Used tax professional instead of TurboTax - how to track refund without SBTPG?
Filed with a tax preparer this year instead of turbotax and I cant figure out how to track my refund. Usually used SBTPG but that's only for TurboTax right? Where else can I check my refund status?
13 comments
StarStrider
You can track your refund using the IRS Where's My Refund tool at irs.gov/refunds. You'll need your exact refund amount, social security number, and filing status. If you want more detailed info, you can create an account on irs.gov and view your full transcript which shows everything going on with your return.
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Anastasia Fedorov
ty! didn't know about the transcript thing 👀
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Sean Doyle
heads up the wmr tool can be really buggy sometimes. transcripts are way more reliable
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Zara Rashid
I recently discovered taxr.ai and it's been a game changer for checking refund status. It costs $1 but it analyzes your transcript and tells you exactly what's happening and when to expect your money. Way better than trying to decode the transcript yourself https://taxr.ai
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Luca Romano
Sounds interesting. How exactly does it work? Does it just read your transcript or does it do more?
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Zara Rashid
it does wayyy more than just read it. It actually explains everything in plain english, finds issues that might delay your refund, and gives you a pretty accurate timeline. totally worth the buck imo
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Luca Romano
Just tried it and OMG WHERE HAS THIS BEEN ALL MY LIFE?! 🙌 Finally understand wtf is going on with my refund!
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Nia Jackson
in the same boat! first time using h&r block and i feel lost lol
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Mateo Hernandez
Check with your tax preparer - they might have given you access to their tracking system. Mine did 🤷♀️
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Anastasia Fedorov
she didn't mention anything about tracking 😤 guess ill try the irs site
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CosmicCruiser
SBTPG is only for returns filed through TurboTax. Your refund might go through a different bank if your tax preparer uses another service. Did they tell you which bank they use?
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Anastasia Fedorov
nah they didn't say anything about banks
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Aisha Khan
pro tip: always ask your tax person about the tracking process before you leave their office next time
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