. I tried calling for 3 days straight - either got disconnected or was told the wait was over 2 hours. With Claimyr, I was connected to an agent in about 25 minutes. The agent was able to verify they had received my prior year documentation and put notes on my account to expedite the review. My refund was released 5 business days later. Completely worth it for the peace of mind.
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Jean Claude
I went through this exact scenario last year. My 2023 refund was held because I hadn't filed 2021. I mailed my 2021 return with W-2 on March 15th. The IRS confirmed receipt on April 10th when I called. My 2023 refund was finally released on May 23rd. That's about 10 weeks total from mailing to refund release. The IRS representative told me this is actually faster than normal because they prioritize processing prior year returns that are holding up current refunds. Without that prioritization, it could have been 12-16 weeks.
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Charity Cohan
Think of your tax situation like a traffic jam. Your 2024 refund is stuck behind your 2022 filing, which is blocking the road. The IRS needs to clear that roadblock before traffic can flow again. Instead of just waiting, consider a detour. Mail your 2022 W-2 immediately, but also visit your local Taxpayer Assistance Center in person. They can sometimes verify receipt of your documents on the spot and make notes in your file. This is like having a traffic officer help direct things more efficiently. I've seen this approach cut wait times from 8 weeks down to about 3-4 weeks in many cases.
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Charity Cohan
One more thing - be sure to keep checking your tax transcript online weekly. It will update with codes that show your prior year return is being processed before you see any movement on your refund status. That way you'll know things are actually happening behind the scenes.
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Josef Tearle
I waited exactly 73 days for my refund in a similar situation. Mailed my missing 2022 W-2 on January 12, 2024. Called the IRS on February 15 and they confirmed receipt but said processing would take 6-8 more weeks. My 2024 refund was finally released on March 25. The worst part? I later learned I could have avoided this entirely by e-filing my 2022 return through a tax professional even after the e-file deadline. Would have cut the wait time to exactly 21 days based on IRS processing standards.
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Josef Tearle
Thanks for the detailed timeline! This really helps me set realistic expectations. I was hoping it would be faster, but now I can at least plan accordingly.
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Josef Tearle
I wish I'd known about the e-filing option too! I just assumed I had to mail it since it was a prior year. Learn something new every day I guess. I'll definitely ask my tax guy if that's still an option for me.
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Shelby Bauman
Def try faxing instead of mailing! IRS still uses fax and it's WAY faster. I had same prob last yr w/ missing 2022 docs. Mailed = forever. Found out I could fax to the IRS at 855-800-8105 & they got it same day! Got my refund 4 wks later vs the 8+ wks they said for mail. Just make sure u put ur SSN on EVERY page & include a cover sheet w/ ur info. YMMV but worth trying!
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Quinn Herbert
I work in tax preparation. This happens frequently. The IRS prioritizes processing prior year returns that are holding current refunds. Typical timeframe is 6-10 weeks from when they receive your 2022 documents. Send it certified mail with return receipt. Include your phone number on the return. Call the IRS after 4 weeks to confirm receipt and ask if they need anything else. Be persistent but polite. I've seen these holds resolved in as little as 5 weeks when clients follow up appropriately.
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