I see a lot of great advice here about quarterly payments and penalties, but I want to emphasize something crucial that could save you significant stress and money: get professional help NOW rather than trying to figure this out yourself. Estate taxation has so many moving parts - determining what income belongs to the estate vs. beneficiaries, calculating estimated payments correctly, understanding Income in Respect of Decedent rules, choosing between calendar and fiscal years, etc. One mistake can cost thousands in penalties or missed deductions. Since you mentioned the estate has rental properties generating $4,500/month plus investment dividends, you're looking at substantial income that definitely triggers quarterly payment requirements. The fact that you're already past the April 15 deadline means time is of the essence for penalty mitigation strategies. I'd strongly recommend finding a CPA or tax attorney who specializes in estate and trust taxation. Yes, it's an upfront cost, but they can often save you more than their fee through proper planning, penalty abatements, and identifying deductions you'd miss on your own. They can also help you set up systems to handle ongoing quarterly payments properly. Don't let the complexity overwhelm you - this is a common situation and there are professionals who handle it routinely. The key is acting quickly since tax deadlines don't wait for anyone to get up to speed.

I'm dealing with a similar situation after my grandmother passed three months ago, and I wanted to share what I've learned that might help. The estate has been generating income from her rental property and some stock dividends, and I was initially terrified about the quarterly payment requirements. First, don't panic about missing the April deadline - there are several penalty relief options available, especially for first-year estates. I was able to get penalties waived by demonstrating that as a first-time executor, I had reasonable cause for the delay while learning about these requirements. One thing that really helped me was understanding that you have options for calculating the payments. The safe harbor method (paying 100% of current year liability or 100%/110% of prior year) gives you certainty, but if your uncle had little to no tax liability in his final year, the annualized income method might work better given the uneven nature of estate income. Also, make sure you're properly distinguishing between income that belongs to the estate versus income that should be reported by beneficiaries. This was a major source of confusion for me initially. Rental income from properties still held by the estate definitely counts, but the treatment of dividends depends on several factors including when they were declared and paid. I'd strongly suggest getting at least a consultation with a CPA who specializes in estate taxes. Even if you handle some of the legwork yourself, having someone review your approach can prevent costly mistakes. The quarterly payment system continues as long as the estate remains open, so getting it right from the start is crucial.

ur good fam. tt152 means its processing. just gotta wait out this PATH act nonsense

I'm in the exact same situation! Filed January 25th with EITC and still stuck on "Return Received" with Tax Topic 152. It's so frustrating checking every day and seeing zero movement, but reading these comments actually helps knowing we're all in the same boat. The PATH Act is such a pain - I get why they need to prevent fraud but it really does hit the people who need their refunds most. At least Tax Topic 152 seems to be a good sign that everything is processing normally. Fingers crossed we all see some movement soon! 🤞

Former DOR employee here. One thing to clarify - "net income" definitions vary slightly between states. Most want Line 21 from 1120S, but some states (like CA and NY) have their own calculation that starts with Line 21 and adds back certain items. Call your specific DOR office and ask exactly which line they use for "net income" on THEIR form. Will save you tons of headache.

Just went through this exact situation last month! The confusion is totally understandable because different agencies sometimes use "net income" differently. For most state DOR payment plans, you'll want Line 21 (ordinary business income/loss) from your Form 1120S - this shows your actual business profit after all deductible expenses. However, I'd strongly recommend calling your specific state's DOR payment plan department to confirm. Some states have their own modifications to this number. When I called, they told me exactly which line to use and even emailed me a worksheet showing the calculation. It's worth the phone call to avoid having your payment plan delayed or rejected for using the wrong figure. Also, make sure you have your most recent filed return - sounds like that would be your 2023 Form 1120S in your case. Good luck getting it sorted out!

TBH these identity verification procedures are actually a good thing even though they're annoying. I had someone file a fake return in my name a few years ago and it took FOREVER to fix the mess. Better to verify upfront than deal with actual identity theft later.

I went through this exact same process about 6 months ago! Definitely bring multiple forms of ID like others mentioned - I brought my driver's license, passport, and social security card just to be safe. The appointment itself was pretty straightforward and took about 20 minutes. One thing I wish I had known beforehand - after they verify your identity, your return basically goes to the back of the processing queue again. So even though the verification is quick, you're still looking at several weeks for them to actually process and release your refund. In my case it was about 5-6 weeks from verification to getting the money in my account. The good news is your refund amount won't change - this is purely an identity verification issue, not an audit or anything like that. Just be patient after tomorrow's appointment and try not to stress too much about the timeline. The money will come eventually!

I've been dealing with this exact same frustration! After two weeks of failed attempts, I finally got through last Thursday using a hybrid approach from several suggestions here. Called the main IRS number (1-800-829-1040) at 7:05am Eastern on a Thursday, selected option 2 for personal tax questions, then navigated to the identity verification option. The key was being patient during the automated prompts - I let each message play completely before responding, and when I got the "high call volume" warning, I stayed on the line instead of hanging up. After a brutal 78-minute hold (I literally did laundry and made breakfast while waiting), I finally reached an agent. Make sure you have your Social Security card, driver's license, and prior year tax returns within arm's reach. They asked me to verify my address from 3 years ago, my filing status from 2022, and the exact refund amount from my 2023 return. The whole verification process took about 15 minutes once connected. One thing that helped my sanity - I used speaker phone and just went about my morning routine while holding. Way less stressful than sitting there staring at the phone! Your perseverance will pay off eventually.

I just went through this exact ordeal two weeks ago and finally cracked the code! After 15 failed attempts over 10 days, here's the strategy that worked: **The Golden Combo:** - Called Tuesday at 7:03am EST (not 7:00 - everyone calls then) - Used 1-800-830-5084 (direct TPP line) - When automated system started, I counted to 10 before pressing ANY buttons - Stayed on hold for 1 hour 23 minutes but FINALLY got through! **Critical prep work:** Have your Social Security card, last 3 years of tax returns, and any IRS correspondence spread out in front of you. They asked me about my 2021 filing status, exact AGI from 2022, and even my spouse's middle initial from our joint return. Also had to verify previous addresses - thankfully I keep old lease agreements! **The secret sauce:** The agent mentioned that calling slightly AFTER opening time actually works better because their system gets overwhelmed right at 7am with everyone trying simultaneously. Those few extra minutes let the initial wave pass. **Timeline:** Once verified, she said my return would process within 5-7 business days, and it actually came through in 4 days. Stay strong - you WILL get through! The waiting is brutal but the relief when you finally hear a human voice is incredible. Consider it a test of patience that comes with a nice refund reward at the end! 💪