- This topic has 211 replies, 52 voices, and was last updated 7 years ago by Samantha.
January 28, 2013 at 3:52 pm #4246Anonymous
Ok here is a place to combine info and compare info on filing with form 8863…Here is the Irs Offical Info.
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IRS form that 1040 filers can begin filing in mid-February
Taxpayers using this form can begin filing their tax returns in mid-February after the IRS updates its processing systems.
Form 8863 Education Credits
List of IRS forms that 1040 filers can begin filing in late February or into March 2013
The following tax forms will be accepted by the IRS in late February or into March after updating forms and completing programming and testing of its processing systems. A specific date will be announced in the near future.
Form 3800 General Business Credit
Form 4136 Credit for Federal Tax Paid on Fuels
Form 4562 Depreciation and Amortization (Including Information on Listed Property)
Form 5074 Allocation of Individual Income Tax to Guam or the Commonwealth of the Northern Mariana Islands
Form 5471 Information Return of U.S. Persons With Respect to Certain Foreign Corporations
Form 5695 Residential Energy Credits
Form 5735 American Samoa Economic Development Credit
Form 5884 Work Opportunity Credit
Form 6478 Credit for Alcohol Used as Fuel
Form 6765 Credit for Increasing Research Activities
Form 8396 Mortgage Interest Credit
Form 8582 Passive Activity Loss Limitations
Form 8820 Orphan Drug Credit
Form 8834 Qualified Plug-in Electric and Electric Vehicle Credit
Form 8839 Qualified Adoption Expenses
Form 8844 Empowerment Zone and Renewal Community Employment Credit
Form 8845 Indian Employment Credit
Form 8859 District of Columbia First-Time Homebuyer Credit
Form 8864 Biodiesel and Renewable Diesel Fuels Credit
Form 8874 New Markets Credits
Form 8900 Qualified Railroad Track Maintenance Credit
Form 8903 Domestic Production Activities Deduction
Form 8908 Energy Efficient Home Credit
Form 8909 Energy Efficient Appliance Credit
Form 8910 Alternative Motor Vehicle Credit
Form 8911 Alternative Fuel Vehicle Refueling Property Credit
Form 8912 Credit to Holders of Tax Credit Bonds
Form 8923 Mine Rescue Team Training Credit
Form 8932 Credit for Employer Differential Wage Payments
Form 8936 Qualified Plug-in Electric Drive Motor Vehicle Credit
Please add any additional info and compare info on this subject but please provide a link to where your info is coming from, fact checking is a big part of the puzzle:)
February 1, 2013 at 8:15 pm #4930mongamari33
So after calling the irs since the 30th i was finally able to get a rep (called the spanish line wait was 4mins) to actually admit that i indeed was accepted on the 26th and that my refund is actually being processed… he didnt give me a date and gave the 21 day bs line but im more at ease because for the first time the rep actually was able to pull up my stuff with my current address so im guessing this is good news to anyone accepted and processing… WE ARE ACTUALLY IN THE SYSTEM BEING PROCESSSED NOT JUST SITTING THERE!!
:)) good news?February 1, 2013 at 8:12 pm #4928LoriP
@Truly pissed I got the same email from TaxACT, pretty bummed. It is what it is :(February 1, 2013 at 8:07 pm #49278863 filer
well, im an 8863’er filed on 1/18 accepted on 1/25 still no DD date, WMR still has one bar shows processing..and cannot order transcripts for 2012 Neither kind(account or refund) called today and spoke to 2 reps…they do not have a DD date for me…..still waiting for anything…it would make me feel better if i could order my transcripts. Single mom of a disabled daughter and this money is desperately needed as will most all here!..Id be happy with at least a date! Not this Mid-Feb crap!February 1, 2013 at 8:06 pm #4926frikfrac
no he wasnt but i am. just glad it didnt effect the state taxesFebruary 1, 2013 at 8:02 pm #4925Trice
Frikfrac was ur son an 8863er as well? I was accepted on 1/24 with 8863 and had one bar on WMR last night amd this morning that said processing. I called the irs today and they said they don’t have my return and I’m locked out of WMR… UghFebruary 1, 2013 at 5:08 pm #4922frikfrac
my sons bar is on 2nd level he already got his direct deposit so i don’t trust those bars lol…i’m a 8863er so not holding breath to long and i am in early alsoFebruary 1, 2013 at 5:06 pm #4921Truly pissed
Filed 1/7 and accepted 1/23.. No info whatsoever on a DD date or anything and quite frankly, I give up. Here is the email I was just sent.
