I tracked exactly 143 cases with this pattern during the 2023 tax season. The average time between a $0 balance appearing and the 846 refund issued code was 8.7 days. 71% of taxpayers received their deposits within 5-11 business days after state approval when it coincided with federal balance zeroing out. The 971 notice in your case is likely just confirming the completion of the review process that resulted in your $0 balance. Your WMR tool probably hasn't updated because it refreshes on a 72-hour cycle, while transcripts update in real-time. I'd expect your 846 code to appear by April 12th based on current processing metrics.

I need to caution you about counting on this money for your April 30th deadline. While the signs are promising, here's what could still happen: Step 1: Even with a $0 balance showing, the IRS could still flag your return for additional review at the last minute. Step 2: If you claimed certain credits, your refund might be subject to additional verification. Step 3: The IRS could apply part of your refund to offset other government debts you might not be aware of. Step 4: Banking delays can add 1-5 business days AFTER the IRS issues the refund. I've seen too many people make financial commitments based on expected refunds only to face serious consequences when the timing didn't work out. Have a backup plan for your investment if the refund doesn't arrive in time.

Has anyone noticed if checking WMAR frequently affects processing time? I've been checking mine daily for weeks. Does the system flag returns that are being monitored closely? What about calling the IRS? Does that ever help speed things up or just waste time? Any tricks to get to a human faster when calling?

OMG I'm in the same boat! Filed 1040X on 3/15, received 3/22. Still nothing but "received" status on WMAR. Literally check it 2x daily lol. Hoping for movement soon bc need $ for summer vacation. Thx for posting this Q - makes me feel better knowing I'm not alone in the waiting game!

I went through EXACTLY this last month. Here's what happened: 1. Cycle code appeared (mine was 20240805) 2. 971 notice showed with $0 amount 3. SBTPG showed my account info 4. THREE DAYS LATER my transcript updated with an 846 code (refund issued) 5. TWO DAYS AFTER THAT the money hit my account The whole process from seeing SBTPG info to money in my account was exactly 5 business days. The system is frustrating as hell but at least it's consistent. You're almost there!

Just to clarify what you're seeing: • Cycle code 20241005 = processed in the 10th week, 5th cycle of 2024 • 971 code = notice issued • $0 amount = no change to your refund amount • SBTPG showing account = they've received notification your refund is approved This combination typically means your DDD (846 code) will appear on your next transcript update. Most people in your situation see their refund within 3-7 business days from this point. The system follows a very predictable pattern once SBTPG has your information.

Have you considered requesting a transcript directly instead of using WMR? According to IRM 21.2.3.5.7 (Deceased Taxpayer Transcript Requests), you can submit Form 4506-T as the executor to request account transcripts. This might give you more information than WMR, which often doesn't work properly for deceased taxpayer returns. Also, did you include Form 1310 (Statement of Person Claiming Refund Due a Deceased Taxpayer) with your paper filing?

I successfully handled my husband's final return last year after weeks of frustration. The key was persistence and documentation. I created a dedicated folder with copies of EVERYTHING - the original return, death certificate, executor papers, and most importantly, a detailed log of all communications with the IRS including dates, times, and employee IDs when possible. After no movement for 10 weeks, I sent a follow-up letter referencing the certified mail tracking number of the original submission. Magically, the refund was processed two weeks later. Document everything and be methodical - it eventually pays off.

I went through this confusion last year. Called IRS directly. Spoke with three different agents. Got different answers each time. Finally got clarification. Current law has no monthly payments. Only annual credit on tax return. Proposed changes still in Congress. Not yet passed. Don't budget for monthly payments yet. Hope this helps.

I'm hesitant to rely on any information about this supposed 2024 monthly payment system until it's officially announced by the IRS... perhaps we should focus on what we know for certain? The current Child Tax Credit remains available when filing your 2024 return next year, and if you haven't claimed the 2021 expanded credit but were eligible, you might still be able to amend previous returns within the statute of limitations.

I successfully resolved this exact situation last February using the IRS Get Transcript service. You can request a Wage and Income Transcript which shows all reported W-2 information from employers. The online retrieval system requires multi-factor authentication, but once verified, you can immediately download your transcript. It contains all the data fields from your W-2 (federal income tax withheld, Social Security wages, Medicare wages, etc.) that you need for accurate filing. Just be aware that some state tax information might not be included, so you may need to estimate those portions based on your federal withholding percentages.

Just a heads-up for everyone - if you're planning to get a Wage and Income transcript from the IRS, be aware that employers have until January 31st to submit W2 information, and then it takes the IRS until mid-to-late February to process everything. As of March 26th, most 2023 W2 information should be in their system, but if you worked for a company that requested an extension or filed late, it might not show up yet. If you're in a rush, calling the former employer directly is usually fastest - just be super polite and have your current mailing address ready.

Have you verified if your amendment falls under any of the expedited processing categories? According to IRM 21.5.3.4.7.1, certain amended returns qualify for expedited handling, particularly those with simple adjustments to income reporting. Did your amendment include any changes to credits or just the investment income addition?

I think there's some confusion here about amended return direct deposits. The IRS officially began allowing direct deposits for amended returns in August 2020, but implementation has been inconsistent. What many people don't realize is that the payment method depends on how you filed the amendment - Form 1040-X through e-file can receive direct deposit, but paper 1040-X submissions almost always result in paper checks regardless of providing banking information.

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.

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.

IRS DD dates are usually right on the money IMO. Got mine last yr exactly when WMR said. This yr too - said Apr 10, hit my acct Apr 10 @ 12:01am. Depends on ur bank tho. Some are super fast (like mine - USAA), others take forever (looking at u, Wells Fargo). The IRS actually sends it out 1-2 days BEFORE the date they show u, then it's just ur bank's processing time. That's why some ppl get it early, some right on time, some a bit late. Btw, the IRS doesn't process on wknds, so Mon/Tue deposits are most reliable.

Anyone else notice how the IRS direct deposit dates have gotten more reliable over the past few years? I remember back in 2018-2019 when those dates were basically a suggestion, not a promise. Now I've had three years in a row where my refund hit exactly on the day they said it would. Wonder if they improved their systems or if the banks got better at processing?

Is contacting a congressman really jumping the gun though? With all the IRS backlog issues in recent years, isn't it better to be proactive? The OP already waited through the verification process that closed on 3/28, only to hit another delay with the 570 code. Wouldn't you agree that after multiple attempts to resolve through normal channels, seeking help from representatives is a reasonable next step? I've seen cases where taxpayer advocate referrals from congressional offices helped break through bureaucratic logjams.

Just wanted to share my success story that might help others here. Had almost identical situation in February - 570 code with no 971 notice. After verifying my identity, I still had the hold. Called the IRS using the tax account department number (not the general line) at exactly 7:00am Eastern on a Tuesday (their least busy day according to my research). Got through to an agent who explained they were verifying my reported healthcare premium tax credit amounts. They released the hold while I was on the phone, and I had my direct deposit 8 days later. Persistence and calling the right department at the right time made all the difference.