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I'm so sorry you're dealing with this frustrating situation! I went through something very similar last year and that "processing delayed beyond normal timeframe" message with the question marks is basically the IRS's way of saying "we're working on it but we're not going to tell you what's actually happening." A few things that helped me figure out what was going on: 1. **Get your transcript** - This is crucial. The Where's My Refund tool is pretty useless, but your transcript will show specific codes that indicate what's actually happening. Look for codes like 570 (hold), 971 (notice issued), or 846 (refund date). 2. **Common delay causes** for straightforward returns like yours: ⢠Math errors they're correcting ⢠W2/1099 income verification ⢠Random compliance reviews ⢠Processing backlogs 3. **The transcript verification issue** - If you can't get through their online verification, try calling early in the morning or consider requesting transcripts by mail (though that takes longer). Tax Topic 152 is just their generic reference for refund information - it doesn't indicate anything specific about your situation unfortunately. Since you filed in April and it's been this long, there's likely a specific issue that needs resolution rather than just normal processing delays. The fact that you claimed Child Tax Credit could be part of it, as they do additional verification on refundable credits. I know the uncertainty is incredibly stressful, but most of these situations do eventually resolve. Hang in there and definitely try to get that transcript - it's your best shot at understanding what's really happening!
Thank you so much for this detailed breakdown! This is exactly the kind of practical advice I needed. I've been feeling completely lost in this whole process, but your step-by-step approach gives me a clear path forward. I'm definitely going to prioritize getting my transcript - sounds like that's where all the real information is hiding. The fact that the Where's My Refund tool is basically useless while the transcript has all the actual details is so typical of how backwards this whole system is. Your point about the Child Tax Credit potentially causing additional verification makes a lot of sense. I wish the IRS would just tell us upfront "hey, we're verifying your CTC claim, expect 6-8 weeks" instead of leaving us all to guess what's happening. I really appreciate you taking the time to share your experience and give concrete next steps. It's reassuring to hear from someone who actually got through this nightmare successfully. Hopefully I can get my transcript accessed and figure out what specific codes are showing up. The uncertainty has been the worst part, so even just having a plan of action helps with the stress level. Thank you again for the helpful guidance!
I'm going through the exact same nightmare right now! Filed my 2023 return in late March and have been stuck with that "processing delayed beyond normal timeframe" message for over 2 months. The question marks on all three status bars are so demoralizing - it feels like the IRS is actively trying to keep us in the dark about our own money. After reading through everyone's experiences here, I'm definitely going to try to access my transcript to decode those mysterious codes. It sounds like that's where the real information is hiding, even though the codes are apparently written in some kind of tax hieroglyphics that normal humans can't understand. I'm also seriously considering trying one of those callback services like Claimyr that multiple people mentioned. The fact that so many have had actual success getting through to agents and resolving their issues makes it seem worth the cost. The regular IRS phone system is completely broken - I've called probably 40+ times and never gotten past the automated maze. What's really frustrating is that my return was super straightforward too - just W2 income, standard deduction, and child tax credit. Nothing that should trigger months of delays and cryptic messages. The complete lack of transparency is honestly insulting. We shouldn't have to become amateur detectives just to understand what's happening with our own tax returns. Really hoping we all get some movement on our refunds soon. This whole experience has been incredibly stressful and the uncertainty is brutal. The IRS system desperately needs an overhaul! š¤
I'm going through something very similar with my late spouse's final return - it's been 8 months now and I'm at my wit's end. This thread has been incredibly eye-opening about resources I didn't know existed. One thing I wanted to add that might help others: when I finally got through to someone knowledgeable at the IRS, they mentioned that deceased taxpayer returns often get additional scrutiny if there are any discrepancies with third-party reporting (W-2s, 1099s, etc.). In my case, my spouse's former employer issued a corrected W-2 after the original filing, which apparently flagged the return for manual review. The specialist told me that these manual reviews are taking 8-12 months right now due to staffing shortages in their deceased taxpayer department. She also mentioned that many delays happen because required forms like the 1310 (claiming refund for deceased taxpayer) have small errors that cause the entire return to be rejected back to manual processing. I'm definitely going to try the congressional representative route based on all the success stories here. It's maddening that you have to become a detective just to figure out why your return is stuck, but having this roadmap gives me hope after months of feeling completely helpless. Thank you to everyone who shared their experiences - this is invaluable information that should honestly be provided by the IRS upfront instead of making people suffer through months of generic responses.
This is exactly what I needed to hear! I'm completely new to dealing with estate taxes after my grandmother passed recently, and I've been getting the same frustrating "wait 30 more days" responses for the past few months. Your point about the corrected W-2 causing additional scrutiny really resonates - my grandmother had several income sources and I'm wondering if something similar happened with her return. The manual review timeline of 8-12 months is both helpful to know and absolutely maddening given how the IRS would treat us if we were late on payments. I'm taking detailed notes from this entire thread about the executor hotline, Deceased Taxpayer Unit, and congressional representative approach. It's shocking that none of this critical information is provided upfront by regular IRS customer service - you basically have to stumble onto the right resources by luck or through forums like this. Thank you for sharing the specific details about third-party reporting discrepancies. That gives me something concrete to ask about when I call the specialized line tomorrow. After months of feeling completely in the dark, having these tactical approaches and realistic timelines finally gives me a path forward.