Dear TaxACT® Customer,
On Monday, January 28, 2013, the IRS announced that it has added Form 8863 to the list of delayed forms that cannot be submitted to the IRS until mid-February (an official date has not been determined). http://www.irs.gov/uac/Newsroom/List-of-IRS-forms-that-1040-filers-can-begin-filing-in-late-February-or-into-March-2013
Since the return you have submitted to TaxACT contained Form 8863, Education Credits (American Opportunity and Lifetime Learning Credits), and it was ACCEPTED by the IRS, the IRS will hold it until they are able to process Form 8863 in mid-February. You do not need to take any additional action at this time.
Where’s My Refund?
Since your return was accepted before the IRS announced the processing delay, Where’s My Refund will show that the return has been received. However, progress to the next phase, Refund Approved, will not occur before mid-February when the IRS can begin processing these returns. You will not be given a refund date during this waiting period due to the delayed processing of Form 8863. You do not need to contact the IRS about your return or take any other action.
TaxACT Electronic Filing DepartmentFebruary 1, 2013 at 5:00 pm #4918Anonymous
Hi! I also filed using 8863. I was accepted 1/25 and am still showing processing on wmr and on the hotline. I have been reading about ordering the transcripts, so I gave it a shot. It says my info is incorrect:/ We moved right after tax season last year, so when I put in our old address it logs in but says there is not a transcript available for 2012. Is this because I am still being “held”, or because they havent updated the address? Just curious if anyone else is experiencing the same thingFebruary 1, 2013 at 4:50 pm #4917Brandy
Just one bar. It must have gotten processed after the nightly WMR update.February 1, 2013 at 4:48 pm #4915Me
Brandy – WMR status bar only has 3 bars: Received, Approved, Sent – so are you on BAR 1?February 1, 2013 at 4:37 pm #4913Brandy
Ok. The WMR says still processing??? Refund Hotline still processing. Mine is going straight to my personal bank. I called the number under contacts with ext 362. I was seriously so shocked. I had been so upset all week because of the IRS and then my school told me my finacial was being held for Pell review two days before disbursement. Just pray. I have been praying my head off so my husband said God had to do something because I was clogging up all his incoming lines LOL.February 1, 2013 at 4:24 pm #49118863filer
brandy what number did you call?February 1, 2013 at 4:13 pm #4908Anonymous
SORRY I DIDN’T MEAN TO REPEAT YOUR QUESTIONSFebruary 1, 2013 at 4:12 pm #4907Anonymous
YES BRANDY WHAT DID WMR SAY? HOTLINE SAY? SBBT WEBSITE SAY? ANY INFO WOULD BE MUCH APPRECIATED.February 1, 2013 at 4:02 pm #4902Me
Brandy – Since you have a DD date for 2/6; what does WMR say? Also, what does the refund hotline tell you? Mine still says ACCEPTED since 1/25/13! Frustrated!!!!February 1, 2013 at 3:46 pm #4900Brandy
Just wanted to let the 8863er my situation. I filed w/ TaxAct and accepted 1/26. Been trying to order return transcript all week but nothing. Magically I could today. I called, needing info about back federal tax offset. Rep confirmed processing, DD 2/6. She said they were sending a few through at a time. I bet I asked ten times if it really said a deposit date and she keep reassuring me. Have three students in the house so I was sure mine would be held up. Just thought it might ease nerves. I have been a nervous wreck all week.February 1, 2013 at 3:27 pm #4896YadaYadaYada
Service: Turbo Tax (w/ fees taken out of refund)
I will be sure to update if this info changes. I hope we hear something soon.February 1, 2013 at 2:21 pm #4867cassie
I filed on 1/26 with TT (8863 of COURSE!) And its still just sitting there pending.February 1, 2013 at 2:15 pm #4865Anonymous
Losing my mind!
