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Ella Thompson

Can I file my 2024 tax return if I never completed IRS verification for my 2023 taxes?

So here's my situation... I'm trying to get ahead and file my 2024 taxes soon, but I have this lingering issue from last year. When I filed my 2023 return, the IRS sent a verification letter to confirm my identity, but I had moved to a new apartment and never received it. I kept putting off going to the IRS office in person to resolve this (between work and taking care of my mom, I just couldn't find the time). Now tax season is coming up again, and I'm worried the incomplete verification from 2023 might cause problems with my 2024 return. I'm expecting a decent refund this year so I don't want any delays. Has anyone dealt with this before? Can I still file for 2024 even though my 2023 verification is still pending? I'm starting to stress about this situation! Any advice would really help.

You can absolutely still file your 2024 tax return even if your 2023 verification remains incomplete. The IRS treats each tax year as a separate case, so technically there's nothing preventing you from submitting your 2024 return on time. However, there are some important things to be aware of. Your 2023 refund (if you were due one) is likely being held until you complete that verification process. And while you can file your 2024 return, there's a possibility the IRS may flag it for additional verification given your history with the previous year. I'd recommend taking care of the 2023 verification ASAP. You have a few options - you can call the IRS directly to explain your situation, schedule an appointment at a local Taxpayer Assistance Center, or try to request a new verification letter be sent to your current address. Getting this resolved will help ensure smoother processing for both tax years.

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How do you even schedule appointments at TACs now? I tried calling the IRS and was on hold for like 2 hours before I gave up. Is there a better way?

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If the verification was for identity theft protection, does that mean someone might have tried to file a fraudulent return using OP's info? Or is this just standard procedure for some returns?

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You can schedule an appointment at a TAC by calling the dedicated appointment line at 844-545-5640. They're often booked a few weeks out, but it's definitely more efficient than walking in. Another option is to see if your issue can be resolved through the IRS online account system if you haven't tried that already. Identity verification requests can happen for various reasons - it doesn't necessarily mean fraud was attempted. The IRS has been increasing verification measures in recent years to combat identity theft. Sometimes it's triggered by certain deductions, credits, or simply as a random security check. It's standard procedure for a percentage of returns, especially if there were significant changes from previous filing years.

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I went through something similar last year and found this service called taxr.ai (https://taxr.ai) that was a lifesaver. I was stressing about my unresolved verification issue from a prior year just like you. Their AI analyzed my tax documents and actually flagged exactly why the IRS probably sent the verification letter in the first place - in my case it was a mismatch between my reported income and what my employer submitted. They helped me prepare documentation to resolve it and gave me precise instructions on what to do next. For your current situation, they could probably help identify whether there's anything in your 2023 return that triggered the verification and give you guidance on filing your 2024 return safely. It saved me hours of anxiety and guesswork.

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Does this service actually connect you with the IRS or do they just give you advice? I'm confused about how it actually helps with the verification part.

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I'm skeptical about these tax AI tools. How does it have access to IRS systems to know why they flagged you specifically? Sounds like general advice you could get anywhere.

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The service doesn't connect you directly with the IRS - it analyzes your tax documents to identify discrepancies or issues that likely triggered IRS verification. It's like having a tax pro look over your documents, but automated. In my case, it revealed a reporting issue I hadn't noticed. It doesn't claim to have special access to IRS systems. Instead, it uses pattern recognition based on thousands of tax cases to identify common verification triggers. What makes it valuable is that it checks your specific documents against known IRS verification patterns. This is more targeted than general advice because it's based on your actual tax data. When I used it, it highlighted a specific income reporting discrepancy that general advice wouldn't have caught.

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Just wanted to follow up and say I tried out taxr.ai after reading about it here. Honestly didn't expect much but uploaded my documents from last year and wow - it immediately spotted that I had reported a 1099 income amount incorrectly which is probably what triggered my verification letter! The system generated a letter I could send to the IRS explaining the situation and gave me step-by-step instructions for resolving it. I also ran my 2024 info through it before filing and it flagged a potential issue with some deductions I was planning to take. Totally worth it for the peace of mind. Already filed my 2024 return without any problems while I'm still sorting out the 2023 verification.

