< Back to IRS

IRS Refund Delayed: How to Handle a Referral on Your Tax Account?

Hey everyone, I'm in a bit of a pickle with my tax refund. I filed my taxes a while back and was expecting my refund, but now I've found out there's some kind of referral on my account. I'm not really sure what that means or why it happened. Has anyone else dealt with this before? I'm trying to figure out what steps I need to take next and if I need to provide any additional information. Any advice would be greatly appreciated!

Tom Maxon

I found a way to solve IRS tax refund delay issues, watch this: https://www.youtube.com/watch?v=BMLQI-dLxas

0 coins

-

Joshua Wood

Have you checked the "Where's My Refund" tool on the IRS website? Sometimes that can give you more info than you'd expect.

0 coins

-

Natalie Wang

I did, but it just says "Your refund is being processed." Not very helpful 😕

0 coins

-

7M

Joshua Wood

Ah, classic IRS. Clear as mud, as always. Hang in there!

0 coins

-

7M

Justin Evans

The tool isn't always updated in real-time, but it's still worth checking periodically in case there are any changes.

0 coins

-

7M

Natalie Wang

Update: Finally got through to someone at the IRS! Turns out there was a discrepancy between my reported income and what my employer submitted. Gotta get that sorted out now. Thanks everyone for your advice and support!

0 coins

-

Adrian Hughes

Glad you got some answers! Good luck sorting it out 👍

0 coins

-

7M

Molly Chambers

See, persistence pays off! Keep us updated on how it goes.

0 coins

-

7M

Ian Armstrong

Pro tip: always double-check your W-2 against your last paystub of the year. Catches errors like this before they become problems!

0 coins

-

7M

Eli Butler

Great to hear you found the issue. Hopefully, it'll be resolved quickly once the documents are corrected.

0 coins

-

7M

Nathan Kim

Ugh, tax season is the WORST. Sending good vibes your way, OP! 🙏✨

0 coins

-

Eleanor Foster

Hang in there, OP! Hopefully, it's resolved quickly.

0 coins

-

7M

Emily Parker

Hey guys, I found a method to actually get someone on the phone. I used this site's (claimyr.com) calling tool that dials the phone menu, stays on hold, waits for a live agent to pick up, then sends the call to my phone. It does cost $20, but it works. Here's a video explaining it: https://youtu.be/_kiP6q8DX5c

0 coins

-

Ezra Collins

Sounds too good to be true. Is this legit? Anyone else tried it?

0 coins

-

7M

Emily Parker

Yep, 100% legit. I was skeptical too, but it saved me hours of hold time. Worth every penny imo.

0 coins

-

7M

Victoria Scott

$20 just to talk to someone? That's ridiculous. The system is so broken 😡

0 coins

-

7M

Emily Parker

I get it, but think about how much your time is worth. For me, not sitting on hold for 3 hours was totally worth it.

0 coins

-

7M

Benjamin Johnson

Claimyr is a useful tool but consider the fact that some people might not find the cost justified, especially if finances are tight.

0 coins

-

6M

Sophia Clark

lol welcome to the club buddy. the irs is a joke. i've been waiting on my refund for 6 months now. good luck getting anyone on the phone 🤡

0 coins

-

Natalie Wang

6 months?! That's insane. Have you tried contacting your local representative?

0 coins

-

7M

Sophia Clark

yep, fat lot of good that did. they just sent me a form letter saying theyd "look into it". still waiting 🙄

0 coins

-

7M

Katherine Harris

Bruh, same boat. Its like they're playing hide and seek with our money 💀

0 coins

-

7M

Madison Allen

It might be worth getting in touch with the Taxpayer Advocate Service; they can be helpful in expediting cases like yours.

0 coins

-

7M

Morgan Washington

Plot twist: what if the IRS is just a front for a massive game of keep-away with our money? 🤔💸

0 coins

-

Kaylee Cook

Dude, don't give them ideas! 😂

0 coins

-

7M

Oliver Alexander

*X-Files theme intensifies* 👽🛸

0 coins

-

7M

Lara Woods

Haha, it definitely feels that way sometimes. But seriously, the IRS isn't out to get us; it's just a slow system.

