
Ask the community...
Has anyone tried requesting their refund status through the Taxpayer Advocate Service? It's like trying to find a needle in a haystack when dealing with older returns, isn't it?
I've been through something similar with my 2019 return. Instead of dealing with the IRS directly, try contacting your local Taxpayer Advocate Service. Back in 2021, they helped me track down a missing refund when the regular IRS channels were useless. They have more direct access to your account history.
Have you checked whether your return had different elements than your husband's? Like did one of you claim education credits or have self-employment income while the other didn't? I've noticed that compared to my friends with simple W-2 income, my returns with Schedule C always get extra scrutiny and verification steps. Could that explain the different treatment?
This happens more than you'd think. The community wisdom on verification letters: ā¢ Respond to verification letters IMMEDIATELY ā¢ Use the exact method they specify (online, phone, or mail) ā¢ Have all requested documents ready before starting ā¢ Take screenshots/notes of your verification completion ā¢ Check your transcript 4-5 days after verifying ā¢ Expect 9-21 days for processing after verification I'm still surprised how many people don't realize that married couples filing separately are treated as completely independent taxpayers by the IRS systems!
I got my second verification notification through the IRS2Go app. It appeared as an alert. This was unexpected. Most people don't know this option exists. The app notification came five days after my first verification. I completed it online immediately. My refund processed within a week after that. No letters needed. No phone calls required. The digital process was efficient.
Check the IRS verification requirements page (https://www.irs.gov/identity-theft-fraud-scams/identity-verification-for-irs-letter-recipients) regularly! I verified once through ID.me and thought I was done. Didn't check my spam folder for THREE MONTHS. Found a second verification letter there that was already expired. Had to start my entire return processing over from the beginning. Lost my place in the processing queue. According to the IRS Operational Status page, they're currently processing returns from early March while I'm now back at the end of the line.
Did they at least explain why your second verification notice went to email instead of appearing in your online account? I keep hearing different stories about notification methods and I'm wondering if there's any pattern to how they decide which communication channel to use?
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How did you restart the process after missing the deadline? Did you have to submit a new return or was there a special procedure for expired verification notices? I had something similar happen with a different tax issue last year and ended up having to call multiple times to get it sorted out.
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Is anyone else concerned that this verification process might automatically trigger an audit for the unfiled year? I've read that Form 5071C is specifically for identity verification, but couldn't this review process lead them to examine why you didn't file for 2023? Especially with business income involved, wouldn't they question the non-filing status?
I went through this last year and it was nowhere near as complicated as people make it sound. I hadn't filed in 2022 because I was overseas, then filed in 2023 and got the verification letter. Called in, answered some questions about my old addresses and previous refund amounts, and was done in 15 minutes. Refund came three weeks later. The IRS just wants to make sure it's actually you filing.
Are you checking account transcript or return transcript? Big difference. Account transcript shows processing. Return transcript just shows what you filed. Many people check wrong one. I made this mistake too.
Let me walk you through what's happening and what to expect: Step 1: When you e-file, your return is assigned a submission ID and acknowledged in the WMR system (this is what you're seeing). Step 2: Your return enters initial processing where it's checked for basic errors and identity verification. During this phase, it won't appear in transcripts yet. Step 3: Once initial verification is complete (typically 7-21 days after filing), your return enters the main processing queue and will start appearing in transcripts. Step 4: When transcripts become available, look for Transaction Code 150 - this means your return has been processed. Then watch for codes 806 (tax withheld), 826 (prior payments), and ultimately 846 (refund issued). Since you filed on 3/16 and it's a first-time single filing after previously filing jointly, I'd expect your transcript to become available between 3/30-4/6. If nothing appears by 4/10, then it might warrant further investigation.
I was in this exact situation last month! According to the IRS website (https://www.irs.gov/refunds), system maintenance doesn't affect processing - just your ability to check status. My refund was approved during a period when the WMR tool was down for nearly 24 hours. I only found out when I got the direct deposit notification from my bank. So keep an eye on your account too!
You might want to try checking your account transcript instead of the WMR tool. It's usually a bit more reliable, though somewhat harder to interpret. The WMR tool is essentially just a simplified interface that pulls from the same database, but it seems to update less frequently, possibly to reduce server load during peak times. I believe they prioritize actual processing over updating the status tools.
