Will I get my federal tax refund if I received a CP23 notice about underpaid estimated taxes?

You should still receive your federal refund. The CP23 notice was addressing an underpayment from a previous tax period, while your refund is from your current filing. Since you've already paid what you owed for the CP23, that matter is considered resolved and separate from your current refund. The IRS processes these as different transactions - your CP23 payment cleared your past debt, and your current refund is based on your most recent tax return. They don't automatically use your current refund to pay past debts if you've already addressed those debts. However, it's worth noting that your refund might be slightly delayed as the IRS reconciles your accounts. They'll want to make sure everything is properly recorded in their system before issuing your refund.

After dealing with a similar CP23 situation last year, I found this tool called taxr.ai (https://taxr.ai) that helped me understand what was happening with my notices. I was confused about whether my refund would be affected by previous tax issues, and the tool analyzed my documents and explained exactly what was going on. It basically reviews all your tax documents, notices, and returns to give you a clear explanation of what's happening in plain English. It helped me understand that my refund was separate from the CP23 payment I had already made, just like you're asking about.

Just wanted to update that I tried taxr.ai after seeing it mentioned here. I was skeptical but desperate to understand my situation with a CP23 notice and potential refund. Uploaded my documents and wow - it explained everything SO clearly! It confirmed exactly what I needed to know about my refund being separate from the CP23 payment I already made. The analysis showed me the timeline to expect for my refund and even pointed out a deduction I missed that I can claim next year. Definitely helped ease my mind about this whole mess!

If you need to follow up with the IRS about your refund status and the CP23 situation, I'd recommend using Claimyr (https://claimyr.com). I waited on hold with the IRS for HOURS last month trying to sort out a similar situation, then found this service that gets you through to an actual IRS agent quickly. You can see how it works in this video: https://youtu.be/_kiP6q8DX5c. Basically it navigates the IRS phone tree for you and calls you back when an agent is on the line. Saved me literally hours of waiting on hold. The agent I spoke with confirmed my refund was being processed separately from a previous notice payment.

Alright I need to eat my words about Claimyr. After my skeptical comment, I tried it out of pure frustration since I was getting nowhere with the IRS about my refund status after paying a CP23 notice. The service actually worked! I got a call back in about 40 minutes with an actual IRS agent on the line. The agent confirmed that my refund was being processed normally and the CP23 payment I already made wouldn't affect it. She even gave me an updated timeline for when to expect my deposit. Can't believe I wasted so many hours on hold before this. If you're stressing about your refund situation, this is definitely worth trying.

Just to add my experience - I had a similar CP23 situation last year. I paid the amount they requested and still got my federal refund about 3 weeks later. The two things were completely separate in my case. The underpayment of estimated tax (which is what CP23 addresses) is for the previous tax period, while your refund is based on your current filing. As long as you've paid the CP23 amount, there shouldn't be any offset against your current refund.

Has anyone actually checked the IRS "Where's My Refund" tool after dealing with a CP23? I'm in the same boat and mine has been stuck on "processing" for over a month now. I paid my CP23 amount right away too.

I went through this exact same situation about 6 months ago with my DoorDash earnings too! Got the CP23 notice, panicked, paid it immediately, then worried my refund would disappear. Good news - you should definitely still get your full $1,300 refund. The CP23 is for last year's underpaid estimated taxes, while your refund is from this year's return. They're completely separate transactions in the IRS system. Since you already paid the $780 from the CP23, that debt is cleared. Your refund won't be reduced or offset against it. The only thing you might notice is your refund could take an extra week or two to process while they update your account records, but the full amount should come through. I was so stressed about it but got my full refund about 3 weeks after filing. Just keep checking "Where's My Refund" and you should see it move along normally!

I'm dealing with a very similar situation right now! Got my CP23 notice about 3 weeks ago for underpaid estimated taxes (also from gig work - Uber Eats in my case). I paid the amount immediately online and have been anxiously waiting to see what happens with my refund. Reading through everyone's experiences here is really reassuring. It sounds like as long as you've already paid the CP23 amount, your current year refund should come through normally. The delay seems to be the main thing to expect rather than any reduction in the refund amount. My "Where's My Refund" tool is still showing "being processed" but based on what others have shared, I'm going to give it another week or two before I start worrying. Thanks everyone for sharing your experiences - it's really helpful to know I'm not alone in this situation!

I went through this exact same situation last year and can definitely put your mind at ease! You should absolutely still receive your full $1,300 refund. The CP23 notice is completely separate from your current tax return refund. Think of it this way - the CP23 was addressing a debt from your previous tax period (the underpaid estimated taxes from your DoorDash work), while your refund is money the government owes YOU from your current tax return. Since you already paid the $780 from the CP23, that matter is completely resolved. The IRS won't reduce your current refund to pay a debt that's already been paid. These are processed as entirely separate transactions in their system. The only thing you might experience is a slight delay (maybe 1-2 extra weeks) in receiving your refund while they update your account records to show the CP23 payment has been processed. I was in your exact shoes last year - got a CP23 for some freelance income I messed up on, paid it immediately, then spent weeks worrying about my refund. Got every penny of my refund about 3 weeks later. You should be all set!

I just went through this exact situation a few months ago! Got a CP23 notice for underpaid estimated taxes from some freelance work I did, and I was absolutely panicking about how it would affect my refund. Here's what happened in my case: I paid the CP23 amount immediately (just like you did), and I still received my full refund exactly as calculated on my return. The two are completely separate - the CP23 addresses a previous tax period's underpayment, while your refund is from your current filing year. The only thing I noticed was that my refund took about 2-3 weeks longer than normal to process. The IRS had to update my account to reflect the CP23 payment before releasing my refund, but once that was done, I got every penny I was expecting. Keep checking the "Where's My Refund" tool - if it shows "being processed" for longer than usual, that's totally normal in this situation. Since you already cleared the $780 debt, there's no reason they would reduce your $1,300 refund. You should be getting the full amount soon!