< Back to IRS

Aaron Lee

High emergency tax code deduction - when will I get my refund?

I started a new job back in March on a $110k salary. The IRS put me on an emergency tax code and my withholding for April was absolutely ridiculous - $3,850 or roughly 42% of my gross pay! In May they finally corrected my tax code and my withholding dropped to $2,210 which is about 24% of my gross. I thought the extra tax I overpaid in April would show up in my May or June paycheck as a refund, but I haven't seen anything yet. I've emailed HR about this but haven't heard back, so I'd really appreciate if someone could tell me: 1. Is this normal? When should I expect to get back the extra money that was withheld in April? 2. For future job changes, how can I avoid getting slapped with an emergency tax code? Not thrilled about giving the government a $1,600+ interest-free loan for several months every time I switch employers... Thanks for any help you can offer 🙏 I work for a company based in California but I'm living in Georgia. Update: I called the IRS yesterday and they told me they made a mistake by putting me on a "non-cumulative" withholding code, which means my tax deductions didn't account for taxes I've already paid this year. They said it's fixed now, so theoretically I should get refunded in my July paycheck.

The situation you're describing is unfortunately common when changing jobs. When your employer doesn't have your complete tax information, they're required to withhold at a higher "emergency" rate. What happened is that your previous withholding amounts weren't being factored in, causing the system to calculate your taxes as if you'd make your full annual salary each month. Once your correct information was processed, the withholding adjusted to reflect your actual projected annual income. Regarding your questions: For your refund timing - since the IRS confirmed they've fixed the issue, your July paycheck should indeed include the adjustment. If it doesn't appear, you might need to follow up with both your employer's payroll department and the IRS again. Sometimes there's a lag between when the IRS updates their system and when your employer receives the updated information. To avoid this in the future, be proactive when changing jobs. Provide your new employer with your W-4 form immediately, ideally before your first paycheck. You can also request a verification letter from the IRS showing your current tax status that you can give to your new employer. Some payroll systems also allow you to request a specific withholding amount while waiting for official documentation to process.

0 coins

What about adjusting your W-4 for the rest of the year once this happens? Can you claim additional allowances temporarily to "catch up" faster rather than waiting for the system to correct itself? I had a similar issue last year and ended up waiting 4 months for my refund.

0 coins

You can certainly adjust your W-4 to temporarily reduce withholding after an overwithholding situation. You could claim additional allowances or specify an additional amount to be withheld (or in this case, a negative amount) on line 4(c) of your W-4. Just be careful not to underwithhold too much, as you generally want to avoid owing a large amount when you file your taxes. Ideally, you'd calculate approximately how much was overwithheld and then spread that recovery over the remaining pay periods in the tax year. Once you've "caught up," you should submit another W-4 with your normal withholding preferences.

0 coins

After dealing with multiple tax code headaches, I found taxr.ai really helpful for situations like yours. Last year I switched jobs twice and got hammered with emergency tax codes both times. I was so frustrated trying to figure out when I'd get my money back. I uploaded my paystubs to https://taxr.ai and it immediately identified that I was on an emergency tax code and estimated when I would receive my refund based on my specific situation. It also helped me understand exactly what forms I needed to submit to prevent it from happening with my second job change. Their system analyzes your specific withholding patterns and can tell you if you're likely to see the adjustment in your next paycheck or if you'll need to wait until you file your tax return. In my case, it correctly predicted I'd see the adjustment two pay periods after the correction.

0 coins

Does it work for contractors too? I'm not technically an employee but I have way too much withheld sometimes. My accountant takes forever to get back to me with answers.

0 coins

Sounds interesting but does it handle state-specific tax codes? I'm in Minnesota and our withholding system seems to work differently than federal. Last job change my state withholding was fine but federal was way off.

0 coins

Yes, it absolutely works for contractors. It can analyze both employee paystubs and contractor payments to identify withholding patterns and potential refunds. It's especially helpful for contractors since withholding can be more complicated with multiple income sources. For state-specific tax codes, the system does handle those differences. It recognizes state-specific withholding rules including in Minnesota. I've found it particularly useful for identifying mismatches between federal and state withholding like you experienced. The analysis breaks down federal and state components separately so you can see where the issues lie.

