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What is your as of date mine is March 06, 2023
@Chloe
@rhood711 Transcripts not available coincide with no return filed you get the transcripts NA at the initial login but when you click on 2022 it will say no return filed I have the exact same thing your seeing when we process everything will be available YOUR TRANSCRIPTS AND YOUR RETURN YOU FILED FOR 2022 WITH CODES HOPEFULLY code 846??? That doesn’t make any sense
??? That doesn’t make any sense
Filed Wed Feb 8th. Refund Approved over this weekend. Refund will be sent to Chase bank by Feb 23rd. FYI We did file for EITC! Hope is out there
It says it can br taken for unemployment debt did anyone receive unemployment through the pandemic that has the offset message bc I did and now I’m worried
I also show on wmr on offset but offset line says no offset. I looked up reasons and it says if you have fees taken out from your refund that it can say that but I’ve always had my fees taken out and this is the first time it’s said that so I hope it’s a mistake. Looks like a lot of us are getting this message with no offset so that’s a good sign. Good luck everyone
I assume most of us had an advance or fees taken from our taxes. I can confirm that Chime does not process deposits on weekends or holidays. I’m 2/23 DDD with H&R block so hoping I’ll have my deposit first thing Tuesday morning. But who knows 🙄
Same situation. Please @ me if your 2022 blank account transcript updates
Has anyone experienced where their account transcript and wage and income transcript suddenly popped up and was accessible, but when you clicked on it, it said “no return filed” with all zeroes? Or do you know anyone who has? If so, do you remember how long it took to get any codes after that, including your 846 or DDD code? Few days, a week, weeks, etc? I heard this blank transcript occurrence means you’ve been resequenced.
PS. I tried to ask this same question elsewhere and everyone who answered talked about NA transcripts. I’m talking about account transcripts for this year that popped up sometime after you filed, but show “no return filed,” they are NOT N/A. The link you click on is the applicable tax year like you would to access your transcripts online if they did have something on them. Usually when account transcripts pop up after you file and before you get your 846/ddd show when your return was accepted and your cycle code. And however many days later you get your 846/ddd. In this case, it’s like the initial account transcript appearance EXCEPT it doesn’t show anything under transactions. It literally is an account transcript that says “no return filed.” I hope this was clear enough…
Still on FR here. Filed the same day last year and I got a DDD on the 23rd for the 25th. So next week hopefully
I’ve used it for almost a decade and always had wonderful experiences and even when I had to verify or got anything from the its, TT was there for me. That’s my experience
I’m not stupid enough to tell everyone to calm down, but it went quickly and smoothly for most this year. It could have been a lot worse. Try to distract yourselves 😉
First of all, I’ve gone through SBTPG for many years and they never make me wait until the date. It’s always early. I’m expecting tomorrow evening (when I always get it). Also, for me, after 12 it updates to funded then a few hours later is sent to me.
Second, many of you may not remember the panic a couple years ago when we all mostly got our DDD way late. I’m just grateful that I got my date and am content in knowing it will be here this week.
Just curious who will never use TurboTax again? what bad experiences have you had? I’m actually calling them to try and get a partial refund they build me for two years ago even though I didn’t file my taxes with them. I couldn’t file because they couldn’t help me figure out where to put in a simple insurance form .and this year I needed help with that again and I couldn’t get any help. I had to go on to YouTube for instructions how to insert a 1095 and because of this it was rejected the first time. They hung up on me three days in a row!!
You can only guess this based on how you updated in prior years or by looking at your cycle code. Here is some information to help understand how you can guess.
-New cycle codes are generated each year, based on several different factors.
-Cycle codes are related to the day transactions post to the IMF.
-Posting to the IMF does NOT mean updating on the Transcript or WMR.
-Whether you were daily or weekly last year will not, with certainty, mean you are daily or weekly this year. However, it can be a clue.
-Cycle codes ending in 01, 02, 03, 04 are absolutely daily accounts.
-Transactions on accounts ending in 01, 02, 03, 04 can post to the IMF on Monday, Tuesday, Wednesday, Thursday or Friday.
-Cycle code ending in 05 can be either daily OR weekly.
-Transactions on weekly accounts ending in 05 can post to the IMF ONLY on Thursday.
-Transactions on daily accounts ending in 05 can post to the IMF on Monday, Tuesday, Wednesday, Thursday or Friday.
-On a transcript, some transactions you can see, some you can’t. The IRS doesn’t show their whole hand.
-When transactions occur and post to your account on the IMF, MOST times you can see the transaction on your transcript the following day (transaction codes, like 570, 846, etc) and the WMR may update the next day (status updates, reference codes, deposit dates.)
-If your cycle code ends in 05, there is just about no way to know with certainty that you are either daily or weekly, unless you filed with an IP Pin (weeklies for sure) or someone from the IRS tells you. Good luck with that, you’d probably be told the wrong thing anyway by a rep. Hell, you might even get the wrong info from a Tax Advocate.
-If your cycle code ends in 05 you can only use clues to guess if you are daily or weekly.
-Dailies with an 05 and weeklies with an 05 just so happen to be posting together. They “share the day”, if you will.
-An easy way to remember the cycle of how things post and update is this:
Transaction Posts to the IMF on a day, the following day depending on the type of transaction…transcript might update, the following day…depending on the type of transaction that occurred, the WMR might update.
-If you updated on Saturday the 16th, it is likely you are a daily who shares the day with weeklies who didn’t update. This is disputed by many, but is the only thing that makes sense.
Most states allow you to file your State Return separately from your Federal Return so long as your Federal Return has already been accepted by the IRS, although there are a few states that have more specific requirements.
There are three ways that state returns can be submitted.
Stand Alone states allow taxpayers to electronically file there State Return with or without their Federal Return.
Piggyback states MUST electronically file their State Return WITH their Federal Return. If the Federal Return gets rejected then the State Return will also be rejected. Typically any corrections made to the Federal Return should also be corrected on the State Return and then they can be resubmitted together. If the Federal Return is accepted, but the State Return is rejected then corrections will need to be made to the State Return and then resubmitted by itself. If you electronically filed your Federal Return without submitting your State Return then you will need to paper file the State Return.
State Only states can be submitted without the Federal Return so long as the online tax prep has a record of your Federal Return already being submitted and accepted.Once your returns have been accepted they will begin to process independently from each other. Check your state’s revenue service or government website for more specific information on when they will begin accepting returns and when to expect your refund.
Stand Alone
California
MassachusettsPiggyback
ArkansasState Only
Alabama
Arizona
Colorado
Connecticut
District of Columbia (D.C.)
Delaware
Georgia
Hawaii
Iowa
Idaho
Illonois
Indiana
Kansas
Kenntucky
Louisiana
Maryland
Maine
Michigan
Minnesota
Missouri
Mississippi
Montana
North Carolina
North Dakota
Nebraska
NewHampshire
New Jersey
New Mexico
New York
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
Tennesse
Utah
Virginia
Vermont
Wisconsin
West VirginiaIt doesn’t really. However, people use it to check what day they should expect updates on Transcripts or WMR.
Tax returns should always be filed using the necessary documentation (W-2, 1099, etc). If your employer does not provide you with a W-2 then you may request a substitute W-2 with form 4852.
aDoes Where’s My Refund (WMR) always display my refund status with the tracker showing three steps?