Filed: January 21
Acceppted: January 26
WMR: One bar for last two days and gives me the generic 21 days message.
State NJ refund accepted last night. No DD yet.
Has anyone using form 8863 gotten two bars on WMR or gotten a DD date?February 1, 2013 at 1:40 pm #4846ag1981
Wmr: processing- 1 bar
The only way I was able to get the reps to look up my information was by telling them that I received an error coded as a duplicate return on the wmr website. She actually told me that they just recieved my return today and did not have a status yet. Although it showed as I was processing yesterday on the wmr site. I will give them a call tomorrow to see if I can gather more info.February 1, 2013 at 1:29 pm #4841Tracy
Wmr: processing -1 bar
If you are having problems seeing statuses- try clearing your
Cache! It really helps(especially if you are “locked out”! :)February 1, 2013 at 12:57 pm #4832Anonymous
I filed on the 24th and had my return accepted by the IRS on the 24th with the 8863. However, Ive still been processing without a due date since then,,,,February 1, 2013 at 12:30 pm #4828Camilla
Has anyone who filed after 01/29/13 had their return accepted by the IRS? I filed with HRB (and of course had the form 8863) and it seems as though the IRS Hasn’t even accepted my return from HRB…it is still pending on the HRB website and cannot be found in the IRS system.February 1, 2013 at 12:25 pm #4827Lisa O
Any news on returns with 8863?
Filed with TT on 1/17
MI State Refund scheduled 2/6/2013February 1, 2013 at 1:40 am #4738Anonymous
I filed with JH on 1/22 My State and Federal was accepted on 1/24. Wmr is still processing with generic message 21 days. When I filed my taxes on 1/22 my JH preparer told me that I should have mines by 2/14 and that’s what it looks like it’s coming too. And yes I am a 8863′er.January 31, 2013 at 9:59 pm #4702Brezzy7788
OK, so I have read and I understand that their will be a delay for 1040 forms with the form 8863. The 1040 forms have more itemized deductions. But does that also qualify for the 1040ez or 1030A. The are simplier. This will clear some confusion for myself.January 31, 2013 at 6:17 pm #4670Blak Gost
I was told by the IRS they will start processing the 8863 returns on the 11th. That 8863 form persons are in holding at the processing point till them. We will see but maybe it wont be like last year I had to wait several months because of a faulty flagging in the flag software.January 31, 2013 at 4:58 pm #4655frikfrac
well at least i did my state and its already accepted so the form 8863 does not effect your state thank god.My sons state(VT) got accepted at 3:55pm friday the 25th and he received direct deposit already on the 29th thats what i calllll fast lol..so at least i can look forward to my state to hold me over!!!January 31, 2013 at 3:48 pm #4612cbagne@cbagne
I filed with TT on 1/26 with a form 8863 and it just saying “pending” so I dont think its even been sent to the IRS at this point…but I guess pending is better than rejected so I guess I will take it. I just hope they end up fixing this issue sooner than mid- February!January 31, 2013 at 3:06 pm #4577Anonymous
I filed Jan 26 with form 8863
Got the successfully transmitted email
… And that’s it
No reject email
Hoping mine doesn’t need to be re-filed..January 31, 2013 at 6:10 am #4478frikfrac
I think this is a bunch of total bull.Why would it take them 2more weeks to fix this problem?Personally I think it’s all a excuse to bigger refunds back and push all of the quicker easier refunds through first that are also smaller in check size like my 2 sons 1040ez’s for example so they can get more interest on the money they do have in the bank.Makes no sence it would take so long.There going to have to shut this system down to fix it you would think???January 30, 2013 at 9:37 pm #4426MrsGordon
I really hope we hear new news tomorrow! I’m done with this waiting game.January 30, 2013 at 9:30 pm #4425The Best Ever
hang in there guys, i got word that the system may be ready to process us on Feb 11January 30, 2013 at 9:08 pm #4422DannyC
I filed the 26th and was sent a email from Jackson Hewitt saying my refund was accepted the 27th. I checked WMR and it says processing with the bar and everything..so heres to hoping that the early filers are being processed as usual. If not hopefully I can be rejected and then re-file without the form…January 30, 2013 at 7:07 pm #4415Connie
TT just sent me this… finally, official word!
