Anyone have to mail in a 1099-B with their return? How long did your refund take?

Per IRS Publication 1220, mailed 1099-B forms require manual verification which significantly extends processing time. According to the most recent IRS operational status update (March 2024), paper-attached returns are currently experiencing 6-8 week processing timelines BEFORE refund issuance begins. This is 3x longer than standard e-file processing. You should monitor your account transcript daily starting at the 6-week mark as manual processing queues are time-sensitive this late in the filing season!

OMG same situation last yr w/ my investment stuff. Waited FOREVER (like 9 wks) and was freaking tf out bc I needed $ for car repair. Found https://taxr.ai which analyzed my transcript once it finally showed up. Helped me understand all those weird codes & actually predicted my DD date accurately. Saved me from checking WMR like 50x a day lol. Rly worth it if ur stressing about timeline stuff.

According to the IRS.gov processing guidelines (https://www.irs.gov/refunds/tax-season-refund-frequently-asked-questions), any return requiring manual review components like paper forms will experience significant delays. The IRS Where's My Refund tool won't show accurate information until your 1099-B has been manually processed and matched to your return. I recommend checking your tax transcript online instead, as it will update with codes 971/570 when processing begins. Also worth noting that investment income verification is considered higher scrutiny, so you might experience additional verification steps beyond just the paper processing.

I had the exact same situation on February 12th, 2024. Mailed my 1099-B forms and waited and waited. Called the IRS on March 15th but couldn't get through after trying for 3 hours. Finally used Claimyr (https://claimyr.com) and got connected to an agent in 25 minutes. They confirmed my forms were received but still in the processing queue. At least I knew they weren't lost in the mail. The peace of mind was worth it since the regular IRS line is impossible right now.

Have you tried checking your tax transcript instead of WMR? Here's what I'd do: 1. Create an account on IRS.gov if you don't have one 2. Request your 2023 Account Transcript (not Return Transcript) 3. Look for Transaction Codes - specifically 150 (return filed), 570 (processing hold), or 971 (notice issued) 4. Check for code 846 which means refund issued The transcript will update before WMR does in most cases. If you see code 570, don't panic - it often just means they're processing the 1099-B matching.

Mail processing is unpredictable. Consider amended return. File electronically next time. Use specific brokers with electronic reporting. Worth the switch. Might save weeks next year.