No. In some cases the tracker graphic will not be shown if your return is being reviewed prior to step two. Instead it may show an explanation of the status or instructions depending on the situation. This can happen even if you previously checked Where’s My Refund and it showed the status as “Return Received” along with the tracker. In these cases be assured that they have your tax return and it is processing it. Please follow the directions provided by Where’s My Refund? Otherwise, if the IRS needs more information they will contact you by mail. If they send you a letter about your return, please follow the instructions in the letter as soon as possible.
This does not mean an audit. Reviewed can also mean processing.
Yes, we have had reports from a few people that they received their refund and the WMR never updated from the ‘being processed” message. Though it has happened, it doesn’t seem to be the trend; most people get a hard direct deposit date as an indicator that they are finally through this nonsense.
State Income Tax Info:
Alabama 800-558-3912
Arizona 602-255-3381 or 800-352-4090
Arkansas 501-682-0200 or 800-438-1992
California 800-852-5711
Colorado 303-238-3278
Connecticut 860-297-5962
Delaware 302-577-8784
Florida 850-488-8937
Georgia 877-423-6711
Hawaii 808-587-4242
Idaho 208-334-7660
Illinois 800-732-8866
Indiana 317-232-2240
Iowa 515-281-4966
Kansas 800-894-0318
Kentucky 502-564-1600
Louisiana 225-219-0102
Maine 207-626-8475
Maryland 800-218-8160
Massachusetts 800-392-6089
Michigan 517-373-3200
Minnesota 651-296-3781
Mississippi 601-923-7801
Missouri 573-526-8299
Montana 866-859-2254
Nebraska 800-742-7474
New Mexico 505-476-3778
New York 518-457-5149
North Carolina 877-252-4052
North Dakota 701-328-2770
Ohio 800-282-1780
Oklahoma 405-521-3160 or 800-522-8165 (in-state toll free)
Oregon 503-378-4988
Pennsylvania 717-787-8201
Rhode Island 801-297-2200
Utah 801-297-2200
Vermont 802-828-0145
Virginia 804-367-2486
West Virginia 304-558-3333
Wisconsin 866-947-7363
You will need to call the IRS at the number provided in the notice to verify your identity. You will need the control number provided in the letter. They may ask you a series of questions regarding your current and previous year’s tax return so you will want have those available. If you are unable to provide them with the answers or do not have access to records, then they may ask you to visit a local IRS office.
Questions they may ask you:
- Full name
- Address
- Filing status
- Secondary name on the return if filing jointly
- Did you report any income for a specific tax year?
- What was your AGI?
- Employer name(s)
- Did you have any business income for a specific tax year
If so, did you report a loss? Which line did you report the loss on? - Mother’s maiden name/father’s full name
- Did you claim any dependents?
How many?
Full name(s)
Date of birth(s)
Social security number(s) - Are you expecting a refund for the most recent year?
If so, how much? - How did you file? Paper or electronically?
- Did you request a paper check or for direct deposit?
Bank Name
Checking or savings
Account/routing number
Look at the last 2 digits of your Cycle Code? If it ends in 01, 02, 03, 04 transactions post to our IMF account daily except weekends. If it ends in 05, you could be weekly or daily. For weekly accounts, transactions are posted to the IMF account only once weekly.
IRS Transcripts can be ordered by phone or online. The IRS can provide an account or return transcript to you by mail or online.
The phone number to order IRS Transcripts is (800) 908-9946 and allows you to order account transcripts or return transcripts.
To order a tax return transcript or tax account transcript online visit the IRS.gov website here: Order IRS Transcript
If you decide to request audit reconsideration, please send your request to the address of the IRS Campus shown on your Examination Report. Andover Campus Internal Revenue Service P.O. Box 9053 Stop 823 Andover, MA 01810-0953 Phone 1-866-897-0177 Atlanta Campus Internal Revenue Service P.O. Box 48-389 Stop 54A Doraville, GA 30362 Phone 1-866-897-0177 Austin Campus Internal Revenue Service P.O. Box 934 Stop 4103 Austin, TX 78767 Phone 1-866-897-0177 Brookhaven Campus Internal Revenue Service P.O. Box 9005 Stop 611, Team 406 Holtsville, NY 11742 Phone 1-866- 897-0161 Cincinnati Campus Internal Revenue Service CIRSC P.O. Box 308 Stop 8202 Covington, KY 41012 Phone 1-866-897-0161 Kansas City Campus Internal Revenue Service P3 Stop 4200 Kansas City, MO 64999 Phone 1-866-897-0177 Fresno Campus Internal Revenue Service P.O. Box 12067 Stop 82206 Fresno, CA 93776 Phone 1-866-897-0177 Memphis Campus Internal Revenue Service P.O. Box 30086 Stop 8236 Memphis, TN 38130-0086 Phone 1-866-897-0161 Ogden Campus Internal Revenue Service P.O. Box 9036 Stop 4440 Ogden, UT 84201 Phone 1-866-897-0161 Philadelphia Campus Internal Revenue Service Exam Recon, M/S 4-E08-141 2970 Market Street Philadelphia, PA 19104 Phone 1-866-897-0161 Source: http://www.irs.gov/pub/irs-pdf/p3598.pdf
Use an IRS Posting Calendar. Or make it easy and look at the IGMR IRS Cycle Chart. Check out the IRS Cycle Code and What Posting Cycles Dates Mean.
Many variables affect this. This includes when you file, whether or not there are errors in your return, processing time, and delivery time. You can use our refund cycle chart for a good estimate based on the day your return was accepted.
aI need help with rent or utilities, where can I find financial assistance while waiting for my refund?
Do you need help with rent, or utilities because this has caused you a financial crisis? Get help paying bills, finding food, and locating other resources near you. Dial 211 on your phone to find local resources for confidential help or visit 211.org.
aMy spouse and I filed a joint tax return and our refund was offset for a debt that my spouse owes. What must I do to receive my portion of the refund?
Complete IRS Form 8379, which you can obtain by calling the IRS toll-free at (800) 829-3676 or by downloading the form from the IRS Web site at Link For assistance with completing the form, call your local IRS office or the IRS toll-free number (800) 829-1040.
Each transcript has a different purpose. The “return” transcript and the “account” transcript are the most common two. The “return” transcript is usually an almost exact copy of your filed tax return, whereas the “account” transcript will have transaction codes that indicate activity on your account. The codes on an account transcript is how to get more information about your tax refund. Ordering transcripts by mail is not a reliable way to find out if you are done processing or to see if a DDD is in your near future.
Transcripts can update any day of the week. However, mass updates on daily accounts are usually Tuesday; and mass updates on weekly accounts are usually Friday.
The WMR can be updated any day of the week. However, mass updates on daily accounts are usually Wednesday; and mass updates on weekly accounts are usually Saturday.
Cycle Code Ending in 01= Friday
Cycle Code Ending in 02= Monday
Cycle Code Ending in 03= Tuesday
Cycle Code Ending in 04= Wednesday
Cycle Code Ending in 05= ThursdayThere is much speculation about the “A refund date will be provided when available” message you may see when you check your Where’s My Refund (WMR) status. Taxpayers report seeing the message when the graphic image of the WMR bars disappeared. In 2015, an IGMR user posted the following comment; however, we were able to confirm their identity and the information may still be just a guess or tall tale. You be the judge.