Important Information About Your Federal Tax Return
Process delay for higher education credits
Your return has been accepted, but on January 28 the IRS announced that all returns like yours, with higher education credits, will be delayed for processing until sometime in mid-February. The specific higher education credits include the American Opportunity Tax Credit and the Lifetime Learning Credit, found on Form 8863.
What this means
Don’t worry, your return is still accurate, and the IRS has accepted it. However, because it contains Form 8863, it will not be processed until the IRS is ready, and your federal refund will take a little longer than expected. This is a nationwide issue for everyone who is filing Form 8863, no matter who is preparing your taxes.
What you can do
Keep watching your email. We will keep you updated with the latest information from the IRS about your return.January 30, 2013 at 6:30 pm #4412Melissa
Fellow 8863’er here.
Boy this website is addicting! I filed mine on the 24th and was accepted on the 26th, and I cant access thw WMR site, it says they have no info on me, and when I called the 800 #, it said the same thing as others have heeard, its processing, 21 days, blah blah blah.. I too wish I would of known this before I field, I would of left off the 8863, and just filed it later on.. Ugh..
@ Lina, I sure hope that 2nd IRS person you talked to was right!
I just wish the WMR site would at least show some kind of information..
So we wait…..January 30, 2013 at 5:43 pm #4409Lina
Hi fellow 8863ers. First let me tell you that if you check WMR too many times in one day, it will basically block you and tell you nothing is found. It has been like that for years. I think it’s for your protection in case someone got your info. Also after speaking to one IRSer that didn’t even know there was a hold on 8863, I called back & the next lady said they should process 2/11. So by logic conclusion, those who got accepted last week ( w/o 8863 ) are getting DD on 2/1 we should get it a week after 2/11. Fingers crossed and we should all keep in touch and post when ours has been received.January 30, 2013 at 3:36 pm #4382Dani
@Crys, filed with H&R block on the 27th.. not sure if it was “accepted” beacause the IRS didnt start accepting the returns until the 30th,but I know a lady that works thre that entered all the returns in the system the next day so that when the IRS started to accept them on the 30th all of us that filed that day and before would already be sent to IRS…
but like I said before mine was showing through the IRS WMR site earlier .. now it isnt showing anymore .. who knows .. always something every year.. Im not goign to expect mine anytime before Feb 21st..January 30, 2013 at 3:28 pm #4381Crys
Mine was accepted on the 26th and I checked the WMR around 1pm and had the processing bar, just rechecked it and same thing. Called the number and it says they received it and 90% get their refunds in 21 days yadda yadda… had I known this was going to be an issue I would have filed without that form and amended later :( some of us rely on this money for things that we can’t afford any other time. Like I need a new laptop for school and I need to fix the car that’s broken down outside that I havent been able to fix for 4 months. Ugh…. I miss paying H&R Block ridiculously high fees to have my money super fast :/ Seems like it takes the IRS longer and longer every yearJanuary 30, 2013 at 3:21 pm #4379Dani
@Connie.. the same thing happened to me earlier .. return accepted .. but now cant find me or I entered my info wrong.. and I didnt file with the 8863 (whatever that is)January 30, 2013 at 3:19 pm #4378The Best Ever
lol, we have to stick together sister.January 30, 2013 at 3:18 pm #4377taxseasonballer
Mine has no bar or meter whatsoever, but my gf’s does, so I have no clue eitherJanuary 30, 2013 at 3:00 pm #4375Connie
@YourTheBestEver :-) You made me feel better just knowing I’m not alone!January 30, 2013 at 2:46 pm #4374The Best Ever
Yeah mine was showing online also with the return accepted bar but now its not showing neither, suggestions?January 30, 2013 at 2:42 pm #4373Connie
@Jackie 1/24. And it showed the tracker bar earlier today with only ACCEPTED filled in and the usual 21 day notice, now it is like years gone by where it shows nothing – like they don’t know you telling me I might have entered my information wrong. Just checked again, same thing. Perhaps this is like someone said, that they are doing them by hand or something. I should stop reading this site, LOL, I’m not all the concerned about it just makes me wonder, you know?January 30, 2013 at 2:18 pm #4372Jackie777
Connie- When did you get accepted? Mine says accepted but not acknowledged?? My current status:
2012 Federal Personal
TurboTax Electronic Postmark: January 25, 2013 10:04 PM PST
What this means:
It takes the IRS about 24 to 48 hours to process efiled returns. During that time, they are considered “pending.”
