I successfully got a refund advance on January 15th this year, but I had to go into an H&R Block office to qualify. The tax pro told me they've never offered the advance to online filers. The advance was deposited to my account on January 17th, and my full refund (minus the advance amount) came through on February 8th. If you really need the money quickly, you might still have time to cancel your online filing and go to an office instead.

FYI - the refund advances are actually loans based on your anticipated refund amt. H&R charges prep fees for in-person (~$200+) vs online (~$50-100). They use the advances to justify higher fees. Most ppl don't realize the advance is just a small portion of their total refund anyway. If you filed a complete and accurate return with DD info, you'll prob get your $ within 21 days anyway. The IRS Where's My Refund tool can give you a better timeline once your return is accepted.

Have you considered the state tax implications here? Your employer might be confused about which state taxes apply to your situation. Did you work remotely after moving? Or was this purely a mailing address change after you left the company? The real solution depends on answering these questions, doesn't it? Your best approach is to contact the IRS at 800-829-1040 with your name, address, SSN, and employer details (including EIN if you have it). They'll send a formal request to your employer and provide you with Form 4852 to file if needed. Wouldn't it be better to have this resolved before the filing deadline rather than dealing with amendments later?

Contact IRS directly. Use Form 4852. File by deadline. Use last paystub for estimates. Keep all communication records. Document all contact attempts. Take screenshots of emails. This happened to me. IRS was helpful. Employer eventually sent W-2. Had to amend return. Minor inconvenience. Better than penalties.

I successfully navigated this exact situation last year! Here's what I did: Step 1: Called the Treasury Offset Program (TOP) at 1-800-304-3107 to verify if I was in the system Step 2: Discovered I was at risk of offset due to miscommunication with my servicer Step 3: Immediately contacted my loan servicer and entered a rehabilitation program Step 4: Filed my taxes slightly later (early March) after confirming my status was updated Step 5: Received my full refund with no offset The key was acting before the refund was processed. Once it's taken, it's much harder to get back.

The Bureau of the Fiscal Service (BFS) manages the Treasury Offset Program that can reduce or withhold your federal tax refund. For student loans specifically, the system flags loans that have entered default status (270+ days delinquent) for federal loans. In 2023, the Department of Education's Fresh Start initiative temporarily removed many borrowers from offset status, but that program is winding down. You can verify your offset status by calling the TOP Interactive Voice Response (IVR) system at 1-800-304-3107. You'll need your SSN and will receive information about any potential offset. If you discover you're subject to offset, you can request a review or hearing before the offset occurs.

I had exactly this situation with my daughter who turned 18 on December 7th, 2022. I lost $1,600 in Child Tax Credit that year, and it significantly impacted my refund. The EITC calculation also changed because I went from having 2 qualifying children to just 1 for CTC purposes. My refund was $2,437 less than the previous year with virtually identical income. Make sure you're prepared for this reduction if you've been counting on a similar refund to previous years.

Just to clarify something I'm seeing in some of the responses - the key date is December 31st of the tax year. If your son turned 18 in December 2023, that means he was 17 at the beginning of 2023 and turned 18 during the year. For Child Tax Credit purposes, he needed to be under 17 at the end of the year (December 31, 2023) to qualify. I had a similar situation when my daughter turned 17 in November a couple years back. I remember being disappointed to lose that credit, but was still able to claim her as a dependent for other purposes. Double-check your son's birthdate against these requirements just to be certain.

I performed a comparative analysis between these platforms using identical parameters to yours. The variance in calculated liability is typically attributable to the Qualified Business Income deduction implementation. TurboTax employs a more aggressive algorithm for identifying potential Schedule C deductions, while H&R Block utilizes a more conservative depreciation calculation methodology. This creates a mean variance of approximately 3-7% in total tax liability projections for sole proprietors in your income bracket.

Have you tried just using the free fillable forms directly from the IRS? I spent hours comparing different calculators last year only to find they were all slightly off. When I just filled out the actual forms myself, I understood exactly where every number came from. Takes more time but gave me peace of mind that I wasn't missing anything the calculators might overlook.

