< Back to IRS

LongPeri

IRS announces January 23 as official start date for 2023 tax filing season

Just got an update about the upcoming tax season! The IRS officially announced that Monday, January 23, 2023 will be the start of the 2023 tax filing season. That's when they'll begin accepting and processing tax returns for the 2022 tax year. I know some people have mentioned filing earlier and getting their returns accepted before the official date. From what I understand, the IRS does accept some returns in test batches before this date, but even if your return gets accepted early, the IRS still applies the same processing timeline as if it was filed on the official start date. Does anyone know if there's any advantage to being in those early test batches? Or should I just wait until the official date to avoid any potential issues? This is my first year dealing with some independent contractor income alongside my regular job, so I'm trying to figure out the best approach.

Tax professional here! You're right about the IRS accepting some returns in test batches before the official start date. These test batches help them verify their systems are working properly before the full filing season begins. There's really no advantage to being in those early test batches. Even if your return is accepted before January 23, the IRS won't begin processing it until the official start date. This means refunds won't be issued any faster for those early filers. In fact, submitting before the official date sometimes creates complications if there are last-minute tax form changes or system updates. With your combination of W-2 and 1099 income, I'd recommend waiting until the official start date to ensure all your tax documents are in hand. Independent contractors often receive their 1099 forms later than W-2s, and filing without all your income documented could lead to having to file an amended return later.

0 coins

Thanks for the info! Quick question - does this January 23 date also apply to businesses or just individual returns? I have an LLC taxed as an S-Corp and was planning to get my filing done early February.

0 coins

The January 23 date primarily applies to individual tax returns (Form 1040). For business returns like S-Corps (Form 1120-S), the filing deadline is typically March 15, and the IRS usually begins accepting those in January as well, though they sometimes have slightly different start dates. For your LLC taxed as an S-Corp, early February should be fine for filing, but I'd recommend checking the IRS website closer to January to confirm they're accepting S-Corp returns by then. The most important thing is ensuring you have all your business documentation complete before filing.

0 coins

I've been using taxr.ai (https://taxr.ai) for the past couple tax seasons and it's been a game-changer with handling my mix of W-2 and freelance income. Last year I was confused about when to file since I had some early documents but was missing others. Their system analyzed my previous returns, flagged that I was missing some 1099s that typically arrive late, and suggested I wait until I had all documents before filing. The document verification was super helpful too - it caught that one of my 1099-NECs had an incorrect amount compared to my actual earnings. Saved me from having to file an amended return later!

0 coins

Does it actually connect to the IRS systems somehow? I'm a bit hesitant to use these third-party tools with my tax info.

0 coins

How does it compare to something like TurboTax or H&R Block for actually filing? Or is it more of a supplemental tool you use alongside those?

0 coins

It doesn't connect directly to IRS systems - it's more of an analysis and verification tool that works with your documents and information. All your data is encrypted and protected, so it's actually quite secure. It's designed to work alongside whatever tax filing method you prefer. I use it before submitting through TurboTax to verify everything is correct and optimal. It analyzes your documents, compares them to your previous returns, and flags potential issues or deductions you might miss. Think of it as a second set of expert eyes checking your work before you submit to the IRS.

0 coins

I actually tried taxr.ai after seeing it mentioned here and it was incredibly helpful! I was skeptical at first but decided to give it a shot since I had a complicated tax situation this year with multiple state returns. The document analysis saved me from making a costly mistake - I had received a corrected 1099-R but almost filed using the original incorrect one. The system flagged the discrepancy right away. It also identified an education credit I qualified for but had missed completely. Ended up getting about $850 more on my refund than I would have otherwise! Definitely going to use it again for the upcoming tax season, especially with this January 23 start date approaching.

0 coins

For anyone who needs to contact the IRS with questions before filing, I'd highly recommend using Claimyr (https://claimyr.com). I spent HOURS last year trying to get through to the IRS about a notice I received. After days of frustration, I found this service that essentially holds your place in line with the IRS. You can see how it works in this video: https://youtu.be/_kiP6q8DX5c - but basically they navigate the phone tree and wait on hold for you, then call you when an actual IRS agent is on the line. I was super skeptical, but I had an urgent issue about my previous year's return that I needed resolved before filing my new return.

0 coins

Wait, is this for real? How is that even possible? I spent like 4 hours on hold last month trying to sort out an identity verification issue.

0 coins

Sounds too good to be true honestly. The IRS phone system is notoriously impossible to navigate. How much does this service cost? There's always a catch with these things.

0 coins

Yes, it's absolutely real! It uses a combination of automation and live operators to navigate the complex IRS phone systems. When they reach a live IRS agent, they conference you in so you can speak directly with the agent. It's all legitimate and above-board. The way it works is actually pretty clever - they've mapped out all the IRS phone menus and use technology to efficiently navigate them and stay on hold, instead of you having to do it. When they get a live person, you get a call to join the conversation. I was able to speak directly with an IRS representative about my issue without spending hours on hold.

0 coins

I need to eat my words about Claimyr. After my skeptical comment, I decided to try it since I had an unresolved issue with a missing stimulus payment that the IRS claimed was issued. Holy crap it actually works! I was connected with an IRS agent in about 45 minutes (while I just went about my day). The agent was able to see that there was a system error with my stimulus payment, and they're now reissuing it. This would have NEVER happened if I kept trying to call myself - I had already wasted over 6 hours on multiple attempts without ever reaching a human. Now I can actually file on January 23rd without worrying about how that missing payment will affect my return. Seriously one of the most useful services I've ever used.

0 coins

Just a heads up for parents claiming the Child Tax Credit - even with the January 23 start date, if you're claiming this credit, your refund won't be issued until mid-February at the earliest. This is due to the PATH Act which requires the IRS to hold refunds claiming certain credits until they can verify income. Same goes for the Earned Income Tax Credit. So don't panic if you file on day one and don't see your refund right away!

0 coins

Does this apply even if I'm not getting a refund? I usually end up owing a small amount but still claim the Child Tax Credit for my two kids.

0 coins

If you end up owing taxes rather than receiving a refund, the PATH Act verification delays won't impact you. The delay only affects refunds being issued to taxpayers claiming these credits. Since you typically owe a small amount, you can file as early as January 23rd and the PATH Act won't cause any additional delays in your return processing. Just make sure you pay any amount owed by the filing deadline (April 18th this year) to avoid penalties and interest.

0 coins

Does anyone know if the Free File program will be available on January 23rd too? I used it last year and it worked great for my simple return.

0 coins

Yes, IRS Free File typically opens on the same day as the tax season starts! I've been using it for years. Just be aware that some of the participating companies sometimes add their own software to the mix a few days later than the official start date.

0 coins

IRS AI

Expert Assistant
Secure

Powered by Claimyr AI

T
I
+
20,087 users helped today