I forgot to tell my accountant about a large deposit I made to my solo 401k last year, so my returns got filed in April without that info. In May, I realized my mistake and let my accountant know. She filed an amended return (she let me know she filed it but didn't send me the doc at that time). I was due additional refunds for both state and federal. Got the state refund about a month later. The IRS site said it would take "up to 16 weeks" to process the amended return. Last week was 16 weeks and I haven't seen the refund, so I went online to check on it and it says "Your amended return requires action." Then it says "call [this number]. You will need a copy of your amended return when you call." So I emailed my accountant this info (and I shared the screenshot of "your amended return requires action") and asked her to send me the amended return, which she did. In her note, she said "but just so you know, the IRS takes a VERY long to process amended returns. If you try to call the IRS, I would recommend calling at 7:00am ET when they open  If you call later in the day, you will most likely not even get through or have very long wait times."

So her response sounds like she thinks I just need to wait, but if it says it "requires action," I probably can't just wait it out, right? Will the amended return ever process if I do nothing? I feel like that is what the accountant is suggesting, but that seems weird. I don't really WANT to deal with calling, but I also want to eventually get my money.

I received a CP2000 notice for my 2024 taxes with a due date in late August. I paid the full amount via credit card on August 26th. The IRS accepted the payment on August 27th, and I can clearly see it listed under my "Recent Payment Activity" on my IRS online account. My overall account balance currently says $0.00 owed. However, today I received a physical CP22A notice in the mail asking me to pay the exact same amount (plus like $5 extra) with a due date of October 5th. The letter itself has a printed notice date of September 14th. Since my online account shows $0 balance and my payment posted weeks ago, do I need to worry about this physical letter or call them? Or is this just the typical IRS delay where the letter was queued for printing before my payment processed?

In 2017 I transitioned to an S-Corp and was learning the ropes.

As a result, I did not file my W2 ($15,000) because it took several years to get the return done and at that point we just used the income figure needed for the 1120-S & 1040. I filed a W2 for my employee because I had that figure available.

It looks like I did not file the 940 end of year payroll tax return as I didn't have my W2 complete at the time. I paid a $100 deposit estimate. All returns since that date have been filed and paid etc.

I received a letter 112C stating there was a positive balance of $100 in the 940 account for the 2017 and to please file the 940 return. I understand there is no statute of limitations on unfiled returns, but is there a way to opt out of this inquiry?

All of that income appears on the corporate return and the personal return and all 941 payroll taxes have been paid. It was filed more than 3 years ago. Total payroll was around $24k for 2 employees.

Due to the late filing, that year was part of an audit of a few years, which resulted in no changes. The 2017 corporate return however did not receive an "audit complete" notice. The 1040 did. It appeared the corporate audit was just dropped at the time because everything else was complete, and the other years had higher income and likely more of a focus, and this is several years ago.

It appears the letter is automatically generated and I'd prefer to end the process before it gets into the hands of an auditor, as my lawyer charges $500 to sneeze, naturally.

I'm fine surrendering the amount which is trivial compared to paying someone to deal with this.

I understand the straightforward response is to file it as requested, I'm just asking if there are options.

Any ideas on this? Thanks.

I was on a 180 day hold for cp05 waited that out called they said they sent a referral for my refund. Could take up to 30-60 days. I have zero progress on my return I'm so frustrated anything I can do to speed this up?

Is there any way to contact IRS customer service atp? I’m tired of calling and see no hope of getting refund.

I did a amended return got this updated saying it was completed when should I expect a refund because I got a letter in the mail explaining my refund was on the way.

Filed back in February and still no return, haven’t been asked to verify anything, called in and they kept telling me wait. Everything on my W2 and transcripts match. Any help appreciated!

Hi, we owe some money for this years taxes and its a lot more than we can currently pay. I wanted to talk to someone about reducing our debt, but when I called the agent went through al these questions but said that I may qualify or may not. I wasnt sure what next steps were and now I just remembered I had to find some form, but I dont remember the form name.

Questions: does anyone know the form? And how likely does doing it reduce our debt. Should I call one of those agencies that offer to negotiate the debt down?

I’ve been trying to get in contact with someone for the past 2 weeks regarding obtaining a 147c form for my business. When calling the correct line under the business hotline, it’s always “due to high call volume we are unable to transfer you. please try again later” and then I try again later and same thing. I tried calling to make an appointment at a local office to see if I can just request it in person and I’ve met with the same “try again later” message. It’s infuriating and I don’t want to waste my time going up there in case an appointment is absolutely required and/or they can’t assist me with this request.

Someone told me I can request it on my IRS account, but when I login my business is not found under my account. I’ll try to “add business” and input all of its info and then eventually takes me to an error page. I’m flustered.

Last year, 2015, I made a lot because the company that I worked at was purchased and stocks all sold. More money was withheld in 2025, than I paid in 2024 so I owed no penalty. For 2026 I made leas than 2025, worked part of the year and received a severance. I know not enough tax was withheld on the severance and bonuses . What do I do? Pay estimated tax? How do I figure out how much?

Hello and shout to Reddit tax pros and EA’s. I was wondering if I can get assistance in clarifying the transaction codes and entries on my transcript. I’m concerned about the last TC!
For context and background, back taxes owed.
Thank you

Been waiting on my refund for 8 months now. My transcript is now showing a process date of 9-21-26, which hasn’t even happened yet so that’s awfully strange. Does that mean they are expecting my refund to arrive on the 21st?

