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Keisha Jackson

Received second letter after CP05 notice - 570/971 codes on transcript - What to expect?

Good afternoon. I would like to inquire about a situation with my tax return. I am following a step-by-step process to track my refund status. 1. Filed my return on January 28, 2024 2. Received first CP05 notice on March 4, 2024 stating no action required on my part 3. Today I received notification of a second letter being sent My transcript shows the following codes: - 570 dated 02/26/2024 - 971 dated 03/04/2024 - "As of date" remains February 12, 2024 with no updates since I have my IRS notifications set up for online delivery. The first notice arrived electronically before the paper copy. However, this second notice appeared without prior electronic notification. My question: What might this second correspondence contain? Could it be related to my attempt to contact a Taxpayer Advocate Service representative? My spouse is currently deployed, and we need this refund to handle some household repairs during their absence.

I had almost the exact same situation last month. Got my CP05 on February 8th, then a second letter came on February 22nd. My transcript had the same codes - 570 on 01/29/2024 and 971 on 02/08/2024. The second letter was just a follow-up CP05A asking for more verification of my income and withholding. They wanted me to send in my W-2s and a copy of my final paystub from 2023. I sent everything on February 25th and I'm still waiting. My "as of" date hasn't moved since January 15th which has me slightly concerned.

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Paolo Moretti

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The second letter is most likely a CP05A which requests documentation to verify income, withholding, or credits claimed on your return. This is standard procedure after an initial CP05. Your transcript codes tell the story: 570 means refund hold placed, 971 indicates a notice was sent. The fact that you contacted TAS won't trigger a new letter - they work independently from the verification department. I recommend using https://taxr.ai to analyze your transcript. It can decode exactly what stage of review you're in based on those codes and dates. It's particularly useful for military families dealing with verification reviews because it explains the specific timeframes and next steps in plain language.

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Amina Diop

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I've been through the CP05/CP05A process three times in the past five years. The sequence you're describing follows the standard Refund Integrity Verification Operation (RIVO) protocol. The initial CP05 informs you of the review, then the CP05A requests specific documentation. Be prepared to provide wage verification documents, including all W-2s, 1099s, and potentially final paystubs showing YTD totals that match your return.

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Oliver Weber

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I went through this last year when my spouse was stationed overseas. Had to mail in every single document twice because they claimed they never received the first set. Cost me almost $25 in certified mail fees alone, not to mention the three months of waiting while bills piled up. Eventually got the refund in July after filing in January.

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Wait, they can just randomly select you for verification MULTIPLE TIMES?? That's insane! I thought once they verified you one year they'd leave you alone for a while. The IRS is unbelievable sometimes! 😡

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NebulaNinja

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It's like being stuck in an airport security line that never ends. I'm in the middle of my first verification now - filed in February, got CP05 in March, sent documents, and now radio silence. It's like throwing papers into a black hole and hoping something comes back out. Military families already juggle enough with deployments and moves without this extra layer of stress.

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Javier Gomez

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After receiving my second letter (CP05A) last tax season, I tried calling the IRS verification department directly for weeks with no success. I finally used Claimyr (https://claimyr.com) and got through to an agent in about 30 minutes. • The agent confirmed exactly what documents they needed • They provided a specific fax number for faster processing • They noted my account to expedite due to hardship • My refund was processed within 2 weeks after speaking with them I'm so grateful I found this service instead of continuing to waste time on hold. With your spouse deployed and home repairs needed, explaining your situation directly to an agent could help prioritize your case.

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Emma Wilson

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Just a heads up - don't ignore that second letter if it's a CP05A! My brother thought it was just a duplicate of his first notice and didn't respond. His refund got completely frozen for 6 months and he had to go thru a whole appeal process. The IRS is super strict abt deadlines for sending docs. They usually give u like 30 days max to respond. And def don't call the regular IRS # on the letter - total waste of time, they just put u on hold forever and then disconnect.