Name: Official
Submitted on 2015/01/16 at 9:41 pm
I can not give my name, but to shed a little light on every one. Our test batch consisted of 35,000 efiled returns. Every last test batch return has to be done processing before opening day and issued ddd’s to clear the system for incoming returns. If your bar has disappeared you are completely processed so no worries. If your bar and return amount has disappeared either your being reviewed, have an offset or owe an debt.Jenny on March 7, 2012 at 9:25 am. “Ghost” means that the IRS reps say the IRS has no record of you – that you don’t exist in their system. There were many “ghosts” here in February. One posted as “Casper’ :)
You should receive your 1098T by February 15th. If you haven’t received it by then you should contact your college or university.
Your IRS Account is identified as either being updated weekly or daily. Cycle codes ending in 01, 02, 03, 04 are daily accounts. Cycle codes ending in 05 are weekly accounts, but in some cases, they may be daily.
A cycle code is a sequence of eight digits that indicates when your account posts to the master file. It is NOT a calendar date, but it translates to a calendar date in which your return posted to the master file. It is found on the Account Transcript and looks like this example: 20240605
The Taxpayer Advocate Service is Your Voice at the IRS! Read about their service and how you can qualify for help in our article about the Taxpayer Advocate Service (TAS).
It is an independent organization within the IRS. They help taxpayers who are experiencing economic harm, such as not being able to provide necessities like housing, transportation, or food; taxpayers who are seeking help in resolving problems with the IRS; and those who believe an IRS system or procedure is not working as it should. Here are ten things every taxpayer should know about TAS:
The service is free and tailored to meet your needs. You may be eligible for our help if you have tried to resolve your tax problem through normal IRS channels and have gotten nowhere, or you believe an IRS procedure just isn’t working as it should. They help taxpayers whose problems are causing financial difficulty or significant cost, including the cost of professional representation. This includes businesses as well as individuals. If you qualify for help, they will help you get your problem resolved. You will be assigned to one advocate who will be with you at every turn.
A tax return transcript shows most line items from your tax return (Form 1040, 1040A or 1040EZ) as it was originally filed, including any accompanying forms and schedules. It does not reflect any changes you, your representative or the IRS made after the return was filed. In many cases, a return transcript will meet the requirements of lending institutions such as those offering mortgages and for applying for student loans.
A tax account transcript shows any later adjustments either you or the IRS made after the tax return was filed. This transcript shows basic data, including marital status, type of return filed, adjusted gross income and taxable income.
Read more about in our article about how transcripts can help you learn more about your tax refund.
These terms are thrown around when discussing the dates provided by the WMR. DDD was coined as “direct deposit date” because the language from WMR says something about “your refund will be deposited on XX” . You likely can count on it being close to the day you will get your refund. A DD (direct deposit) date however is used to describe the actual day you received your direct deposit.
An e-file PIN is a self-selected PIN used to submit your return to the IRS. If you don’t have an e-file PIN, you can use the prior years Adjusted Gross Income (AGI) to submit your return.
IP PINs are used when ID theft has been reported to the IRS. IP PINs are mailed to you from the IRS and are required to be entered on your tax return. Read more about IP Pins, how to get an IP pin, and when you need one.
WHAT DOES IRS REFERENCE NUMBER 9001 REALLY MEAN?
See what happened in prior years for people who got Code 9001:
Thanks to our friends at The College Investor, here is some more information about Reference Code 9001.
“….IRS Code 9001: “Taxpayer accessed Refund Status using a secondary TIN. Refund Status could not be returned. Get a Primary TIN Analyze account and follow appropriate IRM.”
The IRS has an entire manual dedicated to errors and problems that they encounter during the course of doing business. Some of these codes are directly related to your tax return, and some are related to something else. For the most part, codes less than 2000 are related directly to your return. Anything higher (like code 9001), it’s related to something totally different – so right there, stop freaking out…..”
Questions about other codes you see on Where’s My Refund? Look at our guide on reference codes.
Tax Topic 152 from the IRS is a code you might see when you check the status of your refund with the Where’s My Refund (WMR) tool at the irs.gov website. It is not an audit…chill. It is not an indicator of whether your tax return is done being processed or that there is a problem. Tax Topic 152 is a default processing message that appears while your return is processed. No worries. Some people believe you get Tax Topic 152 just before you get approved for a direct deposit date (DDD), and some people receive this as soon as they get their status update on the WMR (Where’s My Refund) which shows their return was received. Whichever way you get it, here is what the IRS.GOV says about Tax Topic 152:
Tax Topics – Tax Topic 152 Refund Information
Tax Topic 152 – Refund Information
There are three options for receiving your federal individual income tax refund:- The fastest way is by direct deposit (electronic funds transfer) into your checking or savings account, including an individual retirement arrangement (IRA);
- By purchase of U.S. Series I Savings Bonds; or
- By paper check sent to the address listed on your return.
The “as of date” is a date that the IRS designates as a day which something needs to be done by on the return or it pushes out a week.
The Child Tax Credit (CTC) reduces your tax liability whereas the Additional Child Tax Credit (ACTC) is a fully refundable credit.
The IRS tells you exactly what you need to know about the child tax credits.
The difference between IRS daily and weekly accounts is when information posts to the master file. According to the IRS Manual, daily accounts post within 4 days and weekly account post within 7 days.
Most taxpayers will fall into the daily “accelerated” processing. If you are in a weekly account, your refund will “post” within a week of being accepted and your DDD will be scheduled for the following Thursday. Account conditions that prevent accounts from being marked daily are conditions such as (the list is not all inclusive):
1. ITIN Accounts
2. Foreign Addresses
3. Campus Addresses
4. Identity Theft Indicators
5. Prisoner File
6. Related MFT 31 Account (e.g., Bankruptcy, Offer-In-Compromise, Installment Agreements, Innocent Spouse)
7. Criminal Investigation Activity
8. Civil Penalty Account (MFT 55)
9. Tax Module History (two years prior) with CI, Exam or Collection ActivityThe IRS ACCEPTED status on Where’s My Refund (WMR) means your return has been received and that it seems to have passed a basic check for completeness. During the basic check, the IRS also looks for red flags such as fraud indicators. “Accepted” is usually the first status most taxpayers will see when they check the WMR, unless the tax return has been rejected. The initial basic review when you file your tax return includes checks by the IRS for things like whether your social security number has already been used and if forms or fields are not completed or are missing. There are also other basic checks that the IRS uses.
The APPROVED status on Where My Refund indicates your return has been processed and a refund is approved. “Approved” is the status taxpayers will see when they check the WMR if they are due a refund. The status when your refund is approved will display a date that you can expect to receive a refund.
You may see these terms used on the IRS Where’s My Refund website or the IRS2Go App. Also, tax filing companies such as H&R Block and TurboTax use similar terms to describe your return status on their websites, emails and text message updates.”
The cycle in which the Martinsburg Computing Center (MCC) posts returns processed by campus and selects returns. The cycle is expressed by a six-digit cycle code. Cycle codes can be found on your Account Transcript. The first four digits represent the filing year, the second two digits represent the week of that filing year (e.g., Cycle 202404 is the fourth week of the 2024 filing year).
The Protecting American From Tax Hikes (PATH) Act is a law that was enacted in 2015. Part of the PATH Act affects those filing with Earned Income Tax Credit (EITC) or the Additional Child Tax Credit (ACTC) as those refunds cannot be issued prior to February 15th. Use our Path Act guide to see if your tax refund is subject to the Path Act
There are many reasons your tax return could be taking longer to process than you expected. Some of the common errors are simple mistakes. For example, your tax return could be slow to process because of a simple math error, incorrect social security number for any of the taxpayers or dependents listed on your return, incorrect address, incorrect bank information (e.g., routing numbers, account numbers), if you use direct deposit.
