60 Day Review AFTER Verification - IRS Error Requiring Amendment
Has anyone recently received a letter about being under 60 day review AFTER verification? I filed on February 3rd, 2024, received the initial verification letter on March 31st, then got the review letter on April 19th. I called the IRS exactly 5 days ago and was informed there was an error made by the IRS on my return. The agent explained I need to file an amendment which is a 20 week process. The Taxpayer Advocate I spoke with advised that had I waited for the IRS to contact me after the 60 day review period, they would have told me the same thing - that an amendment is required. So now I must file the amendment rather than waiting for the review to complete. This is my first tax filing since arriving in the US last year, and I'm concerned about the timeline. Has anyone else experienced this situation?
11 comments
Leila Haddad
This is actually a fairly common occurrence when the IRS makes an error on your return. Here's what you need to do: Step 1: Get a transcript of your account. This will show exactly what the IRS has recorded for your return and where the error might be. Step 2: Complete Form 1040-X for the amendment. Be very precise about what needs to be corrected. Step 3: Include all supporting documentation that proves the correct information. This means W-2s, 1099s, or any other relevant forms. Step 4: Make copies of everything before sending. Step 5: Use certified mail with return receipt to track your amendment. Step 6: After 3 weeks, check the "Where's My Amended Return" tool on the IRS website to confirm they've received it. The 20-week timeframe is accurate, but I've seen some amendments processed in as little as 12 weeks when they're straightforward corrections of IRS errors.
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Emma Johnson
I went through exactly this last year. Filed on January 24th, 2023, got verification letter on March 2nd, then review letter on April 5th. Had to amend because the IRS incorrectly processed a foreign income exclusion. Sent amendment on April 20th, and surprisingly received my corrected refund on August 3rd - just over 15 weeks later. The key was following every instruction to the letter and calling to confirm receipt on May 10th.
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Ravi Patel
This is super helpful info! I'm bookmarking this for reference. • The step-by-step approach makes it easy to follow • The timeline expectations seem realistic • I'm glad to see the mention of making copies • I worry that my amendment might take the full 20 weeks though...
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Astrid Bergström
Quick q - does the WMAR tool actually update properly? Heard from ppl that it's not reliable at all. Also wondering if there's any diff in processing time for e-filed vs paper amendments?
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PixelPrincess
Did they tell you exactly what the error was? This seems strange. I'm in a similar situation. Very frustrating. Were you able to e-file the amendment? I heard some can now be e-filed.
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Omar Farouk
How long have you been waiting since you received your review letter? I'm wondering if there's a pattern in how quickly they identify these errors. Also, did they give you any indication of whether this was a common error or something specific to your situation?
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Chloe Martin
I think it probably depends on the type of error. Some IRS errors might be systematic and affect multiple returns, while others might be more case-specific. In my experience, they don't always fully explain what happened, but it's worth asking for more details if you can get through to them again.
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Diego Fernández
I had almost the EXACT same timeline as you last year! The most frustrating part was trying to reach an actual IRS agent to explain what was going on. I spent 3 days trying to get through - kept getting disconnected after waiting 45+ minutes each time. Finally used Claimyr (https://youtu.be/_kiP6q8DX5c) and got connected to an agent in about 15 minutes. The agent was able to see notes on my account that weren't mentioned in any letters and gave me specific guidance on what to include with my amendment. Don't wait too long - every day matters when you're looking at a potential 20-week processing time!
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Anastasia Kuznetsov
I experienced this exact situation in March. According to Internal Revenue Manual 21.5.3.4.6.1, when the IRS makes a computational or processing error, they're supposed to correct it internally without requiring an amendment. However, certain types of errors - especially those involving credits or deductions they can't verify without additional documentation - still require a Form 1040-X from the taxpayer. In my case, they had incorrectly processed my foreign tax credit (Form 1116). I submitted my amendment on March 12th and just received notification last week that it's been processed - about 5 weeks faster than the quoted timeline.
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Sean Fitzgerald
Have you considered asking exactly what type of error they made? Could it be something that qualifies for expedited processing? What about requesting a taxpayer advocate to help with the amendment process? Did they mention if this affects your future filings as well? Sometimes these errors can carry forward if not properly addressed.
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Zara Khan
You might want to consider pursuing a Request for Taxpayer Advocate Service Assistance (Form 911) rather than immediately filing an amendment. The Internal Revenue Code section 7811 provides for expedited handling when there's an IRS error causing significant hardship. The definition of "significant hardship" includes situations where IRS procedures weren't followed correctly, which seems applicable in your case. This approach could potentially resolve your issue in 4-6 weeks rather than the 20-week amendment timeline, especially since the error originated with the IRS rather than your filing.
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