


Ask the community...
This is a textbook case of what we call a "filing status mismatch" in tax preparation terminology. Based on the timing and circumstances, here's what's happening and what needs to be done: 1. The return is likely in the Error Resolution System (ERS) department at the IRS due to the incorrect filing status. 2. With a $10,000 refund amount, it's also likely been flagged for potential identity verification under the Taxpayer Protection Program (TPP). 3. The fastest resolution path is two-pronged: - First, contact the IRS directly to verify the return is being held for the reason you suspect (incorrect filing status) - Second, file Form 1040-X to correct the status to either "Single" or "Head of Household" depending on your partner's situation 4. Important: DO NOT file a second original return as this will create a duplicate filing situation and potentially delay things even further. 5. Current processing timeframe: Once the status issue is addressed, expect 4-6 weeks for the corrected return to be processed, assuming no other issues are identified.
OMG I had the EXACT same thing happen to me last year!!! My preparer checked the wrong box and my $8,500 refund just SAT THERE for months!!! I was checking WMR every single day, sometimes 3-4 times a day hoping for an update. I was literally losing sleep over it! š« The good news: I finally got it resolved and got my money! The key was getting through to a real person at the IRS who confirmed the status error and put notes on my account. After that happened, my return started moving again within a week. It was such a relief when that deposit finally hit my account! Don't give up hope! This is fixable! Just make sure your boyfriend is the one who calls since it's his return, and have him ready with his ID info, last year's AGI, and the exact amount of the expected refund. They'll ask for all of that to verify his identity.
OMG I JUST GOT MY DDD TODAY AFTER BEING STUCK WITH CODE 152 FOR WEEKS! ššš Filed 3/5, accepted same day, and NOTHING until today! My transcript updated overnight with an 846 code and deposit date for next Wednesday! The WMR tool is STILL showing processing. Don't lose hope! The system is just completely overwhelmed this year. For what it's worth, I never called or did anything special - it just suddenly updated. Sending good vibes your way! š
Last year I was in a similar situation with medications I needed. What worked for me was contacting my local Taxpayer Advocate Service office. They can help when you have a financial hardship situation like medical needs. I called on April 12th, had an appointment on April 15th, and my refund was processed by April 22nd. They have special authority to expedite returns when there's a documented hardship. I brought my prescription receipts and a letter from my doctor explaining the necessity.
Do you think this would work for me too? I'm worried about bothering them. Would they need specific documentation? How do I find my local office? I'm sorry for all the questions.
After waiting 8 weeks with my transcript showing N/A, I finally got through to the IRS using Claimyr.com. It got me past the hold times (which were insane - I tried for days before). The agent confirmed my return was just stuck in the processing queue and needed manual review because of a mismatch with my W-2. They fixed it while I was on the phone and my transcript updated two days later. Refund came a week after that. Sometimes you just need to talk to a human!
That sounds helpful! I've been trying to call them for days but never get through. How much does that service cost?
Have you checked for any letters from the IRS? Sometimes they need additional verification but the letter gets delayed or lost. If your return has been accepted since January, there's likely something specific holding it up beyond normal processing times.
I haven't received any letters that I know of. I'll double check my mail pile though, maybe I missed something. Thanks for the suggestion!
The IRS is severely understaffed this year and processing is taking forever. My tax preparer said they're seeing 45-60 day waits for even simple returns. It sucks but it's happening to tons of people.
Check your account transcript on the IRS website. WMR is notoriously unreliable and sometimes never updates even after your refund is sent. I've seen people get deposits while WMR still shows "Return Received" status.
I tried getting my transcript but the site keeps giving me an error. Might try again tomorrow.
Alana Willis
Word of caution: be careful with any "secret" numbers or extensions you might find online. I thought I'd found a goldmine when someone shared what they claimed was a direct line to the audit department. Called it confidently, only to reach what turned out to be the Criminal Investigation Division. š Let's just say they were VERY interested in why I thought I needed to speak with them directly! Ended up having to explain myself to a very serious-sounding agent who fortunately had a sense of humor about the mix-up. Stick to the official channels, as painful as they are.
0 coins
Tyler Murphy
For optimal IRS contact success, you need to understand their phone system architecture. The main number (800-829-1040) routes through exactly 7 menu options before potential agent connection. Average wait times are currently 73 minutes according to the National Taxpayer Advocate's Q1 2024 report. Your success probability increases by 42% if you call at precisely 7:00 AM Eastern Time on Tuesdays or Wednesdays. The system accommodates 1,247 simultaneous callers, so being caller 1,248 means immediate disconnection. For tax return issues specifically, option path 1-2-1-3-2-2 bypasses 2 menu levels compared to other combinations.
0 coins