Many phone numbers and refund site links are listed on our How To Talk to a Human page. If you find that any of these references are not valid or you find additional numbers/links, please let us know in our live discussion so we can update it for other users too.
The WMR and Transcripts can update anytime throughout the day. However, mass updates occur overnight between midnight and 6 am.
For daily accounts, there are 4 days per week that you can expect mass updates. Some are mass updates for Transcripts and others are mass updates for WMR. For weekly accounts, there are 2 days per week that you can expect mass updates.
Transcripts: Early Tuesday and Friday mornings. Where’s My Refund? Early Wednesday and Saturday mornings.
As soon as you have all your documents needed in the new year (as early as the first week of January.)
Everyday. Generally speaking, you can expect mass updates on Wednesdays and Saturdays.
You can read more about how this works in our Short Story FAQ or Long Version FAQ. Search Am I Weekly in the FAQ box
Or, here is the most info: IRS Update Cycle
If you have an eligible hardship and it has been more than 21 days since your return was accepted (or opening day if were accepted earlier). Check if you qualify for a taxpayer advocate.
If you received a CP01A notice from the IRS containing an IP Pin you should enter it at the time you file your return.
Transcripts will begin updating the first business day after 2/15 and the WMR should update overnight after the transcript has updated.
Typically, transcripts are updated Tuesday-Friday for “daily accounts” and on Fridays for “weekly accounts” except for any federal holidays or dead cycles.
Weekly. Generally speaking, accounts that are set to “weekly” can see changes to transcripts on Fridays and updates to the WMR early Saturday mornings.
You can read more about how this works in our Short Story FAQ or Long Version FAQ. Search Am I Weekly in the FAQ box.
Or, here is the most info: IRS Update Cycle
Netspend releases refunds as soon as they receive the deposit. This can before the Where’s My Refund (WMR) tool even updtes with a Direct Deposit date. (Unless there are filing fees being deducted from your refund)
The Social Security Administration (SSA) receives information about your income. It can be found on ssa.gov If income is displayed on ssa.gov, the only thing it means is that SSA has received information about your income. Not all income is reported to the SSA. Here is how it updates and where the information comes from:
–Wages reported on W-2’s are sent directly to the SSA from employers. Then from there, the SSA sends it to the IRS weekly on Fridays. If your income from wages is displayed on ssa.gov, the only thing it means is that SSA has received the information from an employer if you had a W2.
The amount shown on ssa.gov may match your taxable income, i.e. Adjusted Gross Income (AGI) on your return, but it might not match in cases where you had additional types of income or more than one W-2.
–In the case you had multiple W2s, it might not all be there until all employers have submitted the information to SSA.
–Or in the case you had additional taxable income, such as that on a 1099, the SSA receives that information differently than wages.
With 1099’s, those are sent directly from the Payer to the IRS, not to SSA. In the case that you are self-employed and/or you only have 1099s and if taxable income shows on ssa.gov, that means you are somewhere processing. It does not mean that your tax return is fine or complete.
Taxable income from self-employment typically doesn’t show on ssa.gov until mid-year.
Although some returns may be accepted into the test batch prior to the opening day of tax season, the “21 days” the IRS says to allow for processing doesn’t officially begin until the opening day. If you filed on or after opening day then your “21 days” begins on the day your return was accepted.
The IRS usually startys accepting small batches of returns to test their system 2 weeks before they officially open for the season.
The C-Freeze placed on PATH accounts begins to be systematically released on 2/15 and updates will be seen on transcripts and WMR after 2/15.
Usually, the IRS officially opens on the first business day around the third week of the year. We have seen them open even later.
Any money owed for an offset is automatically deducted from your refund amount at the time your refund is approved.
April 15th unless it falls on a Saturday, Sunday or legal holiday. In thoses cased, it would be the first business day following the 15th.
Anyday, anytime. But, there are 4 days when there are “mass” updates. Generally, updates begin around 3:00 am local time. Some updates occur on Saturday nights.
The Where’s My Refund (WMR) tool updates throughout the day for acceptances and overnight (midnight-3am) for account updates and Direct Deposit dates.
An unpostable happens when something is unable to be posted to the master file. Read our full guide about unpostable transactions.
The Where’s My Refund (WMR) tool has been updating quickly. Most people see an accepted return in a few hours and sometimes even in a few minutes.
Where’s My Refund is usually available at all hours on all days with exception to planned maintenance.
Only amend your tax return AFTER you have received your refund or when indicated by a tax advocate or letter from the IRS.
Use our updated list of No Hold Banks (NHB)
TFI and NHB acronyms we use to help people understand why some people see deposits earlier than the date indicated on Where’s My Refund (WMR) tool.
TFI: Traditional Financial Institution
NHB: No Hold BankIf you are using a TFI for direct deposit and given a direct deposit day on WMR, you will likely have your deposit available on that day.
If you are using a NHB, soon after your transcript updates with the 846 code, you can see your deposited posted the same day in many cases, sometimes available in the afternoon.
Examples of a NHB would be people using Netspend, Bluebird, AMEX serve cards for their DD. Another variation of a NHB are some credit unions. In many cases, credit unions will show you a pending direct deposit fairly quickly after the 846 on your transcript, but still make the direct deposit available on the date shown on the WMR.
Examples of NHB’s are Netspend, Walmart Money Card, some credit unions.
Santa Barbara Bank and Trust (SBBT) is the former name for one of the banks used by Turbo Tax for refund processing if you choose to have TurboTax deduct their fees from your refund. (Meaning you didn’t pay the fee with credit/debit card before filing). Santa Barbara TPG is their new name. Your refund status can be checked at their site if your refund is being transferred from them on the TPG check tax refund status site.
Account conditions that prevent accounts from being marked daily are conditions such as (the list is not all inclusive):
1. ITIN Accounts
2. Foreign Addresses
3. Campus Addresses
4. Identity Theft Indicators
5. Prisoner File
6. Related MFT 31 Account (e.g., Bankruptcy, Offer-In-Compromise, Installment Agreements, Innocent Spouse)
7. Criminal Investigation Activity
8. Civil Penalty Account (MFT 55)
9. Tax Module History (two years prior) with CI, Exam or Collection ActivityOnce your account is marked weekly, it can remain that way for several years or change at any given year. There is not a set time period that your account is weekly.
You really don’t. But, you can use the last 2 digits of your cycle code to see if your account is Weekly or Daily.
The IRS Treasury Offset Program (TOPS) includes amounts for Child Support, Student Loans, Delinquent State taxes, other Non-tax Debt.
If an individual owes money to the federal government or some other agencies because of a delinquent debt, the Treasury Department can offset that individual’s federal payment or withhold the entire amount to satisfy the debt. The debtor is notified in advance of any offset action to be taken. Individuals may call (800) 304-3107 with questions about delinquent debt.
Calling the IRS will not speed up your refund because the representatives on the phone for the IRS are not the people who process the returns. But you may be able to get more information if your refund is delayed since the WMR seems to be hit or miss or might be producing a code or message indicating that you should call.
You can only guess this based on how you updated in prior years or by looking at your cycle code. Here is some information to help understand how you can guess.
-New cycle codes are generated each year, based on several different factors.
-Cycle codes are related to the day transactions post to the IMF.
