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Level 4
February 4, 2024
Question

Refund Status says Action Required

  • February 4, 2024
  • 109 replies
  • 553 views

Hi guys I need help understanding this.

So basically I filed my Taxes around January 18th, 2024 and got an email back saying that the IRS processed my refund and that it was accepted. It said that the estimate should be for 02/08/2024 which is this week. However, I have been checking throughout all of last week periodically and there never seemed to be issue except to just wait until I get my refund. Today, 02/04/2024 I check the status of my refund and it says:

Refund Status Results

Action Required

Please read the following information related to your tax situation. You may need to provide additional information to receive your full refund.


Problem is, I have not even received any letters from the IRS to verify my identity or anything regarding it. I keep checking on the website from TurboTax and all it says is that my refund is being issued.

Can anyone tell me what I should do?

109 replies

Level 15
February 4, 2024

TurboTax receives no information from the IRS after you file your tax return.  Your only source of information after you file it is the IRS.

 

To  call the IRS:IRS:  800-829-1040  hours 7 AM - 7 PM local time Mon-Fri

Listen to each menu before making the selection.

First choose your language. Press 1 for English.

Then do NOT choose the first choice re: "Refund", or it will send you to an automated phone line.

Instead, press 2 for "personal income tax".

Then press 1 for "form, tax history, or payment".  

Then press 3 "for all other questions."

Then press 2 "for all other questions."  It should then transfer you to an agent.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**
Saener561Author
Level 4
February 4, 2024

Does that mean I should be receiving a letter soon or should I request one? I am just confused as to why they would ask me for this information without a letter if I have been filing for over 4 years now. Also, it's only because I checked online otherwise I wouldn't have known and still confused if I will even receive my refund at all 😞

Saener561Author
Level 4
February 4, 2024

I also forgot to mention that I was in the verifying process but without the control number I am unable to proceed and can't do anything. Only two options I get is yes - input the number or no and get sent a new one

Claude Loz
Level 4
February 4, 2024

I ran into the same issue. Filed my taxes on 1-20 and tax accepted on 1-22. Checked the status on the irs tool, and read the exact same thing yours is saying now. But have not received a letter from them either. I called IRS and the lady said just follow the instructions if you received a letter but refused to tell me anything further so calling them was pointless on my end. I believe you call the IRS only if you receive letters in the mail. We may not even receive a letter, they might be able to verify our identity with us having to do anything on our end is what I hope to believe. Let me know if anything changes on your end that way I know too. 

Claude Loz
Level 4
February 4, 2024

**without us**

Critter-3
Level 15
February 4, 2024

sure. Send them over 


 

Here are my annual words of caution since some are so eager to file the returns early….remember patience is a virtue and don't plan on your refund being in your account on a certain date then you won't be disappointed or overdrawn.  It is very possible that you  get a DD date then it gets put on hold while the IRS reviews the account which can delay it for months. Do not be in a rush to transmit the return … once you press that button you cannot stop the filing or make any changes until the IRS accepts or rejects the return.

 

A couple of years ago the IRS started verifying W-2 forms before issuing a refund which means filing your return before the W-2 is issued will not work since your return will be held up until the employer has filed the W-2 with the IRS. And if you have Earned Income Credit or the Additional Child Tax credit the returns cannot be processed at all until 2/15 so those refunds will not hit until late February at the earliest … see this page : 

https://www.irs.gov/newsroom/2018-tax-filing-season-begins-jan-29-tax-returns-due-april-17-help-available-for-taxpayers 


The IRS no longer processes returns in first in first out batches. They are processed individually so returns sent in at the same time will not necessarily process together.

The IRS states that 9 of 10 returns will process in 21 days or less from being accepted not filed. However considering that the IRS processes more than 140 million returns that means 14 million will be delayed for more than 21 days. 

Think of the IRS process as a long pipe line. Some returns will be rejected before being allowed into the pipe and the rest will be accepted. Then once accepted into the pipeline many will process directly through without any delays and some will not.  Some returns will be siphoned off for further review of some kind. The basis of what triggers these reviews is a well guarded secret but some are just picked randomly every year.

Some reviews are automated and some will require human attention. The processing times will vary and due to the continued understaffing situation and the gov shutdown  they are likely to take much longer this year than last.

 

Level 2
February 12, 2024

I filed on 1/17 and received a notice that my return was accepted on 1/22. I'm getting the same notice with "Where's my refund?" and have also not received a letter. I have an account with the IRS through ID.me and do not have any online notices so the letter did not go there. I have it currently configured to send both online and paper notices.

 

I called the verification number [phone number removed]) and the operator stated that they did not begin processing until 1/29 and since it hasn't been 21 days yet they can't pull up my account so it looks like I need to call back next Monday.

Saener561Author
Level 4
February 12, 2024

Hey,

I have been getting those same responses from the IRS reps, funny enough today I got a letter from the IRS but it's not the letter with a control number. This letter was just to tell me that someone signed into my ID.me account (which was me) and that is it. This letter has the CP303 notice. I mean the letter was sent to the correct address so that should be enough to verify but nope. We still have to wait for the actual identity verification letter. 

Claude Loz
Level 4
February 12, 2024

If you recieved that letter we should have already received the verification letter long time ago. Which makes me believe no letter will be mailed just taking longer to process that’s all and we all submitted too early 

Level 2
February 14, 2024

This is quite the same predicament as I am going through after I filed my taxes. Which was on Jan 8, 2024. Got an email saying accepted Jan 16, 2024 est Feb. 6. Then a week or so later something about may need more information about my identity? I don't know why I have been using turbo tax to my file myself for the last 3 years and never been so out of the loop about updates . I'm wondering the same thing?

 

Claude Loz
Level 4
February 14, 2024

We were considered the testing batch for submitting early .. 

Critter-3
Level 15
February 15, 2024

Something that will hold up the processing of a return is this ... if you submit your return before the IRS has received and processed your tax reporting forms received from your employers and other payers which show federal withholding on them.  Until the IRS can confirm  the withholding from those sources is the same as what you claimed on your 1040 they will hold your return in the processing pipeline.   Just because you got the tax form doesn't mean the payer filed it yet ... many payers will hold the filing with the feds until the last minute to allow the employees to report errors on the forms.  This way they can make the corrections before they file the forms and save them having to file corrected forms which are a pain in the butt. 

Level 2
February 7, 2025

I have the same thing it says it was accepted on the 4th and would be here the 24th and it’s saying action required. 

CatinaT1
Level 15
February 7, 2025

Here is an FAQ about handling identity verification requests from the IRS.

 

If you have not received a letter yet, you will be.

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Level 2
March 8, 2025

Iam in the Exact same situation. It's now March 8th and still no refund .Never got anything in the mail or any kinda emails! Says both my refunds were accepted, but when I go to track your refund Action required note pops up! Very frustrating!

Alumni - Intuit
March 9, 2025

Have you check the IRS "Where's my refund" site?  This is the best place to get updates on your refund.

 

@crbenji 

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