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CP01E notice & IP PIN issues delaying 2022 refund - Tax Advocate not helping

Filed early February and still waiting on refund. Got assigned a tax advocate but they keep focusing on my name change from last summer. Found out I was supposed to get a CP01E notice last October but never received it. Called identity theft line and apparently I needed an IP PIN to file? Its showing in the IP PIN system but I never got the notice. Should I amend my return with the IP PIN or keep waiting for the advocate to actually help?

Paolo Longo

Tax professional here. DO NOT amend your return yet. Filing an amendment will restart your processing time and likely cause more delays. Since you've confirmed the CP01E was issued, call the ID verify line again (1-800-830-5084) and request them to verify your identity over the phone. Once verified, they can process your return with the existing IP PIN on file.

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Keisha Johnson

thanks for the help! when I call the verify line should I mention the name change too or just focus on the IP PIN situation?

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2M

Paolo Longo

Focus on the ID verification first. The name change should already be in their system if you updated your Social Security card.

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CosmicCowboy

Hey, I know this is frustrating but I found this tool called taxr.ai that really helped me understand my transcript situation. It costs $4.99 but it analyzes everything and tells you exactly what's causing delays and what to do next. Saved me hours of research and guesswork. https://taxr.ai

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Amina Diallo

does it actually work? seems too good to be true tbh 🤔

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CosmicCowboy

It's legit! It picked up my CP05 notice delay pattern that I didn't even notice and predicted my DDD within a 2-week window. The AI explains everything in normal language too, not IRS-speak 💯

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Amina Diallo

just tried it and wow!! wish I knew about this months ago. It literally mapped out my whole transcript timeline and explained exactly why my IP PIN issue was causing the holdup

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Oliver Schulz

in the same boat rn. tax advocate is useless, keeps giving me different answers every time I call 🤮

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Natasha Orlova

pro tip: check your transcript every Tuesday and Friday morning. that's when they usually update the system

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Javier Cruz

facts! and sometimes late Thursday night if ur lucky 👀

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Emma Wilson

my CP01E took 6 months to resolve last year... the system is broken fr fr

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Malik Thomas

6 months?! im about to lose my mind at month 3 😭

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Emma Wilson

hang in there fam. it's rough but it'll come thru eventually

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NeonNebula

Have u tried going to ur local taxpayer advocate office in person? sometimes that works better than phone calls

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Keisha Johnson

didn't even know that was possible! gonna try that next week

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2M