From my experience working with Idaho tax issues, here's what you need to know: • Idaho uses an automated system called TRIPS (Tax Refund Intercept Program System) to match refunds against outstanding debts • Common offset sources include: child support, unemployment overpayments, college tuition, state taxes from previous years • You should have received a pre-offset notice before filing • If no notice was received, you can appeal within 30 days of discovering the offset • Request a debt verification letter from both Tax Commission and the agency claiming the debt • If it's a legitimate debt, you can often set up a payment plan for the remainder Don't wait too long to address this - the appeal window is limited!

I went through something similar with my Idaho refund two years ago. The "no offset info available" message is definitely suspicious - legitimate offsets always have documentation. Here's what worked for me: I called (208) 334-7660 early morning (around 8:15 AM) and got through on the second try. Turns out there was a glitch in their system that was incorrectly calculating refunds for certain filing statuses. They fixed it within 5 business days and issued the difference. Before you assume it's an offset, ask them to verify the refund calculation first - could save you a lot of stress!

Could also be that ur paying catchup if ur previous employer wasn't taking out enuff. Happened to me once and they had to take extra for like 2 months to make up for the shortfall. Worth asking HR about it.

Check if maybe you're over the Social Security wage base for the year? For 2024 you only pay SS tax on the first $168,600 of income. If you made more than that at your previous job this year, then switched companies, your new employer might not know you already hit the cap.

Has anyone had success getting their company to reimburse this extra withholding? My friend works at Amazon and said their stock team was able to adjust a future vest to make up for the additional withholding on a previous one where he had certification issues.

Thanks for all the helpful responses everyone! This has been really informative. I was panicking thinking I'd lost that 24% forever, but it's reassuring to know it's just additional withholding that will be credited when I file. I'm definitely going to double-check that the total withholding on my W-2 matches what I see on my final paystub, and I'll make sure to complete the W-9 with my broker right away to prevent this from happening again. One follow-up question - does anyone know roughly how long it typically takes to get a refund if you end up with excess withholding? I'm hoping to get that money back sooner rather than later since it was a pretty significant chunk of my RSU value.

Has anyone checked if this might be related to the IRS's new verification requirements for 2023? They changed how they handle joint filers with ITINs and SSNs.

This ITIN-to-SSN transition issue is exactly what happened to us! My wife got her SSN in 2021 after having an ITIN, and we've been dealing with these verification problems ever since. I just called the ITIN unit at 1-800-908-9982 that Jessica mentioned, and they were able to see both numbers in their system but confirmed they weren't properly linked for e-file verification. The representative said this is becoming a huge issue this year because of the new verification requirements. They can update your records over the phone to link the ITIN and SSN, but it takes 2-3 business days to reflect in the e-file system. Much faster than waiting for an IP PIN or mailing everything in again. For anyone else with this issue - have your spouse's ITIN, SSN, and a copy of the year you first filed with the SSN ready when you call. They need to verify the transition happened legitimately.

This is becoming super common unfortunately. The IRS has been automatically enrolling people in the IP PIN program if they detect any suspicious activity on the SSN, even if you weren't aware of it. Sometimes it's triggered by data breaches or just their algorithm flagging something. You definitely need to get the PIN before you can file - there's no way around it once you're in the system. Try calling early morning or late afternoon for better chances of getting through to someone.

Had the exact same issue with my son this year! Turns out the IRS automatically enrolled him after they detected his SSN in a data breach (even though we never got notified). I ended up having to go through their online IP PIN retrieval system at irs.gov - you'll need to create an account and verify your identity. It took about 10 minutes once I got through the verification process. Way faster than trying to call them! Just make sure you have your driver's license and previous year's tax info handy for the identity verification.