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Malik Thomas

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You might find it helpful to know that the IRS typically sends the CP05A approximately 15-20 days after the initial CP05 in most cases. The verification process is generally focusing on one of three areas: income verification, withholding verification, or credit verification (particularly for refundable credits). The static "as of" date on your transcript actually suggests that your case hasn't been assigned to a reviewer yet, which is fairly common given the current backlog. Once a reviewer picks up your case, that date will likely update. The fact that you've received a second notice probably means your return has been flagged for the next stage of verification rather than being related to your TAS contact attempt.

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URGENT: When you receive the CP05A, respond within 15 CALENDAR DAYS (not business days) to prevent further delays! Use Form 911 (Application for Taxpayer Assistance Order) with your response if you're experiencing financial hardship due to the delay. Military families with deployed spouses qualify for expedited handling under IRM 21.5.6.4.7. Include a copy of deployment orders with your response. The RIVO department (who handles these verifications) is currently processing February responses, so if you reply promptly to the CP05A, you could see resolution within 30-45 days based on current timelines.

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Simon White

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I'm going through a similar situation right now - filed in February, got my CP05 three weeks ago, and just received what I assume is the CP05A yesterday. The anxiety is real, especially when you're counting on that refund! One thing I learned from calling the Practitioner Priority Line (my CPA gave me access) is that the verification department is completely separate from regular customer service. They told me the CP05A will specify exactly which documents to send - usually W-2s, final paystubs, and sometimes 1099s if you have them. Since your spouse is deployed, definitely mention that in any correspondence you send back. Military families often get expedited processing, especially if you can demonstrate financial hardship. Include a brief cover letter explaining the deployment situation and timeline for needed repairs. Also, when you send the documents, use certified mail with return receipt. It costs a few extra dollars but gives you proof of delivery and a tracking number you can reference if they claim they never received it (which unfortunately happens more often than it should). Hang in there - the waiting is the worst part, but most people do get their refunds eventually once they provide the requested documentation.

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I'm in a very similar situation right now! Filed in early February, got my CP05 notice about 3 weeks ago, and just received another letter yesterday (haven't opened it yet but sounds like it's probably the CP05A based on everyone's experiences here). The timing stress is real - we're also dealing with some urgent home repairs that we were counting on our refund to cover. Reading through all these responses is both helpful and nerve-wracking! It sounds like the key things are: 1) respond quickly to whatever they're asking for, 2) use certified mail, and 3) include a cover letter explaining any hardship situation. @Isabella Oliveira - thank you for mentioning the 15 calendar days deadline! I had no idea it was that tight. And @Simon White, your advice about including deployment documentation is really valuable for military families going through this. One question for those who've been through this - when you sent your documents via certified mail, did you also fax them? I've seen some people mention faxing as potentially faster, but I'm worried about sending sensitive tax documents that way. Thanks to everyone sharing their experiences - it really helps to know we're not alone in this process, even though it's incredibly stressful when you need that refund for legitimate expenses.

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@Freya Christensen I just went through this exact process last month! Regarding your question about faxing vs. certified mail - I actually did both for peace of mind. I faxed the documents first to get them there quickly, then sent the originals via certified mail the same day as backup. The IRS agent I spoke with said they prefer fax for faster processing, but always keep the certified mail receipt as your proof of submission. Just make sure to use a secure fax service or go to a tax office - don t'use those public fax machines for sensitive documents. The whole process took about 6 weeks total once I sent everything, which was way faster than some of the horror stories I d'heard. Hang in there!

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ApolloJackson

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I'm currently going through this exact same process - filed in early February, received my CP05 notice in mid-March, and just got a second letter yesterday. The stress is incredibly real when you're counting on that refund for essential expenses! From what I'm learning here, it sounds like the second letter is most likely a CP05A requesting specific documentation. The timeline everyone's describing (CP05 followed by CP05A 15-20 days later) matches exactly what I'm experiencing. A few things I'm planning to do based on the advice here: • Respond within 15 calendar days as soon as I open the letter • Use certified mail with return receipt for proof of delivery • Include a cover letter explaining any hardship circumstances • Consider both faxing and mailing for faster processing The waiting game is brutal, especially when you have legitimate financial needs for that refund. But it's reassuring to see from multiple experiences here that most people do eventually get their refunds once they provide the requested documentation. Thanks to everyone sharing their timelines and strategies - it really helps to know what to expect and how to respond effectively!

