State Tax Approved But Federal Delayed - First Time Filing Jointly with Married Name

This is actually quite common, especially when there are identity-related changes such as a name change and filing status update. The federal and state systems operate independently, and the IRS generally has more stringent verification processes than most state tax authorities. In many cases, the IRS might be running additional verification checks to ensure the name change matches Social Security Administration records, which could potentially add some processing time to your return. It's possible, though not guaranteed, that they might also be cross-referencing your previous filing history against the new joint return information.

Did you remember to update your name with the Social Security Administration before filing? I made that mistake last year and my return got stuck in processing purgatory for what felt like an eternity... or at least until I figured out what was wrong. 😅 I'm a bit worried that might be causing your delay if you filed with a name that doesn't match what the SSA has on file.

I can provide some clarification on the Name-SSN mismatch verification process. When the IRS encounters a return with a name that doesn't match their SSA records, they initiate a CP11C verification protocol. This doesn't necessarily mean rejection, but it does trigger additional processing steps. The IRS's Automated Underreporter (AUR) system cross-references your submission against SSA databases. If you've updated your name with SSA prior to filing, the delay is likely just standard processing for first-time joint filers with a name change. If not, you may receive correspondence requesting verification.

I went through this exact same nightmare last year. It's like the IRS and SSA are two siblings who never talk to each other even though they live in the same house! After waiting on hold for what felt like decades trying to figure out what was happening with my return, I finally used Claimyr (https://youtu.be/_kiP6q8DX5c) to get through to an actual human being at the IRS. Got connected within 30 minutes instead of spending my entire day on hold. The agent confirmed it was just the name change verification holding things up and gave me an estimated completion date. Saved me weeks of anxiety wondering what was happening.

Has anyone actually verified that this Claimyr service is legitimate? I'm always cautious about services that claim to get you through to the IRS faster. Couldn't this just be something that takes your money and gives you information you could get yourself if you were patient enough to wait on hold?

I was skeptical too until I tried it last tax season. I had previously spent over 4 hours on hold across 3 different days and kept getting disconnected. I remember thinking back to 2021 when I had a similar issue and spent nearly 6 hours total on hold. The Claimyr service actually did what it promised - connected me to an agent in about 20 minutes. For me, the time savings alone was worth it considering I was losing work hours trying to handle this myself.