
Ask the community...
If you need immediate clarification about your specific refund timeline, calling the IRS directly is your best option. I've had success using Claimyr to get through to an agent quickly. Their service connects you to an IRS representative without the typical hold times. The agent can confirm exactly when your funds were or will be released to your bank. Check them out at https://claimyr.com if you're tired of waiting on hold.
I've found alternative ways to track SBPTG processing: β’ Join the SBTPG Facebook group where people post real-time updates β’ Call your bank's automated system for pending deposits β’ Check the IRS2Go app for status changes β’ Monitor the Where's My Refund tool for the final confirmation Must say I'm impressed with how methodically you're approaching this. Most people just check WMR and get frustrated.
You might want to try checking your tax topic code on WMR instead. The 'as of' date seems to be somewhat relevant, but it's not necessarily definitive. I've had some success looking at the cycle code on my transcript - it's usually in format YYYYCCDD. If your cycle code ends in 01-05, you're likely on a weekly update schedule. If it ends in 05, specifically, many people report updates on Fridays with deposits the following Wednesday. This seems to be more reliable than the 'as of' date, though I can't guarantee it's foolproof.
Just wanted to share a win! I was obsessing over my 'as of' date too, watching it change from Feb 26 to Mar 12 to Mar 5 (yes, it went BACKWARDS π€£). But then I just randomly checked my bank account this morning and boom! π° Full refund deposited! Never even saw an update on WMR or any 846 code on my transcript. Sometimes the system works in mysterious ways! Hope you all get your refunds soon too!
It's like your money is stuck in a traffic jam on the financial highway! I'm in the same boat with a 2/26 DDD, SBTPG, and Capital One. Called SBTPG yesterday and they confirmed they received it but said there's a "standard processing period" before they send it to my bank. The representative assured me this is normal and not something to worry about. Think of it like ordering something online - the tracking says "shipped" but it still takes time to reach your doorstep.
You might want to try checking your SBTPG account directly if you haven't already. In my experience, sometimes the funds are actually released but there's a delay in the bank posting it. I would suggest possibly calling Capital One as well, as they might be able to see pending deposits that aren't visible to you yet. I believe most banks typically process ACH transfers within 1-3 business days, so you're likely still within the normal timeframe.
I was in your exact shoes last tax season - trying to find a CPA who understands Medicaid waivers was like searching for a mechanic who specializes in 1950s Italian motorcycles! Finally found someone through the Caregiver Support Network in Lexington. She helped me exclude $23,400 in qualified payments that my previous accountant had incorrectly included as taxable income. Such a relief to have someone who actually understood the rules!
According to the IRS.gov page on Notice 2014-7 (https://www.irs.gov/individuals/certain-medicaid-waiver-payments-may-be-excludable-from-income), you should look for a CPA with experience in "Medicaid Home and Community-Based Services Waivers." The Kentucky Primary Care Association website has a resource directory that includes tax professionals: https://www.kypca.net/resources/. I've bookmarked several YouTube videos explaining the tax implications that I can share if you'd like more information before meeting with a CPA.
Can anyone help me figure out this ID.me verification nightmare with the IRS? I already have an ID.me account set up (wasn't that supposed to be the hard part?), but now the IRS is telling me I need to verify my information there before they'll process my refund. How am I supposed to do that when I'm already verified? Is this some kind of circular madness they've created to delay my refund? I've been working remotely and really counting on this money coming through. Has anyone else had to jump through these extra hoops? Why can't they make this process clearer for those of us who are just trying to get our own money back?
I went through this exact same thing back in February! I remember sitting at my kitchen table for hours trying to figure it out. What worked for me was logging out of everything completely, clearing my browser cache, then going directly to the IRS website (not ID.me) and starting the process from there. When it redirected me to ID.me, I logged in with my existing account, and then there was an additional step to authorize the connection between ID.me and the IRS. After that, everything worked perfectly! Sometimes these systems just don't talk to each other properly.
The IRS verification system is separate from just having an ID.me account. You need to specifically authorize the IRS to access your ID.me verification. Go to the IRS website first, then click on the option to view your tax records or account. It will redirect you to ID.me. Log in there. Then it will ask for permission to share your verification with the IRS. Accept this. That should solve your problem.
