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According to Internal Revenue Manual 21.4.1.3(1), the 846 code indicates a refund issuance, while 971 refers to a notice or correspondence. Per IRM 5.19.1.4.10, when you have an outstanding tax liability, the IRS is authorized under IRC § 6402(a) to offset your refund to satisfy the debt, which appears to be what happened in your case. The February 25th date on the 846 code indicates when the refund was issued (after any applicable offsets), and the March 10th date on the 971 code indicates when they'll send formal documentation of this transaction. This is standard procedure when the IRS applies refund offsets to satisfy existing tax liabilities.
I just went through this exact scenario last month and can confirm what others are saying. The 971 code is basically the IRS saying "we're sending you paperwork" and the 846 is "money is coming your way." Since your 846 date was 2/25, you should check your bank account - the refund might already be there (minus whatever you owed). The timing makes perfect sense too - they process everything first, send the money, then mail you the explanation letter. It's like ordering something online and getting the package before the shipping confirmation email! One thing to watch for: the amount next to your 846 code will show exactly how much they sent you after taking out what you owed. So if you were expecting $1000 back but owed $200, the 846 should show $800. The 971 notice will just be a letter breaking down those numbers for your records.
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To all those having trouble reaching a human at IRS. I just ran across this video that gave me a shortcut to reach a human. Hope it helps! https://youtu.be/_kiP6q8DX5c
Reference 9022 typically indicates a math on your that the needs to correct before processing your refund. This could be something like incorrect calculations on your liability, withholdings, or credits. The will usually send you a notice explaining the specific and either correct it automatically (if it results in a smaller refund) or request additional information from you. You should receive correspondence from the within a few weeks explaining the details of the math they found.
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try calling the IRS directly... jk dont waste ur time, been on hold for 3 hrs today and got disconnected 💀
oof been there done that. its literally impossible to get through these days
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Quick question about the Schedule 2 (Form 1040) you mentioned - is that required for all dual-status returns or only if you have certain types of taxes? I'm filing my first dual-status return and trying to make sure I include all required forms.
Schedule 2 is only required if you have certain types of additional taxes to report. For dual-status returns, you'd need it if you have self-employment tax, unreported social security and Medicare tax, additional tax on IRAs or other qualified retirement plans, household employment taxes, repayment of the first-time homebuyer credit, etc. If you only have regular income tax from wages and dividends with standard withholding, you probably don't need Schedule 2. But check the specific instructions to be sure!
This is a great question that trips up many dual-status filers! Yes, you should combine all federal income tax withholding from your Forms 1042-S (both resident and non-resident periods) and report the total on Line 25c of Form 1040. For your specific situation with the small amounts, don't worry about the $0.00 showing on one of your 1042-S forms - this is indeed due to rounding. The IRS understands this happens with small withholding amounts. Just make sure to attach both Forms 1042-S to your return. A few key reminders for your dual-status return: - Write "DUAL-STATUS RETURN" across the top of Form 1040 - Attach a statement clearly identifying which income was earned during each residency period - Use Form 1040 for your resident period income and Form 1040-NR as your dual-status statement for non-resident period income The total withholding of $1.72 ($0.32 + $1.40) should all go on Line 25c to ensure you get proper credit for taxes already paid on your behalf. Good luck with your return!
This is exactly the clarification I needed! I was getting confused about whether the rounding issue would cause problems with the IRS, but it sounds like this is a common occurrence they're familiar with. One follow-up question - when you mention attaching a statement identifying which income was earned during each residency period, does this need to be a specific format or can it just be a simple typed explanation? I want to make sure I provide enough detail without overcomplicating things. Also, thank you for confirming the math on combining the withholding amounts. Sometimes the simplest answer is the right one!
The statement doesn't need to follow a specific IRS format - a simple, clear typed explanation works perfectly. I'd suggest something like: "DUAL-STATUS STATEMENT Tax Year 2023 Non-Resident Period: February 1, 2023 - August 31, 2023 Resident Period: September 1, 2023 - December 31, 2023 Income earned during non-resident period: $9.50 dividend income (Form 1042-S) Income earned during resident period: $2.15 dividend income (Form 1042-S) Total federal tax withholding from both periods: $1.72" Keep it straightforward and factual. The IRS just needs to clearly understand your residency timeline and which income belongs to which period. You're absolutely right that sometimes the simplest answer is correct - dual-status returns can feel overwhelming but the basic principle of combining withholding for credit against your total tax liability is standard tax practice.
Javier Torres
Its literally easier to break into fort knox than get an IRS agent on the phone these days smh
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Emma Davis
•fr fr no cap
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Freya Pedersen
I feel your pain! Here's what finally worked for me after weeks of trying: Call the Practitioner Priority Service line at 1-866-860-4259. You don't need to be a tax pro to use it - just say you're calling on behalf of yourself. They answer way faster than the main lines. Also, if you have a local IRS Taxpayer Assistance Center, try walking in with an appointment. Sometimes face-to-face is the only way to get real help. Good luck! 🤞
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