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IRS CP05: Refund Hold — Return Under Review

Attention — severity 2/5

Straight answer: A CP05 means the IRS is holding your refund while it reviews items on your return — typically income, withholding, or credits — against third-party data. You don't need to do anything yet.

Is there a deadline for a CP05?

No action required initially. If the IRS needs documents it will send a follow-up (often CP05A) with a deadline. Reviews commonly take up to 60 days, sometimes longer.

What should I do right now?

  1. Verify your address is current so the follow-up reaches you.
  2. Gather W-2s, 1099s, and withholding proof now so a CP05A response is same-day.
  3. If 60+ days pass with no update, call the number on the notice or contact the Taxpayer Advocate Service if the refund creates hardship.

The costly mistake people make with a CP05

Filing a duplicate return to 'shake the refund loose' — it slows everything down and can trigger more scrutiny.

Do I need professional help with a CP05?

Rarely needed unless the review escalates into an audit letter or the refund is very large.

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