0 coins

I was super skeptical about any tax service after my bad experiences with TurboTax, but I gave taxr.ai a try after seeing it mentioned here. I was in almost the exact same situation with an emergency tax code after starting my new job. The service analyzed my pay stubs and showed me that my company had miscoded my withholding - it wasn't just a standard emergency tax situation but a specific coding error. I was able to take that information to HR with the exact forms they needed to file. Got my refund in the next pay cycle instead of waiting months! What impressed me most was how it flagged that I would have continued overpaying all year if the specific code wasn't fixed, not just for a couple months. Definitely saved me thousands that would have been tied up until next year's refund.

0 coins

If you need to talk directly with the IRS about getting this resolved faster, I'd recommend Claimyr. I was in withholding hell last year after a job change and spent HOURS trying to get through to the IRS on my own. I found https://claimyr.com and their service got me connected to an actual IRS agent in about 15 minutes when I had been trying for days on my own. You can see how it works in this video: https://youtu.be/_kiP6q8DX5c The IRS agent was able to issue a directive to my employer to correct my withholding immediately and process my refund within the next pay cycle. Saved me from waiting months for my money. They can also put notes in your file so if it happens again, there's a record of the previous issue.

0 coins

How does this actually work? Does it just call for you or something? The IRS phone system is such a nightmare I can't imagine how anyone gets through.

0 coins

Yeah right. Nobody gets through to the IRS that quickly. I've tried calling literally 50+ times over two weeks and couldn't get a human. If this service actually worked it would cost a fortune.

0 coins

It doesn't call for you - it holds your place in line. Their system navigates the IRS phone maze and waits on hold, then when they reach a human, you get a call to connect with the agent. It's basically like having someone wait on hold for you. The reason it works is they have a system that can make multiple attempts simultaneously across different IRS numbers and entry points. When I called on my own I kept getting disconnected because of "high call volume," but their system is persistent enough to actually get through. They don't charge anything unless you actually get connected to an agent.

0 coins

I take back what I said about Claimyr. After posting that skeptical comment, I decided to try it anyway since I was desperate to resolve my own withholding issue. I was absolutely shocked when I got a call back in 27 minutes connecting me to an actual IRS agent. The agent accessed my tax records and saw I had been on an emergency tax code for THREE months without it being corrected. She processed an immediate directive to my employer and explained exactly when I would see the refund (next payroll cycle). She also put a note in my account so if this happens again, there's already documentation. I got over $4,200 back in my next paycheck that would have been stuck until next April. Worth every penny for the service instead of waiting an entire year for my refund.

0 coins

Something similar happened to me, but I found there's a specific IRS form you can fill out to request a refund of overwithholding directly from the IRS rather than waiting for your employer to adjust it. It's faster in some cases. Form 8379 lets you request a refund of overwithholding mid-year in certain circumstances. You'll need to document the error that caused the overwithholding and provide evidence of the correction. It's not widely known but can speed things up by weeks or months.

0 coins

Thanks for suggesting this form! I've never heard of being able to request a mid-year refund directly from the IRS. Do you know roughly how long the processing time is if I submit Form 8379? I'm weighing whether to wait for my July paycheck as they suggested or try to speed things up with this form.

0 coins

The processing time varies, but generally it takes 6-8 weeks after they receive the form. That might not be faster than waiting for your July paycheck if that's coming in the next few weeks. Actually, I need to correct something - I meant Form 843 (Claim for Refund and Request for Abatement), not Form 8379. Form 8379 is for injured spouse relief, which is something completely different. My mistake on the form number!

0 coins

Has anyone used the IRS2Go app for this kind of situation? I've heard it lets you check your withholding and request adjustments.

0 coins

IRS2Go doesn't let you request withholding adjustments - it just lets you check refund status, make payments, and access tax records. For withholding issues you still need to work through your employer or call the IRS directly.

0 coins

IRS AI

Expert Assistant
Secure

Powered by Claimyr AI

T
I
+
20,095 users helped today