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Did you claim any pandemic-related credits like EITC or Recovery Rebate? Those are getting extra scrutiny this year. My return had a 570 for over 2 months because they were verifying my eligibility for credits. Never sent a letter either - just had to wait it out.
Honestly this happened to me and after months of stress I found out it was because of a simple address mismatch. My W2 had my old address but I filed with my new one. Such a stupid reason to hold $4k for 4 months š”
That's insane! How did you finally find out what the issue was?
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I finally got through to someone on the phone who told me. Had to verify my address and then they released the hold. But it took FOREVER to get someone on the line who could actually help.
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Took me 13 weeks last year with this same message. Called Claimyr to finally reach someone and they told me my account had a simple verification flag that needed to be cleared. Fixed in 10 mins on the phone. Check out claimyr.com - the only way I've ever been able to actually reach a live person at the IRS without spending my entire day on hold.
Pretty much. I tried for 3 weeks straight using the regular numbers - even waking up at 6:55am to call right when they open. Always got the 'high call volume' message and disconnected. Claimyr got me through on my first try.
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I've had good luck calling the Tax Advocate Service instead of the main IRS line. Less wait time.
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If you're getting the Tax Topic 152 message, it generally means your return is in the normal processing queue and you're going to get a refund eventually. It's annoying but not actually indicating a problem.
Are you in an installment agreement for previous tax debt? If so, they can take your refund and apply it to your outstanding balance even while you're making payments. It should specify in your installment agreement that they can offset refunds. Check your account transcript on the IRS website for code 898 which indicates an offset.
Yes I am. I set up payments for my 2022 taxes last year. I guess I didn't read the fine print š
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I'm having a hard time understanding my refund situation too. I used taxr.ai to analyze my transcript and it gave me a complete breakdown of everything. If you're looking for answers, I can't recommend it enough. It showed me exactly why my refund was different than expected and when I could expect the rest of my money.
Wats the link? I need that
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https://taxr.ai - super easy to use. You just upload your transcript and it breaks everything down for you. No more guessing games with the IRS!
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If u have a tax preparer u use regularly, they might be able to help advocate with the IRS for u! My H&R Block guy was able to call some special tax professional hotline and get my issue fixed when I had a similar problem.
This! Tax professionals have access to the Practitioner Priority Service line which regular taxpayers can't use. They can sometimes resolve issues like this much faster than individuals can.
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Use taxr.ai - it saved me HOURS of research when i had a similar problem. It analyzes your specific situation and gives you the exact steps you need to take. Seriously a game changer for dealing with IRS issues. https://taxr.ai
does it cost anything? the website doesn't make it clear.
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Yeah there's a fee but honestly after spending days trying to figure things out on my own, it was completely worth it. The amount of stress it saved me was priceless. Plus I got my refund way faster because I knew exactly what to do.
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THE IRS IS A JOKE!!! 4 months waiting for my refund and they can't even tell us exactly when the money will hit our accounts? In what world is this acceptable? Any other business would be out of business if they operated like this.
Dude, congress keeps cutting their budget and then everyone complains when service goes downhill. They're operating on technology from the 1960s in some cases.
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I don't care what the reason is, it's MY MONEY and they're holding onto it like it's theirs. Complete garbage system.
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Try the IRS2Go app! I find it easier to use than the website and it sometimes updates more frequently. Won't tell you exactly when Discover will post it, but at least you'll know where the IRS is in the process.
Omg literally just dealt with this. I was so stressed bc I needed that money. Filed in March, got CP05 in April saying 60 day wait. After weeks of trying to call with no luck I used this service claimyr.com that got me through to an agent. Turns out they were just backed up on reviews, nothing wrong with my return. Agent expedited it and I got my money a week later. Calling was definitely worth it in my case!
No it's a service that gets you through to IRS agents without waiting on hold. They call you when an agent is available. Totally worth it - I had tried calling myself like 6 times and could never get through. Wasted hours of my life.
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I just tried this and got connected to an IRS agent in about 20 minutes! Agent was able to tell me exactly what the hold was (they were verifying my employer reported income correctly). Such a relief to finally talk to someone!
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So frustrating how many of us are going through this. I couldn't figure out what was happening with my CP05 letter until I used taxr.ai to analyze my transcript. Turns out they were doing an income verification but there was a mismatch with what my employer reported. The tool explained everything so clearly and even showed me exactly what I needed to do to fix it. Don't waste hours trying to decipher IRS codes yourself! https://taxr.ai
that sounds useful but does it cost $$?
