How long can IRS withhold refund? Still waiting on IRS to issue 2023 refund. Filed on time. IRS asked for additional docs which were provided, still no refund?

[mily4]

IRS notice CP05A requesting additional docs was received and docs submitted 9/18/24. Have not received any updates since. When I check on line it says “return processing has been delayed beyond the normal time frame”. What actions can we take from here?

[xmasbaby0]

Only the IRS can tell you.

Call the IRS: 1-800-829-1040 hours 7 AM - 7 PM local time Monday-Friday
When calling the IRS do NOT choose the first option re: "Refund", or it will send you to an automated phone line.
So after first choosing your language, then do NOT choose Option 1 (refund info). Choose option 2 for "personal income tax" instead.
Then press 1 for "form, tax history, or payment".
Then press 3 "for all other questions."
Then press 2 "for all other questions."
- When it asks you to enter your SSN or EIN to access your account information, don't enter anything.
- After it asks twice, you will get another menu.

Press 2 for personal or individual tax questions.
Then press 3 for all other inquiries
It should then transfer you to an agent.

Or....

TAX ADVOCATE

See this article for more info on how the Taxpayer Advocate Service works::
http://www.irs.gov/taxtopics/tc104.html

https://www.taxpayeradvocate.irs.gov/