Have you checked whether you can access your tax transcript online? Sometimes your transcript will show codes that indicate what type of review you're under even when the WMR tool doesn't show any details. You'll want to look for Transaction Code 570 (refund hold) and 971 (notice issued). If you see a subsequent 571 code, that means the hold was released. Have you received any correspondence from the IRS requesting additional information? Sometimes they need verification but the letter gets delayed or lost in the mail, which can extend the process unnecessarily.
Is it just me, or does the IRS seem to be taking longer with everything this year? I filed on January 29th and was also told my return is under review. The representative couldn't even tell me why! How are we supposed to plan our finances when they keep our money for months with no explanation? My cousin filed the same day and got her refund two weeks later - no review, no delays. What's the difference? We both have simple returns! You better mark that March 25th date on your calendar and call them first thing that morning if you don't have your money. Don't let them push you back another 10 weeks!
I had this EXACT situation last month. Got tired of the runaround and used Claimyr (https://claimyr.com) to get through to a senior IRS agent. Waited on hold for years before discovering this service. Got connected in like 20 minutes and the agent was able to see my full file history and confirm I wasn't actually in errors - just needed verification. Got my refund a week later. Worth every penny not to waste hours on hold just to get wrong info.
For real? Might have to try this. I've wasted so many hours on hold just to get different answers every time π©
9d
100%. The regular IRS line is impossible this time of year. With Claimyr you get to an actual agent who can see your whole file, not just basic status info. Saved me days of stress.
7d
Pro tip: Ask specifically for a "research agent" next time you call. They have access to more detailed information about your return status than the first-level reps. Also request they check internal notes on your account - sometimes there's info there that explains the discrepancy.
Last year I filed on February 15th and my transcript didn't update until March 28th - so about 6 weeks. Then I got my refund exactly 9 days after the transcript updated. The year before that was almost the same timeline. I remember being so stressed about it the first time, checking multiple times a day, but now I just expect the long wait for February filing. Once your transcript does update, you'll likely see several codes appear all at once rather than a gradual process.
When you say your transcript shows "no return," are you looking at your 2023 Return Transcript or your 2023 Account Transcript? The Return Transcript won't appear until processing is complete, but the Account Transcript might show processing codes earlier. Also, have you checked your status on the Where's My Refund tool? Sometimes that updates before transcripts do.
I was somewhat concerned about similar codes on my transcript in early February, but everything worked out fine in the end. My return with code 150 and cycle 0603 processed without any issues, and I received my refund approximately 10 days after seeing these codes appear. It seems like, in most cases, these are just standard processing indicators rather than signs of problems, unless additional hold codes appear later.
Per the Internal Revenue Manual section 3.13.5.19, Transaction Code 150 definitively indicates that your return has been processed and posted to the Master File. The date associated with this code (2/24 in your case) represents the posting date in the IRS system, not the received date. According to IRM 3.30.123.55.1, cycle codes are formatted as YYYYWWD, where YYYY is the processing year, WW is the week of the year, and D is the day of the week (1=Monday, 5=Friday). Therefore, Cycle 0605 indicates processing occurred in the 6th week of 2024 on a Thursday. This information is consistent with normal processing patterns for returns filed in the early part of the filing season.
NebulaKnight
Pro tip for anyone still waiting: Instead of calling the IRS main line and waiting forever, I used Claimyr.com last week and got through to an actual agent in about 15 minutes. They confirmed my return was processing normally and explained why my bars had disappeared. Saved me hours of being on hold and the stress of not knowing what was happening. Here's a video showing how it works: https://youtu.be/_kiP6q8DX5c
0 coins
Sofia Ramirez
Does that service really work? I've been trying to reach the IRS for days about my missing refund.
0 coins
5d
NebulaKnight
Absolutely! I was skeptical too, but it connected me right away. The IRS agent was able to see exactly what was happening with my return and gave me peace of mind. Way better than the 3+ hour waits I was dealing with before.
0 coins
5d
Write a comment...
Dmitry Popov
The Tax Topic 152 message is actually normal - it just means your return is being processed and a refund will be issued (assuming everything checks out). The bars disappearing is also super common during busy season. The IRS systems are ancient and can't handle the volume, so the WMR tool gets weird. Glad you finally got your date!
0 coins
Write a comment...