FYI - those referrals aren't what most ppl think. They're just internal notes saying you called. They don't actually escalate anything 99% of the time. The 30-day wait is just their way of getting you off the phone. Been there 2x and both times nothing happened till I got a Tax Advocate involved.

I went through this exact process last year. My first referral did nothing, but my second referral actually worked. I learned from the second agent that referrals need specific information to be effective. Make sure they note the reason for your inquiry and any financial hardship in the referral notes.

After analyzing your situation, I recommend implementing a multi-channel resolution approach. First, initiate contact via the IRS Priority Hotline (1-800-829-1040) utilizing option sequence 1-2-1-3-2 to bypass the general queue. Request a Processing Delay Inquiry (PDI) referral which triggers an internal 7-day review requirement. Simultaneously, submit Form 911 (Taxpayer Advocate Request) citing financial hardship due to medical expenses, which qualifies as Criteria 1 for expedited handling. This dual-track approach resulted in my 60-day delayed return being processed within 9 days of implementation.

I went through this exact scenario in 2023. Did your letter have a specific CP number in the top right corner? Was it a CP05 by any chance? What about your tax situation - did you claim any credits like the Child Tax Credit or Earned Income Credit? The reason I ask is that different types of reviews have different timelines, even though they all use the standard 60-day letter.

Thx for the update! FYI - there's a faster way to check than waiting for Fridays. If u have access to ur acct transcript (not just return transcript), u can check daily around 3am EST. That's when the overnight batch processing finishes. I've been tracking this for yrs and it's way more reliable than WMR. Just look for TC150 (return filed) followed by TC570 (hold) and then TC571 (hold released) and finally TC846 (refund issued). Saved me tons of time vs waiting for weekly updates!

Just a heads up for business owners - if you have Schedule C income, the IRS seems to be taking extra time this year. My theory is they're still catching up from the pandemic fraud cases. I filed on February 10th and just got my DDD yesterday - a whopping 86 days later! It's like the IRS is using dial-up internet while the rest of us have fiber, haha. But seriously, if you claimed any business expenses over $5,000, especially home office or vehicle deductions, they seem to be giving those returns an extra look.

Military families don't get special processing. Same rules apply to everyone. Pathward processes as they receive. No set schedule. Paying fees from refund always adds delay. Bank processing takes time. Nothing unusual about your timeline. Expect funds Friday at latest. If you need funds faster next year, pay fees upfront.

I've used HR Block with Pathward for three years straight. When I paid fees upfront, money arrived exactly on my DDD. When I did fees from refund, always took 2 extra days. Last year my DDD was Wednesday and money showed up Friday morning at 4am. This year I had a Monday DDD (4/29) and got my deposit Wednesday (5/1) around noon. The system is consistent - just slow. They're not holding your money on purpose, just standard banking processing time.

I uploaded my 4800C to the IRS website through their online response portal last month. Has anyone else used this method instead of mailing back the paper form? Did it process faster? I'm still waiting for confirmation that they received my response.

Something important that hasn't been mentioned yet: If you agree with the IRS's findings on the 4800C, you typically have payment options. You can pay in full immediately, set up an installment agreement, or potentially qualify for an Offer in Compromise if you can't pay the full amount. The key is to respond within the timeframe they specify (usually 30 days) even if you can't pay right away. Ignoring the notice will only result in additional interest and potential penalties. Also, keep in mind that if you disagree, the burden of proof is on you to show why the IRS determination is incorrect.

I'm wondering if you might have better luck with the Taxpayer Advocate Service instead of the main IRS line? It appears they sometimes can help with refund delays, though they generally prefer cases with financial hardship. Have you perhaps tried checking the transcript by mail request rather than online?

