IRS "Take Action" Message on Where's My Refund Tool While My 2023 Account Shows "Updating" Status

IRS Check Cashing Issues - Bank Rejected Refund Check

Got my refund check in the mail finally but having issues cashing it. My bank is saying theres something wrong with the check. Anyone else run into this? Been to 2 different banks already and getting frustrated

Got 4883c verification letter for amended return - 2 months no movement

Received a 4883c letter for identity verification after filing my amended return. Been 2 months with zero movement on transcripts. Anyone else dealing with this? Getting worried but trying to stay positive.

3 Years Waiting on $18,320 Refund - Tax Return Under Examination with 11/11/2024 As Of Date - Should I Call IRS?

Filed my 2020 return and still nothing. I've been waiting 3 years and starting to lose my mind. My WMR still says processing. My transcript shows an as of date of 11/12/2024 with an account balance of -$19,320.00. I have 0.00 accrued interest and 0.00 accrued penalty as of 11/12/2024. Looking at my Account Transcript for Tax Period Dec. 31, 2021, I filed as Single with 01 exemption. My adjusted gross income was $12,742.00 with $0.00 taxable income. Tax per return was $2,785.00 and my self-employment taxable income was $12,668.00 with total self-employment tax of $2,785.00. My return was received on Sep. 26, 2022 with a processing date of Nov. 15, 2022. There are so many transactions listed: TRANSACTIONS CODE EXPLANATION OF TRANSACTION CYCLE DATE AMOUNT 150 Tax return filed 20224305 11-15-2022 $2,785.00 70221-668-02387-2 766 Tax relief credit 03-30-2021 -$2,400.00 846 Refund issued 03-18-2021 $2,400.00 290 Additional tax assessed 20211005 03-30-2021 $0.00 70254-999-05011-1 971 Notice issued 04-02-2021 $0.00 841 Refund cancelled 03-30-2021 -$2,400.00 846 Refund issued 03-27-2021 $2,400.00 971 Notice issued 04-11-2021 $0.00 810 Refund freeze 10-07-2022 $0.00 766 Credit to your account 04-16-2022 -$10,010.00 766 Credit to your account 04-16-2022 -$10,610.00 971 Notice issued 11-15-2022 $0.00 971 Amended tax return or claim 12-24-2022 $0.00 forwarded for processing 977 Amended return filed 12-24-2022 $0.00 43277-530-00703-3 764 Earned income credit 04-16-2022 -$2,485.00 290 Additional tax assessed 20240705 03-05-2024 $0.00 29254-444-05022-4 971 Notice issued 03-05-2024 $0.00 420 Examination of tax return 10-19-2024 $0.00 The last entry shows "Examination of tax return" on 10/19/2024 and a refund freeze from 10/7/2022. Also, there was an amended return filed on 12/24/2022. I checked my transcript today (11/04/2024) and my response date shows 11/03/2024. Should I try calling the examiners line or just wait it out? Anyone else been waiting this long? I'm seriously starting to lose my mind after waiting 3 years for my refund.

Amended return with farming credits stuck since February - Finally got through to examiner!

Been waiting since January on my amended return from February. Got held up in May and transferred to another department. Called weekly and requested advocate with no callback. Have farming credits from cattle operation, amended for forgotten casino W2. Have depreciation carryforwards over 15 years. No letters received. Finally called examiner line today, hit prompt 4. Lady said return was just stuck, put me on brief hold and said she would push it through so I can feed this winter. Said might take few weeks to process but hold is being released. First positive news all year!

