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I went through this last year. They put my business return under review without explanation. No contact for 6 weeks. Then suddenly received a letter saying everything was fine. No adjustments. No explanation. The whole process took 73 days from start to finish. The worst part was planning for Q2 expenditures without knowing if we'd face an unexpected tax bill. My advice: proceed with normal business operations but maybe hold off on major optional expenses until resolved.
Based on recent IRS processing patterns, what you're experiencing is called a Compliance Research Examination (CRE). These differ from traditional audits in that they're often used for research purposes to improve compliance strategies. The Tax Processing Pipeline typically flags approximately 3% of business returns for this type of review. In most cases (76% according to recent data), these reviews conclude with no changes to the original return. Your best approach is to monitor your account transcript weekly while continuing normal operations.
I feel I should caution you about something similar that happened to me in 2022. I received my full refund despite an expected offset, only to receive a notice about 8 months later requesting repayment of the amount that should have been offset. It appears that sometimes when the automated offset system fails, they may catch it during later reconciliation processes. You might want to consider setting aside that portion of your refund just in case they come back for it later. The IRS has up to 3 years to correct processing errors in most cases.
Did you perhaps claim any credits like the Child Tax Credit or Earned Income Credit? Those usually take longer to process, especially if it's your first time claiming them. I'm sort of in the same situation but filed a bit later than you.
I filed on February 16th, 2024 and was in the exact same situation until March 28th. My transcript suddenly updated overnight with a 570 code (temporary hold) dated April 1st, followed by a 571 code (hold released) on April 3rd, and finally an 846 code with a DDD of April 8th. The whole process took exactly 52 days from filing to refund. The transcript can update any day, but I've noticed Thursdays and Fridays are most common.
Have you considered what happens after the verification call is complete? Many taxpayers assume their refund will process immediately, but there's actually a systematic approach the IRS follows: 1. Your verification status must be updated in the Centralized Authorization File (CAF) system 2. Then it moves to the Return Review Program (RRP) for fraud screening 3. Finally, it enters normal processing in the Integrated Enterprise Return Processing system Each step typically takes 5-7 business days, which is why you might not see movement right away. Wouldn't it be more efficient if the IRS simply told us this upfront? I've been incredibly impressed with how detailed the community information has been compared to official IRS communications. The verification call is essential - I tracked 15 cases in my tax preparation practice this season, and every single client who verified online still needed the follow-up call.
Compare this to what happened during the 2021 filing season - verification took 3-4 months for some people! At least now it's down to weeks instead of months. I had a client with a similar gig worker situation who verified on March 2nd, called on March 4th, and received their refund on March 22nd. Another client with nearly identical circumstances but who didn't make the follow-up call is still waiting after 7 weeks. Time is absolutely critical here - every day matters when you're approaching the tax deadline.
Did you find that taxpayers who used the same preparer or software had similar verification requirements? I'm wondering if certain preparation methods trigger these additional steps more frequently than others.
I was in this exact situation on February 17th. Online verification completed, then nothing happened for two weeks. Called on March 3rd after seeing a post like yours, and the agent confirmed I needed the phone verification despite completing everything online. My refund was finally deposited on March 15th - exactly 12 days after the call. Would have saved me a month of waiting if they'd just made this clear from the beginning! I was counting on that money for some car repairs and ended up having to put them on a credit card while waiting. Not everyone has the budget flexibility to handle these kinds of delays.
James Johnson
I went through exactly 47 days of this stress with my son's return! Called the IRS exactly 8 times. The solution that FINALLY worked: He had to verify his identity. The IRS doesn't always send those letters promptly. Here's what to do: 1. Have her call 800-830-5084 specifically (the Identity Verification hotline) 2. Wait time is usually 38-45 minutes (much better than the main line) 3. Ask if she needs to verify her identity 4. If yes, she can do it right there on the phone (takes exactly 10 minutes) 5. If not, ask for a detailed status check After my son verified, his refund was approved in exactly 9 days. I'm so relieved we figured this out - the regular agents don't always check for this specific hold!
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Sophia Rodriguez
Had this issue. Last year. My daughter too. First-time filer. Needed to verify identity. No letter came. Called the ID verify line directly. Fixed in 15 minutes. Refund came 8 days later. Try 800-830-5084. Ask specifically about ID verification. Don't wait for a letter. They're backlogged on notices. Worth a try.
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