Want to know what not to do? Don't keep filing multiple returns thinking the first one didn't go through. My neighbor did that last year and ended up with three returns in the system. You know what happens then? Automatic fraud investigation. Do you want to deal with the IRS Criminal Investigation Division? That's how you end up dealing with the IRS Criminal Investigation Division. His refund was held for 8 months while they sorted it out. Just because WMR doesn't show it doesn't mean they don't have it.
If you want to get specific information about your return status, here's what worked for me: ā¢ Request your tax transcripts online instead of relying on WMR ā¢ Access your account at https://www.irs.gov/payments/view-your-tax-account ā¢ Look for transaction codes that indicate processing status ā¢ Code 150 means your return is processed ā¢ Code 570 indicates a hold on your account ā¢ Code 971 means a notice was issued My February filing showed nothing on WMR for weeks, but my transcript showed it was received and being processed. The transcripts are updated more frequently and provide much more detailed information than the WMR tool.
Thank you so much for breaking this down! I've been staring at these codes on my transcript and had no idea what they meant. I see a 570 code from April 15th - I guess that explains the delay.
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Does anyone know if the transcript method works for people who filed by mail? I sent my paper return in February and can't get any information through the normal channels.
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OMG I'm literally dealing w/ this rn too!! Been stuck since 2/14 w/ same codes! Called yesterday and FINALLY got thru after like 2hrs on hold. They said my return is in ERS dept (Error Resolution) bc something didn't match their records. Could be anything from SSN typo to income verification. They're SUPER backlogged so it could be another 4-6 wks!!! š If u need $ for PCS asap, maybe ask about hardship status? Gotta provide proof tho. GL!!
I'm so sorry you're dealing with this stress right before a PCS! š« I had the EXACT same codes last year and felt completely helpless. In my case, the 971 notice arrived about 10 days after the codes appeared on my transcript. It turned out they needed verification of my childcare expenses. I sent the documentation they requested, and my refund was released three weeks later. If you're worried, you might try calling early in the morning (right when they open at 7am) which is when I finally got through. I know how stressful military moves are without tax issues on top of it!
Am I the only one who thinks these extended reviews are becoming more common this year? I've seen at least a dozen posts about 120-day reviews in the past month. I wonder if this is the IRS's way of managing their backlog without officially admitting to delays? The fact that you don't have a 971 code is unusual - typically that means no notice was generated, which contradicts what they told you on the phone. Have they perhaps confused your case with someone else's?
I've been tracking these 120-day reviews across several tax forums, and there's definitely a pattern emerging. Here's what typically happens: 1. The 570 code appears first (temporary hold) 2. If they need more info, a 971 follows with a letter 3. If it's just a verification, often no 971 appears 4. Most returns with just a 570 and no 971 resolve within 30-60 days 5. The full 120 days is rarely used unless there's a serious documentation issue The system is frustrating, but the good news is that the absence of a 971 code is usually a positive sign that they're just verifying rather than requesting additional documentation!
Anastasia Smirnova
I had almost the identical situation last month! My as-of date jumped from March 4 to May 9, and my status changed just like yours. Compared to last year when I had to verify by mail instead of online, this is moving much faster. Last year took almost 3 months after verification, but this year I got my refund exactly 9 days after seeing those same status changes you're describing. The online verification process seems to be working much better this year than the paper process they used to require.
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Sean O'Brien
That's interesting about the difference between online and mail verification. Do you remember if your transcript updated before your WMR status changed to approved? Just wondering what to watch for next in the sequence. š
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Zara Shah
I've been through this exact same thing THREE YEARS IN A ROW now. Every single time they make me verify my identity even though nothing changes in my filing situation. Last year my as-of date changed 4 times before I finally got my refund. The whole system is ridiculous - but at least the status change you're seeing is actual progress. Mine took exactly 11 days from that status change to deposit.
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Luca Bianchi
Def a good sign! That status change from "still processing" to "being processed" is huge tbh. After ID verify, the system usually takes 7-14 days to fully update. The as-of date jump means your return is actively being worked. Most ppl see their refund within 2 wks of that change. Just keep an eye on your transcript for the 846 code - that's your DDD (direct deposit date). You're in the home stretch now!
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