I had this exact issue last year! Here's what worked for me: 1. I filed IRS Form 4852 (Substitute for W-2) along with my tax return. You can estimate the numbers based on your last paystub of the year and what the IRS told you. 2. For state taxes, I did the same thing - filed with estimated numbers from my last paystub. 3. I also reported my employer to the IRS using Form 3949-A for failing to provide a W-2. After I did this, magically my employer found my W-2 and sent it! But even if they hadn't, my taxes were filed on time. The IRS will reconcile any small differences later if the numbers don't match exactly.

I went through exactly 47 days of this runaround last year. My employer claimed they mailed my W-2 exactly 3 times, yet nothing ever arrived. I ended up filing Form 4852 as a substitute W-2 using my December 31st paystub. The state accepted my estimated withholding amount without question. When I finally got the actual W-2 in June (yes, JUNE), the numbers were off by only $12.83. The IRS automatically adjusted my refund without me having to do anything. I'm slightly concerned that more employers are doing this lately... seems like a way to delay paying out refunds.

I went through this confusion last year. Called IRS directly. Spoke with three different agents. Got different answers each time. Finally got clarification. Current law has no monthly payments. Only annual credit on tax return. Proposed changes still in Congress. Not yet passed. Don't budget for monthly payments yet. Hope this helps.

I'm hesitant to rely on any information about this supposed 2024 monthly payment system until it's officially announced by the IRS... perhaps we should focus on what we know for certain? The current Child Tax Credit remains available when filing your 2024 return next year, and if you haven't claimed the 2021 expanded credit but were eligible, you might still be able to amend previous returns within the statute of limitations.

I went through EXACTLY this last month. Here's what happened: 1. Cycle code appeared (mine was 20240805) 2. 971 notice showed with $0 amount 3. SBTPG showed my account info 4. THREE DAYS LATER my transcript updated with an 846 code (refund issued) 5. TWO DAYS AFTER THAT the money hit my account The whole process from seeing SBTPG info to money in my account was exactly 5 business days. The system is frustrating as hell but at least it's consistent. You're almost there!

Just to clarify what you're seeing: • Cycle code 20241005 = processed in the 10th week, 5th cycle of 2024 • 971 code = notice issued • $0 amount = no change to your refund amount • SBTPG showing account = they've received notification your refund is approved This combination typically means your DDD (846 code) will appear on your next transcript update. Most people in your situation see their refund within 3-7 business days from this point. The system follows a very predictable pattern once SBTPG has your information.

I successfully resolved this exact situation last February using the IRS Get Transcript service. You can request a Wage and Income Transcript which shows all reported W-2 information from employers. The online retrieval system requires multi-factor authentication, but once verified, you can immediately download your transcript. It contains all the data fields from your W-2 (federal income tax withheld, Social Security wages, Medicare wages, etc.) that you need for accurate filing. Just be aware that some state tax information might not be included, so you may need to estimate those portions based on your federal withholding percentages.

Just a heads-up for everyone - if you're planning to get a Wage and Income transcript from the IRS, be aware that employers have until January 31st to submit W2 information, and then it takes the IRS until mid-to-late February to process everything. As of March 26th, most 2023 W2 information should be in their system, but if you worked for a company that requested an extension or filed late, it might not show up yet. If you're in a rush, calling the former employer directly is usually fastest - just be super polite and have your current mailing address ready.

Just to make sure I understand your situation correctly - you're seeing your 2023 wages properly reflected on the SSA website now, but your IRS transcript still shows an as-of date of January 29, 2024? And you're wondering if the SSA update is a precursor to movement on your transcript? Have you received any notices from the IRS about verification or additional information needed? Also, does your Where's My Refund tool show any status beyond 'Return Received'?

This happened to me exactly! My SSA wages updated on February 10th, and then my transcript finally updated on February 22nd - exactly 12 days later. The funny thing is I was checking my transcript obsessively (like 5 times a day 😂) and then the ONE day I didn't check because I was busy, everything updated and my DDD appeared. It's like watching water boil! For what it's worth, once my transcript updated, my refund was in my account 6 days later.