-Posting to the IMF does NOT mean updating on the Transcript or WMR.
-Whether you were daily or weekly last year will not, with certainty, mean you are daily or weekly this year. However, it can be a clue.
-Cycle codes ending in 01, 02, 03, 04 are absolutely daily accounts.
-Transactions on accounts ending in 01, 02, 03, 04 can post to the IMF on Monday, Tuesday, Wednesday, Thursday or Friday.
-Cycle code ending in 05 can be either daily OR weekly.
-Transactions on weekly accounts ending in 05 can post to the IMF ONLY on Thursday.
-Transactions on daily accounts ending in 05 can post to the IMF on Monday, Tuesday, Wednesday, Thursday or Friday.
-On a transcript, some transactions you can see, some you can’t. The IRS doesn’t show their whole hand.
-When transactions occur and post to your account on the IMF, MOST times you can see the transaction on your transcript the following day (transaction codes, like 570, 846, etc) and the WMR may update the next day (status updates, reference codes, deposit dates.)
-If your cycle code ends in 05, there is just about no way to know with certainty that you are either daily or weekly, unless you filed with an IP Pin (weeklies for sure) or someone from the IRS tells you. Good luck with that, you’d probably be told the wrong thing anyway by a rep. Hell, you might even get the wrong info from a Tax Advocate.
-If your cycle code ends in 05 you can only use clues to guess if you are daily or weekly.
-Dailies with an 05 and weeklies with an 05 just so happen to be posting together. They “share the day”, if you will.
-An easy way to remember the cycle of how things post and update is this:
Transaction Posts to the IMF on a day, the following day depending on the type of transaction…transcript might update, the following day…depending on the type of transaction that occurred, the WMR might update.
-If you updated on Saturday the 16th, it is likely you are a daily who shares the day with weeklies who didn’t update. This is disputed by many, but is the only thing that makes sense.
Most states allow you to file your State Return separately from your Federal Return so long as your Federal Return has already been accepted by the IRS, although there are a few states that have more specific requirements.
There are three ways that state returns can be submitted.
Stand Alone states allow taxpayers to electronically file there State Return with or without their Federal Return.
Piggyback states MUST electronically file their State Return WITH their Federal Return. If the Federal Return gets rejected then the State Return will also be rejected. Typically any corrections made to the Federal Return should also be corrected on the State Return and then they can be resubmitted together. If the Federal Return is accepted, but the State Return is rejected then corrections will need to be made to the State Return and then resubmitted by itself. If you electronically filed your Federal Return without submitting your State Return then you will need to paper file the State Return.
State Only states can be submitted without the Federal Return so long as the online tax prep has a record of your Federal Return already being submitted and accepted.Once your returns have been accepted they will begin to process independently from each other. Check your state’s revenue service or government website for more specific information on when they will begin accepting returns and when to expect your refund.
Stand Alone
California
MassachusettsPiggyback
ArkansasState Only
Alabama
Arizona
Colorado
Connecticut
District of Columbia (D.C.)
Delaware
Georgia
Hawaii
Iowa
Idaho
Illonois
Indiana
Kansas
Kenntucky
Louisiana
Maryland
Maine
Michigan
Minnesota
Missouri
Mississippi
Montana
North Carolina
North Dakota
Nebraska
NewHampshire
New Jersey
New Mexico
New York
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
Tennesse
Utah
Virginia
Vermont
Wisconsin
West VirginiaIt doesn’t really. However, people use it to check what day they should expect updates on Transcripts or WMR.
Tax returns should always be filed using the necessary documentation (W-2, 1099, etc). If your employer does not provide you with a W-2 then you may request a substitute W-2 with form 4852.
aDoes Where’s My Refund (WMR) always display my refund status with the tracker showing three steps?
No. In some cases the tracker graphic will not be shown if your return is being reviewed prior to step two. Instead it may show an explanation of the status or instructions depending on the situation. This can happen even if you previously checked Where’s My Refund and it showed the status as “Return Received” along with the tracker. In these cases be assured that they have your tax return and it is processing it. Please follow the directions provided by Where’s My Refund? Otherwise, if the IRS needs more information they will contact you by mail. If they send you a letter about your return, please follow the instructions in the letter as soon as possible.
This does not mean an audit. Reviewed can also mean processing.
Yes, we have had reports from a few people that they received their refund and the WMR never updated from the ‘being processed” message. Though it has happened, it doesn’t seem to be the trend; most people get a hard direct deposit date as an indicator that they are finally through this nonsense.
State Income Tax Info:
Alabama 800-558-3912
Arizona 602-255-3381 or 800-352-4090
Arkansas 501-682-0200 or 800-438-1992
California 800-852-5711
Colorado 303-238-3278
Connecticut 860-297-5962
Delaware 302-577-8784
Florida 850-488-8937
Georgia 877-423-6711
Hawaii 808-587-4242
Idaho 208-334-7660
Illinois 800-732-8866
Indiana 317-232-2240
Iowa 515-281-4966
Kansas 800-894-0318
Kentucky 502-564-1600
Louisiana 225-219-0102
Maine 207-626-8475
Maryland 800-218-8160
Massachusetts 800-392-6089
Michigan 517-373-3200
Minnesota 651-296-3781
Mississippi 601-923-7801
Missouri 573-526-8299
Montana 866-859-2254
Nebraska 800-742-7474
New Mexico 505-476-3778
New York 518-457-5149
North Carolina 877-252-4052
North Dakota 701-328-2770
Ohio 800-282-1780
Oklahoma 405-521-3160 or 800-522-8165 (in-state toll free)
Oregon 503-378-4988
Pennsylvania 717-787-8201
Rhode Island 801-297-2200
Utah 801-297-2200
Vermont 802-828-0145
Virginia 804-367-2486
West Virginia 304-558-3333
Wisconsin 866-947-7363
You will need to call the IRS at the number provided in the notice to verify your identity. You will need the control number provided in the letter. They may ask you a series of questions regarding your current and previous year’s tax return so you will want have those available. If you are unable to provide them with the answers or do not have access to records, then they may ask you to visit a local IRS office.
Questions they may ask you:
- Full name
- Address
- Filing status
- Secondary name on the return if filing jointly
- Did you report any income for a specific tax year?
- What was your AGI?
- Employer name(s)
- Did you have any business income for a specific tax year
If so, did you report a loss? Which line did you report the loss on? - Mother’s maiden name/father’s full name
- Did you claim any dependents?
How many?
Full name(s)
Date of birth(s)
Social security number(s) - Are you expecting a refund for the most recent year?
If so, how much? - How did you file? Paper or electronically?
- Did you request a paper check or for direct deposit?
Bank Name
Checking or savings
Account/routing number
Look at the last 2 digits of your Cycle Code? If it ends in 01, 02, 03, 04 transactions post to our IMF account daily except weekends. If it ends in 05, you could be weekly or daily. For weekly accounts, transactions are posted to the IMF account only once weekly.
IRS Transcripts can be ordered by phone or online. The IRS can provide an account or return transcript to you by mail or online.
The phone number to order IRS Transcripts is (800) 908-9946 and allows you to order account transcripts or return transcripts.
