Archives: FAQs

The GMP is the IRS Get My Payment tool to check the status of your stimulus payment.

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.

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 … Read more

The WMR and Transcripts can update anytime throughout the day. However, mass updates occur overnight between midnight and 3 am.

The WMR can update any day of the week. However, mass updates on daily account are usually Wednesday; and mass updates on weekly accounts are usually Saturday.

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.

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. Or, here is the most info:  IRS Update Cycle

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. Or, here is the most info:  IRS Update Cycle

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= Thursday

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.

Use an IRS Posting Calendar. Or make it easy and look at the IGMR IRS Cycle Chart. Check out the 2019 IRS Cycle Code and What Posting Cycles Dates Mean.

Your cycle code can be found on your “Account Transcript”.

It is an 8 digit sequence of numbers such as 20190405.

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.

It doesn’t really. However, people use it to check what day they should expect updates on Transcripts or WMR.

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.

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.

It is a day when a lot of Transcripts or the WMR is updated.

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.

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. … Read more

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: … Read more

TFI and NHB acronyms are now in our Lingo List to help people understand the difference and why some people see deposits earlier than what it says on WMR. TFI: Traditional Financial Institution NHB: No Hold Bank If you are using a TFI for DD and updated with a DDD on WMR today, you will … Read more

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 code. The first four digits represent the filing year, the second two digits represent the week of that filing year (e.g., Cycle 201204 is the fourth week of the 2012 file … Read more

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 incorrect social security number(s) for any of the joint taxpayers or dependents listed on your return, incorrect address, incorrect bank … Read more

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 … Read more

There are many variables that affect this: including when you file, whether or not there are errors in your return, processing time, and delivery time.

E-file: 72 hours Mail: 4 weeks

You will need to call the IRS at the number provided in the notice. They may ask you a series of questions regarding your current and previous year’s tax return so you will want have those handy along with the notice sent to you containing the control number used to verify your identity. If you … Read more

You should receive your 1098T by February 15th. If you haven’t received it by then you should contact your college or university.

“No. In some cases the tracker graphic will not be shown if your return is being reviewed prior to step two: “Refund Approved,” and instead an explanation or instructions will be provided depending on the situation. This can happen even if you previously checked Where’s My Refund and it showed the status as “Return Received” … Read more

There 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 … Read more

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.  What does IGMR think?  Tax Topic 152 is a default processing message that appears while your return is processed. … Read more

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 … Read more

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 … Read more

During the early test batch Turbo Tax was made aware of  the Form 8692 popping up on some of their customers returns while they were filing and it wouldn’t let them continue past this form and it wasn’t needed, at first Turbo Tax tried getting the customers to delete this form, but some found this … Read more

The 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 1st status most taxpayers will see when they check the WMR, unless the tax return has been … Read more

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 Credit (EIC) or the Additional Child Tax Credit (ACTC) as those refunds cannot be issued prior to February 15th.

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 you posted to the master file. It is found on the Account Transcript and looks like this example: 20180605

The Child Tax Credit (CTC) reduces your tax liability whereas the Additional Child Tax Credit (ACTC) is a fully refundable credit. Learn more about the differences by clicking here.

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.

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. Click here to find out more about IP Pins.

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 codes that indicate activity on your account. Ordering transcripts by mail is not a reliable way to … Read more

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. For more information: File State and Federal Tax Returns Together

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.

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 … Read more

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 … Read more

Your tax return has been received and is being processed.

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.

If an individual owes money to the federal government 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 a delinquent … Read more

State Income Tax Info: Arkansas 501-682-0200 or 800-438-1992 Colorado 303-238-3278 Delaware 302-577-8784 Georgia 877-423-6711 Idaho 208-334-7660 Indiana 317-232-2240 Kansas 800-894-0318 Louisiana 225-219-0102 Maryland 800-218-8160 Michigan 517-373-3200 Mississippi 601-923-7801 Montana 866-859-2254 New Mexico 505-476-3778 North Carolina 877-252-4052 Ohio 800-282-1780 Oklahoma 405-521-3160 or 800-522-8165 (in-state toll free) Pennsylvania 717-787-8201 South Carolina Vermont 802-828-0145 West Virginia 304-558-3333

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’ :)

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.