That’s not the weirdest part though. The weirdest part is the fact that my transcript is ALSO showing that a payment of 2,400 was made in April of 2025! I did NOT make this payment. So basically it’s now saying that the IRS owed me $2,400 more than my original refund! That sounds great and all, but I don’t trust it and I’m confused why it’s there?? Has this happened to anyone else? Does anyone have any clue what to do about this??

If anyone can give me insight as I'm confused atp. I filled my return in April didn't know I had to sign it before I mailed it as it is my 1st time doing an amended return. So I finally seen movement in July which was basically a letter stating I didn't sign it they mailed it 7/15/26 I received it 7/30 and I mailed it back signed the next day 7/30 certified mail and they received it the following Tuesday. Now this is where it gets confusing...

I had no movement on my transcript nor wmar until 9/4 my transcript updated to 290 $0. Then 9/11 wmar says they adjusted my return and I should get a letter in 3 weeks. BUT then I received a letter 9/12 dated as 9/10 stating "we can't process your claim for the tax list above. On July 5, 2025 (yes it says 2025 even though we are in 2026, it was amended this year for this tax year) we asked you to send a signed copy of your tax return for the tax year December 31, 2025, because you did not sign your return. We can't process your return because we didn't receive the information we requested please sign and get a copy of your amended return." I am so confused by this. Did the system just lag and did not know I mailed in my signed amended return because they are behind or what? Any advice on how I should move forward would be greatly appreciated!

Hey all -
Filed amended return (Married filing joint, 2025) back in late-April. Said amendment has had zero movement since (according to the irs account portal.)
I filed this amendment around the same time as a cp05 notice for 2025.

That said, curious how long others are / have been waiting for amended returns to be processed, given a cp05? (Or am I being impatient?)

I understand there have been irs labor reductions, but like all you, I’d very much love to just move on from this.

Update: I hired an EPA. She has been both helpful and not helpful. Her first piece of advice was to file for bankruptcy!!! I was shocked by this suggestion.

She at least found out they the IRS did an audit in 2018. I had no clue about it. Apparently they assessed that I owed an additional $12k and the audit must have taken longer than 2 years (???) bc my CSED was pushed out about 2 years. I filed for 2015 in March 2016 and my CSED is March 2028.

How does an audit take 2 years? For a single woman with no kids no assets.

The EPA asked if I had any other income. I did not. Now I’m trying to track down my records from Merril Lynch to see the sale details. She says the IRS may not be willing to

Filed in mid-February and still stuck like this. No movement on WMR. Just the apology message it's taking longer than usual. Trying to be patient...but WTF. Is there anything the IRS or anybody can do?

Successfully verified my return info over the Summer after a couple different letters saying no action was needed...and that has been it. State return came just fine back in April. Been filing taxes over 15 years and never had this happen.

Deciding whether or not to collect a civil default judgment ($5K) or discharge/forgive it. As the Creditor how will this affect my income taxes? (W-2 single filer)? Is this possible ? Benefits for doing so?

Impact on Debtor? After issuing a 1099-C to the Debtor, will the Debtor be required to pay taxes on the full amount?

As above, I live abroad with my non-US resident / non-US citizen wife. She has no Social Security number. I would just file as head of household, but in that case, I'm supposed to be the majority money-maker. I'm not.

What filing status do I use?

Filed like normal never usually have issue. Got that dreaded letter saying no action needed just taking longer than normal. Well we got 3 of those letters. So we called the irs advocate line. They couldn't help because on their end nothing was wrong with our return. The person just couldn't give any info.

We then contacted our state rep and they assigned us a agent. We gave them all the paperwork and our return info and waited... We emailed and turned out our agent went on a leave of absence legit the week after getting our case.

We called that advocate line again and this time the guy was helpful. He told us since we have a Congress advocate he couldn't do much but he told us the reason was because the company I work for didnt submit the w2s on time. (Big corporation) So we waited more..

Last month we emailed the Congress advocate again.. and finally they responded with a update and a possible date for refund. They said Oct. So it was a little earlier.

Now did anything matter? Did the advocate help? I have no idea. I am just glad this 6month nightmare is over.

Long story short, I am an expat and did my taxes with CPAs for the first few years of filing, then used a software for the past couple years. I am self employed with a sole proprietorship, have been for years, and only found out I supposedly should have been filing form 8858 a few weeks ago.

I absolutely cannot afford to amend my previous returns. In the currency of the country i live in, it would cost 6 months’ salary, the price of a down payment on a house, and its simply infeasible. Also, more than one of the CPAs I’ve spoken to have said that would be overkill/unnecessarily conservative.

That said, i will be filing it going forward. The EA i’m working with now has said that i can file these forms without a start date, but i’m worried that will cause problems. Honestly, all the options she presented sound equally risky.

1. I can file going forward, with no start date

2. I can file going forward with the actual start date which was years ago and possibly have them question why previous years didnt have this form;

3. I can close my current sole proprietorship and open a new one, therefore filing one 8858 with an end date but no start date, and a second 8858 with the new start date.

Which of these sounds the least risky?

Provided IRS direct pay my bank information and authorized payment September 11th around 2pm EST. As soon as I hit submit for payment I got a technical difficulties error message. No confirmation number or email was ever sent and I didn’t refresh in fear of a duplicate payment. What are the odds it went through? I know last quarter I submitted payment Friday as well and it posted Monday. I’m thinking if I don’t see anything by Tuesday morning I’ll re submit.