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Lauren Zeb

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@ApolloJackson I'm in almost the exact same boat! Filed February 15th, got my CP05 on March 12th, and just received what I'm assuming is the CP05A yesterday. The timing stress is unreal - we were planning to use our refund for some critical HVAC repairs before summer hits. One thing I'm wondering about based on everyone's advice here - has anyone had success calling that verification department number that sometimes comes on the CP05A letter? I keep seeing mixed advice about whether it's worth trying to call vs. just sending the documents. Also, for those who mentioned faxing AND mailing - did you include a cover sheet with the fax explaining it was also being mailed, or just send the documents? The 15-day deadline is making me pretty anxious, but seeing everyone's success stories after providing the docs is reassuring. Thanks for sharing your plan - I'm going to follow a similar approach!

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Zara Ahmed

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I'm currently dealing with a very similar situation and wanted to share what I've learned from my tax preparer and some research. The second letter you're receiving is almost certainly a CP05A, which will request specific documentation to verify your return. Given that your spouse is deployed, I'd strongly recommend including Form 911 (Application for Taxpayer Assistance Order) with your response if this is causing financial hardship. Military families with deployed spouses get priority handling under IRS procedures. Make sure to include: • Copy of deployment orders • Brief explanation of your situation and timeline for home repairs • All requested documents (likely W-2s, final paystubs showing YTD totals) For submission, I'd recommend the dual approach others mentioned - fax for speed, then certified mail for proof. The IRS verification fax numbers are typically more reliable than calling their phone lines. One important note: if your transcript "as of" date hasn't updated since February 12th, it likely means your case hasn't been assigned to a reviewer yet. This is actually common due to backlogs, but once you respond to the CP05A, it should move your case into the active review queue. The 15 calendar day response deadline is critical - don't let it slide even a day or two past that. Military hardship cases that respond promptly are typically resolved within 30-45 days based on current processing times. Hang in there - the verification process is stressful but most cases resolve successfully once the documentation is provided!

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Lourdes Fox

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@Zara Ahmed This is incredibly helpful information! I m'new to dealing with IRS verification issues and had no idea that Form 911 could help prioritize military hardship cases. Quick question - when you mention including deployment orders with the response, do they need to be official copies or will scanned/photocopied versions work? Also, is there a specific way to format the brief explanation letter, or just a simple cover letter explaining the situation? I m'in a similar situation though (not military where) I need the refund for urgent home repairs, and the 15-day deadline is making me really nervous. Your advice about the dual fax/certified mail approach sounds like the safest strategy. Thanks for breaking down the process so clearly - it s'reassuring to have a concrete action plan rather than just worrying about the unknown!

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I'm going through this exact same process right now and the timing couldn't be worse! Filed in late January, got my CP05 in early March, and just received what I'm assuming is the CP05A yesterday. Like many of you, I was counting on this refund for some urgent expenses. Reading through everyone's experiences here has been both reassuring and anxiety-inducing. The consistent timeline everyone's describing (CP05 followed by CP05A about 15-20 days later) matches what I'm seeing, which at least helps me understand this is a normal progression. Based on all the advice here, my game plan is: • Open that second letter immediately and respond within the 15 calendar day deadline • Send documents via both fax and certified mail for redundancy • Include a detailed cover letter explaining my financial hardship situation • Keep meticulous records of everything I send and when The part that's most frustrating is how the "as of" date on my transcript hasn't budged since February - it feels like my case is just sitting in limbo somewhere. But seeing that others eventually got their refunds after providing the requested docs gives me hope. One thing I'm curious about - for those who successfully completed this process, how long after sending your CP05A response did your transcript actually update with new activity? I know the refunds took 30-45 days, but did you see any movement on the transcript before the refund was issued? Thanks to everyone sharing their experiences - this community support makes dealing with the IRS bureaucracy so much more manageable!

