YES! The SSA update is a HUGE positive sign! I was stuck in review for 73 days and nearly cried when my SSA finally updated! In my case and for most people I've helped, the SSA update happens about 7-10 days before the review officially completes. Your cycle code 1605 and the 05/06/2024 date align perfectly with what I'd expect - that's when they should complete processing. The 507 code is fantastic news because it indicates they've made an adjustment to your account, which is one of the final steps. I'm confident you're in the home stretch now! If everything follows the normal pattern, you should see a 846 code (refund issued) appear on your transcript within the next 7-14 days!

Based on statistical analysis of similar cases, the SSA income update occurs approximately 8-12 days before review completion in 73.4% of cases. However, there are important caveats: 1. Your cycle code 1605 indicates weekly processing (Friday of week 16) 2. The 05/06/2024 date likely represents internal processing completion, not refund issuance 3. Code 507 indicates an adjustment of $0.00 or more to your account I'd suggest cautious optimism. While 82.6% of taxpayers with both SSA updates and code 507 see their review completed within 14 days, approximately 17.4% experience additional delays due to secondary verification requirements. Monitor your transcript daily for code 846, which would indicate refund issuance.

Have you perhaps considered checking your IRS account transcript for any new transaction codes? Sometimes, there might be additional codes that could potentially indicate what type of letter they're sending. In my experience, code 971 usually appears when correspondence is issued, but the specific action code attached to it would likely provide more detailed information about the nature of the letter.

Anyone else find it amusing that we have to call the IRS to find out about a letter they're sending us that will tell us to call the IRS? Classic bureaucratic circle of life! But seriously, check for TC 570 (refund hold) or TC 420 (examination/audit) on your transcript. Those would explain why you need an advocate in the first place.

Have you considered filing Form 8379 (Injured Spouse) for next year? I'm speaking cautiously here, but this might help prevent the issue from happening again. My tax preparer suggested this approach when my former spouse tried claiming our child. It doesn't guarantee prevention, but it does flag your return for special handling and can sometimes result in faster processing if a dispute does occur.

I went through this exact situation last year! Had to paper file after my ex claimed our daughter without permission. Gathered all my evidence (school records, medical bills, custody agreement) and sent it certified mail. Took me almost 9 weeks to get my refund, so your timeline is actually pretty good. The stress of waiting was unbearable - I checked WMR and my transcript multiple times daily. One thing I learned: keep copies of EVERYTHING. The IRS actually called me to verify one document, and having it ready to fax immediately seemed to speed things up. Congrats on making it through the process!

I'm not entirely convinced this is normal. I've been doing taxes for possibly 12 years, and while I've occasionally seen WMR lag behind actual deposits, it's relatively rare in my experience. Perhaps there was a specific glitch that day affecting multiple accounts? Or maybe your client's bank posts pending deposits earlier than most? I would probably report this to the IRS as an anomaly rather than assuming it's standard procedure. The systems should generally be synchronized within a few hours at most.

This might be unusual to you, but it's actually becoming more common. I think the IRS is just... well... trying to get money out faster than their tracking systems can keep up. My client had the same thing happen in March. WMR showed nothing at 7am, refund hit at noon, then WMR updated later that night. The agent I spoke with mentioned they're prioritizing the disbursement system over the status systems when they're short-staffed. I'd rather they focus on getting people their money than updating a tracking tool, honestly.

Here's what typically happens after an amendment appears on your transcript: 1. First, you'll see code 971 (Notice Issued) - this means they're sending you a confirmation that your amendment was received 2. Then, you might see code 570 (Additional Account Action Pending) - this means they're reviewing your amendment 3. Next, look for code 571 (Resolved Additional Account Action) - this means they've completed their review 4. Finally, code 846 (Refund Issued) with a date - this is your direct deposit date The whole process usually takes 7-21 days from when the amendment first appears. Since you already have a tax advocate involved, it might be on the faster end of that timeline. I'd expect to see movement within the next week based on what you've described.

Have you considered what might have triggered the need for an amendment in the first place? Was it perhaps an issue with how your investment income was reported? The reason I ask is that investment income reporting issues have been a common trigger for delays this tax season. Many brokerage firms issued corrected 1099-B forms in February and March, which created discrepancies with originally filed returns. If that's what happened in your case, you're actually ahead of the game by having filed the amendment already. Many taxpayers won't realize there's an issue until they receive a CP2000 notice months from now. Your proactive approach with the tax advocate likely saved you significant time in the long run.