It’s Been 6 Weeks Since I Filed My Taxes. What Should I Do?
Discover practical steps to take if your tax return is delayed, including checking status and addressing potential issues.
Tax season can be stressful, especially when weeks pass without updates on your tax return status. Whether you’re awaiting a refund or addressing discrepancies, understanding the process and next steps can help.
Usual Processing Timelines
The IRS typically processes electronically filed returns within 21 days due to the efficiency of its digital systems. Paper returns, however, can take six weeks or longer, as they require manual handling and are subject to postal delays. Filing electronically is recommended to expedite processing and minimize errors.
The complexity of a return also affects processing times. Returns involving multiple schedules, such as Schedule C for business income or Schedule E for rental income, often require additional scrutiny. This is especially true for credits like the Earned Income Tax Credit (EITC) or Child Tax Credit (CTC), which undergo extra verification to prevent fraud. The PATH Act mandates that refunds involving these credits cannot be issued before mid-February, regardless of when the return is filed.
Returns flagged for manual review can face significant delays. This may happen if there are discrepancies between the return and third-party data, such as W-2s or 1099s, or if the return includes amended information or prior-year adjustments.
Possible Document Issues
Errors or omissions in documentation frequently cause delays. Incorrect or missing Social Security numbers can prevent the IRS from matching taxpayer information with its records. Ensuring all Social Security numbers are accurate is critical.
Discrepancies in reported income can also prompt reviews. The IRS compares reported income with third-party documents like W-2s and 1099s. If the figures don’t match, further examination may follow. This is particularly relevant for taxpayers with multiple income sources or investment income.
Missing forms, such as Schedule SE for self-employment tax or Form 8889 for Health Savings Accounts, can also result in delays. Verifying that all required forms are included with your return before submission can save time.
Checking Filing Status
Monitoring your filing status can ease the waiting period. The IRS’s “Where’s My Refund?” tool, accessible online or via the IRS mobile app, provides updates on return processing. You’ll need your Social Security number, filing status, and exact refund amount to check your status. The tool is updated daily, typically overnight.
The tool displays one of three statuses: “Return Received,” “Refund Approved,” or “Refund Sent.” Electronic filers often see “Return Received” within 24 hours, while paper filers may wait up to four weeks. If your status remains unchanged for an extended period, it may indicate additional review or verification.
If the tool highlights an issue, such as an error in processing, the IRS may send a letter requesting further information. Responding promptly to such correspondence is essential to prevent further delays. Keep copies of all communications and documentation related to your return for reference.
Additional Review Requests
Additional reviews often arise from complexities not immediately apparent during initial processing. These can be triggered by unusual deductions, significant changes in income or expenses, or substantial charitable contributions, which may require supporting documentation for verification.
For taxpayers reporting business income, the IRS may evaluate adherence to accounting standards. Reviews may assess whether financial statements accurately reflect revenues and expenses. Inconsistent accounting methods or major shifts in asset valuations can also lead to further scrutiny.
Steps if No Progress
If six weeks have passed without progress, it’s time to act. Start by contacting the IRS at 1-800-829-1040. Be prepared to verify your identity with your Social Security number, filing status, and return details. Calling early in the morning or mid-week can reduce wait times.
If the issue persists, consider contacting the Taxpayer Advocate Service (TAS), an independent organization within the IRS that helps taxpayers experiencing delays or hardships. For example, if a delayed refund causes financial strain, the TAS can expedite your case. To initiate this process, submit Form 911, Request for Taxpayer Advocate Service Assistance.
In more complex situations, such as audits or disputes, consulting a tax professional may be necessary. Enrolled agents, CPAs, or tax attorneys can provide expert guidance, represent you in communications with the IRS, and ensure your rights are protected. They can also help address penalties, negotiate payment plans, or request penalty abatements if applicable.