To order a tax return transcript or tax account transcript online visit the IRS.gov website here: Order IRS Transcript
If you decide to request audit reconsideration, please send your request to the address of the IRS Campus shown on your Examination Report. Andover Campus Internal Revenue Service P.O. Box 9053 Stop 823 Andover, MA 01810-0953 Phone 1-866-897-0177 Atlanta Campus Internal Revenue Service P.O. Box 48-389 Stop 54A Doraville, GA 30362 Phone 1-866-897-0177 Austin Campus Internal Revenue Service P.O. Box 934 Stop 4103 Austin, TX 78767 Phone 1-866-897-0177 Brookhaven Campus Internal Revenue Service P.O. Box 9005 Stop 611, Team 406 Holtsville, NY 11742 Phone 1-866- 897-0161 Cincinnati Campus Internal Revenue Service CIRSC P.O. Box 308 Stop 8202 Covington, KY 41012 Phone 1-866-897-0161 Kansas City Campus Internal Revenue Service P3 Stop 4200 Kansas City, MO 64999 Phone 1-866-897-0177 Fresno Campus Internal Revenue Service P.O. Box 12067 Stop 82206 Fresno, CA 93776 Phone 1-866-897-0177 Memphis Campus Internal Revenue Service P.O. Box 30086 Stop 8236 Memphis, TN 38130-0086 Phone 1-866-897-0161 Ogden Campus Internal Revenue Service P.O. Box 9036 Stop 4440 Ogden, UT 84201 Phone 1-866-897-0161 Philadelphia Campus Internal Revenue Service Exam Recon, M/S 4-E08-141 2970 Market Street Philadelphia, PA 19104 Phone 1-866-897-0161 Source: http://www.irs.gov/pub/irs-pdf/p3598.pdf
Use an IRS Posting Calendar. Or make it easy and look at the IGMR IRS Cycle Chart. Check out the IRS Cycle Code and What Posting Cycles Dates Mean.
Many variables affect this. This includes when you file, whether or not there are errors in your return, processing time, and delivery time. You can use our refund cycle chart for a good estimate based on the day your return was accepted.
aI need help with rent or utilities, where can I find financial assistance while waiting for my refund?
Do you need help with rent, or utilities because this has caused you a financial crisis? Get help paying bills, finding food, and locating other resources near you. Dial 211 on your phone to find local resources for confidential help or visit 211.org.
aMy spouse and I filed a joint tax return and our refund was offset for a debt that my spouse owes. What must I do to receive my portion of the refund?
Complete IRS Form 8379, which you can obtain by calling the IRS toll-free at (800) 829-3676 or by downloading the form from the IRS Web site at Link For assistance with completing the form, call your local IRS office or the IRS toll-free number (800) 829-1040.
Each transcript has a different purpose. The “return” transcript and the “account” transcript are the most common two. The “return” transcript is usually an almost exact copy of your filed tax return, whereas the “account” transcript will have transaction codes that indicate activity on your account. The codes on an account transcript is how to get more information about your tax refund. Ordering transcripts by mail is not a reliable way to find out if you are done processing or to see if a DDD is in your near future.
Transcripts can update any day of the week. However, mass updates on daily accounts are usually Tuesday; and mass updates on weekly accounts are usually Friday.
The WMR can be updated any day of the week. However, mass updates on daily accounts are usually Wednesday; and mass updates on weekly accounts are usually Saturday.
Cycle Code Ending in 01= Friday
Cycle Code Ending in 02= Monday
Cycle Code Ending in 03= Tuesday
Cycle Code Ending in 04= Wednesday
Cycle Code Ending in 05= ThursdayThere is much speculation about the “A refund date will be provided when available” message you may see when you check your Where’s My Refund (WMR) status. Taxpayers report seeing the message when the graphic image of the WMR bars disappeared. In 2015, an IGMR user posted the following comment; however, we were able to confirm their identity and the information may still be just a guess or tall tale. You be the judge.
Name: Official
Submitted on 2015/01/16 at 9:41 pm
I can not give my name, but to shed a little light on every one. Our test batch consisted of 35,000 efiled returns. Every last test batch return has to be done processing before opening day and issued ddd’s to clear the system for incoming returns. If your bar has disappeared you are completely processed so no worries. If your bar and return amount has disappeared either your being reviewed, have an offset or owe an debt.Jenny on March 7, 2012 at 9:25 am. “Ghost” means that the IRS reps say the IRS has no record of you – that you don’t exist in their system. There were many “ghosts” here in February. One posted as “Casper’ :)
You should receive your 1098T by February 15th. If you haven’t received it by then you should contact your college or university.
Your IRS Account is identified as either being updated weekly or daily. Cycle codes ending in 01, 02, 03, 04 are daily accounts. Cycle codes ending in 05 are weekly accounts, but in some cases, they may be daily.
A cycle code is a sequence of eight digits that indicates when your account posts to the master file. It is NOT a calendar date, but it translates to a calendar date in which your return posted to the master file. It is found on the Account Transcript and looks like this example: 20240605
The Taxpayer Advocate Service is Your Voice at the IRS! Read about their service and how you can qualify for help in our article about the Taxpayer Advocate Service (TAS).
It is an independent organization within the IRS. They help taxpayers who are experiencing economic harm, such as not being able to provide necessities like housing, transportation, or food; taxpayers who are seeking help in resolving problems with the IRS; and those who believe an IRS system or procedure is not working as it should. Here are ten things every taxpayer should know about TAS:
The service is free and tailored to meet your needs. You may be eligible for our help if you have tried to resolve your tax problem through normal IRS channels and have gotten nowhere, or you believe an IRS procedure just isn’t working as it should. They help taxpayers whose problems are causing financial difficulty or significant cost, including the cost of professional representation. This includes businesses as well as individuals. If you qualify for help, they will help you get your problem resolved. You will be assigned to one advocate who will be with you at every turn.
A tax return transcript shows most line items from your tax return (Form 1040, 1040A or 1040EZ) as it was originally filed, including any accompanying forms and schedules. It does not reflect any changes you, your representative or the IRS made after the return was filed. In many cases, a return transcript will meet the requirements of lending institutions such as those offering mortgages and for applying for student loans.
A tax account transcript shows any later adjustments either you or the IRS made after the tax return was filed. This transcript shows basic data, including marital status, type of return filed, adjusted gross income and taxable income.
Read more about in our article about how transcripts can help you learn more about your tax refund.
These terms are thrown around when discussing the dates provided by the WMR. DDD was coined as “direct deposit date” because the language from WMR says something about “your refund will be deposited on XX” . You likely can count on it being close to the day you will get your refund. A DD (direct deposit) date however is used to describe the actual day you received your direct deposit.
An e-file PIN is a self-selected PIN used to submit your return to the IRS. If you don’t have an e-file PIN, you can use the prior years Adjusted Gross Income (AGI) to submit your return.
IP PINs are used when ID theft has been reported to the IRS. IP PINs are mailed to you from the IRS and are required to be entered on your tax return. Read more about IP Pins, how to get an IP pin, and when you need one.
WHAT DOES IRS REFERENCE NUMBER 9001 REALLY MEAN?
See what happened in prior years for people who got Code 9001:
Thanks to our friends at The College Investor, here is some more information about Reference Code 9001.
“….IRS Code 9001: “Taxpayer accessed Refund Status using a secondary TIN. Refund Status could not be returned. Get a Primary TIN Analyze account and follow appropriate IRM.”
The IRS has an entire manual dedicated to errors and problems that they encounter during the course of doing business. Some of these codes are directly related to your tax return, and some are related to something else. For the most part, codes less than 2000 are related directly to your return. Anything higher (like code 9001), it’s related to something totally different – so right there, stop freaking out…..”
