Has your girlfriend tried calling the IRS directly? Sometimes they can help resolve these issues without a formal amendment if it's early enough.

I made this exact mistake last year! Here's what I did to fix it: 1. First, I waited about 2 weeks until TurboTax updated their system to allow amendments for 2023 returns 2. I logged back into my TurboTax account and selected the option to amend my return 3. I went to the section about dependents and corrected the information about my child's SSN status 4. TurboTax recalculated everything automatically and showed me the difference 5. I submitted the amendment electronically 6. About 12 weeks later, I received the additional refund amount The whole process was pretty straightforward once TurboTax updated their system. The hardest part was just being patient waiting for the additional refund!

I'm a bit concerned that you might be experiencing what I did last year... I think it's possible that your return could be flagged for identity verification, though I don't want to worry you unnecessarily. My transcript showed the same thing, and it turned out that I needed to verify my identity through the ID.me process. It might be worth checking if you've received any notices in the mail, just to be safe. The frustrating part is that they don't always tell you right away if there's an issue.

OMG I was LITERALLY in the same boat last week! Filed on 1/22, accepted 1/25, and my transcript kept saying nothing was filed. I was freaking out because I need my refund for my car payment. I checked WMR obsessively every morning at 6am (I know, I'm crazy lol). Then suddenly on Tuesday morning my transcript updated with EVERYTHING all at once - all the codes, refund amount, everything! And then my money hit my account Thursday morning! So hang in there - it might just update all at once without warning!

Think of your transcript like the backstage pass to what's happening with your tax return. The WMR tool is like watching the theater from the audience, but the transcript lets you see behind the curtain. The key things to look for are like puzzle pieces fitting together: first the 150 code shows your return is in the system, then various credits might appear (766, 768, etc.), sometimes there's a hold (570) that gets resolved (571), and finally the star of the show - code 846 with your refund amount and date. It's like watching a meal being prepared instead of just waiting for it to be served.

Anyone know if there's a diff between transcript updates for ppl who e-filed vs paper filed? Like do paper filers see different codes or take longer to update or smth?

I received my 1095-C on February 15th this year, almost a month after I filed my taxes on January 19th. I called the IRS on March 1st just to confirm, and they told me I didn't need to amend unless I had claimed the Premium Tax Credit. The agent specifically mentioned that the 1095-C deadline for employers to send them was extended to March 2nd this year, which is why many people receive them after filing.

Here's a systematic approach to determine if you need to amend: 1. Check if you received Premium Tax Credits (Form 8962) 2. If yes, verify if the 1095-C shows you were eligible for employer coverage 3. If you were eligible for employer coverage AND received tax credits, you need to amend 4. If you didn't claim tax credits, no amendment needed 5. Keep the 1095-C with your tax records for at least 3 years Alternatively, you could file Form 8275 (Disclosure Statement) with your next year's return explaining the situation, though this is usually unnecessary for 1095-C issues.

I waited exactly 37 days after seeing the 570/971 combo on my transcript. Called IRS 14 times before getting through. My notice was requesting verification of my self-employment income. Sent in exactly what they asked for. Waited another 21 days. Finally got my refund yesterday. $4,327 that I desperately needed for car repairs. The system is frustrating but persistence pays off. Document everything. Note the name of every agent you speak with. Follow up every 15 days exactly.

Last year I had this exact situation with the freeze code and notice. I remember refreshing the WMR tool obsessively! What worked for me was calling the IRS directly after I received the notice. They just needed to verify my identity because I had moved states. Once I completed the verification, my return was processed within a week. Sometimes these freezes are just procedural and not actually problems with your return. My brother had the same thing happen, but his was because he had a new dependent. The IRS is just being extra careful with fraud prevention these days.

The IRS is currently running exactly 17 days behind on transcript processing compared to previous years. I've been tracking 23 different returns through my tax preparation business, and we're seeing consistent delays across all filing types. Returns filed January 20-25 are just now getting transcripts generated as of yesterday. The acceptance process is automated and takes 24-48 hours, but the actual processing that generates transcripts is backed up due to staffing issues and new verification procedures implemented for 2024. The good news is that 92% of returns are still being processed within the 21-day window for refunds, even if transcripts are delayed.

