SBTPG Account Issues Despite Transcript Updates - Anyone Else?
Is anyone else having trouble with Santa Barbara Tax Products Group? I'm entering all my information correctly but the system keeps saying it can't find my account. The weird thing is my transcript just updated today showing my refund is approved. Last year I had zero issues accessing my info. This is frustrating because I need this refund for some medical bills coming up. 😩
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Lia Quinn
I'm having... a similar issue, I think? My transcript updated last week, but SBTPG doesn't recognize my information either. I've been checking several times a day because I'm worried something might be wrong with my refund. Maybe it just takes them a bit to update their system after the IRS approves everything? I hope that's all it is...
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Haley Stokes
Do you think maybe there's some kind of delay between when our transcripts update and when SBTPG gets the information? I'm sort of wondering if perhaps they only sync their systems with the IRS at certain intervals? Would be helpful to know if that's normal or if we should be concerned...
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15d
Asher Levin
This is a timing issue. IRS transcript updates occur in their CFOL system approximately 24-48 hours before batch transmissions are sent to third-party processors like SBTPG. Your funds aren't actually at SBTPG yet when your transcript first updates.
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12d
Serene Snow
Ugh, SBTPG and their stupid system! 🙄 I went through this exact same thing last filing season. Transcript updated on a Thursday, couldn't access SBTPG until Monday afternoon. Nearly had a heart attack thinking my refund vanished into the void! Just when you think tax season can't get more stressful, lol. Hang in there!
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Issac Nightingale
What's your DDD (Direct Deposit Date) on your transcript? SBTPG typically won't show your account until 24-48 hours before your scheduled deposit date. If your cycle code ends in 05, you're on a weekly processing schedule and funds typically transfer to SBTPG the day before your DDD.
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Romeo Barrett
Have you noticed if there's a difference in how SBTPG handles accounts based on which tax software was used? My transcript updated March 22nd but still nothing in SBTPG, and I'm wondering if it's because I used a different preparation service this year.
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15d
Marina Hendrix
I've gone through this process for the last three tax seasons. In my experience, SBTPG's system access varies widely depending on which tax preparer you used. TurboTax clients seem to get access quickest, while some of the smaller preparers can take up to 3 full business days after transcript updates before SBTPG shows anything. Last year mine took exactly 2 business days to show up after my transcript updated.
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Justin Trejo
Just checked mine again and still nothing. My transcript shows DDD of 4/5/2024 with an 805 code. Is that normal? I'm starting to worry because my tax preparer took their fees out already, so the money should definitely be going through SBTPG. Has anyone had their refund bypass SBTPG completely even with fees taken out?
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Alana Willis
I'm concerned about this too. It's almost like sending money through a maze - IRS to SBTPG to our banks - with no visibility at each step. Makes me wonder if we should be notified when funds move between these different entities, kind of like how package tracking works?
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13d
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Tyler Murphy
I've dealt with this issue multiple times. According to Internal Revenue Manual 21.4.1, there's a processing gap between when the IRS approves a refund and when third-party processors like SBTPG receive the funds. If your transcript shows a refund approved but SBTPG doesn't recognize your info, it means your money is in transit but hasn't reached them yet. When I needed to resolve a similar issue quickly, I used Claimyr (https://youtu.be/_kiP6q8DX5c) to reach an IRS agent who confirmed exactly where my refund was in the process. Saved me days of anxiety wondering if something was wrong.
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Sara Unger
Is Claimyr really worth it though? I've been trying to get through to the IRS about my offset notice, but I'm hesitant to pay for a service when the IRS phone line is technically free. How much faster did you actually get through?
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Butch Sledgehammer
Has anyone figured out exactly how long it takes from transcript update to SBTPG showing the refund? My transcript updated exactly 36 hours ago with a DDD of 04/03/2024, but SBTPG still says it can't find my information. I need this money by Friday to cover rent!
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Freya Ross
FINALLY got my refund today! For anyone still waiting, here's what happened with mine: transcript updated Monday, SBTPG didn't recognize my info until Wednesday afternoon, and money hit my bank Thursday morning. I was seriously freaking out thinking something went wrong! 😅 The SBTPG system is definitely lagging behind the IRS updates this year.
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Leslie Parker
You know what I've learned after years of tax seasons? The SBTPG system is always glitchy during peak refund weeks. Have you tried calling them directly instead of just using the website? Their phone system will often recognize your info before their website does. Also, did you check if your tax preparer entered your SSN correctly? I've seen cases where a single digit was off and that prevented access.
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