I just dealt with this exact same situation a few weeks ago! Got the "Take Action" message for my 2023 amended return that had been sitting since May. The extension 623 number is specifically for amended return verifications, so you're definitely on the right track. When I called at 7:02am on a Thursday, the rep just needed to verify some itemized deduction amounts and confirm a few W-2 figures that didn't initially match their records. The whole conversation took about 22 minutes including a brief hold, and she was able to clear the verification flag immediately during our call. What really made the process smooth: I had my original return, amended return, and ALL supporting documents laid out in order before I even dialed. Used my laptop speakerphone so my hands were free to grab whatever she needed. Also kept a pen ready to jot down her name and the confirmation number she gave me. The amazing part? My refund was direct deposited exactly 11 days later! The verification call actually fast-tracks your return once the hold is cleared. Don't stress about this - it's just their standard process for amended returns that have been in queue for a while. The fact they're requesting a call instead of mailing you forms actually means it's something they can resolve quickly. You've been waiting since June, so you're definitely due for some movement. Good luck tomorrow morning! 🍀

I've been through this exact scenario twice now with amended returns! The "Take Action" message with extension 623 is actually their standard process for amended returns that need manual verification - it's not a red flag, just routine quality control. Both times I got this message, it was for pretty simple verification stuff. First time they needed to confirm some 1099-INT amounts that didn't match their records exactly. Second time was about verifying some home office deduction calculations. Each call took about 15-25 minutes total and they released my returns immediately after verification. Here's my tried-and-true setup: Call at exactly 7:00am (set multiple alarms!), use computer speakers or headset so your hands are free, have your original return on your left and amended return on your right, with all supporting docs organized by type in folders. Keep a calculator and notepad handy. The verification reps at extension 623 are specifically trained for amended returns so they know exactly what they're looking for. Once they clear the hold, processing happens super fast - usually 10-15 days versus the normal 16+ week timeframe. Since you filed in June, you're definitely in line to get this resolved. The fact they want to verify over the phone rather than mail back-and-forth is actually great news - means it's something they can fix in one call. You've got this! 💪

I've been through this exact situation! When I forgot to include my Form 8621 with my mailed return, I ended up doing what several others here suggested - sent the form with a brief cover letter explaining it was meant to accompany my already-filed return. The key things that worked for me: I included my full name, SSN, tax year, and the approximate date I mailed my original return. I also attached a copy of page 1 of my 1040 to help them match it up. Made sure to mail it to the same processing center where my original return went. It took about 6 weeks, but I eventually got a letter confirming they had received and processed the supplemental form. The IRS is actually pretty good at matching up documents as long as you give them enough identifying information. Don't stress too much - this happens more often than you'd think and they have procedures in place to handle it!

I actually dealt with this exact situation two years ago with my Form 8621. Based on my experience, I'd strongly recommend sending the form with a cover letter rather than filing an amended return - it's much faster and simpler. Here's what worked for me: I wrote a brief cover letter stating "Please accept the enclosed Form 8621 as a supplemental attachment to my 2023 Form 1040 filed on [date]. This form was inadvertently omitted from my original submission." I included my full name, SSN, address, and tax year at the top. Most importantly, I attached a copy of the first page of my 1040 (the signature page with all my identifying info) to help them match it. I sent everything via certified mail to the same processing center where my original return was filed - you can find this on the IRS website based on your state and filing method. The whole process took about 4-5 weeks and I got a confirmation letter that they had successfully attached it to my return. Don't overthink it - the IRS processes these supplemental submissions regularly and they have good systems for matching them up as long as you provide clear identifying information.

Anyone know if having a small business (Schedule C) is slowing down returns this year? I filed on Jan 29th and still nothing... getting worried since I see people who filed after me already getting theirs.

I filed my return on February 8th electronically with direct deposit and got my refund in exactly 21 days - right on schedule! This year definitely seems more efficient than last year's disaster. One thing that helped me was using the IRS "Where's My Refund" tool religiously. It updated every few days and gave me peace of mind that things were moving along normally. The key seems to be filing early before the March/April rush and making sure everything is accurate the first time. For anyone still waiting - don't panic if it's been less than 21 days. The IRS is still hitting their processing targets pretty consistently this year from what I can see.

Have you tried calling the marketplace? I kno its a pain but sometimes u gotta wait on hold forever to get this stuff fixed

Just went through this nightmare myself! The key thing is that if you've been on Medicaid all year, you definitely don't need a 1095-A form. That's only for marketplace plans. The rejection is probably happening because the IRS system sees that old 2018 application and thinks you had marketplace coverage. When you refile, make sure to check the box that says you had qualifying health coverage all year (which Medicaid counts as). You shouldn't need to upload any forms for Medicaid coverage.

Direct deposit to credit union accounts is another option. Many credit unions post ACH deposits early too. Mine consistently posts tax refunds 1 day before the official date. Less fees than prepaid cards. More consumer protections too.

I've been using Chime for my tax refunds for the past 3 years and can confirm they're pretty reliable with early deposits. Usually get mine 1-2 days before the DDD. With your April 18th date, I'd expect to see it around the 16th or 17th if the pattern holds. The key thing to remember is that it depends on when the IRS actually sends the payment - sometimes they batch process earlier in the week, sometimes later. I've found that checking your account first thing in the morning (around 6-7 AM) is when deposits typically show up if they're coming early. Good luck with your first prepaid card experience!