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According to the Taxpayer Advocate Service (https://www.taxpayeradvocate.irs.gov/), you should also consider filing Form 911 (Taxpayer Advocate Service Application) if you're experiencing financial hardship due to this delay. Since you mentioned caregiving for your mother with medical expenses, you might qualify for expedited processing. The TAS can sometimes move things along faster than the normal channels when there's a demonstrated need.
I filed Form 911 on March 15th when I was in a similar situation with medical bills due on April 1st. Got assigned a case advocate on March 22nd who pushed my return through. Had my refund by March 29th - just in time! Definitely worth trying if you have upcoming medical expenses with specific due dates.
Why does the IRS make this process so complicated for those who need it most? I had the exact same codes last year and was panicking about my refund. Called for weeks with no answer. Finally got through to someone who explained they just needed to verify my self-employment income for the EIC. Once I sent in my documentation, my transcript updated within 2 weeks and I had my refund 9 days later. The anxiety of waiting was the worst part, but it did eventually resolve. Hang in there!
Have you tried setting up notifications instead of manually checking? The IRS2Go app can send alerts when your status changes. Wouldn't it be easier to get a notification than constantly checking multiple times per week? Also, the daily vs. weekly update thing is mostly a myth - while there are some daily processes, the major updates that affect refund status happen in the weekly cycle regardless of when you check.
From what I've gathered over several tax seasons, the IRS generally (though not always) updates their systems on Thursday nights/Friday mornings. It's possible, I think, that people who check Monday or Tuesday might sometimes see updates from the previous cycle that they missed. It doesn't really matter when you verify - it's more about when their system processes your return, which follows their schedule, not yours.
I've seen this situation play out many times on r/tax and other forums. The IRS is absolutely going to apply your current refund to past debts - it's built into their processing system. According to the IRS website (https://www.irs.gov/taxtopics/tc203), they'll send you a notice AFTER they've already applied the offset. What's worse is that if you had planned to use that refund to pay other debts or expenses, you'll need to quickly adjust your financial plans. I'd recommend checking out the Taxpayer Advocate Service if you believe the 2022 assessment is incorrect - they can sometimes help in these situations.
This is critical information - thank you! I need to address this by April 15th to avoid complications with my quarterly payments. Going to call the IRS first thing tomorrow!
I had exactly this situation last year. The IRS applied 100% of my $3,247 refund from 2022 taxes to cover an outstanding balance of $2,891 from 2021. They then sent me a check for the remaining $356 exactly 17 days after processing my return. The entire process took 42 days from filing to receiving the remainder check. The system is actually quite efficient at taking your money to pay your debts, but less efficient at telling you this is happening. You'll likely receive a notice about the offset approximately 2 weeks after they've already processed it.
Here's what you need to do step-by-step: 1. First, immediately call the phone number on whatever notice you received that established this 30-day deadline. Explain your situation and request an extension. 2. Second, file a complaint against the tax preparer with the IRS using Form 14157 (Complaint: Tax Return Preparer). This creates a paper trail showing you're trying to resolve the issue. 3. Third, request your Wage and Income Transcript AND Tax Return Transcript from IRS.gov using the Get Transcript tool. These will show what was filed. 4. Fourth, take these transcripts to a different tax professional - preferably an Enrolled Agent or CPA who specializes in amendments and IRS notices. 5. Finally, if the amendment is complex, consider requesting a Collection Due Process hearing which can buy you more time and potentially reduce penalties. Don't panic about the $5,000 - that's likely the maximum potential penalty, not what you'll actually be assessed if you're making a good faith effort to correct the return.
I recommend utilizing Form 911 (Taxpayer Advocate Service Application) in conjunction with your amendment. When facing a substantial understatement penalty under IRC 6662 with a non-responsive preparer, this qualifies as a financial hardship situation under TAS guidelines. Last year, I assisted a client with nearly identical circumstances - original preparer unavailable, 30-day deadline looming, potential $4,700 accuracy-related penalty. We filed Form 911 citing "immediate threat of adverse action" and received expedited processing plus penalty abatement under First-Time Abatement (FTA) program. The key identifier on your transcript would be TC 922, which indicates TAS involvement. This approach has approximately 78% success rate based on recent TAS outcome statistics.
GalacticGuru
Compared to previous filing seasons, the 2024 processing timeline appears to be approximately 2-3 weeks longer for January filers. This pattern is significantly different from the 2021-2022 seasons when COVID-related issues caused delays, but more similar to the 2023 season when the IRS implemented enhanced verification protocols. If your return includes Schedule C, Schedule E, or claimed energy credits, you might experience additional delays beyond what would be expected for a simple W-2 return.
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Amara Nnamani
I filed on January 19th, 2024 and was accepted on January 20th, 2024. My transcript updated on March 8th, 2024 with a DDD of March 13th, 2024. That's exactly 53 days from acceptance to deposit. When I called on February 28th, 2024, they told me my return was in the Error Resolution Department despite having no actual errors. Could you check your transcript for a 570 code dated around February 19th? That seems to be the common code many of us January filers are seeing.
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