811 Code 5 Weeks Ago, Examiner Promised Refund But No Movement on $10,957 EIC & Credits After Amended Return

Filed original return in February, got hit with 810 code same month. Did verification in March, had to amend in April. Amendment finally completed September. Called examiners October 23rd and was told 2 weeks for hold removal plus 4-6 weeks for refund processing. Its been 5 weeks now and still zero movement on transcript. Getting really frustrated with this whole process. Here is my transcript: PROCESSING DATE Apr. 15, 2024 TRANSACTIONS CODE EXPLANATION OF TRANSACTION CYCLE DATE AMOUNT 150 Tax return filed 20241305 04-15-2024 $16,092.00 79221-453-36507-4 806 W-2 or 1099 withholding 04-15-2024 -$49,357.00 810 Refund freeze 02-29-2024 $0.00 971 Amended tax return or claim 04-30-2024 $0.00 forwarded for processing 977 Amended return filed 04-30-2024 $0.00 43277-524-06917-4 570 Additional account action pending 07-15-2024 $0.00 766 Credit to your account 04-14-2024 -$3,353.00 764 Earned income credit 04-14-2024 -$7,604.00 807 Reduced or removed W-2 or 1099 04-15-2024 $49,357.00 withholding 291 Reduced or removed prior tax 09-02-2024 -$16,092.00 assessed 33254-625-06351-4 811 Removed refund freeze 10-23-2024 $0.00 This Product Contains Sensitive Taxpayer Data As you can see, my refund freeze (810 code) was initially placed on February 29th. I completed identity verification in March, but then had to file an amended return in April which shows up on my transcript with the 971 and 977 codes dated 04-30-2024. The amended return was finally processed on 09-02-2024 with code 291 removing my prior tax assessment of $16,092.00. My transcript shows the 811 code (Removed refund freeze) on 10-23-2024, which is exactly when I called the examiner who told me to expect 2 weeks for the hold removal to complete plus another 4-6 weeks for refund processing. It's now been 5 weeks since that 811 code appeared and I've seen absolutely zero movement on my transcript. No codes for refund issued, no updates whatsoever. I'm owed EIC of $7,604.00 plus other credits of $3,353.00, and after all the withholding adjustments, I'm expecting a significant refund. Has anyone experienced this type of delay after an 811 code? Is there something else I should be doing? The examiner made it sound like it was just a waiting game at this point, but I'm getting really worried that something else is wrong since there's been no movement at all.

Complete IRS Transcript Reading Guide: Understanding Codes, Dates, and Refund Status for 2024-2025

Been seeing a lot of confusion about transcripts lately. After dealing with the IRS for 3 years and learning the hard way, here's what I've learned about reading transcripts correctly. First, understand that a negative number is a credit (don't freak out!). ANY MINUS SIGN SHOWN BELOW SIGNIFIES A CREDIT AMOUNT. This is super important because people often misunderstand this. For the ACCOUNT BALANCE section, remember this isn't a refund. Look at the "AS OF" date (in my case March 25, 2024) for both ACCRUED INTEREST and ACCRUED PENALTY. The ACCOUNT BALANCE PLUS ACCRUALS shows your expected payoff amount, not your refund amount. The cycle codes are crucial - the last 2 numbers tell you when your transcripts update: - 01: daily transcripts update on Monday - 02: daily transcripts update on Tuesday - 03: daily transcripts update on Wednesday - 04: daily transcripts update on Thursday - 05: weekly transcripts update on Friday Important note: WMR (Where's My Refund) always updates the day AFTER your transcripts! In the INFORMATION section, you'll see details from your return like: - EXEMPTIONS: number of people on return (mine shows 03) - FILING STATUS: (mine is Head of Household) - ADJUSTED GROSS INCOME - TAXABLE INCOME - TAX PER RETURN - SE TAXABLE INCOME for TAXPAYER and SPOUSE - TOTAL SELF EMPLOYMENT TAX The RETURN DUE DATE OR RETURN RECEIVED DATE (WHICHEVER IS LATER) shows April 15, 2024, and my PROCESSING DATE is March 25, 2024. The TRANSACTIONS section is where the codes matter a lot: - Code 150: Tax return filed (tax liability) - mine shows cycle 20241005 with date 03-25-2024 - Code 806: W-2 or 1099 withholding - dated 04-15-2024 - Code 766: Credit to your account - dated 04-15-2024 (this is the last day of tax season when all credits post) - Code 768: Earned income credit (EIC) - dated 04-15-2024 - Code 846: Refund issued - dated 03-13-2024 (THIS is your actual refund date!) Transaction codes in the 700s usually mean adjustments, 800s are about refunds, and 900s usually mean something needs review. The dates beside them aren't always what you think they mean - for example, the 766 and 768 dates are NOT refund dates! The cycle code (mine is 20241005) is an 8-digit number where the first 2 digits show what year it is (2024) and the next 2 show which week of the year your return is processing (10). Hope this helps everyone understand their transcripts better!

Amended Return for $15,660 Refund Stuck Since May - As Of Date Changed to Nov 25, What's Next?