0 coins

-

7M

Mateo Warren

If you're considering using Claimyr or similar services, look at the reviews and weigh the cost against your time and frustration levels. Some find it invaluable, while others might prefer traditional methods.

0 coins

-

Mohammed Khan

Just a heads up, if your refund is delayed for more than 45 days after the due date (or the date you filed, if later), you might be entitled to interest on your refund. Silver lining, I guess? 🤷‍♂️

0 coins

-

Gavin King

It's not much, but getting some interest is better than nothing if you have to wait that long.

0 coins

-

7M

Zara Perez

Pro tip: if you can't get through on the main IRS line, try calling your local Taxpayer Advocate Service. They can sometimes help push things along.

0 coins

-

Daniel Rogers

The TAS is a great resource for those with serious or urgent issues, especially if the regular channels aren't helping.

0 coins

-

7M

Samantha Hall

I've been thru this before. Here's what you need to do: 1. Don't panic! A referral doesn't always mean bad news. 2. Call the IRS asap. Use the number on your last notice. 3. Have your tax return and any related docs ready when you call. 4. Ask specifically why your return was referred and what they need from you. 5. Take notes during the call - names, dates, and next steps. 6. If they request additional docs, send them ASAP via certified mail. 7. Follow up if you don't hear back within their stated timeframe. Remember, patience is key. The IRS is slow, but they'll get to your case eventually. Good luck!

0 coins

-

Natalie Wang

Wow, thank you so much for this detailed advice! I'll definitely follow these steps. Any idea how long this process usually takes?

0 coins

-

7M

Samantha Hall

It can vary wildly, unfortunately. Could be a few weeks, could be a few months. Just keep on top of it and don't be afraid to follow up regularly!

0 coins

-

7M

Ryan Young

This is excellent advice. Documentation is key, and staying organized can really make a difference in how smoothly the process goes.

0 coins

-

7M

Marcus Patterson

Remember folks, document EVERYTHING when dealing with the IRS. Every call, every letter, every fax. It might save your butt later!

0 coins

-

Lydia Bailey

Absolutely! Keeping a paper trail can be invaluable if things ever get complicated.

0 coins

-

7M

Noah Torres

Ugh, I feel your pain. I had a similar issue last year. A referral usually means they need to review your return more closely. Could be for a number of reasons - did you claim any unusual deductions or credits?

0 coins

-

Natalie Wang

Not that I know of? I mean, I did the usual stuff like mortgage interest and charitable donations, but nothing out of the ordinary. Should I be worried?

0 coins

-

7M

Noah Torres

Nah, don't stress too much. It's probably just a random check. Best thing to do is call the IRS and ask for more details. Be prepared to wait on hold for ages tho 🙄

0 coins

-

7M

Lucas Turner

Has anyone tried those tax resolution services? Are they worth it or just a scam?

0 coins

-

Kai Rivera

In my experience, most of them are overpriced and don't do anything you couldn't do yourself with a little research. Save your money!

0 coins

-

7M

Anna Stewart

I used one once when I had a complicated situation. They were helpful, but expensive. Probably only worth it for really complex cases.

0 coins

-

7M

Layla Sanders

Always read reviews and check their credentials thoroughly if you're considering a tax resolution service.

0 coins

-

7M

Aaliyah Reed

have u tried faxing them? i know it sounds old school but sometimes it works faster than mail

0 coins

-

Natalie Wang

Faxing? What year is it, 1995? 😂 But seriously, I'll give it a shot if nothing else works. Thanks!

0 coins

-

7M

Aaliyah Reed

lol i know right? but trust me, the irs is stuck in the stone age. fax machines are like magic to them 🧙‍♂️📠

0 coins

-

7M

Ella Russell

It's true, sometimes the old-school methods work best with the IRS. Faxing can be quicker than you'd expect!

0 coins

-

7M