I've noticed this happening in prior years too, though it seems more widespread this season. Back in 2022, I had a similar experience where my return was accepted quickly but the transcript took nearly a month to appear. The IRS systems are actually separate - the e-file acceptance system is different from the processing system that generates transcripts. When volume is high, like it is now in peak filing season, these systems can get out of sync. If your return was accepted, that's the most important first step. The transcript delay is frustrating but doesn't necessarily indicate a problem with your return.

The whole EV credit system is a bureaucratic mess. I had this exact issue with my Polestar purchase. Dealership applied the credit but never gave me proper documentation. Then I claimed it on my taxes. Then I had to amend. Then the IRS sent me a CP2000 notice ANYWAY even after I amended! It's like the different IRS departments don't talk to each other. My amendment took 5 months and 12 days to process. Filed electronically in October 2023, finally processed late March 2024. Make sure you keep checking your transcript for TC971/977 codes which indicate amendment processing.

Has anyone tried calling the IRS Taxpayer Advocate Service for this issue? Would this qualify as a hardship case if you need the refund for medical expenses? I've heard they can sometimes expedite amendments in certain situations, but I'm not sure if this would qualify?

Back in 2023, I had a similar issue when my employer changed their tax setup mid-year. What I learned from that experience is that you should never use someone else's identifying information on your tax forms, even if it's your spouse's. What I would suggest is: 1. Wait for the official letter to arrive before taking action 2. Call your employer's payroll department immediately to see if they can provide the correct state ID number now 3. If they can't, ask them to provide a letter explaining why they couldn't provide it at tax time 4. Consider filing an amended return (Form 1040-X) with the correct information or explanation 5. Set up a tax organizer system for next year so you can catch these issues before filing I understand the urgency to file quickly, especially when expecting a refund, but these types of issues typically cause much longer delays than simply filing a bit later with complete information.

The community wisdom on Topic 151 notices is pretty consistent - they're usually not as scary as they first appear! Most people receive them for simple verification issues rather than serious problems. Do you know if your state has a lookup tool for state ID numbers? Have you contacted your HR department to see if they can provide the correct number now? One thing I've learned from helping others through similar situations is that staying proactive makes all the difference. Don't wait for the letter to arrive before gathering your documentation. And remember that the IRS is generally reasonable when you can clearly explain an honest mistake, especially when it involves a transition in employment tax withholding.

I'm curious about something related to these codes - does anyone know if there's a difference between freeze codes that appear with different amounts attached to them? I've noticed on my transcript that some 570 codes show the full refund amount while others show partial amounts. Is this a way to tell what specific parts of your return they're reviewing? And what about when a 570 and 571 have different amounts attached?

Based on my analysis of 143 cases with similar patterns in the past 14 months, the freeze/unfreeze cycle you're seeing is typical for amended returns in the current processing environment. The average duration between a 570 and its corresponding 571 code is 17.3 days. If you received verification letters in December 2023, those were likely part of the IRS's year-end verification process, which is separate from the normal amended return review. Approximately 68% of amended returns with multiple 570/571 code pairs still receive their expected refund amount, while 22% see minor adjustments averaging $246, and 10% experience larger adjustments or additional verification requirements.

I believe you may be experiencing a name verification discrepancy due to your recent marital status change. The IRS processes your return based on your SSN as the primary identifier, while SBTPG may be using a combination of name and SSN for account verification. I would recommend checking your bank account on the DDD (Direct Deposit Date) indicated on your transcript. If the funds don't appear within 5 business days after your DDD, contact your tax preparer to initiate a trace on the refund transfer.

I've seen this happen multiple times with clients (I'm not a tax pro, just experienced with these issues). Here's what could be happening: • Your tax preparer didn't set up a refund transfer • Your name change is causing verification issues • SBTPG's system hasn't updated yet • The IRS is sending your refund directly to your bank I'm always skeptical when people say "don't worry about it," because these issues CAN cause delays. But in this case, if your transcript shows code 846, your money is definitely on the way somewhere. Check your bank account first before panicking.