


Ask the community...
According to Internal Revenue Manual 21.5.2, amended returns undergo a preliminary review within 30 days of receipt, during which time your transcript may display various temporary status indicators. Per IRM 3.11.6.2, the 'Pending' designation specifically indicates your return has been accepted into the Amended Return Processing System but awaits assignment to a tax examiner. You might consider using the 'Where's My Amended Return' tool which operates on a separate database and may provide more consistent status information during this transitional period.
Went thru this last yr w/ my amended return. The 'pending' status is NBD tbh. It's just their sys updating internally. My TT showed 'pending' for ~10 days, then went back to normal. The whole process took about 16 wks total from submission to refund. Don't stress too much about the status changes - they happen all the time during processing. Just make sure you're checking the right tool (WMAR not WMR) for amended returns.
I had a verification appointment scheduled for April 2nd and couldn't reach anyone at the IRS to confirm exactly what documentation they needed. After calling the main IRS number for three days and being disconnected, I used Claimyr (https://youtu.be/_kiP6q8DX5c) to get through to an agent. They confirmed I needed my loan disbursement statements in addition to my 1098-T since I was being verified for American Opportunity Credit. The verification specialist also explained that without the proper documentation, my refund would be held indefinitely. The $20 for Claimyr saved me from potentially losing thousands in credits.
I had my verification appointment on February 15th this year and was told on arrival that I needed to provide proof of enrollment status for Spring 2024 semester, which wasn't mentioned in my letter at all. The appointment took 45 minutes, and they processed my verification on the spot. Your appointment today will likely require all 2023 tax documents, plus enrollment verification for any semesters you claimed education credits for. Bring everything TODAY - if you miss this appointment, the next available slot might not be until May or June!
I've helped several friends navigate similar situations. Here's what you can do: 1. First, pull your tax transcript from the IRS website 2. Look for specific codes that indicate processing delays 3. Check for any notices that might have been sent 4. Verify that your banking information is correct If you're having trouble understanding what's on your transcript, I recommend using https://taxr.ai - it analyzes your transcript and explains exactly what's happening with your return in plain English. It helped me figure out why my CTC was delayed (had a code 570 that I didn't understand, but taxr.ai explained it was just a temporary hold).
OMG I'm in the EXACT same boat!!! Just finalized my divorce in January and STILL waiting on my CTC. So frustrating when you're counting on that money for bills!! š« I've called the IRS like 20 times and can never get through. This is seriously affecting my ability to pay for my kid's needs right now. Did anyone actually get their issue resolved?
After completing ID verification on February 7th, I received my refund on March 12th (33 days). According to Internal Revenue Manual section 21.5.6.4.7, the normal processing timeframe after identity verification is 9 weeks, but many returns are processed faster. For those experiencing student loan offsets despite forbearance, you have rights under the Treasury Offset Program (31 CFR Part 285). If your loans were in an eligible forbearance status, you can request a refund by contacting both your loan servicer AND the Treasury Offset Program directly at 1-800-304-3107. The Department of Education issued guidance that loans in COVID-related administrative forbearance should not be subject to offset, but implementation has been inconsistent.
I had my identity verified back in January. Took exactly 6 weeks and 2 days to get my refund after verification. Did you have to verify in person or online? The online process seems to go faster from what I've seen. About the student loan situation - my refund was offset despite my loans being in forbearance. I called my loan servicer and they admitted it was a mistake on their end. They hadn't properly updated my status in the Treasury Offset Program database. Did you receive a notice before filing that your refund might be offset? You should get a notice at least 65 days before they can take your refund.
Yara Campbell
I think I might have a solution that could possibly help you get some answers. After waiting about 6 weeks with the PATH Act message still showing, I tried calling the IRS regular number and couldn't get through to anyone. I eventually used Claimyr (https://claimyr.com) which seems to help people connect with an actual IRS agent instead of waiting on hold forever. It might be worth considering if you really need to know what's happening with your return, especially with your medical appointments coming up. The agent I spoke with was able to tell me exactly why my refund was delayed and when I could expect it.
0 coins
Isaac Wright
ā¢Claimyr is unnecessary. You can reach the IRS directly by calling early in the morning or using their callback feature. Don't waste money on third-party services when free options exist.
0 coins
Maya Diaz
Just had my PATH Act message finally change yesterday! Timeline for reference: ⢠Filed Jan 31 with EITC ⢠PATH Act message until April 5 ⢠Transcript showed 570 code on March 15 ⢠571 code appeared April 3 ⢠Refund approved April 5 ⢠Deposit scheduled for April 10 I was shocked by how long it took! Four weeks longer than last year for basically the identical return. The IRS seems completely overwhelmed this season.
0 coins