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Filed my taxes on 2/12, got accepted on 2/15. The transcripts show processing date of 3/27 and as of date 4/18. I've got all the usual codes except for 846 (refund issued), and they updated my transcript before the PATH Act restriction was lifted. I do have an outstanding tax debt that I'm currently on a payment plan for. While checking my old transcripts to see typical timeframes, I noticed they took a partial refund to apply toward those old taxes I'm already making payments on. It shows a date of 4/18 and says a notice was issued. Anyone know when this actually happened? And more importantly, when will I receive the remaining balance of my refund? This is frustrating because I thought the payment plan protected my refunds.
My ex and I separated last year and our 2 kids have been living with me about 5 days a week, only staying with her on weekends. I provide 100% financial support - pay for their school, clothes, medical bills, food, activities, literally everything. We never got any formal custody agreement since things were mostly amicable until now. Just found out she claimed both kids on her 2024 taxes and already got a huge refund with the child tax credits. I'm furious because that money should have gone toward their expenses which I'm covering. When I confronted her, she said since we don't have a court order, she had every right to claim them. What's my recourse here? Can I still file claiming them? Will I need to paper file with proof they live with me? Has anyone dealt with this situation before?
anyone saying it's about who FINANCIALLY supports the kids is wrong! the IRS doesn't care who PAYS for the kids but who they LIVE WITH most of the time. That's why it's called the "residency test" not the "support test" for qualifying child.
Fun fact: the IRS has special software that flags returns when the same dependents are claimed by multiple taxpayers. They'll investigate BOTH returns. Your ex claiming them first doesn't mean she automatically wins - it just means she got her refund first. You still have every right to claim them if they live with you majority of the time.
I'm so confused right now. Just checked my transcript and saw multiple codes with the last one being 826. I already set up a payment plan with the IRS for my balance due, but it's not supposed to start until September. On top of that, I'm still in the process of submitting documents to verify my 2021 tax return that they're questioning. Does anyone know what the 826 code means in this situation? Does this change anything with my payment plan? I'm worried they might try to take action before my payment plan even starts. Also wondering if the verification of my 2021 return will affect anything with this code or the payment plan. Any help would be appreciated!
Are you checking your transcript online? If so, make sure you're looking at the Account transcript, not the Return transcript. The Account transcript shows all the actions they've taken. Also check your mail religiously - they sometimes send notices explaining the 826 code and what debt it's being applied to. Pro tip: sign up for informed delivery from USPS so you know when IRS mail is coming.
This is all so stressful! I've been through it and the anxiety is real. just breathe and take it one step at a time. Your payment plan is still valid and the offset doesn't change that. Document verification is its own thing too. Try not to let it consume your life - the IRS moves at its own pace no matter how much we worry.
My son worked a summer job last year and only made about $2,100. He's a full-time student at a state university with no dependents. Does he actually need to file taxes? If he does, where can he file for free? We checked with a few tax preparers and they're charging between $350-500 which seems crazy for such a simple return with barely any income. He doesn't have extra money to spend on tax prep while paying for school expenses.
After weeks of trying to reach someone at the IRS for my daughter's tax situation (she made about $2300 last summer), I found a tool that actually got me through to a real person! Used claimyr.com and had an IRS agent call me back in about 40 minutes. The agent confirmed she didn't need to file but could get her withholding back if she did. Talking to a real human beats trying to decipher IRS documentation any day! Best decision I made during this tax season.
100% worked for me! I had been trying for almost 2 weeks on my own, calling at different times, following all the prompts, and kept getting disconnected. This got me through in less than an hour. Total game changer.
Submitted my tax return on March 10 through EasyTaxExpress and just checked my transcript around 3am today. I noticed code 846 has appeared with direct deposit date of 3/19! So relieved after what I went through the past couple years. In 2022 and 2023 I had to go through identity verification in person at an IRS office which delayed everything by months. This year everything went smoothly without any verification required. Just wanted to share some good news for once!
wait you can check transcripts at 1am?? I thought the system was down overnight for maintenance. Gonna have to try this midnight check trick!
For those of you struggling to get through on the phone to the IRS, I HIGHLY recommend using Claimyr.com. I was in the same situation as OP last year with verification issues and couldn't get through on the phone for weeks. Used Claimyr and had an agent call me back in under an hour. It was the only way I could talk to a live agent. Resolved my issue immediately!
100% legit. I was super skeptical too but was desperate after trying to call myself for 3 weeks straight. They somehow get you into the IRS callback queue and an actual IRS agent calls you. Saved me from waiting another 2 months for my return last year.
Oliver Brown
WHY IS THE IRS LIKE THIS?!? ๐ซ I'm also on a payment plan and they took my entire refund this year without warning. What's even the point of the payment plan if they're just gonna take your money anyway?
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Mary Bates
The payment plan prevents them from levying your bank accounts, garnishing your wages, and putting liens on your property. It doesn't protect refunds though. Never has.
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Oliver Brown
Well that should be made clearer when you sign up for the plan! Nobody explained that to me ๐
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Clay blendedgen
I swear decoding IRS transcripts feels like being a detective in some weird tax mystery. I went down this rabbit hole last month trying to figure out what was happening with my offset. Ended up using taxr.ai which basically translated the whole transcript for me in seconds. Showed me exactly what happened with my offset and when I'd get the rest of my money. SO much easier than trying to figure it out myself!
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