Questions about other codes you see on Where’s My Refund? Look at our guide on reference codes.
Tax Topic 152 from the IRS is a code you might see when you check the status of your refund with the Where’s My Refund (WMR) tool at the irs.gov website. It is not an audit…chill. It is not an indicator of whether your tax return is done being processed or that there is a problem. Tax Topic 152 is a default processing message that appears while your return is processed. No worries. Some people believe you get Tax Topic 152 just before you get approved for a direct deposit date (DDD), and some people receive this as soon as they get their status update on the WMR (Where’s My Refund) which shows their return was received. Whichever way you get it, here is what the IRS.GOV says about Tax Topic 152:
Tax Topics – Tax Topic 152 Refund Information
Tax Topic 152 – Refund Information
There are three options for receiving your federal individual income tax refund:- The fastest way is by direct deposit (electronic funds transfer) into your checking or savings account, including an individual retirement arrangement (IRA);
- By purchase of U.S. Series I Savings Bonds; or
- By paper check sent to the address listed on your return.
The “as of date” is a date that the IRS designates as a day which something needs to be done by on the return or it pushes out a week.
The Child Tax Credit (CTC) reduces your tax liability whereas the Additional Child Tax Credit (ACTC) is a fully refundable credit.
The IRS tells you exactly what you need to know about the child tax credits.
The difference between IRS daily and weekly accounts is when information posts to the master file. According to the IRS Manual, daily accounts post within 4 days and weekly account post within 7 days.
Most taxpayers will fall into the daily “accelerated” processing. If you are in a weekly account, your refund will “post” within a week of being accepted and your DDD will be scheduled for the following Thursday. Account conditions that prevent accounts from being marked daily are conditions such as (the list is not all inclusive):
1. ITIN Accounts
2. Foreign Addresses
3. Campus Addresses
4. Identity Theft Indicators
5. Prisoner File
6. Related MFT 31 Account (e.g., Bankruptcy, Offer-In-Compromise, Installment Agreements, Innocent Spouse)
7. Criminal Investigation Activity
8. Civil Penalty Account (MFT 55)
9. Tax Module History (two years prior) with CI, Exam or Collection ActivityThe IRS ACCEPTED status on Where’s My Refund (WMR) means your return has been received and that it seems to have passed a basic check for completeness. During the basic check, the IRS also looks for red flags such as fraud indicators. “Accepted” is usually the first status most taxpayers will see when they check the WMR, unless the tax return has been rejected. The initial basic review when you file your tax return includes checks by the IRS for things like whether your social security number has already been used and if forms or fields are not completed or are missing. There are also other basic checks that the IRS uses.
The APPROVED status on Where My Refund indicates your return has been processed and a refund is approved. “Approved” is the status taxpayers will see when they check the WMR if they are due a refund. The status when your refund is approved will display a date that you can expect to receive a refund.
You may see these terms used on the IRS Where’s My Refund website or the IRS2Go App. Also, tax filing companies such as H&R Block and TurboTax use similar terms to describe your return status on their websites, emails and text message updates.”
The cycle in which the Martinsburg Computing Center (MCC) posts returns processed by campus and selects returns. The cycle is expressed by a six-digit cycle code. Cycle codes can be found on your Account Transcript. The first four digits represent the filing year, the second two digits represent the week of that filing year (e.g., Cycle 202404 is the fourth week of the 2024 filing year).
The Protecting American From Tax Hikes (PATH) Act is a law that was enacted in 2015. Part of the PATH Act affects those filing with Earned Income Tax Credit (EITC) or the Additional Child Tax Credit (ACTC) as those refunds cannot be issued prior to February 15th. Use our Path Act guide to see if your tax refund is subject to the Path Act
There are many reasons your tax return could be taking longer to process than you expected. Some of the common errors are simple mistakes. For example, your tax return could be slow to process because of a simple math error, incorrect social security number for any of the taxpayers or dependents listed on your return, incorrect address, incorrect bank information (e.g., routing numbers, account numbers), if you use direct deposit.
Many phone numbers and refund site links are listed on our How To Talk to a Human page. If you find that any of these references are not valid or you find additional numbers/links, please let us know in our live discussion so we can update it for other users too.
The WMR and Transcripts can update anytime throughout the day. However, mass updates occur overnight between midnight and 6 am.
For daily accounts, there are 4 days per week that you can expect mass updates. Some are mass updates for Transcripts and others are mass updates for WMR. For weekly accounts, there are 2 days per week that you can expect mass updates.
Transcripts: Early Tuesday and Friday mornings. Where’s My Refund? Early Wednesday and Saturday mornings.
As soon as you have all your documents needed in the new year (as early as the first week of January.)
Everyday. Generally speaking, you can expect mass updates on Wednesdays and Saturdays.
You can read more about how this works in our Short Story FAQ or Long Version FAQ. Search Am I Weekly in the FAQ box
Or, here is the most info: IRS Update Cycle
If you have an eligible hardship and it has been more than 21 days since your return was accepted (or opening day if were accepted earlier). Check if you qualify for a taxpayer advocate.
If you received a CP01A notice from the IRS containing an IP Pin you should enter it at the time you file your return.
Transcripts will begin updating the first business day after 2/15 and the WMR should update overnight after the transcript has updated.
Typically, transcripts are updated Tuesday-Friday for “daily accounts” and on Fridays for “weekly accounts” except for any federal holidays or dead cycles.
Weekly. Generally speaking, accounts that are set to “weekly” can see changes to transcripts on Fridays and updates to the WMR early Saturday mornings.
You can read more about how this works in our Short Story FAQ or Long Version FAQ. Search Am I Weekly in the FAQ box.
Or, here is the most info: IRS Update Cycle
Netspend releases refunds as soon as they receive the deposit. This can before the Where’s My Refund (WMR) tool even updtes with a Direct Deposit date. (Unless there are filing fees being deducted from your refund)
The Social Security Administration (SSA) receives information about your income. It can be found on ssa.gov If income is displayed on ssa.gov, the only thing it means is that SSA has received information about your income. Not all income is reported to the SSA. Here is how it updates and where the information comes from:
–Wages reported on W-2’s are sent directly to the SSA from employers. Then from there, the SSA sends it to the IRS weekly on Fridays. If your income from wages is displayed on ssa.gov, the only thing it means is that SSA has received the information from an employer if you had a W2.
The amount shown on ssa.gov may match your taxable income, i.e. Adjusted Gross Income (AGI) on your return, but it might not match in cases where you had additional types of income or more than one W-2.
–In the case you had multiple W2s, it might not all be there until all employers have submitted the information to SSA.
–Or in the case you had additional taxable income, such as that on a 1099, the SSA receives that information differently than wages.
With 1099’s, those are sent directly from the Payer to the IRS, not to SSA. In the case that you are self-employed and/or you only have 1099s and if taxable income shows on ssa.gov, that means you are somewhere processing. It does not mean that your tax return is fine or complete.
Taxable income from self-employment typically doesn’t show on ssa.gov until mid-year.
Although some returns may be accepted into the test batch prior to the opening day of tax season, the “21 days” the IRS says to allow for processing doesn’t officially begin until the opening day. If you filed on or after opening day then your “21 days” begins on the day your return was accepted.
The IRS usually startys accepting small batches of returns to test their system 2 weeks before they officially open for the season.