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@Andre Rousseau Great question about transcript updates! I just went through this process and can share my timeline. After I sent my CP05A response both (fax and certified mail ,)my transcript stayed completely static for about 3 weeks - no changes to the as "of date," no new transaction codes, nothing. It was nerve-wracking! Then suddenly around week 4, I saw a flurry of activity: new 766 code credit (to my account ,)846 code refund (issued ,)and the as "of date" finally updated. The actual refund hit my bank account 3 days after the 846 code appeared on my transcript. So don t'panic if you don t'see any movement for the first few weeks after responding - that seems to be totally normal. The key is making sure you get that response in within the 15-day window with all the requested documents. Your plan sounds solid - the dual submission approach definitely gives you the best chance of avoiding any we "never received it issues" that seem to plague this process. Hang in there! The waiting is absolutely brutal when you need that money for urgent expenses, but based on what I ve'seen here, most people who respond promptly and completely do get their refunds within that 30-45 day window.

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Emma Johnson

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I'm currently dealing with this exact same situation and wanted to share some additional insights that might help. Filed in early February, received CP05 in mid-March, and just got my second letter (CP05A) yesterday. After reading through everyone's experiences here, I called my local VITA office and they confirmed that the second letter is indeed requesting wage verification documents. What they told me that wasn't mentioned yet - if you're using direct deposit, make sure your bank account information hasn't changed since filing. Apparently some refunds get delayed even after verification is complete if there are banking issues. Also, for military families - I learned that you can request "Combat Zone" priority processing if your spouse's deployment qualifies. This can cut the processing time significantly. You'll need to include a copy of Form 1040 showing the combat pay exclusion or deployment orders showing service in a qualified zone. One more tip from my tax preparer: when you fax documents, call the fax number about an hour later to confirm receipt. They can usually tell you if the transmission was successful and how many pages they received. It's saved me from document processing delays before. The waiting is absolutely brutal when you need that refund for urgent expenses, but seeing everyone's success stories here gives me confidence we'll all get through this process eventually. Thanks to everyone for sharing their timelines and strategies!

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@Emma Johnson Thank you for mentioning the banking information issue - that s'something I hadn t'even considered! I ve'been so focused on getting the verification documents right that I completely forgot to double-check that my direct deposit info is still current. I actually did change banks about a month after filing, so this could have been a major problem down the road. The tip about calling to confirm fax receipt is brilliant too. I ve'had fax transmission issues before with other important documents, and there s'nothing worse than thinking you ve'met a deadline only to find out the documents never made it through. One question about the Combat Zone priority processing - do you know if that applies to all deployed military or specifically combat zones? My understanding was that regular deployment doesn t'always qualify, but I could be wrong. Either way, it s'definitely worth looking into for military families going through this process. It s'amazing how many little details can impact this verification process. Thanks for sharing what you learned from VITA - having professional guidance really makes a difference when navigating all these requirements and deadlines!

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Harold Oh

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I'm going through almost the identical situation right now! Filed January 30th, received my CP05 on March 6th, and just got notification of a second letter yesterday. My transcript shows the same codes - 570 on 02/28/2024 and 971 on 03/06/2024, with an "as of" date stuck on February 14th. Reading through everyone's experiences here has been incredibly helpful but also nerve-wracking. It sounds like this second letter is almost certainly a CP05A requesting wage verification documents. The 15 calendar day response deadline that several people mentioned is definitely making me anxious! My situation is similar to yours with urgent home repairs needed - we have a roof leak that's getting worse and were counting on our refund to cover the repairs before spring storms hit. I'm planning to follow the advice here about dual submission (fax and certified mail) and including a hardship explanation. One thing I'm wondering - has anyone had success with the IRS's online account system for checking verification status, or is the transcript really the only reliable way to track progress? I keep hoping there might be some additional information available through their online portal, but so far it just shows the same "still processing" message it's shown for weeks. Thanks to everyone sharing their timelines and strategies. It's reassuring to know this is a standard process even though the waiting is absolutely brutal when you need that refund for legitimate expenses!

