I successfully resolved this exact situation last February using the IRS Get Transcript service. You can request a Wage and Income Transcript which shows all reported W-2 information from employers. The online retrieval system requires multi-factor authentication, but once verified, you can immediately download your transcript. It contains all the data fields from your W-2 (federal income tax withheld, Social Security wages, Medicare wages, etc.) that you need for accurate filing. Just be aware that some state tax information might not be included, so you may need to estimate those portions based on your federal withholding percentages.

Just a heads-up for everyone - if you're planning to get a Wage and Income transcript from the IRS, be aware that employers have until January 31st to submit W2 information, and then it takes the IRS until mid-to-late February to process everything. As of March 26th, most 2023 W2 information should be in their system, but if you worked for a company that requested an extension or filed late, it might not show up yet. If you're in a rush, calling the former employer directly is usually fastest - just be super polite and have your current mailing address ready.

I've been through this exact process before. Here's what will happen next: The IRS received your response form on approximately March 20th, 2024 (based on your timeline). They typically take 4-6 weeks to process these responses. You should see movement on your return around April 17th-May 1st. On April 15th, check your tax transcript (if you can access it). Look for a 971 code with a future date - that's when they'll send you a notice about their decision. About 5-7 days after that date, if approved, your refund should be released. If by May 8th you haven't seen any movement, that's when you should definitely call the IRS directly, as it would indicate your case might need additional attention.

Have you tried checking your tax transcript online? That might show if there's a 570 hold code on your account. I went through something similar last year (because apparently the IRS loves giving independent contractors extra special attention 🙄). When I couldn't get answers from the regular channels, I ended up contacting my local Taxpayer Advocate Service. They can sometimes help push things along when you're stuck in verification limbo. The funny thing is, after all that waiting and stress, they just released my refund suddenly with no explanation. The tax system really knows how to keep us on our toes!

I had this exact issue last year! Here's what worked for me: 1. I filed IRS Form 4852 (Substitute for W-2) along with my tax return. You can estimate the numbers based on your last paystub of the year and what the IRS told you. 2. For state taxes, I did the same thing - filed with estimated numbers from my last paystub. 3. I also reported my employer to the IRS using Form 3949-A for failing to provide a W-2. After I did this, magically my employer found my W-2 and sent it! But even if they hadn't, my taxes were filed on time. The IRS will reconcile any small differences later if the numbers don't match exactly.

I went through exactly 47 days of this runaround last year. My employer claimed they mailed my W-2 exactly 3 times, yet nothing ever arrived. I ended up filing Form 4852 as a substitute W-2 using my December 31st paystub. The state accepted my estimated withholding amount without question. When I finally got the actual W-2 in June (yes, JUNE), the numbers were off by only $12.83. The IRS automatically adjusted my refund without me having to do anything. I'm slightly concerned that more employers are doing this lately... seems like a way to delay paying out refunds.

Just to make sure I understand your situation correctly - you're seeing your 2023 wages properly reflected on the SSA website now, but your IRS transcript still shows an as-of date of January 29, 2024? And you're wondering if the SSA update is a precursor to movement on your transcript? Have you received any notices from the IRS about verification or additional information needed? Also, does your Where's My Refund tool show any status beyond 'Return Received'?

This happened to me exactly! My SSA wages updated on February 10th, and then my transcript finally updated on February 22nd - exactly 12 days later. The funny thing is I was checking my transcript obsessively (like 5 times a day 😂) and then the ONE day I didn't check because I was busy, everything updated and my DDD appeared. It's like watching water boil! For what it's worth, once my transcript updated, my refund was in my account 6 days later.

Here's what you need to do. Check your transcript. Look for code 971. That's your notice. Find code 846. That's your refund date. No 846? Keep waiting. Amended returns take 16-20 weeks typically. The 3-week notice is misleading. IRS is backlogged. Your money is coming. Just not on their timeline. Set up direct deposit alerts. Check your transcript weekly, not daily. Calling rarely helps unless something's actually wrong.

I had a somewhat similar experience with my amended return last year. In my case, it appears that the IRS system generated the notice automatically when the amendment was approved, but the actual payment processing typically takes an additional 2-3 weeks, in my experience. It's worth noting that, while frustrating, this delay is generally within normal parameters for amended returns, which tend to follow different timelines than standard returns. If you reach the 6-week mark after receiving the notice without any deposit, then you might want to consider taking more proactive steps to investigate.