As someone who's dealt with state tax residency issues, I'd strongly recommend NOT amending your returns to show you remained a resident of your original state if you genuinely established residency elsewhere. That's basically giving up money you don't owe. The documentation you provided (lease, utility bills, tax returns) is actually pretty solid evidence. States often push back initially hoping people will just give up and pay. Here are a few additional steps to consider: 1. Look into your state's specific residency rules - many states have a "183-day rule" where physical presence for more than half the year establishes residency regardless of your driver's license status. 2. Create a detailed timeline showing your physical presence in each state throughout the year. Include work schedules, travel receipts, anything that shows where you actually were. 3. Consider getting a tax attorney who specializes in multi-state residency issues. The consultation fee might be worth it to avoid paying taxes you don't owe. 4. If your new state has no income tax or lower rates, you have even more reason to fight this - the savings could be substantial. Don't let them bully you into paying if you legitimately changed your residency. The driver's license issue is inconvenient but not necessarily fatal to your case.

I'm actually going through something very similar right now! I moved from New York to Florida during the pandemic for a temporary nursing assignment that ended up becoming permanent. NY is being incredibly aggressive about claiming I still owe them taxes even though I've been living and working in Florida for over a year. What I've learned is that the driver's license issue, while not ideal, isn't necessarily a deal-breaker. Many states focus more on where you actually spent your time and your intent to establish residency. Here's what's helped me so far: - I created a detailed day-by-day calendar showing my physical presence in each state - Got letters from my apartment complex showing my lease dates and rent payments - Collected all my medical appointments, prescriptions filled, grocery receipts - basically anything showing daily life activities in the new state - Filed a Declaration of Domicile with my county clerk (Florida allows this) The key thing my tax attorney told me is that states often send these aggressive letters hoping people will just give up and pay. Don't amend your returns yet - that's essentially admitting you were wrong when you might not be. Consider getting a consultation with a tax professional who handles multi-state residency issues. It might cost a few hundred dollars but could save you thousands in taxes you don't actually owe. Also, document everything going forward - get that driver's license changed ASAP and keep records of when you do it. Better late than never!

Just to add some clarification on the $600 threshold mentioned earlier - that's actually for 1099s, not W2s. For W2s, employers are required to issue them for ANY amount if federal income tax, Social Security tax, or Medicare tax was withheld, regardless of how small the amount. Even if no taxes were withheld, they still need to issue a W2 if you earned $600 or more. But since you mentioned you're pretty sure they withheld taxes from your $115-140 shift, they're definitely required to send you a W2. Given that it's already February and you haven't received it, I'd suggest calling the employer first. If that doesn't work, the IRS can help after February 14th. Keep records of your attempts to contact the employer - the IRS will ask about that when you call them.

I work in payroll and can confirm what others have said - if ANY taxes were withheld from your single day's pay, the employer is legally required to issue you a W2, no matter how small the amount. The $600 threshold only applies when NO taxes were withheld. Since you mentioned they likely withheld taxes from your $115-140 shift, they definitely owe you a W2. The January 31st deadline has passed, so they're already late. I'd recommend calling their payroll or HR department first - sometimes W2s get lost in the mail or sent to old addresses. If you can't reach them or they're unresponsive, definitely contact the IRS after February 14th. They take missing W2s seriously and will contact the employer on your behalf. Make sure to keep records of your attempts to contact the employer - the IRS will want to know what steps you've already taken. Also, don't forget that you'll need that W2 info for your tax return. If you end up having to file without it using Form 4852, you'll need to estimate your withholdings as accurately as possible based on any pay stub or records you have.

" Update Spoke to someone with the IRS and was told that'it s still being reviewed. She did ask if I received any letters other than the one for me to verify my identity, which I told her I'haven t receive anything, she then placed me on hold for 5 to 7 minutes and returned to tell me that she was advised to tell me starting from todays date May 1st I have to give them 100 to 180 days which will be Oct 28th to either get my refund or letter asking for information etc. I know you'can t win with the IRS but'what s not fair is I did what I was suppose to do previous and waited only to possibly have to wait another 100 to 180 days. Hopefully, that'won t be the case and'they ll either send the refund or ask for verified information.'I m just ready to get the ballrolling...

So I filed my taxes in 4/5 and a week later 4/12 (before I received my original refund) I amended my taxes adding my baby whose ss card I didn’t have! I wasn’t told by my tax preparer that the IRS recommends you file an amendment AFTER original refund is deposited! I haven’t received any letters or notifications and this is what my transcript says! Folks on Reddit have been waiting 4 months and telling me based off my transcript and the information I gave I’ll be waiting until October! Should I call the IRS? I’ve already contact my local congressman and senator because it’s the off season (I’m a waitress) and this money always helps me along during the summer! Plus I only worked until July last year due to pregnancy complications!

This is such a helpful thread! I'm dealing with a similar situation with my 18-year-old who graduated high school last year but decided to take a gap year before college. He's working part-time and living at home. From what I'm understanding here, since he's over 17 and not a student, he can't be a qualifying child. But if his income is under $4,700 and I provide more than half his support, he could qualify as a qualifying relative for the $500 Credit for Other Dependents, right? The tricky part is calculating whether I'm providing "more than half" his support. He pays for his own gas and some personal expenses, but I cover housing, food, health insurance, and his phone. Does anyone know if there's a specific worksheet or method the IRS recommends for calculating this support test?

This thread has been incredibly helpful! I've been struggling with dependent rules for my 20-year-old stepson who moved in with us mid-year after his mom lost her job. He's not in school and works at a restaurant making about $3,800 for the year. From reading all these comments, it sounds like he could qualify as a qualifying relative since his income is under the $4,700 threshold. But I'm worried about the support test since he only lived with us for 7 months of the year. Does the "more than half support" calculation only count the months he lived with us, or does it include the whole year even when he was living elsewhere? Also, does anyone know if there are special rules when the dependent moved between households during the tax year? His mom might try to claim him too since he lived with her for the first 5 months.

I've had both Chase and Truist over the past few tax seasons, and there's a clear difference. With Chase, I consistently got my refund 1-2 days before the official date. Since switching to Truist last year, I've noticed they strictly adhere to the exact date on the IRS transcript. Last month, my transcript showed a March 13th deposit date, and that's precisely when it appeared in my account - not a day sooner. If you're desperate for earlier access, you might consider opening an account with one of the fintech banks that advertise early direct deposits as a feature. Many of them offer 2-day early access to direct deposits, including tax refunds.

As someone who's been through this exact situation with Truist, I can confirm what others have said - they stick to the official IRS date. However, here's a tip that might help with your cash flow planning: you can actually get a pretty accurate estimate of when your refund will be processed by checking the IRS processing times on their website. They update these weekly during tax season. For e-filed returns with direct deposit (which yours is), it's typically 21 days from acceptance, but can be faster if there are no issues. Since you just got accepted yesterday, you're probably looking at mid to late March for the actual deposit. Also, make sure your bank account info is exactly correct on your return - even a small error can cause delays that push you to a paper check instead.