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@Harold Oh I m'in almost the exact same boat as you! Filed January 31st, got my CP05 on March 8th, and just received my second letter today. The timing stress with urgent repairs is so real - we re'dealing with a plumbing issue that can t'wait much longer. Regarding your question about the online account system - unfortunately it s'pretty useless during verification. It just shows still "processing the" entire time and doesn t'give any additional details beyond what you can see on your transcript. The transcript really is your best source of information, even though those static dates are maddening to stare at week after week. I m'planning the same dual approach fax (+ certified mail that) everyone s'recommending. After reading all these experiences, I m'feeling more confident that if we respond quickly and completely to the CP05A, we should see resolution within that 30-45 day window most people mentioned. Hang in there with those roof repairs - I know how stressful it is when weather and IRS timelines don t'align! At least we re'all going through this together and can share strategies and support.

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Nina Chan

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I'm currently going through this exact verification process and wanted to share what I've learned from my experience so far. Filed in early February, received my CP05 about 3 weeks ago, and just got my CP05A yesterday requesting wage verification documents. A few key things I discovered that might help: • The CP05A gave me exactly 15 calendar days to respond (not business days) - this deadline is firm • They requested my W-2s, final paystub from 2023 showing YTD totals, and any 1099s • I included a brief cover letter explaining my financial hardship situation • Used both fax and certified mail as everyone recommended - faxed first for speed, then mailed originals with return receipt One thing that really helped was calling my local IRS Taxpayer Assistance Center before responding. They confirmed exactly which documents were needed and gave me the direct fax number for the verification department, which is different from the general IRS fax numbers. The waiting is absolutely nerve-wracking, especially when you need that refund for urgent expenses. But seeing everyone's success stories here gives me hope that if we respond promptly and completely, most cases do resolve within 30-45 days. For military families dealing with this - definitely include your deployment documentation and mention any hardship circumstances. From what I've learned, they do prioritize these cases once you provide that information. Hang in there everyone! The verification process is stressful but it sounds like most people get their refunds eventually once they jump through all the hoops.

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Darren Brooks

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@Nina Chan Thank you for sharing the details about calling your local Taxpayer Assistance Center! I had no idea they could provide the direct fax number for the verification department - that s'incredibly valuable information. I ve'been dreading trying to navigate the general IRS phone system, so having a local resource that can actually help sounds like a game changer. Your timeline matches what I m'seeing too - filed early February, got my CP05 a few weeks ago, and I m'expecting my CP05A any day now based on everyone s'experiences here. The 15 calendar day deadline is definitely intimidating, but having a clear action plan like yours makes it feel much more manageable. I m'curious - when you called the Taxpayer Assistance Center, did you need to make an appointment or were they able to help over the phone? I m'trying to figure out if it s'worth the trip to visit in person or if I can get the same information by calling first. The dual submission approach seems to be the consensus strategy here, and I love that you got confirmation directly from the IRS about which specific documents they needed. That takes a lot of the guesswork out of the response. Thanks for sharing your systematic approach - it s'exactly the kind of detailed guidance that helps reduce the anxiety around this whole process!