Come back here later (we suggest waiting 24 hours), or check your email. We’ll notify you as soon as your return has been accepted.
What’s the current IRS status on processing returns?
Hide Efile History
Sent to Tax Authority | 01/27/13 01:16:17 PM
The filing has been transmitted to the agency and the agency has accepted (but not acknowledged) the filing. The system is now waiting for an acknowledgment message from the agency regarding the filing.
Received by TurboTax | 01/28/13 06:27:06 PM
Your return has been received. You can expect to receive an email acknowledgment within 24-48 hours, indicating whether or not your e-file was accepted.January 30, 2013 at 1:37 pm #4370Connie
*sigh* mine showed the Accepted bar a few hours ago on WMR, now they don’t find me. Wonder if they are holding it or kicking it back. Time will tell.January 30, 2013 at 1:15 pm #4369GAH2004
I contacted Turbo Tax to figure everything out and basically everyone who had been accepted early and approved, the IRS is holding on to those returns and if you were not accepted yet Turbo Tax will send your efiles out when issue is resolved.
This is some of the info I was emailed after speaking with a Turbo Tax rep.
“Thanks for reaching out. It’s good to hear that your return was accepted. Because your return has the form 8863, IRS will start processing refunds for returns like yours starting mid February. Don’t worry if your tax return has this form, you don’t need to do anything on your end. After mid-February, you can expect to receive your refund in 21 days or less. You can read more here: http://turbotax.intuit.com/support/iq/Efile/IRS-Announces-January-30-Tax-Season-Opening–What-You-Need-to-Know/GEN85071.html?direct=true”
Hope this helps.January 30, 2013 at 12:08 pm #4364Jackie777
Hi- I filed with Turbo Tax Friday Jan 25 at 10pm and my husband and I both had a 1098 and filed form 8863. My current status says in line for processing and a link under the message that read:
by TurboTaxBlogTeam January 30, 2013
What is the current IRS status on processing returns?
Last updated 1/30
Congratulations of finishing your taxes!
We know how important your refund is to you. Good news, there are currently no processing delays for TurboTax customers.
The IRS started processing returns on January 30th. Returns will be processed in the order they were submitted and as soon as your return is accepted, we will notify you by email. This notification could take up to 24 hours.
The IRS estimates that you should receive your refund within 21 days of your return being accepted. The IRS issued more than 9 out of 10 refunds in less than 21 days last year and expects the same results this year.