I filed on exactly March 18th this year with a similar situation (new head of household status) and had the same issue with WMR stuck on accepted. Called the IRS at 800-829-0582 ext 652 on April 12th at 7:03am EST, waited 47 minutes, and spoke with an agent who confirmed my return was in manual review due to the filing status change. She released the hold while I was on the phone, and my transcript updated 3 days later. Refund deposited exactly 5 days after that. Don't panic - the 45-day mark is when you should start actively pursuing it, and you're just about there.

I might have a somewhat different approach that's working for me. I filed through TaxAct on February 3rd and was also stuck for weeks. I requested an account transcript rather than just a return transcript, which seemed to show more information. Then I went to my local Taxpayer Assistance Center (had to make an appointment, which took about a week). The in-person agent was actually able to see that there was a discrepancy between my reported 1099-NEC and what the IRS had on file from one client. Probably would have taken months to resolve by mail, but she helped me submit documentation on the spot.

Filed through TurboTax on January 24th and just got my refund yesterday! I was in the same boat as everyone here - transcript showed codes 570/971 since early March with zero movement. I was checking WMR twice a day like a crazy person. Last week my transcript suddenly updated with code 846 (refund issued) and the money appeared in my account yesterday. No explanation for the delay, no letter ever arrived explaining what happened. So there's hope for you all - sometimes they just randomly start moving again!

I'm not entirely convinced the holiday weekend is the only factor here. There might be additional verification processes happening. The IRS has been implementing enhanced fraud detection measures this tax season, which can cause delays even after a DDD is assigned. I'd be careful about assuming it will arrive automatically without further action. Have you received any notices by mail recently? Sometimes they send verification requests that don't show up on your transcript right away.

Just got my deposit this morning! Same situation - 5/30 DDD on Emerald Card. It's like watching water boil - the more you stare at it, the longer it seems to take. The banking system is like a series of tubes with various checkpoints, and holiday weekends create traffic jams in those tubes. Your money is in transit, not lost. The fee deduction from your state refund is actually a great sign - it means everything is set up correctly on their end. I was refreshing my app every hour yesterday, and then boom - 3:17 AM today it appeared!

Here's a complete list of IRS phone numbers for different situations: • Main customer service: 800-829-1040 (7am-7pm local time) • Tax forms: 800-829-3676 • Tax exempt organizations: 877-829-5500 • Estate and gift taxes: 866-699-4083 • Taxpayer Advocate Service: 877-777-4778 • Electronic filing: 866-255-0654 • Business tax questions: 800-829-4933 Don't waste time with the automated system. When it asks for an SSN, don't enter anything. Then press 1 for English, then 2 for personal tax questions, then 1 for forms, then 3 for all other questions, then 2 for all other topics. This path usually gets you to a human faster. Document who you speak with and get their ID number. Call early in the morning or right before closing time for shortest waits.

Calling the IRS is like trying to get front row tickets to a popular concert - technically possible but requires patience and strategy. The numbers others have shared are correct, but here's what they haven't mentioned: the IRS is actually more responsive to written correspondence for many issues. It's like choosing between waiting in a chaotic line or sending a letter that gets processed in order. If your issue isn't urgent, consider sending a written inquiry with your tax ID number, the tax year in question, and copies (not originals) of relevant documents. You'll often get a response within 30 days, which can be faster than repeatedly trying to get through by phone during busy season.

Has anyone here actually received their amended refund within the 16-week timeframe the IRS claims? It feels like waiting for an amended return is like being stuck in a DMV line that keeps getting longer every time you think you're getting close to the front.

I successfully navigated the amended return process last tax season. Here's what worked for me: • Called 866-464-2050 at exactly 7:01am Eastern Time • Used option 1, then 2, then waited for a representative • Had my transcript ready (you can get this online through IRS.gov) • Asked specifically about any "freeze codes" on my account • Requested they check if my amended return was assigned to a specific department • Got a direct extension number for follow-up The agent was able to see details not visible on WMAR and confirmed my return was in the final review stage. Refund arrived 8 days later. Persistence and specific questions are key.