I'm not convinced this is actually a TurboTax problem. I've been using TT for probably 8 years now and have never encountered this specific issue. It's more likely something with your specific state's forms or maybe a temporary server issue. Have you tried just waiting 24 hours and trying again? Sometimes these things resolve themselves when their servers are less busy.

This is definitely a widespread TurboTax issue - I'm a volunteer tax preparer and we've seen dozens of cases like this in the past two weeks. Here's what works: 1. Download your return as a PDF first (save a copy) 2. Log out completely 3. Clear browser cache and cookies 4. Use a different browser if possible 5. Log back in and go directly to the state return section 6. Enter your direct deposit info VERY SLOWLY (literally type each number with a 1-second pause) 7. Wait 15 seconds before clicking continue This has worked for everyone I've helped so far. It's some kind of validation timing issue with their state return processing.

Here's a complete breakdown of refund advance loans for 2024: Step 1: Determine if you qualify. Most providers require a minimum expected refund of $500-$1000. Step 2: Check availability dates. Major tax preparers started offering advances on January 29th when e-filing opened. Step 3: Compare offers. H&R Block, TurboTax, and Jackson Hewitt have different advance amounts and fee structures. Step 4: Understand the costs. While some advertise "0% interest," they typically charge tax preparation fees of $150-$300. Step 5: Consider alternatives. Direct deposit refunds without advances typically arrive in 14-21 days if there are no issues with your return. Step 6: Apply during your tax preparation appointment or online filing process. As a newly single filer, ensure your filing status is correctly updated to avoid delays that would defeat the purpose of getting an advance.

To clarify some timing specifics: For the 2024 filing season, most refund advances became available on January 29th when IRS began accepting returns. Applications typically close around February 28th. If you file today (March 21st), you're still within the window for some providers, but options are more limited now. Jackson Hewitt typically offers advances latest in the season, sometimes into early March. The processing time is usually 24-48 hours after your return is accepted by the IRS, not when you file.

Have you verified which AGI amount you should have used? The IRS has specific guidelines about which figure to use, especially if you filed an amended return last year or received unemployment compensation. Sometimes the AGI line item number changes between tax years, which could potentially cause confusion when entering prior year information.

I would suggest that, rather than waiting for a rejection, you might want to consider filing a superseding return. This is essentially filing a corrected return before the filing deadline, which could possibly be processed more efficiently than waiting for a rejection and then resubmitting. It's generally a more proactive approach, though I would advise checking with a tax professional before proceeding with this option.

Wow, I just went through this exact scenario! My return was rejected due to an incorrect prior year AGI (I forgot I had amended my 2022 return). According to IRS Publication 1345 (which governs e-file procedures), a rejection and resubmission is still considered part of the same filing as long as it's corrected within the timeframe specified by your provider. I was shocked to find out that the advance lender doesn't even get notified about the initial rejection - they only see the final acceptance! Got my advance just 1 day after acceptance.

One important detail. Timing matters. Most services require final acceptance within 72 hours of initial submission. Beyond that window, advance might need reapproval. Check your service's specific terms. Different lenders have different policies. Document everything. Keep screenshots of your acceptance. Made a huge difference for me last month.

I've researched this extensively during my own divorce last year. While others have correctly pointed out the December 31st rule, there's actually an exception you might want to know about. If you're separated but not legally divorced by December 31st, you might still qualify for Head of Household status if you meet the IRS definition of "considered unmarried" - which means you didn't live with your spouse during the last 6 months of the year, you paid more than half the cost of keeping up your home, and that home was the main home for your dependent child for more than half the year. I found this exception after hours of research and it saved me thousands in tax liability compared to Married Filing Separately.

The community wisdom on this topic is pretty consistent, but I'm curious about a few details in your situation. Do you have any dependents who lived with you? How long have you been separated before the divorce was finalized? Were you the primary financial provider for the household? These factors can significantly impact whether you qualify for Head of Household status, which generally provides better tax advantages than filing as Single. Also, have you considered potential implications for credits like the Child Tax Credit if you have children?