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Oscar O'Neil

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I'm dealing with an almost identical situation right now and your post really resonates with me! Filed in late January, received my CP05 notice in early March, and just got notification of a second letter arriving today. My transcript shows the same pattern - 570 code, 971 code, and that frustrating static "as of" date that hasn't moved in weeks. The timing stress is incredibly real when you're counting on that refund for urgent expenses. Like you, I have some critical home maintenance that can't wait much longer, and the uncertainty around IRS timelines makes everything so much more stressful. Based on all the experiences shared here, it sounds like your second letter is most likely a CP05A requesting wage verification documents. The consistent advice seems to be: respond within 15 calendar days, use both fax and certified mail for submission, and include a cover letter explaining any hardship circumstances - especially with your spouse's deployment situation. For military families, several people mentioned that you can get expedited processing by including deployment documentation and referencing financial hardship. Form 911 (Application for Taxpayer Assistance Order) was also mentioned as potentially helpful for your situation. The waiting game is absolutely brutal, but seeing so many success stories here where people eventually got their refunds after providing the requested documentation gives me hope. Hang in there - it sounds like we're all going through very similar timelines and should hopefully see resolution in the coming weeks if we respond promptly to whatever that second letter requests!

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Savannah Vin

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@Oscar O'Neil I'm currently going through this exact same process and can really relate to the stress you're describing! Filed in early February, got my CP05 a few weeks ago, and based on everyone's timeline here, I'm expecting my CP05A any day now. One thing that's been really helpful from reading all these experiences is understanding that this is actually a pretty standard verification sequence, even though it feels overwhelming when you're in the middle of it. The pattern everyone's describing - CP05 followed by CP05A requesting documents about 15-20 days later - seems to be the normal RIVO process. I'm planning to follow the same strategy everyone's recommending: respond within that 15-day deadline, use the dual fax/certified mail approach, and include a detailed cover letter. The military deployment angle for your situation should definitely help with prioritization once you include those deployment orders. The most reassuring thing I've learned here is that while the waiting is brutal, most people who respond promptly and completely do get their refunds within 30-45 days. It's just a matter of jumping through all the right hoops in the right order. Hang in there with those home repairs - I know how stressful it is when urgent expenses and IRS timelines collide! At least we're all navigating this together and can share strategies and support along the way.

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I'm currently going through this exact same verification process and wanted to share some insights that might help ease your anxiety while you wait for that second letter to arrive. Based on the timeline and codes you've described, your second letter is almost certainly a CP05A requesting wage verification documents. The sequence you're experiencing - filed in January, CP05 in March, followed by a second notice - matches the standard RIVO (Refund Integrity Verification Operation) process that many of us are dealing with right now. A few things that have helped me manage this process: • The 15 calendar day response deadline is firm once you receive the CP05A, but don't panic - most people here have successfully met it with proper planning • Your static "as of" date actually indicates your case hasn't been assigned to a reviewer yet, which is normal due to current backlogs • Military families with deployed spouses do get priority processing when you include deployment documentation Given your spouse's deployment and the urgent home repairs needed, definitely include Form 911 (Application for Taxpayer Assistance Order) with your response. This formally documents your financial hardship and can expedite processing under military family provisions. The waiting is absolutely brutal when you need that refund for legitimate expenses, but I've found it reassuring to see how many people here eventually got their refunds within 30-45 days after providing the requested documentation. Your situation with deployment orders should actually help prioritize your case once you respond. Hang in there - this community has been incredibly helpful for navigating the stress and uncertainty of this process!

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@Oliver Zimmermann Thank you for this comprehensive breakdown! As someone who s'completely new to dealing with IRS verification issues, your explanation of the RIVO process really helps me understand what s'happening instead of just feeling like I m'caught in some random bureaucratic nightmare. I had never heard of Form 911 before seeing it mentioned in this thread - it s'amazing how many resources exist that they don t'really publicize. The fact that it can actually expedite processing for hardship cases gives me hope that there are ways to work within the system instead of just being at its mercy. Your point about the static as "of date" being normal due to backlogs is particularly reassuring. I ve'been obsessively checking my transcript thinking something was wrong because nothing was changing, but understanding that it just means I m'waiting in the queue makes the lack of movement feel less ominous. The 30-45 day timeline after providing documentation that you and others have mentioned is really helpful for managing expectations too. It s'still a long time when you need the money urgently, but at least it s'a concrete timeframe rather than the endless uncertainty I was imagining. Thanks for taking the time to share such detailed guidance - this community support makes navigating this whole process so much more manageable!

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