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I can relate to this stress! I made a similar mistake on my SS4 form about 6 months ago - forgot to include the date and spent days worrying about it. From my experience, the IRS processed my application just fine despite the missing date. Like others have mentioned, they're more concerned about having your signature and complete business information than the date field. The signature is what legally validates your request. That said, if you're really anxious about it (like I was), calling the IRS to check the status is your best bet. I ended up calling after about 3 weeks and they confirmed my application was in the system and processing normally. The agent mentioned that missing dates are pretty common and rarely cause rejections. One thing to keep in mind - if you do decide to resubmit, make sure to include a cover letter clearly stating it's a corrected version of your previous submission. This helps them avoid any confusion about duplicate applications. Good luck with your new business! The EIN process always feels more complicated than it needs to be, but you'll get through it.
Thanks for sharing your experience! It's really helpful to hear from someone who went through the exact same thing. I'm definitely feeling less anxious about it now after reading all these responses. It sounds like the missing date is way more common than I thought and not nearly as big of a deal as I was making it out to be. I think I'll wait another week or two and then call to check the status rather than resubmitting right away. Really appreciate everyone taking the time to share their experiences - this community is awesome for newbies like me who are figuring out all this business paperwork for the first time!
Adding to what others have shared - I'm a CPA and deal with EIN applications regularly for my clients. The missing date really isn't going to be an issue for processing. The IRS SS4 form has evolved over the years, and while the date field exists, it's not one of the critical validation points they use. The most important elements they look for are: complete business information, proper entity type selection, valid responsible party details, and that signature. Your application will almost certainly process normally. That said, if you're concerned about timing (especially since you mentioned needing it for a bank account), I'd suggest calling the IRS in about 2-3 weeks to check status rather than immediately resubmitting. Duplicate applications can sometimes cause more delays than missing dates. One pro tip for the future - if you ever need to submit tax forms again, consider reviewing them the next day with fresh eyes before sending. I catch way more errors that way than trying to proof everything in one sitting. Good luck with your new business venture!
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.
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.
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.
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?
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!
Yara Khoury
Y'all I was so confused by all this until I used taxr.ai. Breaks down everything in plain english and tells you exactly whats happening with your refund. Best dollar I ever spent ngl
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Keisha Taylor
ā¢facts! wish id known about this months ago instead of playing detective with these codes š
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CosmicCrusader
Code 150 is actually one of the good ones to see! It just means your return was successfully received and processed into their system. Think of it like a "we got it" confirmation. The date next to it shows when they processed it. You're all set - no action needed on your part. Just wait for any refund if you have one coming!
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