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2 contributions to 🏠 Lower Taxes w/ Ryan
Reason for taking this course
Over all goal is to replace Scott's W2 income through rental income, mainly STR's, in a streamlines manner, so that we can have the freedom to travel and pursue fun hobbies. I have been doing RE investing for about 30 years and Scott and I started STR/MTR investing over the last 5 years. The "One Thing" that would make this better is to have the right systems in place with book keeping so that we can do what we do best.
Tax Refund
Hi everyone, I’m hoping to get some guidance in the group regarding a significant IRS refund delay. I filed my tax return on time by April 15 and am expecting a 6 figure federal refund. My IRS online account indicates that the return has been received and reviewed, but the refund has now been processing for approximately 4 months with no meaningful update. After reviewing my IRS Account Transcript, I noticed Transaction Code 810 – “Refund Freeze.” From what I understand, this means the IRS has placed a hold on issuing the refund while something on the return is being reviewed. I have tried repeatedly to contact the IRS using the customer service number and extension provided through my IRS account. I’ve called on multiple days and at different times, but every attempt ends with the automated message that, due to unusually high call volume, they are unable to take my call and I should try again later. At this point, I have waited patiently for over 4 months and am becoming increasingly concerned, particularly given the size of the refund. For anyone who has dealt with a Code 810 refund freeze, I would really appreciate your advice: - Is there a better way to reach the appropriate IRS department or get this escalated? - At what point would you recommend involving the Taxpayer Advocate Service? - Is there anything I can do to determine why the 810 freeze was placed and what is needed to have it released? - Are there any other escalation channels I should consider given the amount involved and the length of the delay? Would especially appreciate insights into this situation from @Ryan Bakke, CPA @Kevin Medina, CPA, MBA @Mason Kimball, CPA who have successfully handled a similar situation for a client. Thank you!
0 likes • 8d
@Mason Kimball, CPA Hey Mason! My name is Sheila McCormick and we just joined Ryan’s full program and you are going to be our dedicated rep. I was just reading this post and this happened to Scott and I last year. Our return was held for some crazy reason. I believe it was almost 10 months. We did not receive interest on that 10 months. Just wondering if that is something that might be a recoverable amount of money or does it just tick off the IRS? I don’t know if there is big of bullies as everyone makes them out to be, but I’m certainly not equipped to go up against them! Lol.
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Sheila McCormick
1
3 points to level up
@sheila-mccormick-4861
Hey Fellow MTR Investors! I'm Sheila. My husband Scott and I are so excited to be a part of this elite group!

Active 1d ago
Joined Oct 17, 2026
Statesville, NC
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