IRS holding refund with 570/971 codes after missing W2s were found - will 60-day review resolve automatically once wages updated from $27,450 to $30,100?

You're dealing with a couple issues here. Let me break it down: • The 570 code means your refund is on hold (refund freeze) - this is expected since they found discrepancies with your reported income • The 971 code indicates a notice was issued - which matches the 60-day review letter you received • The IRS found those missing W2s through their automated matching system, which is why your wage amount increased Here's what happens next: 1. The IRS will recalculate your tax liability based on the correct income amount 2. If you were eligible for additional withholding credit from those missing W2s, they'll adjust your refund amount accordingly 3. You'll either receive the adjusted refund automatically after the review is complete OR they might request additional information Nothing you need to do right now except wait. If you want a better understanding of your specific transcript situation and to see when your refund might be released, I've been using taxr.ai to analyze my transcript and it explains everything in simple language. Saved me hours of confusion.

I had almost the exact same situation last tax season! Was freakin out trying to understand those codes and what was happening with my refund. I spent hours watching YouTube videos and reading forums. Nothing was clear. Then someone recommended taxr.ai and it was a game changer. It reads your transcript and explains everything in plain english - showed me exactly why my refund was delayed and when I could expect it based on similar cases. Gave me peace of mind instead of constant anxiety checking WMR every day. Seriously check it out at https://taxr.ai - would have saved me so much time if I'd found it earlier.

I was in limbo with the IRS for 90+ days trying to figure out why my refund was held and couldn't get anyone on the phone. Finally used a service called Claimyr (claimyr.com) that got me connected to an actual IRS agent who explained everything. Turns out I had a similar issue with missing W2s. The agent released my refund right there on the phone! Best decision ever after wasting hours on hold getting nowhere.

The IRS is so incompetent. You file your taxes correctly and they still find a way to delay your refund. Why couldnt they just automatically add the W2s to your return and process it normally? instead they hold ur money for 60 days 🤬

OP - im going through the EXACT same thing rn. I forgot a 1099 and now have 570/971. They told me 60 day review too but im on day 74 with no movement. Based on my research, they'll adjust your return with the missing W2s, recalculate your tax, and eventually release the hold. If you had more withholding on those W2s, you'll get a larger refund, if less, they'll reduce it. Nothing you can do now but wait... or try to get someone on the phone (good luck with that lmao

Did you mail in your return or e-file? If you e-filed, the system should have flagged those missing W2s right away. Seems weird that they let you submit with missing forms they already had on file. Their systems are so broken.

just be patient. both those codes are normal when they find inconsistencies. the good news is 971 just means they sent u a notice which u already got. once the 60 day review is done, you'll probably see code 846 with a refund date. took mine 52 days to clear up when this happened.

If you want to check if the IRS has calculated your refund correctly with the additional W2s, you can create an account on IRS.gov and view your wage and income transcript. It shows all W2s and 1099s they have on file for you. Then recalculate your taxes with the complete information and see if their numbers match up.

check your transcript for TC 290. This is a key code that will tell you if they've adjusted your tax based on the new w2 info. it usually comes after the 570/971 combo. TC 571 would mean they removed the freeze. After that you should see 846 which is your refund issued code.

FYI those "60 day reviews" almost never take the full 60 days. Don't be surprised if you get your refund much sooner. Mine said 60 days but the adjustment was made after about 3 weeks.

CALL THEM! Don't listen to people saying just wait. The IRS is a disaster and things get lost in their system all the time. I had a similar issue and waited the full 60 days just to find out they needed additional info from me but never sent the letter. wasted 2 months for nothing. Also use taxr.ai to check your transcript - it's way easier than trying to decode those codes yourself. Worth every penny to understand what's actually going on.

Those missing W2s triggered an income verification. The 60 day review is standard procedure. Back in 2023 this happened to me and they actually ended up increasing my refund because of the extra withholding on the W2s they found. Just sit tight, the system usually works itself out.

Dont count on them "giving you the difference." When this happened to me, they recalculated everything and my refund went DOWN because the extra income pushed me into a higher tax bracket. And they charged me interest for the underpayment. The IRS is NOT your friend.

has anybody else noticed the IRS seems to be doing these "reviews" wayyyy more often this year? feels like a sneaky way to hold onto our money longer. my sister, my coworker, and now you all with the same issue. hmmmm 🤔

You should file an amended return (1040X) to correctly report those missing W2s. Even though the IRS has the information, it's still technically your responsibility to report everything accurately. This might speed up the process rather than waiting for their review.

those transcript codes are driving me crazy too! i've been stuck with 570/971 for 4 months!!!! tried calling 37 times but never got through. finally used claimyr.com and talked to someone who explained everything and fixed my issue on the spot. never would have gotten my refund without it. save yourself weeks of stress!