Once your return has been accepted by the IRS, you can track the status of your refund by logging into your MyTurboTax account.January 30, 2013 at 8:16 am #4344Sandy
I filed on 1/17 with a form 8863 and was accepted on 1/24. Before the site became unavailable this morning it had said that my return was received but still being processed. No date, just the 21 day statement.January 30, 2013 at 8:12 am #4343Celeste
What does WMR say for those of you who filled with the 8863 form and was accepted? I filled on 24th and accepted 26th with the 8863. WMR says “We are sorry Where’s My Refund is currently unavailable. Please try again later or call the Refund Hotline at 1-800-829-1954.” I’m hoping since we’ve already been accepted and now on hold we’ll be the test batch so we’ll get it back faster then midfebuary.January 29, 2013 at 10:25 am #4280dphillips
The delay is with any return that has Form 8863. And yes, the bug was discovered in the new system after they accepted some early returns. My guess is that it won’t take until mid-February for them to fix the issue, but they are no doubt trying to give themselves some wiggle room. :)January 28, 2013 at 9:21 pm #4262Connie
I keep reading this for 1040, is it any different than for 1040A? Heck, I’m happy to get a refund, so it’s OK if it comes later. I am guessing this bug was found after they started accepting them? Education Credit form has always hung up early filing, I’m surprised we were able to fill it out at all this early.January 28, 2013 at 5:06 pm #4256chadm
https://cisc.sbtpg.com/index.aspx here is the site that lets you check sbbt to see if they have deposited money there from some of the tax preparers
I have a account now….not sure if that is a good sign or if it is just part of the process…January 28, 2013 at 4:23 pm #4255lelewhy
Hello, Im a 8863er I filed on 1/18/13 was accepted on 1/25/13. In 2009 I was a victim of ID theft and my taxes were delayed for 3 years from that point on. This year I was told I was able to file with no blocks now Im delayed because of school credits crazy. Let the waiting began.January 28, 2013 at 4:16 pm #4253Anonymous
this is what I found sunday on the tax wise blog
IRS EFile: Delayed Processing of Form 8863
The IRS announced on an industry call with software vendors participating in the Controlled Launch this morning that they would start rejecting any e-file that contains Form 8863 (Education Credits) effective immediately.
What does this mean for returns that you have already sent to the EFC, but have not been sent to the IRS?
Any return that you have sent to the EFC that has NOT been transmitted to the IRS that contains Form 8863 will be rejected by the IRS with either Reject F1040-419 or F1040A-419 Form 8863 is not being accepted by Modernized e-File (MeF) at this time .
Will the EFC reject any e-file that contains Form 8863 to the ERO instead of sending it to the IRS?
No, we do not crack open the e-files at the EFC, we simply batch them and send them to the IRS. Any efiles already at the EFC will be transmitted to the IRS.
Will you be issuing an update to the US 1040 module to prevent the e-files from being created?
Yes, we are working on creating US 1040 v 4 that will prevent you from creating an e-file if the return contains Form 8863
What will happen to the e-files that the IRS has already accepted that contained Form 8863?
The accepted e-files that contain Form 8863 will be held for processing by the IRS until internal IRS programming can be made to accomodate the processing of these returns.
Will this impact when the taxpayer refunds are processed for any accepted returns that contain Form 8863?
Yes, the accepted returns are being held, which means they will not be sent to refund processing.
hope this helps a littleJanuary 28, 2013 at 4:07 pm #4252Anonymous
I don’t believe the IRS has decided what they are exactly going to do with the early filers who were accepted with Form 8863. It is likely they will hold them until they can process them.
There are over 3 million people who file using Form 8863 each year, so this has a huge impact. I doubt this will take long to fix.January 28, 2013 at 4:05 pm #4251mustanggrl
Filed 1/22 accepted 1/26.Form 8863 included in filing. I am a single mother of four, work full time and am a full time student. Just going to wait and see what happens, but I am hoping that those already accepted will be processed before mid Feb to test the fixes to the system. It seems to me that they identified a problem and once they think it is fixed they will use returns on hand to run through to ensure the fix is good before opening for those who have not been accepted yet.January 28, 2013 at 4:04 pm #4250Anonymous
That is a question that I can not answer, It could be stored as they fix the issue, I would assume that if they were going to be kicked back that would already be happening. I hope for all of you that it comes sooner than later because waiting is horrible :(January 28, 2013 at 4:01 pm #4249chadm
What happens to the returns of the people that had already filed a 8863 form…i had filed with one already and was accepted.January 28, 2013 at 4:00 pm #4248Anonymous
The actual news article from the IRS post can be found here: