The 14-digit code is the DLN. Not line 150. Line 150 shows tax liability. DLN appears at top of transcript. It's formatted like 12345-678-12345-6. This uniquely identifies your return. IRS uses this for all internal tracking. Always reference this when calling about your return. It helps agents locate your specific file quickly.

Just to add some clarity here - everyone is correct that line 150 is NOT the verification code you need. Line 150 is simply the "Tax per return" amount showing your calculated tax liability. The 14-digit verification code you're looking for is indeed the Document Locator Number (DLN) which appears at the top of your transcript. I went through this exact confusion when dealing with my amended return last year. The IRS representative who mentioned "line 150" was likely referring to something else or there was miscommunication. When you call the IRS or need to reference your return, always use the DLN - it's formatted like XXXXX-XXX-XXXXX-X and uniquely identifies your specific return in their system. This will save you time and prevent the processing delays that can happen when using incorrect reference numbers.

next year im avoiding tax prep fees completely and going strait to a CPA. This middle man stuff is for the birds fr

I feel your pain! SBTPG had mine for 3 business days last month. What helped me was setting up account alerts with my bank so I'd get notified the second it hit instead of constantly checking. Also their website updates around 6pm EST each day if you want to track the status. Hang in there - it should come through soon! 💪

I waited 6 weeks this year with no movement, then called the IRS. Was on hold for 2+ hours and got disconnected twice. Finally used Claimyr (https://claimyr.com) and got through to an agent in about 15 minutes. Found out there was a simple verification issue they needed to clear up. Refund was approved the next day after I spoke with them. Sometimes you just need to talk to a human!

Don't panic yet! Your timeline is actually pretty normal. I filed 1/28 and got accepted 2/13, so we're in similar boats. The 21-day processing time they advertise is more like a best-case scenario. With the volume they're dealing with this year, 4-6 weeks seems more realistic. When you check your Account Transcript, look for your 2023 tax year. If you see code 150 with your filing date, that's good - it means they received and processed your return. The absence of an 846 code just means they haven't issued the refund yet, not that there's a problem. Keep checking weekly - once you see that 846 code, your refund will typically hit your account within 1-2 business days.

Listen to what most people here are saying. Trust the human IRS representative over the automated system. Mark your calendar for March 27th. If nothing arrives by March 30th, then take further action. Most verification issues this year are resolving without taxpayer intervention. The system is overwhelmed but functioning. Your money is coming.

I went through this exact same thing in February! The ID.me verification flag stayed up for almost 3 weeks after my IRS rep told me my return was already approved. It's like their systems are running on different timelines - the verification system doesn't get updated when the processing system clears your return. What really helped me was checking my account transcript on irs.gov instead of relying on Where's My Refund or ID.me. The transcript showed my actual processing codes and deposit date, which was way more accurate than the other systems. If your rep said March 27th, I'd bet money it'll be there within a day or two of that date. The joint filing thing might have triggered extra scrutiny initially, but once a human reviewed it, you're golden. Don't stress about the lingering verification message - it's just a ghost in their system at this point.

Everyone's giving great technical advice but I just want to add - don't beat yourself up about this! My spouse and I made the EXACT same mistake last year. The HSA family contribution limits are super confusing when you both have separate plans and accounts. Just call your HSA provider ASAP, they deal with this all the time. Our provider (HSA Bank) had a simple form for "removal of excess contributions" and handled calculating the earnings. The whole process took about 10 days, and we got a 1099-SA that made tax filing straightforward.

Harold, you're absolutely right that the family limit applies to both of you combined - this is one of the most confusing aspects of HSA rules! The good news is you caught this before filing your taxes, which saves you from ongoing penalty headaches. Here's the step-by-step process: Contact your HSA administrator immediately and request an "excess contribution removal" for the full $3,450 plus any net income attributable to that excess. They're required to calculate the earnings using a specific formula based on your account's performance during the time those contributions were in the account. You'll need to do this before your tax filing deadline (including extensions) to avoid the 6% excise tax that applies to excess contributions left in the account. Once processed, you'll receive a corrected Form 5498-SA and a Form 1099-SA showing the distribution. The earnings portion will be taxable income for this tax year, but there's no additional penalty if you remove it timely. Make sure to keep all documentation - the calculation method and timing are important if there are ever questions later. Don't stress too much about this - it's a very common mistake that HSA administrators deal with regularly!