The C-Freeze placed on PATH accounts begins to be systematically released on 2/15 and updates will be seen on transcripts and WMR after 2/15.
Usually, the IRS officially opens on the first business day around the third week of the year. We have seen them open even later.
Any money owed for an offset is automatically deducted from your refund amount at the time your refund is approved.
April 15th unless it falls on a Saturday, Sunday or legal holiday. In thoses cased, it would be the first business day following the 15th.
Anyday, anytime. But, there are 4 days when there are “mass” updates. Generally, updates begin around 3:00 am local time. Some updates occur on Saturday nights.
The Where’s My Refund (WMR) tool updates throughout the day for acceptances and overnight (midnight-3am) for account updates and Direct Deposit dates.
An unpostable happens when something is unable to be posted to the master file. Read our full guide about unpostable transactions.
The Where’s My Refund (WMR) tool has been updating quickly. Most people see an accepted return in a few hours and sometimes even in a few minutes.
Where’s My Refund is usually available at all hours on all days with exception to planned maintenance.
Only amend your tax return AFTER you have received your refund or when indicated by a tax advocate or letter from the IRS.
Use our updated list of No Hold Banks (NHB)
TFI and NHB acronyms we use to help people understand why some people see deposits earlier than the date indicated on Where’s My Refund (WMR) tool.
TFI: Traditional Financial Institution
NHB: No Hold BankIf you are using a TFI for direct deposit and given a direct deposit day on WMR, you will likely have your deposit available on that day.
If you are using a NHB, soon after your transcript updates with the 846 code, you can see your deposited posted the same day in many cases, sometimes available in the afternoon.
Examples of a NHB would be people using Netspend, Bluebird, AMEX serve cards for their DD. Another variation of a NHB are some credit unions. In many cases, credit unions will show you a pending direct deposit fairly quickly after the 846 on your transcript, but still make the direct deposit available on the date shown on the WMR.
Examples of NHB’s are Netspend, Walmart Money Card, some credit unions.
Santa Barbara Bank and Trust (SBBT) is the former name for one of the banks used by Turbo Tax for refund processing if you choose to have TurboTax deduct their fees from your refund. (Meaning you didn’t pay the fee with credit/debit card before filing). Santa Barbara TPG is their new name. Your refund status can be checked at their site if your refund is being transferred from them on the TPG check tax refund status site.
Account conditions that prevent accounts from being marked daily are conditions such as (the list is not all inclusive):
1. ITIN Accounts
2. Foreign Addresses
3. Campus Addresses
4. Identity Theft Indicators
5. Prisoner File
6. Related MFT 31 Account (e.g., Bankruptcy, Offer-In-Compromise, Installment Agreements, Innocent Spouse)
7. Criminal Investigation Activity
8. Civil Penalty Account (MFT 55)
9. Tax Module History (two years prior) with CI, Exam or Collection ActivityOnce your account is marked weekly, it can remain that way for several years or change at any given year. There is not a set time period that your account is weekly.
You really don’t. But, you can use the last 2 digits of your cycle code to see if your account is Weekly or Daily.
The IRS Treasury Offset Program (TOPS) includes amounts for Child Support, Student Loans, Delinquent State taxes, other Non-tax Debt.
If an individual owes money to the federal government or some other agencies because of a delinquent debt, the Treasury Department can offset that individual’s federal payment or withhold the entire amount to satisfy the debt. The debtor is notified in advance of any offset action to be taken. Individuals may call (800) 304-3107 with questions about delinquent debt.
Calling the IRS will not speed up your refund because the representatives on the phone for the IRS are not the people who process the returns. But you may be able to get more information if your refund is delayed since the WMR seems to be hit or miss or might be producing a code or message indicating that you should call.
Congratulations everyone yay! We been filing to long to not not know their new system. By next week well I say next this week you guys should definitely have a ddd . I’m so glad it’s finally moving . Ugh 😂😔 I’m still on fr.. for ny state and blank transcripts for federal filed 1/16
I guarantee the ones that work there got theirs so today makes 3 days our money has been there
Bs they didn’t have no outage they just want to gain interest they open today and yesterday and Monday they can process it now and it will be in our accounts tuesday
Sbtpg had an outage Friday so we will get it on the 23rd
Just so you all know, it is possible to change from a weekly to a daily or a daily to a weekly. At some point last year, I changed from a weekly to a daily. This change has continued into this year, for which I am grateful. My transcripts updated yesterday (Saturday), and my WMR updated this morning. I hope this helps any of you dealing with these issues.
Damn Howard don’t play with us like that lol you had me checking mines lol
Anyone use cash app to have their DD and have they posted yet?
I was just joking yall I ain’t get nothing yet lol
@ Keyshawnjenkins. Tell the people this is YOUR experience. Don’t go dashing peoples hopes. I’ve always been funded 3-5 earlier since I’ve used SBTPG. Last year my refund was to hit on 3/17 and it hit on 3/8. Everybody is different, don’t talk like what you said is facts bcuz it’s not. People don’t come here to be discouraged. Blessings man.
@Howie. Glad you’re back man. You gave up hope the other day and now look at your ass…on top of the world!!!!! Happy for you stranger. Now did you check your bank account or just SBTPG?! I’m asking for clarification. Thanks man.
Palms is itchin!!!! Another restless day of checking SBTPG!!!!
Hello Howard mine is still saying unfunded and I live an Georgia it’s 10:04 a.m here
Mines just said funded and checked my account and it’s there
The site to check is https://www.myepstax.com/refund-status/
For Emerald Pathward.
PATH
DDD 2/23
WMR updated to approved.
HR block has not updated for me yet.
20230405
Refund Advance w/Emerald. No movement on account as of yet.congrats glad you all are moving i was accepted 1/25 went straight to further review on 1/26 and of course im still there.. feel like.im not moving anytime soon but at least i got my federal already
Still unfunded….irs WMR says will be sent BY yhe 23rd and to contact them if I don’t have it by the 28th. Bar is not highlighted so I’m assuming the IRS didn’t get as many sent as they wanted to. I’ve checked so much im sick of it! At this point it probably will be Tuesday or after. Not getting hopes up anymore!
My DDD is 2/23..no movement anywhere. I’ll say Tuesday or Wednesday probably.
Same. Last three years used Cap One for DD. My date is 02/23/23. Not expecting it until then.if it were DD on 2/20/23 it would have been in on 02/19/23. Just waiting. Good luck.
Umm…not sure if y’all checked the date, but it’s 5 days out. Patience grasshoppers!
https://www.myepstax.com/refund-status/
That is the Pathward Refund Status for fees paid with refund and/ or refund advance.
It does not show my info yet though.
PATHER :|
Filed 1/19 accepted same day. Refund Advance and fees paid w/refund.
Transcript update 2/17 DDD of 2/23.
WMR updated approved- not sent.
HRB Emerald shows no update, remains on “filed”Hello 20230405 cycle still nothing on cash app ddd is 2/22/23 but I’ve seen post this morning where people got there money this morning with ddd of 2-23-23
…still waiting for the state WMR to move from 2 to 3 bars.
@winnermade Thank you.. do you know if they have a site where I can check the status like sbtg?
Nope, not to my knowledge. I tried calling about my state couple weeks ago. They will just refer you back to H&R. I was finally able to talk to someone at H&R that was able tobl advise me the date they were releasing my state.
2/2 filed and accepted
N/a forever…then all populated this morning. DDD 2/23 money deposited in my bank at 11:30am this morning mountain time