[Skywardx]

Hope everyone still waiting gets good news sooner than later. I was one of many who had a 1099R this year and am pretty sure that’s what held up my refund.

Good luck

Waiting over…

[Skywardx]

At Last!!!

Checked this morning and was shocked to see the wait is over!!!

Accepted 02/02
150 Tax return filed 03-11-2024
806 W-2 or 1099 withholding 04-15-2024
570 Additional account action pending 03-11-2024 $0.00
971 Notice issued 03-18-2024 $0.00
971 Notice issued 05-06-2024 $0.00
846 Refund issued 04-24-2024

[Skywardx]

Woke this morning to a notification on the IRS Acct home site of Notice issued which was a CP05 indicating as follows-

We’re holding your refund until we finish verifying the accuracy of your return.
We selected your return to verify one or more of the following you may have reported:
• Income
• Income tax withholding
• Tax credits
• Business income

You don’t need to do anything at this time. We could take up to 60 days to complete this review.

Waiting…..

[Skywardx]

First time filed 1099R

Accepted 02/02
150 Tax return filed 03-11-2024
806 W-2 or 1099 withholding 04-15-2024
570 Additional account action pending 03-11-2024 $0.00
971 Notice issued 03-18-2024 $0.00

-No change since Feb 28
-No letter received as of yet
-Contacted IRS two days ago and was told was pulled for review could take up to 120 days.
-IRS agent indicated a letter was sent March 1

Waiting…..

[Skywardx]

Accepted 2/2
PROCESSING DATE Mar. 11, 2024
150 Tax return filed 03-11-2024
806 W-2 or 1099 withholding 04-15-2024
570 Additional account action pending 03-11-2024 $0.00
971 Notice issued 03-18-2024 $0.00

401k Early withdraw

Well was hopeful for an update this morning as my last two have been on Wednesdays and still the same. What a bunch of crap!!!

Waiting…..

[Skywardx]

Excepted 2-2

150 Tax return filed 03-11-2024
570 Additional account action pending 03-11-2024 $0.00
971 Notice issued 03-18-2024 $0.00

Last update this past Wednesday

Another lucky one

Waiting…..

[Skywardx]

Just to join in the frustration, I finally got a transcript update from showing no returned filed to now showing codes 150, 806, and lastly to 570 with a date of 3-11-2024. I to had a 401k early withdraw from a company that closed its doors. 1040 line 5a and 5b are off by 100 using Turbo Tax. Don’t no if it means anything. First time in all the 40 years filing have had a hold on my refund.

[Author]

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