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 … Read more

Santa Barbara Bank and Trust (SBBT) is one of the banks used by Turbo Tax for refund processing if you chose to have TurboTax deduct their fees from your refund. (Meaning you didn’t pay the fee with credit/debit card before filing). Your refund status can be checked at their site if your refund is being … Read more

Please see the various posts from our users about this topic old threads can be found on the Hot tab or in the forums. jemar707311 (admin) said: Ordering transcript can only definitively mean you exist to the IRS. However, it has been a theory around here that after transcript success, you have made some progress … Read more

Many phone numbers and refund site links are listed on our Links page. If you find that any of these references are not valid or you find additional numbers/links, please send an email to us at to update it for other users too.

According to the IRS website: The Taxpayer Advocate Service is Your Voice at the IRS! The Taxpayer Advocate Service (TAS) is an independent organization within the IRS. We 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 … Read more

Do you need help with rent, utilities because this has caused you a financial crisis? Check these resources for help: Financial assistance info: Alaska Arkansas Colorado Delaware Georgia Illinois Iowa Kentucky Maine Massachusetts Minnesota Missouri Nebraska New Hampshire NewMexico North Carolina Ohio Oregon Rhode Island South Dakota Texas Vermont Washington Wisconsin

WHAT DOES IRS REFERENCE NUMBER 9001 REALLY MEAN? See what happened last year with people who got Code 9001: https://igotmyrefund.com/?s=9001 Thanks to our friends at College Investor, here is some more information about Reference Code 9001 Excerpt “….IRS Code 9001: “Taxpayer accessed Refund Status using a secondary TIN. Refund Status could not be returned. Get … Read more

After February 15th.

The Where’s My Refund (WMR) tool has been updating quickly and most people see an accepted return in a few hours up to 2 days.

Any money owed for an offset is automatically deducted from your refund amount at the time your refund is approved.

Never

Tax Year 2019

Refunds can typically be expected between four and six weeks after a tax return has been mailed.

The Where’s My Refund (WMR) tool updates throughout the day for acceptances and overnight (midnight-3am) for account updates and Direct Deposit dates.

Only amend your tax return AFTER you have received your refund or when indicated by a tax advocate or letter from the IRS.

Transcripts will begin updating the first business day after 2/15 and the WMR should update overnight after the transcript has updated.

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.

The morning prior to the date of the direct deposit shown on the WMR.

An upostable return happens when your return is unable to be posted to the master file.

The IRS usually startys accepting small batches of returns to test their system 2 weeks before they officially open for the season.

The IRS officially opens on January 28th in 2019.

As soon as you have all your documents needed in the new year (as early as the first week of January.)

The tie breaker rule is used when both parents try to claim the same child.

They are posted on the same day shown on the Where’s My Refund Tool (WMR).

If you received a CP01A notice from the IRS containing an IP Pin you should enter it at the time you file your return.

If you have an eligible hardship and it has been more than 21 days since your return was accepted (or opening day if were excepted earlier).

The IRS stops accepted e-filed tax returns 6 months after the official season ends.

As soon as you have corrected the errors.

Early Wednesday and Saturday mornings.

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)

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.

IRS call centers usually begin accepting call on President’s Day weekend.

Typically, transcripts update Tuesday-Friday for “daily accounts” and on Fridays for “weekly accounts” with the exception of any federal holidays or dead cycles.

30 days from the date of the notice.

Amended returns must be filed within 3 years of the original return.

It must be postmarked by January 31st.

After 270 days of default status, an offset for student loans will be processed.

The child tax credit expires when the child is over 16 year old.

The IRS usually begins mailing IP PINs in late December – early January.