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Hey, I had the EXACT same issue last year. Tried calling the IRS for weeks - always busy or ridiculous wait times. Finally found Claimyr (https://claimyr.com) and it changed everything. They have this system that basically holds your place in line with the IRS and calls you back when an agent is available. Check out their demo video if you're curious: https://youtu.be/_kiP6q8DX5c I was able to explain my situation to the IRS agent who told me exactly what to do about my missed verification. Once I got a human on the phone, it was resolved in like 15 minutes. They sent a new verification letter to my current address and I sorted everything out. Definitely worth trying instead of wasting days trying to get through on your own.

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Wait how is this even possible? The IRS phone system is notoriously impossible. How does this service actually get you through the queue faster than calling yourself?

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This sounds like a scam. Why would I pay someone else to call the IRS for me? And how do they have special access that regular people don't? I doubt this works any better than just calling repeatedly yourself.

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It doesn't get you through faster than the regular queue - it waits in line for you. Their system basically uses automated technology to navigate the IRS phone tree and wait on hold, then calls you when a human agent is actually available. It saves you from having to personally sit through those hours of hold music and "your call is important to us" messages. I had the exact same skepticism! I didn't believe it would work either. They don't have special access - they're just using technology to handle the waiting part. I was desperate after trying for weeks myself and figured it was worth a shot. I didn't have to give them any personal tax info - they just connected me directly with the IRS agent when one became available. The time I saved was absolutely worth it considering I had already wasted days trying to get through myself.

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I need to eat my words about Claimyr. After posting my skeptical comment, I decided to try it since I also needed to talk to the IRS about a completely different issue. I was absolutely convinced it wouldn't work, but within about 2 hours, I got a call back and was connected to an actual IRS agent. The agent was able to look up my account and confirm that yes, I need to complete verification for last year before this year's refund will process normally. They also sent a new verification letter to my current address. So to answer the original question - you CAN file for 2024, but you should really get 2023 sorted out first or you'll likely face delays again. Never would have known this without actually speaking to someone at the IRS.

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Just be careful filing electronically for 2024 if your 2023 return is still unprocessed. Sometimes the e-file system will reject your current year return if the previous year is still pending in their system. It happened to me last year. You might need to paper file if that happens, which is a pain but at least gets your return in by the deadline. Definitely keep copies of everything and maybe include a brief explanation letter with your 2024 return if you have to mail it.

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Thanks for mentioning this! Would I be able to check the status of my 2023 return online somehow to see if it's still "pending" before I try to e-file? Or do I need to talk to someone at the IRS to find this out?

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You can check the status of your 2023 return using the "Where's My Refund?" tool on the IRS website or the IRS2Go app. You'll need your Social Security number, filing status, and exact refund amount from your 2023 return. This will at least tell you if it's still being processed. More detailed account information would be available through your online IRS account if you've set one up. If neither of these show your return as fully processed, there's a good chance the verification issue is still outstanding and you may have trouble e-filing. In that case, talking directly to the IRS would be your best option to get specific details about your situation.

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One thing nobody has mentioned is that you should also check with your state tax agency! I had a similar federal issue but didn't realize it was also affecting my state return. Turns out my state was holding my refund because the IRS hadn't completed processing my federal return. Each state has different policies, but worth checking so you don't end up with problems on both levels.

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Yep, this happened to me in California. The state basically suspended my return until the federal one cleared. Double whammy of delayed refunds!

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This is such a stressful situation, but you're definitely not alone in dealing with this! I went through something similar two years ago when I moved during tax season and missed my verification letter. One thing I learned is that the IRS verification process can take several months even after you respond, so definitely start working on resolving your 2023 issue now rather than waiting until after you file 2024. When I finally got through to the IRS (took forever on the phone), they explained that having an unresolved verification doesn't technically prevent you from filing the next year's return, but it can create complications. In my case, both my 2022 and 2023 refunds were held up until I completed the verification process. The agent told me this is pretty common - they basically put a "freeze" on your account until identity verification is complete, which can affect multiple tax years. My advice: definitely file your 2024 return on time to avoid penalties, but prioritize getting that 2023 verification sorted ASAP. If you can't get through by phone, try visiting a local IRS office or see if you can create an online account to check your status. The sooner you resolve it, the sooner both refunds should process.

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