When Chain-of-Thought Fails, the Solution Hides in the Hidden States

Houman Mehrafarin, Amit Parekh, Ioannis Konstas


Abstract
Whether intermediate reasoning is computationally useful or merely explanatory depends on whether chain-of-thought (CoT) tokens contain task-solving information. We present a mechanistic causal analysis of CoT on GSM8K using _activation patching_: transferring token-level hidden states from an arithmetic CoT generation to a direct-answer run for the same question, then measuring the effect on final-answer accuracy. Across models, patching can elicit generations that lead to correct answers, revealing that individual CoT hidden states can encode sufficient task-solving information even when the original CoT trace is incorrect. This information is more prevalent in correct than incorrect CoT runs and is unevenly distributed across tokens, concentrating in mid-to-late layers and appearing earlier in the reasoning trace. Moreover, patching from language tokens such as verbs and entities more frequently elicits correct reasoning traces, whereas patches from mathematical tokens more often produce answer-proximal generations that rarely succeed. Further analysis shows that earlier CoT tokens concentrate recoverable information, while later ones require broader search to find the correct answer. Together, these findings show that CoT encodes recoverable, token-level task-solving information, revealing how arithmetic reasoning is represented, accessed, and disrupted.
Anthology ID:
2026.findings-emnlp.2018
Volume:
Findings of the Association for Computational Linguistics: EMNLP 2026
Month:
October
Year:
2026
Address:
Budapest, Hungary
Editors:
Hung-Yi Lee, Sunipa Dev, Jessy Li, Desmond Elliott
Venue:
Findings
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SIGDAT
Publisher:
Association for Computational Linguistics
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Pages:
42939–42954
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URL:
https://aclanthology.org/2026.findings-emnlp.2018/
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Cite (ACL):
Houman Mehrafarin, Amit Parekh, and Ioannis Konstas. 2026. When Chain-of-Thought Fails, the Solution Hides in the Hidden States. In Findings of the Association for Computational Linguistics: EMNLP 2026, pages 42939–42954, Budapest, Hungary. Association for Computational Linguistics.
Cite (Informal):
When Chain-of-Thought Fails, the Solution Hides in the Hidden States (Mehrafarin et al., Findings 2026)
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https://aclanthology.org/2026.findings-emnlp.2018.pdf