$2,687 Refund Finally Issued After 6-Month IRS Freeze (March-September) with Multiple Penalty Reductions

Finally got my refund released after dealing with a freeze since March! Looking at my transcript, I can see the timeline of this whole ordeal. My return was originally due or received on Apr. 15, 2024, with a processing date of May 27, 2024. The transcript shows exactly when everything happened: TRANSACTIONS: - Tax return filed: 05-27-2024 (cycle 20241905) for $8,762.00 - Refund freeze (code 810): 03-28-2024 $0.00 - Penalty for not pre-paying tax (code 176): 05-27-2024 $121.43 - Penalty for late payment of tax (code 276): 05-27-2024 $77.62 - Interest charged for late payment (code 196): 05-27-2024 $71.58 - Notice issued (code 971): 05-27-2024 $0.00 Then I had some credits applied: - Credit transferred in from 1040 202212 (code 706): 04-15-2024 -$3,726.00 - Interest credit transferred in from 1040 202212 (code 736): 04-15-2024 -$292.38 The IRS started reducing some penalties: - Reduced or removed penalty for late payment of tax (code 277): 06-24-2024 -$21.47 - Reduced or removed interest charged for late payment (code 197): 06-24-2024 -$12.78 I filed an amended return: - Amended tax return or claim forwarded for processing (code 971): 06-12-2024 $0.00 - Amended return filed (code 977): 06-12-2024 $0.00 More adjustments came in September: - Reduced or removed prior tax assessed (code 291): 09-16-2024 -$6,491.00 - Reduced or removed penalty for late payment of tax (code 277): 09-16-2024 -$56.15 - Reduced or removed interest charged for late payment (code 197): 09-16-2024 -$58.80 Finally the good news: - Removed refund freeze (code 811): 09-20-2024 $0.00 - Refund issued (code 846): 10-04-2024 $2,687.50 - Interest credited to my account (code 776): 10-14-2024 -$61.55 The freeze lasted from March to September but at least it's finally done! What a relief after all these adjustments and waiting since March! The processing date was May 27, 2024, but I had to wait until October for my refund to actually be issued.

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Fatima Al-Hashemi

The IRS transcript shows a complex series of transactions spanning from March to October 2024. Your initial return showed a refund amount of $7,762.00, but this was frozen on March 28th with a code 810. The IRS initially assessed several penalties: $121.43 for not pre-paying taxes (code 176), $77.62 for late payment (code 276), and $71.58 in interest charges (code 196). During the resolution process, you received significant adjustments in your favor: - A credit transfer of $3,726.00 and interest credit of $292.38 from your 2022 tax return on April 15th - Penalty reductions in June: $21.47 off late payment and $12.78 off interest charges - A major adjustment on September 16th reducing prior tax assessment by $6,491.00 - Additional penalty removals: $56.15 in late payment penalties and $58.80 in interest charges The freeze was finally lifted on September 20th (code 811), resulting in a refund of $2,687.50 scheduled for October 4th (code 846). You'll also receive an additional $61.55 in interest credit on October 14th. The numerous adjustments and corrections suggest there was a significant review and resolution of your tax situation during the freeze period.

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- 1M