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Has anyone heard if there will be any changes to the filing process this year compared to last year? I'm wondering if they're implementing any new systems or if it will be similar to how it was for the 2024 filing season.
Just a warning about waiting until the last minute! Last year I thought I had plenty of time but: ⢠One client sent a corrected 1099 in late March ⢠Had to request a missing form from another client ⢠My tax software crashed the day before deadline ⢠Ended up filing an extension and still paid penalties Lesson learned: The earlier you start preparing (even if you can't file yet), the better off you'll be. Don't be me!
Based on the current processing patterns, returns filed between January 25-31 are taking exactly 45-52 days to process this year if there are no issues. The "as of" date on your transcript will typically update 3-5 days before your direct deposit is issued. If your transcript shows March 10, I'd expect it to update to a newer date around March 18-20, with a direct deposit scheduled approximately 5-7 days after that update. The IRS is processing about 1.2 million returns per day right now, but they're still working through a backlog from late January.
I was in your exact situation and finally got my refund yesterday! Here's what happened: ⢠Filed 1/25, accepted same day ⢠Transcript showed "as of Feb 26" for weeks ⢠No updates until suddenly on 3/14 ⢠Refund deposited 3/18 The key is patience. Nothing was wrong with my return - just normal processing delays. The system is overwhelmed but working. Hang in there!
According to IRS Publication 1345 (Rev. 1-2023), the refund transfer process through Santa Barbara TPG should complete within 24-72 hours of the IRS releasing funds. I'm in a similar situation with a 3/13 DD date. I've been trying to reach the IRS to confirm everything is on track, but the phone lines are jammed. I found that Claimyr.com can get you through to an IRS agent without the endless hold times. Might be worth it if you're worried about your amended return causing delays.
I was in the same boat last week and kept getting the automated message when calling the regular IRS number. So frustrating! According to the IRS.gov website wait times are 45+ minutes this time of year. I used Claimyr (https://www.claimyr.com) and got through to an actual IRS agent in about 15 minutes who confirmed my refund was approved but just waiting for final processing. Worth every penny not to waste hours on hold.
Have you checked your transcript for any codes? Sometimes your account transcript will show pending actions before the WMR tool updates. And did the representative mention anything about PATH Act delays if you claimed certain credits? I'm slightly worried because I'm at day 19 and still nothing showing on my transcript, which seems unusual compared to previous years when I could at least see that my return was received.
Drake
Have you considered using the free fillable forms directly from the IRS? It's like doing your taxes on paper but electronically. If you're comfortable with the tax forms and calculations, this is completely free regardless of income or tax situation. It's not as user-friendly as TurboTax or H&R Block - more like filling out Excel spreadsheets than being guided through questions - but if you know what you're doing with taxes, it works just like filing paper forms but without the stamp.
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Sarah Jones
ā¢Thank you for this suggestion! I just checked out the fillable forms and they seem doable. I've got exactly 14 days until the deadline but I think I can figure it out. Definitely better than paying $79.99 for something that was advertised as free!
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Sebastian Scott
ā¢I really appreciate this suggestion! I'm a bit nervous about making mistakes, but I think with some careful reading of the instructions, I might be able to handle the fillable forms. Anything to avoid those surprise charges at the end!
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Emily Sanjay
Has anyone tried the IRS's Free File Fillable Forms? I was skeptical at first since I have 1099 income from three different clients, but it worked perfectly for me. You do need to know which forms to fill out (Schedule C, SE, etc.), but if you're comfortable with basic tax concepts, it's completely free no matter your income level. I've used it for the past three tax seasons without issues?
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