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Nalani Liu

Filed amended return 4 days after initial filing, now seeing codes 971 & 977 on transcript - will my refund be delayed?

I submitted my taxes back in February like I do every year using the same tax software. But literally the day after I submitted, my old employer sent me a W2 I didn't even know was coming. I rushed to file an amended return about 4 days after my original submission. I've been checking my transcript regularly and just noticed codes 971 and 977 have appeared. From what I can tell these are related to my amendment but I'm worried about what this means for my refund timeline. Does anyone know if these codes indicate my refund will be placed on hold? The refund amount is around $2,400 which I was really counting on for some car repairs.

Those codes are definitely related to your amended return. Code 971 is a Notice Issued code - basically means they're sending you a letter about your return. Code 977 indicates an amended return has been received and is being processed. Unfortunately, yes, your refund from your original return will probably be held until they process the amendment. The IRS doesn't want to send you money based on the original return if the amendment might change the amount. Amended returns typically take 16-20 weeks to process (sometimes longer), so you might be in for a wait. I'd recommend checking your transcript weekly to see if there are any updates or new codes that appear. If it's been more than 30 days since you filed the amendment and you haven't received any correspondence, you might want to call the IRS to confirm they received it properly.

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Ugh, that's what I was afraid of. Thanks for the detailed explanation. I guess I'll just have to be patient then.

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In my experience those timeframes are conservative. My amended return last year only took about 8 weeks. Maybe you'll get lucky!

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I hope so! I'll keep checking the transcript. Do you know how often those update?

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Transcripts typically update once a week, usually on Fridays. But don't check too obsessively - it'll just drive you crazy 😅

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I was in this exact situation last year trying to figure out what was happening with my amended return. Spent countless hours researching IRS codes and got nowhere. Finally found this tool called taxr.ai and it was a game changer! It analyzed my transcript, explained all the codes in plain English, and gave me a clear timeline of what was happening with both my original and amended returns. Saved me so much time and stress! Not having to decode all that IRS jargon myself was such a relief. https://taxr.ai

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Sounds interesting. How exactly does it work? Does it just read your transcript or does it do more?

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It does a lot more than just reading. You upload your transcript and it identifies all the codes, explains what each one means for YOUR specific situation (not just generic definitions), and gives you a personalized timeline. It also spots potential issues before they become problems. Honestly, it's like having a tax pro look at your stuff but way cheaper.

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Wow, just checked it out and I'm blown away! This tool is AMAZING. It explained my weird refund delay that even my accountant couldn't figure out. Literally saved me from having to take a day off work to call the IRS. Everyone dealing with transcript confusion needs to know about this!

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sounds like ur getting paid to say this lol

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Nope, just relieved to finally understand wtf is happening with my money. IRS has had me in the dark for months. Believe what you want tho 🤷‍♀️

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I had the same issue last month and couldn't get answers from anywhere. Was so frustrated trying to reach someone at the IRS - kept getting disconnected after waiting on hold for hours. I finally found this service called Claimyr that got me connected to an actual IRS agent who explained everything about those codes and gave me a timeline for my refund. The agent told me exactly what was happening with my amendment! I haven't paid for many services but this was totally worth it. claimyr.com helped me skip the whole IRS phone nightmare.

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did u actually talk to a real person at the IRS? how is that even possible 😮

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Yes! An actual IRS agent called me back. They explained that the 971/977 codes mean they received my amended return and are processing it. The agent could see exactly where in the process my return was and told me to expect resolution in about 6 more weeks.

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Idk man sounds too good to be true... the IRS is basically unreachable these days

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That's what I thought too before I tried it! But the service basically navigates all the IRS phone menus and secures a spot in line for you. Then they call you when an agent is about to be available. Talking to the agent directly was the only way I finally got clear answers.

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hmm might have to try this. been trying to reach them for weeks about my audit.

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The 971 code is just telling you that the IRS has sent or will send you a notice about your account. The 977 code confirms they received your amended return. Your original refund is probably on hold until they process the amendment. Did you file the amendment electronically or on paper? Paper is soooo much slower.

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I filed the amendment electronically, so hopefully that speeds things up a bit.

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That's good. E-filed amendments are processing in about 8-16 weeks right now (instead of the 20+ for paper). Just keep an eye on your mail for that notice the 971 code is referring to.