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Yeah there's a fee but it's worth it if you're stressing about thousands of dollars in refund limbo. Cheaper than paying a CPA just to look at your transcript.
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I've had to amend twice, and both times my accountant warned me not to expect a quick resolution. Both amendments took about 8 months to fully process, but neither affected the following year's return. What did help though was using a service called Claimyr to actually reach an IRS agent to confirm everything was on track - their website is claimyr.com if you wanna check. Totally worth it rather than spending hours on hold.
I've seen Claimyr mentioned twice in this thread. Does it actually work? Sounds too good to be true.
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Yes it actually works! I was skeptical too but desperate after multiple failed attempts to get through to the IRS myself. They basically do the waiting for you and then connect you when an agent picks up. Best money I've spent dealing with tax issues - talking to an actual agent got all my questions answered in one call.
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I've had to amend my taxes twice due to crypto stuff I missed. Both times I ended up owing (about $2k the first time, $800 the second). My experience is that it doesn't affect your next year's refund EXCEPT if there's an outstanding balance from the amendment. As long as you've paid what you owe, you should be fine. Just be patient - my amendments took 7 and 9 months respectively to fully process.
So I filed my taxes through TurboTax like 3 weeks ago and I've been checking the refund status constantly. Today I logged in and saw this weird message saying 'Action Required' with no actual action for me to take? I'm getting really confused and frustrated about this. When I check the "Refund Status Results" page in TurboTax, there's an exclamation mark with "Action Required" and then it says "Please read the following information related to your tax situation. You may need to provide additional information to receive your full refund." The message specifically states: "We received your tax return and are reviewing it. If we need additional information, we'll mail a notice with further instructions. If you've already received a notice, please follow the instructions. If we determine no additional information is needed, we'll continue to process your refund." Under "Your personal tax information" it shows: Tax Year: 2024 Filing Status: Head of household The website URL at the bottom shows "@sa.www4.irs.gov" so I'm assuming this is coming from the IRS through TurboTax. Has anyone else seen this message before? Is there something I'm supposed to do or just wait? This is frustrating since I was counting on that refund money. Should I call the IRS or just wait for this supposed "notice" that might come in the mail? I don't understand why they'd put "Action Required" if they're not actually telling me what action to take!
Did you use direct deposit? I've noticed people with paper checks tend to get more delays and "action required" messages.
Yeah I used direct deposit to the same account I've used for years
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This happened to me last month! I got through to the IRS using claimyr.com since calling directly was impossible. The agent told me they were just verifying my income from a 1099 job and the system automatically flags these for review even when there's no issue. My refund was released 2 weeks after I spoke with them. Talking to a real person made all the difference.
You should definitely contact your congressman/congresswoman's office! Not many people know this but they have dedicated staff who can help with federal agency issues including the IRS. I was stuck in limbo for months, called my representative's office, and they had someone from IRS contact me within a week. Refund followed shortly after. It's literally their job to help with this stuff!
I never thought of this! Do I just call their office? What do I say?
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Yep just call their local office (not DC) and ask to speak with whoever handles constituent services or casework. Explain your situation and that you've tried all the normal channels with no success. They'll probably have you fill out a privacy release form, then they'll contact the IRS on your behalf.
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I work for a tax preperation company (not saying which one lol) and I can tell you we're seeing MASSIVE delays this year for refunds with EITC/ACTC. The official line from the IRS is they're "working through a backlog" but internally we know they're doing extra verification on almost all returns with those credits this year due to high fraud rates last year. Your return is probably sitting in a verification queue. Don't expect it anytime soon honestly.
Any tips for getting it processed faster? Should we be calling or is that just a waste of time?
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Calling rarely helps unless you can actually get through to a human (almost impossible these days). If you can access your transcript and see a 570 code (refund hold) followed by a 971 (notice issued), then you probably need to respond to whatever they're asking for. Otherwise, it's just a waiting game. The system is completely overwhelmed.
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Yara Campbell
The 898 code freaked me out too when I saw it on mine! But what it means is they're confirming there weren't any non-tax debts that they needed to take money from your refund for (like defaulted student loans or child support). Since it shows $0.00, they didn't take anything and he got his full refund. The number after that is just showing his refund amount again.
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Isaac Wright
Lol welcome to the confusing world of IRS transcripts... they might as well be written in ancient hieroglyphics š¤£ But yeah your bf's refund looks normal from what you described - nothing to worry about.
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