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I e-filed on March 17th and got accepted the same day. WMR shows my refund was approved on April 2nd, but when I check my TurboTax card app (as of April 5th), there's no pending deposits showing up. I've been doing gig work all year and really counting on this refund. Is this normal or should I be concerned? Last year my refund showed as pending in the app at least 2 days before it actually hit the card.
Need advice on my ID verification situation: โข Filed: 2/1/2024, accepted same day โข Current status: Waiting for ID verification letter in mail โข Cannot verify over phone/in-person - IRS agents insist they need the # from my letter โข Transcript status: Blank except for changing 'as of' dates - Originally 3/3/2024 - Changed to 3/10/2024 a week later - Changed to 3/17/2024 this morning - Now back to 3/3/2024 today Is this date change pattern a positive sign? I've never experienced this long delay before and I expect better service as a taxpayer. Any insights on what these date changes actually mean?
I had almost the exact same situation on February 8th this year. My "as of" date bounced between 2/26, 3/4, and back to 2/26 over a two-week period. Once I finally got my letter on March 2nd and verified, my transcript updated on March 6th with all the processing codes. I used https://taxr.ai to analyze my transcript - it explained every code and gave me a projected deposit date. It was spot on - refund hit my account on March 15th exactly as predicted.
The "as of" date changes are part of the IRS's weekly processing cycle. Here's what's happening: - The IRS runs major processing updates every 7 days - Your return is flagged for ID verification (TPP program) - The system checks your account every cycle (hence date changes) - The letter typically takes exactly 14-21 days to arrive - Once verified, most refunds process within 9 days If it's been more than 21 days since you were told about verification, call the TPP line at 800-830-5084 between 7am and 7pm. Average wait time is 74 minutes, but they can confirm if the letter was actually sent and when.
I'm freaking out right now! ๐ฐ Just found out my tax preparer filed a 1040X amended return for me but didn't include Form 8862. I'm stationed at Fort Liberty and my husband handles most of our tax stuff, but he's deployed so I'm trying to figure this out myself. I'm worried we'll lose our refund or get audited! Do I need to file another amendment with the 8862 form? I've never had to deal with this before and I'm so confused about why we need this form in the first place. Any help would be GREATLY appreciated!!! ๐
The requirement for Form 8862 is clearly outlined in Internal Revenue Code Section 32(k) and Treasury Regulation 1.32-3. If the IRS denied or reduced your EITC, CTC, ACTC, or AOTC due to a reason other than a mathematical or clerical error, you MUST file Form 8862 before claiming these credits again. This applies whether filing an original or amended return. Military status does not exempt you from this requirement, though you may qualify for free tax assistance through VITA or Military OneSource.
Have you received any notices from the IRS about previously disallowed credits? Did your tax preparer specifically mention why they filed the 1040X? Was there a specific credit they were trying to claim or correct? The answers to these questions determine whether Form 8862 is necessary. Many amended returns don't require it at all.
Hey everyone, I'm trying to navigate the whole tax transcript process after my divorce finalized last month. I keep seeing people reference their 'transcripts' when discussing refund timelines and verification issues. Can someone explain the procedural steps for accessing these documents? I understand the concept of tax transcripts containing account history, but I'm unclear on the retrieval methodology and access protocols. Thanks in advance for the assistance!
I was so frustrated trying to access my transcripts after my divorce! The IRS kept locking me out because I couldn't verify my identity! ๐ซ I wasted HOURS on hold trying to reach someone at the IRS! Finally tried Claimyr (https://claimyr.com) and they got me connected to an actual IRS agent in like 20 minutes! The agent was able to verify my identity over the phone and help me set up my online access correctly. Such a relief to finally see what was happening with my account! Has anyone else had trouble with the verification process? I'm just looking for confirmation that I'm not the only one who struggled with this...
I got my transcripts last week after being completely clueless about them for years. Just call the IRS directly at 800-908-9946 and request them by mail if you can't get through online. No reason to make this more complicated than it needs to be. They arrived in 5 days, and I could finally see why my refund was delayed - had a simple math error that I fixed with a quick call. Done.
Got my DDD of 2/15/24 for my refund card. Just checking if anyone else w/ the same DDD has had theirs loaded yet? Mine just hit about an hr ago. Trying to figure out if there's a pattern to when they load or if it's random. Thx for any info!
Has anyone tried calling the card issuer directly instead of the IRS? Sometimes they have more up-to-date information about when funds will be available since they're the ones actually loading the cards. The customer service number should be in the information packet that came with your card.
Be careful about checking your balance too frequently! Last year, my account got temporarily locked because I was checking it every hour on my DDD. The system flagged it as suspicious activity, like someone trying to hack the account. It was like watching a pot that never boils - the more I checked, the longer it seemed to take, and then I ended up with an extra headache getting it unlocked.
Kendrick Webb
The TurboTax prepaid card operates on the MetaBank platform, which processes ACH Treasury deposits differently than standard bank ACH transfers. Treasury deposits typically follow a specialized processing protocol that may bypass the standard pending notification system. I would recommend checking your transcript for code 846 with a corresponding date - this is the official refund issued code that confirms your deposit has been scheduled. If WMR shows approved with a date, your deposit is likely proceeding normally despite not appearing in the pending section.
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Hattie Carson
Have you tried checking your refund status through the IRS2Go app instead of relying on the TurboTax card app? The official IRS app at https://www.irs.gov/newsroom/irs2goapp gives more reliable information directly from the source. I was in the same boat last month - nothing showing in my TurboTax card app but IRS2Go confirmed my deposit date. Money showed up right on time despite never appearing as 'pending' in the card app!
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