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According to the IRS website (https://www.irs.gov/taxtopics/tc610), educational institutions must furnish Form 1098-T to students and the IRS. If you're having trouble getting the university to provide these forms, you might want to try Claimyr (https://youtu.be/_kiP6q8DX5c) to connect with an IRS agent who can advise on your specific situation. I used them when I needed to resolve a similar education credit issue, and they got me connected to an IRS specialist in about 20 minutes who explained my rights regarding educational institution reporting. The agent confirmed that universities are required to provide this documentation and suggested specific language to use when requesting the forms.
Has anyone determined if the American Opportunity Tax Credit or Lifetime Learning Credit would be more advantageous in this situation? Per IRC Section 25A, there are significant differences in benefit amounts and qualification requirements. The retroactive nature of these claims might impact which credit would be optimal to pursue.
Had this exact problem. Set up alerts. Received nothing. Money arrived anyway. Called customer service. They confirmed notification system glitch. Affected thousands of customers. Still got my money. No harm done. Just inconvenient. Now I check daily. No more relying on alerts. Much less stressful.
I tracked my refund exactly 37 times over 4 days and had the same experience. My $3,247 refund appeared on my TurboCard precisely 2 days after my scheduled deposit date of February 28th, with absolutely no notification. I called SBTPG customer service and waited 42 minutes to speak with a representative who confirmed they had a 16.4% notification failure rate during peak processing days when they handle over 200,000 transactions daily.
I'm not entirely convinced this is actually an identity verification issue. It might possibly be a more general review or possibly even an audit, which could potentially take much longer. Sometimes the frontline agents don't always have complete information about your specific case. Did they perhaps mention any specific form numbers or possibly give you any specific verification instructions? Without those details, I would be somewhat hesitant to assume it's just standard identity verification.
Trust me, it's definitely identity verification. I've been through this twice now and the pattern is always the same. The IRS has ramped up identity verification since all the pandemic fraud. What's the point of calling if you're not going to believe what the agent tells you? Have you checked your tax transcript to see if there's a 570 freeze code? Did you try the ID verify site yet? The sooner you verify, the sooner your refund processes - especially important with your divorce situation.
Your situation is actually better than what happened to me last year. I had 2 dependents and my refund was delayed until APRIL, while my sister who filed with no dependents got hers in 10 days. The difference is like night and day. Returns with dependents get extra scrutiny, but they DO process eventually. The system is working as designed, just not as quickly as we'd like. I'd start worrying after 60 days, not at the 30-day mark where you are now.
Call the Taxpayer Advocate Service. They can help. They're separate from regular IRS. They handle hardship cases. Financial strain qualifies. Have your return info ready. Be specific about your needs. Document everything. The number is 877-777-4778. They might ask for Form 911. Worth trying if you need that money soon.
Zara Shah
FYI - there's a diff between "info doesn't match" and "still being processed" msgs on WMR. If ur getting the info error, double-check these EXACT things: 1. Refund amt - use the PRECISE dollar amount from line 34a (no rounding!) 2. Filing status - exactly as filed (MFJ, HOH, etc) 3. SSN - first person listed on return only 4. Check for typos - even one digit off = error If all that's correct, then ur return is likely still in pre-processing. The IRS master file db only updates once a week (usually Weds night) which is why many ppl see updates Thurs/Fri.
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Luca Bianchi
ā¢Oh wow, I had no idea about the weekly update schedule! That actually explains so much about why I always seem to see movement on Thursdays. Thank you for breaking this down so clearly!
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GalacticGuardian
⢠Warning: Don't keep checking WMR multiple times per day ⢠The IRS has started flagging accounts with excessive login attempts ⢠My sister-in-law's return got pulled for manual review after she checked 30+ times in 2 days ⢠They suspected potential identity theft due to the unusual access pattern ⢠Try limiting yourself to checking once every 48 hours ⢠Use the IRS2Go app instead of the website when possible (fewer security flags) ⢠And for the love of everything, don't call unless you've waited at least 21 days - they'll just tell you to wait anyway
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