I'm currently 3 weeks into my CP05 journey after receiving the notice on March 26th, and this thread has been absolutely invaluable for maintaining my sanity! Filed on February 11th with what I thought was a completely routine return - single W-2, standard deduction, small 401k rollover - and was planning to use my refund to finally address some necessary roof repairs before the rainy season hits. Like so many others here, that "income verification review" language initially had me convinced I was being audited or had committed some kind of tax fraud. I spent an entire weekend going through every document multiple times, wondering what I could have possibly done wrong with such a straightforward filing. After reading everyone's experiences here, I immediately set up transcript access and can see that familiar 570 hold code everyone mentions. I've committed to checking every Thursday morning rather than falling into the daily obsession cycle that seems to drive everyone crazy. What strikes me most from reading all these timelines is how this appears to be affecting people with the most basic returns - it really does seem like they're just casting a much wider verification net this year rather than targeting specific issues. The complete communication blackout during this process is definitely the most frustrating part. We literally get more detailed updates about food delivery than our own tax refunds! Thank you all for sharing your experiences and timelines - this community has provided more useful information than anything I could find on official IRS resources. Here's hoping we all see those magical 571 codes appear soon and can finally get our refunds released! 🤞

I'm currently in week 2 of my CP05 experience after receiving the notice on April 5th, and finding this thread has been such a blessing for my anxiety levels! Filed on February 28th with a basic return (W-2, standard deduction, small amount of student loan interest) and was really hoping to use my refund to pay off some lingering credit card debt from the holidays. Like absolutely everyone else here, that "income verification review" language completely freaked me out at first. I genuinely thought I was being investigated for tax fraud with my super simple return! I spent hours re-checking every single number, convinced I'd made some terrible mistake somewhere. After reading all your advice, I immediately set up transcript access and there it is - that infamous 570 hold code just chilling there. I'm planning to check every Monday morning to avoid the daily checking obsession I can already feel myself wanting to develop. What's really validating is seeing how many people with straightforward returns like mine are going through this exact same thing. It makes it clear this really is just their new standard verification process rather than us actually doing anything wrong. The complete lack of communication during this wait is definitely the hardest part - even package tracking gives you more updates! Thank you all for sharing your timelines and keeping everyone sane during this process. Knowing most people here eventually get their full refund in that 45-65 day window gives me hope, even though 2 weeks already feels like forever when you're trying to pay down debt. Here's to hopefully joining the success story club soon! 🤞

I've seen this exact issue 4 times this tax season. Here's what worked for my clients: Step 1: Go to IRS.gov and request a Wage & Income Transcript for 2023 Step 2: Compare the AGI on that transcript with what you're entering Step 3: If they match and still get rejected, try entering $0 as the prior year AGI Step 4: If still rejected, file by mail with Form 8453-OL attached I'm concerned that both his total income and AGI are identical. This usually indicates no adjustments were taken (no student loan interest, no HSA contributions, etc). If he had marketplace insurance the previous year but didn't report it, the IRS might have flagged his account for review.

I'm dealing with something very similar right now! My client's return keeps getting rejected even though we're using the exact AGI from their 2023 return. What's frustrating is that the IRS error message is so vague - it just says "AGI doesn't match" without any hint about what might be wrong. One thing I learned from calling the Practitioner Priority Service (which took 3 hours of waiting) is that sometimes the IRS system doesn't update immediately when they make adjustments to prior year returns. The representative told me that if a return was adjusted after the initial processing, there can be a delay of several weeks before their e-file system reflects the correct AGI. Has your brother received any notices from the IRS about his 2023 return being adjusted? Even a small change like rounding or a calculation correction can throw off the AGI verification. I'd definitely recommend getting that transcript as others mentioned - it's the only way to see what the IRS actually has on file versus what Jackson Hewitt gave him.

If you want a free alternative, try calling the IRS exactly at 7:00 AM Eastern when they open. That's what worked for me after weeks of failed attempts. Also, the Taxpayer Advocate Service can sometimes help with identity theft cases if you're experiencing financial hardship because of the delayed refund. And definitely check your credit reports at annualcreditreport.com to see if there are other accounts opened in your name. If someone's using your SSN for employment, they might be using it for other things too.

Has anyone tried going to their local IRS office in person instead of calling? I had a similar situation last year and was able to get an in-person appointment through the IRS website. Took about 3 weeks to get the appointment but they resolved everything in one visit.

I had this exact issue last year. Blank transcript for weeks, SBTPG showed funded, and I'd received my state refund. Back in 2022, I panicked and called the IRS every day for a week. This year, I was patient and my transcript suddenly updated on March 23rd after filing January 25th. My federal refund hit my account on March 29th. The IRS is just incredibly slow with PATH Act returns, especially if you claimed the Earned Income Credit like I did.

I'm going through the exact same thing right now! Filed 2/3, accepted same day, PATH Act return with EIC, and my transcript is still completely blank after 5 weeks. SBTPG shows "funded" but I think that's just for my state refund since I got that already with their fees deducted. It's so frustrating seeing people who filed after us getting their refunds while we're still waiting. Based on what everyone's saying here, it sounds like the IRS is just severely backed up with PATH Act returns this year. Hopefully our transcripts will update soon and we'll get some movement!

This discrepancy between your actual filing date and what shows on your transcript is incredibly common and nothing to worry about! I experienced the same thing - filed on February 1st but my transcript showed February 28th. What you're seeing (03/03/25) is the date the IRS officially processed and posted your return to their master file system, not when you actually submitted it electronically. The IRS batches returns during peak season, so there's often a significant delay between e-file acceptance and formal processing. Your January 27th submission date is your true filing date for all legal and compliance purposes - keep that confirmation email as proof. This won't affect your refund timing either; they calculate processing times from internal milestones, not the transcript date. I know it's frustrating when you're waiting on that refund money, but you filed on time and everything is processing normally despite what the transcript date suggests!

I went through this exact same panic last year! Filed January 20th but transcript showed March 2nd. I spent hours on IRS forums and even considered hiring a tax professional because I was convinced something went wrong. Turns out it's completely normal - the IRS receives millions of returns during peak season and processes them in batches. The transcript shows when they officially entered your return into their main computer system, not when you hit submit. Your January 27th date is what counts for everything that matters - refund timing, meeting deadlines, proving you filed on time. I actually got my refund exactly 21 days from when the IRS systems showed "processing" (which was closer to that March date), not from my original submission date. Keep that confirmation email from your tax software - that's your legal proof you filed on time. The IRS really should explain this better on their website because it causes so much unnecessary stress every tax season!