Anyone else filed in February but still stuck in ID verify limbo? 🧵

This is actually quite common this filing season. According to IRS Publication 5027, identity verification is a standard security measure that has been significantly expanded for the 2023 filing season (for returns filed in 2024). The IRS is being more cautious with returns that show significant changes from prior years, such as filing status changes (like yours from single to married filing jointly). Per IRS guidelines, you should receive Letter 5071C or 4883C within 2-3 weeks of filing if verification is needed. Have you checked your IRS online account at irs.gov/account to see if there are any notices posted?

Have you tried using a transcript analysis tool to understand what's actually happening behind the scenes? Many people don't realize that the WMR tool only shows very basic status information, while your actual transcript contains detailed cycle codes and transaction dates that tell the real story. I've been recommending https://taxr.ai to many clients this season who are facing verification delays. Why? Because it can analyze your transcript and tell you exactly what stage of processing you're in, even identifying if you're in the verification queue. Have you pulled your transcript yet to see what codes are showing up? The transcript will usually show a 570 hold code before the ID verification requirement appears on WMR.

OMG this ID verify thing is INFURIATING! 😡 I tried calling the IRS verification hotline for THREE DAYS and couldn't get through - just constant busy signals or disconnects after waiting 2+ hours. Finally I broke down and used Claimyr (https://youtu.be/_kiP6q8DX5c) to get through to an agent. Worth every penny because they got me connected in about 25 minutes when I'd wasted literal days trying on my own. The agent confirmed I was selected for random identity verification (not because of any red flags) and helped me complete it over the phone rather than waiting for the letter. Has anyone else had success getting through to verify identity?

I deal with this every tax season with clients. Here's what's happening: The IRS has expanded their verification requirements dramatically this year. Any significant change from previous filing years - like your marriage and status change - triggers automatic verification. The system is backlogged. Don't panic. The fastest way forward: Don't wait for the letter if you have an IRS online account. Log in and look for a verification notice there. You can often complete verification online through ID.me without the letter. If you've already verified your identity with ID.me for your IRS account, call the dedicated verification line at 800-830-5084 between 7am and 7pm local time. After verification, expect 9-21 days for processing to complete. The WMR tool will update about 4-5 days after successful verification.

I went through this exact situation in February. Filed on 2/1, got the ID verify message on 2/20. I was also newly married and filing jointly for the first time. Here's the step-by-step solution that worked for me: 1. Don't wait for the letter if you're in a hurry. Call the dedicated ID Verification line: 800-830-5084 2. If you can't get through (very likely), try calling right when they open at 7am Eastern 3. When you reach an agent, explain you're calling about the ID verification message on WMR 4. They'll ask for your SSN, name, address, filing status, and verify information from your current and previous year's returns 5. If everything matches, they'll mark your verification as complete while you're on the phone 6. Your WMR status won't update immediately - mine took exactly 8 days to change from "being processed" to showing a direct deposit date 7. From verification to refund was exactly 14 days for me The marriage/filing status change definitely triggers additional verification. It's an anti-fraud measure, not a problem with your return.

Finally got my refund yesterday after the ID verification nightmare! Filed 2/5, got the verify message 2/22, verified 3/15, refund 4/1. The secret to success? I called at 7:01am exactly when they opened. 😂 Still waited 45 minutes, but at least got through. The agent was super helpful and verified me right on the call. For anyone still waiting - hang in there! The system is definitely backed up this year, but they're working through it. One weird thing - my "Where's My Refund" never updated after verification. It stayed on the verification message until the day before the money hit my account. Oh, and my issue was also marriage-related. First time filing jointly, and the agent specifically mentioned that triggers extra verification this year.