$6,541 Tax Refund Still Frozen Since March Despite Schedule H Verification, Identity Check & Sept 9 Processing Date on Transcript

Filed my 2023 return in January showing AGI of $32,347.00 and taxable income of $18,497.00. My total tax per return was $2,435.00, with W-2 withholding of $1,842.00 and I'm supposed to get credits of $7,134.00, bringing my total expected refund to $6,541.00. But I got hit with a freeze code 810 back on 03-28-2024. Had to send extra Schedule H docs in March, then did in-person verification in August. I finally got my transcript dated 10-18-2024 and it's driving me crazy. The IRS transcript clearly shows: FORM NUMBER: 1040 TAX PERIOD: Dec. 31, 2023 ACCOUNT BALANCE: -6,541.00 ACCRUED INTEREST: 0.00 AS OF: Sep. 23, 2024 ACCRUED PENALTY: 0.00 AS OF: Sep. 23, 2024 ACCOUNT BALANCE PLUS ACCRUALS (this is not a payoff amount): -6,541.00 Under "INFORMATION FROM THE RETURN OR AS ADJUSTED" it shows: EXEMPTIONS: 01 FILING STATUS: Single ADJUSTED GROSS INCOME: $32,347.00 TAXABLE INCOME: $18,497.00 TAX PER RETURN: $2,435.00 SE TAXABLE INCOME TAXPAYER: $0.00 SE TAXABLE INCOME SPOUSE: $0.00 TOTAL SELF EMPLOYMENT TAX: $0.00 My RETURN DUE DATE OR RETURN RECEIVED DATE is listed as Apr. 15, 2024, and the PROCESSING DATE shows Sep. 09, 2024. The transaction section is what's frustrating me: TRANSACTIONS CODE EXPLANATION OF TRANSACTION - CYCLE DATE - AMOUNT 150 Tax return filed - 20243405 09-09-2024 - $2,435.00 806 W-2 or 1099 withholding - 04-15-2024 - -$1,842.00 810 Refund freeze - 03-28-2024 - $0.00 766 Credit to your account - 04-15-2024 - -$7,134.00 That code 810 Refund freeze from 03-28-2024 is still sitting there stopping everything! The last processing date shown is Sep. 09, 2024 (cycle 20243405). My account transcript shows the refund amount of -$6,541.00 is still there with $0.00 in accrued interest and penalties as of Sep. 23, 2024, but I can't get my hands on it. Called after 9 weeks of waiting, and they just say it's under review. My preparer just keeps saying wait. This is a significant amount of money and I've been waiting since January! The transcript even has a Tracking Number (106768607795) at the top, but that doesn't seem to help me track anything. Anyone else dealing with this or know what to do? This IRS refund freeze is killing me financially!

0 coins

13 comments

Demi Hall

•7M

The transcript shows your tax situation clearly - you have a tax liability of $2,435.00 for 2023, with $1,842.00 in W-2 withholdings and a substantial credit of $7,134.00, resulting in your expected refund of $6,541.00. Your adjusted gross income was $32,347.00 with taxable income of $18,497.00. The timeline is important here: The 810 freeze code was applied on March 28, 2024, before your return's due date. Your withholdings and credit were both posted as of April 15, 2024, indicating the IRS has acknowledged these amounts. The most recent processing date is September 9, 2024 (cycle 20243405), suggesting some review activity occurred then. Your account transcript confirms the full refund amount of $6,541.00 is still pending, with no interest or penalties accrued as of September 23, 2024. This is actually positive - it means the IRS isn't disputing the amount, they're just taking extra time to verify everything, likely due to the size of the credit and the Schedule H documentation requirements. Watch for two key codes in future transcript updates: code 571 (which would indicate the freeze is released) and code 846 (which would show your refund is being issued). Given the August verification and September processing date, you're still within the typical 120-day review window.

0 coins