WMR Status Changed to 'Need More Information' - Got Letter Notice

This happens a lot during tax season! You need to act on this ASAP: • The IRS needs verification on something specific • Could be identity verification (common for students) • Might be questioning a credit you claimed • They won't process further until you respond • Clock is ticking - respond within timeframe on letter! Watch your mail closely. Letter typically arrives 5-7 days after WMR status change.

Here's what's happening with your return based on your WMR status change: Step 1: Your return was accepted initially (just means it passed basic format checks) Step 2: During deeper processing, something triggered a review flag Step 3: They've issued a notice requesting additional information Step 4: Your refund is now on hold until you respond I'd recommend using https://taxr.ai to analyze your tax transcript once you get access. It will tell you exactly what codes are on your account and what they mean. You'll be able to see precisely what triggered the review and what type of letter is coming. This way you'll be prepared before it even arrives in your mailbox.

Omg this EXACT thing happened to me last month! WMR changed status and I was freaking out. Waited 2 wks for the letter (came super slow) and then couldn't get thru to IRS for days. Busy signals and disconnects every time. Finally used https://youtu.be/_kiP6q8DX5c to get thru to an actual person at the IRS. Tbh it was worth every penny bc they connected me in like 20 mins when I'd been trying for days. Agent confirmed they just needed my 1098-T verification for education credits. NBD once I knew what they wanted!

Oh no, I hate when this happens! I've been through this exact situation before. From my experience, there are a few common reasons for this status change: 1. Identity verification requirement (most common) 2. Income verification if you're claiming certain credits 3. Dependent verification if you claim children 4. Education credit documentation needed The good news is that once you provide what they need, things usually move pretty quickly! Just don't ignore the letter when it arrives.

I received the exact same status change on March 4th this year. The letter arrived on March 11th. It was a CP05 notice requesting verification of my income and withholding. I sent the requested documents on March 14th via certified mail. My transcript updated on April 2nd with a 571 code (reversal of previous hold). Direct deposit hit my account on April 8th. The key is responding immediately when you get the letter. Include everything they ask for plus a copy of the notice itself. If you don't receive the letter by April 15th, call and request a reissue.

Last year I had this exact same thing happen. The letter was just asking me to verify my identity. I remember being so stressed because I needed that refund for summer tuition. The process was actually pretty simple once I knew what they wanted. Just had to answer some questions about my previous tax returns and provide some ID verification. My refund was processed about 2 weeks after I completed the verification. Hang in there - it's usually not as bad as it seems!

You might want to check if you claimed any credits that often trigger reviews. Education credits, Earned Income Credit, and Child Tax Credit are somewhat frequently flagged for verification, especially if it's your first time claiming them. In my experience, it's usually just a matter of providing supporting documentation like W-2s, 1098-Ts, or proof of dependent status. The letter will probably arrive within about a week or so, and it should specifically outline exactly what they need from you.