Filed my taxes end of January, got hit with a refund freeze in February. After verification in March, I had to amend in May. My refund amount is showing -$15,660.00 on my account transcript with an as of date of November 25, 2024. Looking at my transcript, I can see: ACCOUNT BALANCE: -$15,660.00 ACCRUED INTEREST: $0.00 AS OF: Nov. 25, 2024 ACCRUED PENALTY: $0.00 AS OF: Nov. 25, 2024 ACCOUNT BALANCE PLUS ACCRUALS (this is not a payoff amount): -$15,660.00 My filing information shows: EXEMPTIONS: 04 FILING STATUS: Head of Household ADJUSTED GROSS INCOME: $5,994.00 TAXABLE INCOME: $0.00 TAX PER RETURN: $912.00 SE TAXABLE INCOME TAXPAYER: $5,956.00 SE TAXABLE INCOME SPOUSE: $0.00 TOTAL SELF EMPLOYMENT TAX: $912.00 The transaction history shows: CODE 150 Tax return filed 20241605 05-06-2024 70211-430-98904-4 CODE 810 Refund freeze 02-08-2024 CODE 766 Credit to your account 04-15-2024 CODE 766 Credit to your account 04-15-2024 -$13,000+ CODE 768 Earned income credit 04-15-2024 -$2,000+ CODE 971 Amended tax return or claim forwarded for processing 05-21-2024 CODE 977 Amended return filed 05-21-2024 33277-545-00550-4 Called IRS in September and they said my case was assigned but needs 30 more days for review. My as of date just changed to November 25th. Really need some guidance on what to do next and if anyone's seeing movement with similar dates. Has anyone else had their amended return take this long with the as of date changing? Is the November 25th date significant?

IRS 2023 Transcript Updated With Code 570 (Action Pending) and $3,995 EIC - What Does This Mean For My Refund?

After months of seeing nothing but zeros on my transcript, it finally updated today! I just got my transcript for my 2023 tax return and I'm looking at all these codes and numbers but have no idea what any of it means. Here's what's showing on my Account Transcript: FORM NUMBER: 1040 TAX PERIOD Dec. 31. 2023 TAXPAYER IDENTIFICATION NUMBER: XXX-XX-662 ANY MINUS SIGN SHOWN BELOW SIGNIFIES A CREDIT AMOUNT ACCOUNT BALANCE: -42 ACCRUED INTEREST AS OF: Dec. 10. 2024 ACCRUED PENALTY AS OF: Dec. 10. 2024 INFORMATION FROM THE RETURN OR AS ADJUSTED: EXEMPTIONS: 02 FILING STATUS: Head of Household ADJUSTED GROSS INCOME: 15,614.00 TAXABLE INCOME: 0.00 TAX PER RETURN: 0.00 SE TAXABLE INCOME TAXPAYER: 0.00 SE TAXABLE INCOME SPOUSE: 0.00 TOTAL SELF EMPLOYMENT TAX: 0.00 RETURN DUE DATE OR RETURN RECEIVED DATE (WHICHEVER IS LATER): Aug. 26. 2024 PROCESSING DATE: Dec. 09. 2024 TRANSACTIONS: CODE EXPLANATION OF TRANSACTION | CYCLE DATE | AMOUNT 150 Tax return filed | 20244705 12-09-2024 | $0.00 29221-237-54200-4 806 W-2 or 1099 withholding | 04-15-2024 | 766 Credit to your account | 04-15-2024 | -$ 570 Additional account action pending | 12-09-2024 | $0.00 768 Earned income credit | 04-15-2024 | -$4,095.00 I see that my return was just processed on Dec 9th, 2024 and there's a code 570 "Additional account action pending" which concerns me. Does this mean there's a problem with my return? I filed as Head of Household with an AGI of $15,614. I also see an Earned Income Credit of $4,095.00 and my account balance shows -42. Does the negative number mean I'm getting a refund? When should I expect to receive it with that "action pending" code? Can someone help me understand what I'm looking at and if this means I'll get my refund soon? The suspense is killing me after waiting for so long!

810 Freeze: Tax preparer withholding 1040 forms, blocking my refund. Will this affect 2025 filing?

Still stuck with an 810 freeze and my tax preparer wont release the rest of my 1040 forms to show what credits were claimed. Its December already and nothing is moving. Getting worried about next tax season coming up. Anyone know if having an unresolved 810 from this year will mess up filing for next year?