Be extremely careful about how you submit your W2! Last year my sister faxed her W2 to what she thought was the right department, but it wasn't properly routed to her case. Her refund was delayed for 5 months, and she had to start the verification process all over again in June. Did your tax preparer specifically tell you which form or notice number you received? Was it a CP05, CP75, or something else? Have you checked your online account at IRS.gov to see if there's a specific notice?

I successfully resolved this exact issue last month! (Tax season: where the odds are never in your favor, lol.) I asked my tax preparer for the specific notice number, called the IRS using the number on that notice, and they provided the exact fax number for my case. I sent my W2 with a copy of the notice and received confirmation of processing within 10 days. My refund was deposited exactly 16 days after faxing the documents. Make sure you get a fax confirmation page and keep it until your refund arrives!

Just checked my Chase account at 3:42pm today and my refund finally appeared as pending! Had the same April 13th DDD. SBTPG website still shows unfunded though, so their tracker is definitely behind. Expecting the money to be available by April 12th based on previous years.

I've been through this process maybe 5 or 6 times now, and it seems like SBTPG is holding funds longer than they used to. Last year my refund hit Chase about 36 hours before my DDD, but this year it's cutting it much closer. Probably due to increased volume or additional verification steps they're implementing.

I believe there might be a slight misunderstanding about how DDDs work. The date shown on the transcript is when the IRS releases the payment to the Treasury Department. The Treasury then initiates the ACH transfer to your friend's bank. Her bank may then have its own processing time. This multi-step process typically takes 1-3 business days, though it can sometimes be completed same-day. It's probably still in process.

Is this the first time your friend has received a tax refund via direct deposit to this particular account? I'm wondering if there could be an issue with the account information. Has she double-checked that the last four digits of the account on her tax return match her actual account?

Have you tried checking your account online instead of calling? Here's what I recommend: 1. Create an account on IRS.gov if you haven't already 2. Access your tax records 3. Look for "Account Transcript" for 2023 4. Check for processing codes 5. If you see code 152, that means it's still processing 6. If you see code 570, there's a temporary hold I was frustrated with the same situation, but tracking the codes helped me understand what was happening better than what the phone representatives told me.

Just to clarify what everyone's saying - "systemic delay" doesn't mean anything is wrong with your return specifically. I filed on February 10th, 2024 and just got my refund on March 15th. The IRS is definitely running behind this year. Their official 21-day timeline is more of a goal than a guarantee, especially during peak filing season from mid-February through March.

So I had this EXACT same thing happen to me last year. My preparer forgot my PIN, the IRS accepted it, then nothing happened for 3 months. I checked WMR every single day - nothing changed. Then one day I got a letter in the mail (CP01H) asking me to verify my identity. I had to create an ID.me account and verify online. Two weeks after that, my refund was approved and I got it 5 days later. The whole thing took almost 4 months from filing to getting my money. Not saying that'll happen to you, but don't be surprised if you get a letter asking for verification.

I'm not sure if this would help, but... maybe you could try contacting the Taxpayer Advocate Service? They might be able to help if you're experiencing financial hardship because of the delay. I think you may need to wait at least 30 days after filing before they'll consider it a hardship case, though. Maybe also check if your tax preparer has any kind of guarantee or insurance for mistakes they make? Some of the bigger tax preparation companies might have policies about errors they make that cause delays.