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Why would the IRS put a freeze on my refund?

The IRS may have found an error to your benefit or detriments. If you prove to the IRS that you correctly took the deductions and/or credits, the IRS will issue your refund or corrected refund. The IRS can freeze your refund if its auditing your past tax returns and thinks youll owe additional taxes in the audit.

Why is the IRS asking me for form 8962?

For tax years other than 2020, if you have APTC in any amount, you must file a Form 8962, and attach it to your federal income tax return for that year. You will use Form 8962 to reconcile the difference between the APTC made on your behalf and the actual amount of the credit that you may claim on your return.

How long can the IRS hold your refund for review legally?

See our Held or Stopped Refund page or the TAS video for more information. If the IRS is reviewing your return, the review process could take anywhere from 45 to 180 days, depending on the number and types of issues the IRS is reviewing.

What does IRS refund freeze mean?

If you check your IRS tax transcript and see Code 810, it means the IRS has frozen your refund for further review. This could be due to: Identity verification issues.

How do I unfreeze my IRS?

Contact the IRS immediately to resolve your tax liability and request a levy release. The IRS can also release a levy if it determines that the levy is causing an immediate economic hardship. If the IRS denies your request to release the levy, you may appeal this decision.

Who files the IRS form 5329?

If you take an early withdrawal from your IRA or 401(k), complete Part 1 or 2 of Form 5329 to calculate possible IRS penalties or request a penalty waiver. Use Form 5329 to report withdrawals from a 529 plan or Coverdell education savings account (ESA) not used to pay for qualified educational expenses.

Why did the IRS freeze my refund?

The return has errors, is incomplete or is affected by identity theft or fraud. The return needs a correction to the child tax credit or recovery rebate credit amount. The return has a claim filed for an earned income tax credit, additional child tax credit, or includes a Form 8379, Injured Spouse Allocation PDF.

Do I need to report inheritance money to the IRS?

You typically dont need to report inheritance money to the IRS because inheritances arent considered taxable income by the federal government. That said, earnings made off of the inheritance may need to be reported.

Irs 5399-2025

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