It’s Been 2 Months Since I Filed My Taxes. What Should I Do?

Filing taxes can be a meticulous process, and waiting for the outcome often tests patience. When two months pass without updates on your tax return or refund, it’s natural to feel concerned. Understanding the next steps is crucial to navigating this uncertainty.

Typical Processing Period

The processing period for tax returns depends on the filing method and complexity. Electronically filed returns are processed faster, often within 21 days, due to automated systems. Paper returns, however, can take six weeks or more, as they involve manual handling and postal delays. Complex returns, such as those including self-employment income or foreign tax credits, may undergo additional scrutiny, which extends processing times. Additionally, returns claiming the Earned Income Tax Credit (EITC) or Additional Child Tax Credit (ACTC) are subject to extra review under the PATH Act to prevent fraud.

Potential Delays

Processing delays often result from discrepancies in reported information. For instance, if your return’s income figures don’t match employer or third-party data, the IRS may pause processing. Errors like incorrect Social Security numbers or misreported income can also cause delays. Heightened focus on identity theft and fraud has led to stricter verification processes, which sometimes slow legitimate returns. Legislative updates, such as those from the Tax Cuts and Jobs Act, may temporarily impact IRS systems. External factors like government shutdowns or budget issues can also contribute to delays.

Checking Submission Status

To track your tax return, use the IRS “Where’s My Refund?” portal, accessible on their website. You’ll need your Social Security number, filing status, and refund amount. Updates appear 24 hours after e-filing or four weeks after mailing a paper return. The tool shows three stages: return received, refund approved, and refund sent. The IRS2Go app offers similar functionality for mobile users. Both platforms are encrypted to protect taxpayer information. Check status once daily, as updates occur overnight.

Verification Requests

The IRS may request additional information to process your return if discrepancies are found during checks, such as mismatched figures with third-party data like 1099 forms. They may ask for documentation like receipts or bank statements. Identity verification protocols may also be triggered if your return shows anomalies compared to prior years. In these cases, you may need to provide identification documents, such as a driver’s license or passport. The IRS Identity Verification Service, available online, can help resolve identity-related issues promptly.

IRS Contact Timing

If your return processing seems stalled, contact the IRS after 21 days for e-filed returns or six weeks for paper filings. These timeframes account for standard processing. If your status hasn’t changed, it’s time to seek assistance. Have your Social Security number, filing status, and refund amount ready when reaching out. While phone support is available, high call volumes during tax season may require patience. The IRS website provides detailed information that may address your concerns, and Taxpayer Assistance Centers offer in-person help for more complex issues, though appointments are necessary.

Actions if Refund Is Absent

If your refund is still missing after verifying your submission status and addressing any verification requests, review IRS correspondence for updates on your return or refund. The IRS may have adjusted your return due to an error or applied your refund to outstanding tax debts. If no correspondence explains the situation, file IRS Form 3911, “Taxpayer Statement Regarding Refund,” to initiate a trace. This process determines if your refund was issued and to whom, but it may take additional time as the IRS conducts its investigation.