Category: Taxes and Retirement

Many tax filers are again seeing the message below on the IRS' Where is My Refund (WMR) page or IRS2Go app days after their return is filed and accepted by the IRS, including after PATH restrictions have lifted. Unfortunately this message just seems to create more frustration and confusion for…

I recently ran a poll on my YouTube channel that asked tax filers who have got their refund, or confirmation of it being paid, which tax software provider they used. Below are the result of the poll. Source and Live Poll Obviously the poll is not a scientific study, but…

Transaction codes and tax topics are used across IRS refund status applications - WMR or IRS2Go - and account transcripts to provide information for individual and business filers into what is happening with their tax return processing, reasons for potential delays, when a refund will be paid or why it…

With millions of Americans tax filers anxiously waiting for their refund, which can be the largest single payment of the year for many, it is not uncommon to hear frustration with the various IRS systems designed to provide the latest updates on tax processing and refund payments. The official Where…

Many tax filers experience a feeling of joy when they see the refund approved and sent status on WMR/IRS2Go or code 846 (refund issued) on their tax transcript. However this turns into sadness and frustration when they see that the additional status message about a past due obligation indicating their…

The IRS processes tax returns based on a standard set of guidelines and instructions. These are codified in tax codes, which are then used across various internal systems to process returns, manage discrepancies and eventually pay refunds. These codes are simplified to tax topics for individual and business filers to…

One of the most underrated tax documents is your IRS tax transcript. Especially when you are anxiously awaiting the status of your tax refund and the official WMR/IRS2Go refund status tools are not telling you much. But reading your IRS transcript can be a bit tricky with all the codes…

In several recent tax related articles and videos, folks have been asking questions around their delinquent student debt and wondering, as was the case last year, if it is exempt from being offset by the IRS against their tax refund. While over-due student debt is normally subject to federal tax…

[UPDATED chart for 2026] Every tax season there is a guessing game played by millions of American tax payers on when they will get their refund payment deposited into their bank account. There is the so-called IRS refund schedule, which has estimated dates for when the agency will make refund…

[Updated PATH Refund Status & Release Dates] Early tax filers who claim the Earned Income Tax Credit (EITC) or Additional Child Tax Credit (ACTC) may experience a payment delay or freeze in their refund until early March due to the PATH Act. See below for when returns impacted by the…

The CP-10 notice is a tax form that contains the adjustment of the estimated tax credit amount for that year. The purpose of this notice is to inform taxpayers that there is a miscalculation or their estimated tax credit for the current year may be different from what was originally…

Seeing a lot of comments from filers this year saying that not only have then not gotten their refund payments but are still waiting for their tax refund for returns filed last year! Why the Ongoing Delay in Processing Returns and Paying Refunds? The main reason for this is that…

Many tax filers are now seeing messages on their IRS2Go and WMR app that confirm their tax returns are going to take longer than normal to process. Tax Topic 152, which just alludes to ongoing and potential processing delays, has not provided much help. So some are turning to their…