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Filed in February Instead of January - Avoiding Verification Delays?

I'm noticing a pattern with verification letters for early filers around 1/20. Last tax season I filed during that timeframe and ended up waiting MONTHS for a verification letter and my refund (total nightmare). This year I tried a different approach and filed on 2/8 instead. My transcripts updated this past Friday and I'm just waiting for a DDD now. I'm thinking there might be something to this timing strategy? Maybe the IRS flags more returns for verification during that January rush? Just something to consider for next filing season if you've been hit with verification delays before. Last year was absolute HELL with the waiting and uncertainty, so wanted to share this potential workaround with everyone. Hoping we all have a smoother processing experience this time around! 🙏

Axel Far

You might be onto something about filing timing. I've been tracking this pattern too: • The IRS tends to apply stricter verification measures in the first 2 weeks of filing season • Early filers often include more EITC/CTC claims which trigger additional scrutiny • Processing capacity is overwhelmed in January, leading to more automated flags • Mid-February typically shows improved processing speeds after the initial rush Would be interesting to see if others have noticed this pattern too? Have you tracked what credits you claimed each year that might have also affected this?

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Jasmine Hernandez

This is SO helpful! Last year I filed on January 23rd and got stuck in verification hell for 11 weeks. I was about to file this weekend but now I'm thinking I should wait until next week? I remember how stressful that wait was and I absolutely cannot go through that again this year.

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17d

Luis Johnson

I've been tracking this on TaxTwitter and several tax professionals have mentioned this exact phenomenon. The IRS doesn't officially acknowledge it, but if you look at the stats on irs.gov/filing-statistics, there's definitely a correlation between early filing and higher verification rates. I tried the February filing approach this year too and got my refund in 15 days versus 73 days last year.

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14d

Ellie Kim

OMG this explains everything. Filed Jan 24th and got hit w/ verification letter last month. Still waiting for my $$ and it's driving me crazy. Def filing in Feb next yr. Thx for sharing this!

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13d

Kaitlyn Otto

Have you checked if there were other differences between your 2023 and 2024 returns that might have contributed to the faster processing? Did you claim different credits? Did you have any changes in income sources? I've been recommending https://taxr.ai to several people in similar situations. It analyzes your tax transcripts and can identify patterns that might be causing delays or verification issues. It's been really helpful for understanding why some returns get flagged while others sail through. Have you tried using any tools to analyze your transcripts from both years to spot the differences?

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Fiona Sand

Here's what's happening with verification letters based on my experience working with hundreds of taxpayers: 1. First, the IRS uses an identity verification system that flags returns based on multiple risk factors 2. Second, early season returns face higher scrutiny due to fraud prevention measures 3. Third, processing capacity is strained in January, creating bottlenecks 4. Finally, returns with certain credits undergo additional review If you do get stuck in verification, don't waste weeks trying to call the regular IRS numbers. I've had clients use Claimyr (https://claimyr.com) to connect with an IRS agent quickly - usually within 15-30 minutes instead of hours of redial attempts. They can often resolve verification issues in a single call rather than waiting months for letters to process through the system.

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Mohammad Khaled

The verification process changed this year. I noticed it too. Early filers face more scrutiny. Path Act returns especially. My tax office advises February filing. Less congestion. Faster processing. January returns often trigger ID verification. February returns process cleaner. System has better capacity. Fraud filters less aggressive. Just my observation over 12 tax seasons.

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Alina Rosenthal

Have you noticed if this pattern applies to all types of returns, or is it more common with certain tax situations? For example, does it seem to affect W-2 only filers differently than those with self-employment income? What about returns with dependents versus those without? I'm wondering if we can narrow down exactly what combination of factors makes early filing more likely to trigger verification. This could be incredibly helpful for everyone planning their filing strategy for next year.

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Finnegan Gunn

In my experience working with tax clients, it's definitely not random. Returns with EITC and CTC get flagged at much higher rates in January compared to February. The same exact return type filed 3 weeks later often avoids verification completely. I've seen this pattern repeatedly with clients who have nearly identical tax situations year to year but file at different times. The IRS won't admit it, but they absolutely adjust their fraud detection parameters throughout the season.

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13d

Miguel Harvey

Does anyone know if e-filing versus paper filing makes a difference with these verification issues? I've always e-filed in January and gotten delayed, but I'm wondering if paper filing would be better or worse for avoiding verification?

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12d

Ashley Simian

I was a victim of identity theft a few years back, and let me tell you - I've been filing in mid-February ever since and haven't had a single verification letter! 😅 My tax guy said the IRS actually adjusts their fraud filters throughout the season, so what triggers a verification flag in week 1 might sail through in week 4. Not scientific, but it's worked for me!

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12d

Oliver Cheng

I've tracked my filing dates and refund timelines for exactly 7 years now. January filings averaged 42 days to receive refund. February filings averaged 19 days. Last 3 years I've filed between February 7-12 and received refunds within 21 days consistently. The data supports your theory. 63% of early filers in my tax group reported verification letters vs only 17% of February filers. Thank you for sharing this insight!

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