I'm really sorry you're going through this frustrating situation. After reading through everyone's experiences here, I'm dealing with something similar with my uncle's estate - it's been 6 months now and I feel like I've been banging my head against a wall. What strikes me most about this thread is how many people found success once they got connected to the right departments and had specific information about what was actually wrong. The pattern seems to be: regular IRS customer service gives you generic "wait longer" responses, but the specialized Deceased Taxpayer Unit can actually tell you what's causing the delay. I'm definitely going to try calling the executor hotline (866-699-4083) tomorrow and specifically ask for the Deceased Taxpayer Unit. I had no idea this existed - I've been calling the regular number and getting nowhere for months. The congressional representative approach also sounds promising based on all the success stories here. It's frustrating that we have to become experts in IRS bureaucracy just to get basic service, but at least now there's a clear roadmap thanks to everyone sharing their experiences. One thing I'm wondering - for those who got resolution through their congressional rep, how long did it typically take from your initial contact to getting actual movement on your case? I want to set realistic expectations as I go into this process. Thank you to everyone who shared detailed experiences. This thread should honestly be stickied as a resource guide for anyone dealing with deceased taxpayer returns!
That message is totally normal! It just means your return has moved from the initial received stage into actual processing. The bars on WMR often disappear when this happens - it's not a sign of any problems. Processing times can vary a lot this year, but most returns are getting processed within 21 days. Just keep checking periodically and you should see it update to approved soon!
Thanks for the reassurance @Brian Downey! That's really helpful to know it's normal. I was starting to panic when the bars disappeared. Good to hear most are still processing within 21 days despite all the delays people are talking about š¤
Don't forget about reporting requirements! While the transfer itself might not be taxable beyond potential currency gains, you may need to file an FBAR (FinCEN Form 114) if your foreign accounts exceeded $10,000 total at any point during the year. I learned this the hard way after moving money between my Canadian and US accounts. The penalties for not filing an FBAR can be severe even if you don't owe any taxes. There's also Form 8938 if your foreign assets exceed certain thresholds, but that typically applies to residents, not someone on a J-1 visa. Since you were on a J-1 and never a US resident for tax purposes, your reporting requirements might be different, but it's worth checking just to be safe.
Does using TransferWise (now Wise) change any of this? I've been using them for my US-France transfers because the fees are lower than bank wire transfers.
Using Wise (formerly TransferWise) doesn't change the fundamental tax treatment or reporting requirements. The IRS cares about the value of your foreign accounts and any currency gains, not which transfer method you use. However, Wise makes it easier to document your transfers since they clearly show the exchange rates used and fees charged. This can be helpful for calculating any currency gains. Just remember that for FBAR purposes, if you have a Wise account that holds balances, that might also count as a foreign financial account that needs to be included in your FBAR reporting if your total foreign accounts exceed $10,000.
Just went through this exact situation last month when transferring funds from my US account back to Australia after finishing my F-1 OPT period. Here's what I discovered: The transfer itself is NOT taxable - you're just moving your own money between accounts. However, you do need to be aware of potential foreign exchange gains/losses. Since you earned the money at one exchange rate and are transferring at potentially a different rate, any gain could technically be taxable income. For your J-1 situation specifically, since you were never a US resident for tax purposes, your obligations are more limited than someone who was a resident. But you should still document the original exchange rates when you earned the money versus when you transfer it. One thing that caught me off guard - make sure to check if you need to file an FBAR. Even though you're not a US resident, if your UK account (or combination of foreign accounts) exceeded $10,000 at any point during the tax year, you might still have FBAR filing requirements. The rules can be tricky for non-residents with US source income. I'd recommend keeping detailed records of when you earned the money, the exchange rates at that time, and the rates when you transfer. That way you're covered if there are any questions later.
This is really helpful - I'm actually in a similar situation but with transfers to Canada. Quick question: when you mention documenting the "original exchange rates when you earned the money" - did you use the daily rates from when each paycheck was deposited, or did you use some kind of average rate for the period you were working? I'm trying to figure out the most accurate way to track this since I had regular paychecks over 8 months.
Sophia Clark
Did the company that ran the class provide any kind of detailed receipt that breaks down the cost? Sometimes these business courses on cruises will actually itemize what portion covers materials, instruction, meals during sessions, etc. If they did that, you might be able to deduct more than just the base cost.
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Katherine Harris
ā¢Not OP but I did something similar once. Even with itemized receipts, the IRS still treats anything on a foreign-flagged cruise ship with extra scrutiny. In my case, they allowed the course fee and materials but disallowed meals even though they were "during business hours." Just my experience though.
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Eva St. Cyr
I went through something very similar last year with a continuing education course on a cruise. Here's what I learned after consulting with my CPA and getting through to the IRS: The $850 course fee is definitely deductible as a business education expense on Schedule C, assuming it directly relates to skills needed in your current business. Keep that certificate and any course materials as documentation. However, since you mentioned it was a Caribbean cruise, the vessel was almost certainly foreign-flagged, which means the cruise costs themselves (the $1,875 fare plus $450 in fees) are not deductible under IRC Section 274(h). This applies even though the course was the primary reason for your trip. One thing to watch out for - make sure you can demonstrate that this course maintains or improves skills for your existing business, not training you for a new line of work. The IRS can be picky about that distinction. Also, don't try to get creative with allocating cruise costs based on time spent in class - with foreign vessels, those costs are simply excluded regardless of the business purpose. Your best approach is to claim the clean $850 deduction and have solid documentation ready. It's a legitimate business expense that shouldn't raise any red flags.
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Oliver Schmidt
ā¢This is really helpful, thank you! Just to clarify - when you say "maintains or improves skills for your existing business," does that mean I need to show that I actually implemented what I learned? I took detailed notes during the marketing sessions and they covered strategies that are directly applicable to my consulting work, but I haven't had a chance to put everything into practice yet since I just got back a few months ago. Also, did your CPA mention anything about whether the timing of when you take the deduction matters? Since this was in September, should I be claiming it on this year's taxes or can I wait until next year when I file?
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