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I'm in this boat rn and it's absolutely frustrating!! My transcript has been showing 971/977 for 11 weeks now with no movement. Every time I call the IRS I get disconnected. I've given up hope of getting my refund anytime soon. The system is so broken. 🤬

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My friends husband works for the IRS and says they're still catching up from the pandemic backlog. Absolutely wild how inefficient they are.

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It's ridiculous! They take our money instantly but take forever to give it back. And meanwhile I can't even talk to a human to get answers.

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Don't panic too much. I had this same situation in 2023. The 971/977 combo just means they got your amendment and are processing it. Your original refund might be delayed but it WILL come. Mine took about 12 weeks from when I saw those codes. Its annoying but normal.

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Quick question - did you get any kind of confirmation when you submitted the amended return? Like an acceptance message from the IRS? Sometimes amendments get rejected for technical reasons and you might not know.

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Yeah I did get a confirmation email saying it was accepted. And the 977 code seems to confirm they received it.

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Perfect! Then you're on the right track. Just a waiting game now.

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Most ppl dont understand IRS codes. The 971 & 977 together normally mean (1) they received ur amended return and (2) theyre gonna send u a letter about it. Your original refund is probably on hold while they look at the amendment. just wait for the letter, it'll explain everything.

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Hot tip: Call the IRS Taxpayer Advocate Service instead of the regular IRS number. They can sometimes help push things along if you're experiencing a financial hardship because of the delay. Worth a shot if you really need that refund soon!

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That's a great idea! I might try that if this drags on too long. Those car repairs are kinda urgent.

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haha welcome to IRS purgatory my friend 🤡 I filed an amended return last April and didn't get my refund until DECEMBER. The system is beyond broken. Hope yours goes faster!

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wow that's insane! did you ever actually talk to anyone at the IRS during that time?

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Nope! Called like 20 times, never got through. Eventually just showed up in my account with no warning or explanation 🙃

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The timing of when you filed the amendment might actually work in your favor. If they hadn't started processing your original return yet when the amendment came in, they might just process them together. That would be faster than if they'd already started processing the original.

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Why did you amend so quickly? If the additional W2 would have increased your refund, you could have just waited for the first refund and then amended. Now everything is on hold. If the W2 would have reduced your refund, then yeah you had to amend.

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The additional W2 actually reduced my refund amount by about $300. I figured I should amend right away rather than potentially get in trouble for not reporting all income.

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Smart move! Always better to be upfront with the IRS. They'll eventually process everything and you won't have to worry about them coming after you later.

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Are there any other codes on your transcript? Sometimes the full picture helps. TC 570 would definitely indicate a refund hold, while seeing an 846 code would mean a refund was issued.

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Just checked again and I do see a 570 code dated a week after the 971/977 appeared. Guess that confirms the hold. No 846 yet.

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Yep, the 570 is a definite refund hold. Keep watching for a 571 (hold released) followed by an 846 (refund issued). That sequence would indicate progress.

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DM'd you

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I swear the IRS does this on purpose...they create the most confusing system possible so regular people can't understand what's happening with their own money. Those codes might as well be written in ancient Egyptian hieroglyphics 💀

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fr fr. I'm convinced they want it to be confusing so we just give up and don't get our money back

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exactly! and then they charge penalties and interest if WE make a mistake but take their sweet time when they owe US money 🙄

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To be fair, the IRS is severely underfunded. They don't have the resources to make things user-friendly.

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Found the IRS employee lol

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PROTIP: While you wait, set up an online account on IRS.gov if you haven't already. That way you can monitor your transcript for any updates without having to call. New codes will appear there before you get any letters in the mail.

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Those codes can definitely be nerve-wracking to see! I went through something similar last year. The 971/977 combo is actually pretty standard for amended returns - it just means they've received your amendment and are working on it. The good news is that since you filed electronically and caught the issue so quickly (only 4 days), you're probably in better shape than most people who amend months later. I know it's frustrating when you're counting on that money for car repairs, but try not to stress too much. The IRS has gotten better at processing e-filed amendments lately. Keep checking your transcript weekly like others suggested, and watch for any letters they send you. Sometimes they'll just process everything together since your timing was so close. Hang in there - your refund will come through eventually!

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