What to Do When “The Information You Entered Doesn’t Match Our Records” on IRS Where’s My Refund?

If you’ve encountered the error message, “The information you entered doesn’t match our records,” while checking the status of your tax refund on the IRS Where’s My Refund? tool, don’t panic. This issue is common and can often be resolved by following a few steps. Here’s a breakdown of what it means and what you can do.

What Does This Message Mean?

This message indicates that the information you entered does not match the details in the IRS system. The system compares the following information:

• Social Security Number (SSN): Your SSN must match the one you used to file your tax return.
• Filing Status: Ensure you’ve selected the correct filing status (e.g., Single, Married Filing Jointly, etc.).
• Exact Refund Amount: The refund amount must be entered exactly as it appears on your tax return.

Any mismatch, even a minor one, can trigger this error.

Possible Reasons for the Error

1. Typos or Data Entry Errors
   • Small mistakes, like entering an incorrect SSN or refund amount, are the most common causes. Double-check all information you’ve entered.
2. Incorrect Refund Amount
   • The refund amount entered should be the one listed on your tax return (Form 1040, Line 35a for 2023 returns).
   • If your refund has been adjusted by the IRS (e.g., for offsets, errors, or corrections), the original amount won’t match their records.
3. Recent Filing
   • If you recently filed your return, the IRS may not have processed it yet. It can take 24 hours after e-filing or up to four weeks for paper returns to show up in the system.
4. Identity Verification Issues
   • If there are discrepancies in your tax return or your account has been flagged for identity verification, the IRS may restrict access to your refund status.
5. Technical Glitches
   • Occasionally, IRS systems experience downtime or updates that can temporarily prevent access.

How to Resolve the Issue

1. Double-Check Your Information
   • Verify your SSN, filing status, and refund amount exactly as they appear on your tax return. Even small differences can cause an error.
2. Use the Correct Refund Amount
   • If you received a notice from the IRS adjusting your refund, use the new amount they provided instead of the amount on your original return.
3. Wait and Try Again
   • If you recently filed, wait 24 hours for an e-filed return or 4 weeks for a mailed return before trying again.
4. Access IRS Transcripts
   • Request an account transcript through the Get Transcript tool on the IRS website. This can provide insight into the processing status of your return.
5. Contact the IRS
   • If the issue persists, call the IRS directly at 800-829-1040. Be prepared to verify your identity and provide details about your return.

Tips for Using Where’s My Refund?

• Check Early in the Morning: The tool updates daily, usually overnight. Checking early in the day can ensure you’re accessing the latest information.
• Use the Correct Tool: Ensure you’re on the official IRS website (www.irs.gov) and using the Where’s My Refund? tool.

Preventing Future Issues

• Always triple-check your tax return for accuracy before filing.
• Keep a copy of your tax return and IRS confirmation for reference.
• Monitor your IRS account regularly to stay informed about updates or adjustments.

While encountering this message can be frustrating, it’s often a simple fix. By carefully verifying your information and following these steps, you’ll be able to track your refund successfully. If you continue to face difficulties, reaching out to the IRS for assistance will help ensure your refund is on track.