Tax Return Processing

The Taxpayer Roadmap: Understanding Every Step of Your IRS JourneyThe Taxpayer Roadmap

TAS_Roadmap

What Is the Taxpayer Roadmap?

Most taxpayers think filing a return is simple: you submit your tax return and the IRS sends your refund. In reality, your return travels through a long nationwide network of IRS systems, verification checks, and security filters.

The Taxpayer Roadmap is a visual guide published by the IRS showing exactly what happens after you file, including every possible route your return may take before the refund is released.

Why the Roadmap Matters

The roadmap answers the most important questions taxpayers ask every year:

  • Where is my return right now?
  • Why is nothing updating?
  • What does this IRS letter mean?
  • Why is my refund delayed?
  • What happens after ID verification?

Instead of guessing, the roadmap shows every step based on real IRS processing procedures.

Key Stages in the Roadmap

1. Filing and Acceptance

Your return enters the IRS system, but this acceptance only means the IRS received it, not that it has been reviewed.

2. Automated Error Check

The IRS uses software to verify:

  • SSNs
  • W-2 data
  • income matching
  • credits
  • identity flags

3. Refund Approval or Manual Review

If everything matches, your refund moves forward. If a mismatch appears, the IRS diverts your return into:

  • identity verification
  • income validation
  • EITC/ACTC verification
  • fraud screening

4. Refund Release or Lock

If approved, the refund is issued using the IRS posting codes (most commonly TC 846). If the IRS needs more information, your refund holds under a freeze code such as:

  • TC 570 Hold
  • C-Freeze
  • RIVO review
  • PATH Act hold
  • ID verification

The Roadmap Explains Notices and Letters

You will see exactly when you would receive:

  • CP05 income review notice
  • 5071C identity verification letter
  • CP75 audit notice
  • CP2000 underreporter notice

Instead of sitting and wondering, you can predict which letter is coming next.

How to Use the Roadmap Yourself

You can view it directly on the IRS website and follow your case based on:

  • processing stage
  • refund approval
  • notice issuance
  • ID verification
  • audit selection
  • refund release

For taxpayers dealing with delays, the roadmap shows where you are and what comes next, instead of waiting blindly.

Why Refunds Don’t Just “Show Up”

The IRS processes over 150 million individual tax returns. Every return enters the same system, and your refund depends entirely on how quickly your case passes each stage in that system. The roadmap proves that refunds are not random—they follow a structured path.

The IRS Taxpayer Roadmap helps you understand:

  • where your return is
  • why your refund may be delayed
  • what the IRS is waiting on
  • which notice you might receive next
  • what you should expect going forward

Instead of guessing, you can follow your place in the IRS system step-by-step.

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