Great thread with lots of helpful information! I just completed my Form 706NA payment process last week and wanted to share a few additional tips that might help others: 1. Double-check your bank account information before submitting - I made a typo in my routing number initially and had to start over. The IRS system caught it during verification, but it delayed my payment by several days. 2. If you're making a large payment (like the $34,500 mentioned in the original post), some banks have daily ACH limits that might prevent the transaction from going through. I had to call my bank to temporarily increase my limit for the estate tax payment. 3. Keep multiple copies of your confirmation page and save it as a PDF. I printed three copies and emailed the PDF to myself as backup. The confirmation number is crucial if you ever need to trace the payment. The whole process was actually smoother than I expected once I figured out the right options to select. The key is just being very careful about the tax year selection (as Vanessa mentioned) and making sure all your information is exactly correct before hitting submit.

I went through this exact process about 6 months ago and can confirm that the Direct Pay method works well for Form 706NA. One thing that really helped me was calling the IRS taxpayer assistance line beforehand to confirm I was selecting the right options - they verified that using "Form 706" in the system covers both regular 706 and 706NA filings. A few additional tips from my experience: - Make sure you have the estate's EIN ready before starting the payment process - The system will ask for the "primary taxpayer" - use the decedent's name exactly as it appears on the 706NA form - If you're making the payment close to the due date, consider doing it in the morning rather than late at night to avoid any potential system maintenance windows The confirmation email came through within about 10 minutes, and I was able to track the payment status through my bank. The whole process took less than 15 minutes once I had all the information ready. Don't stress too much about it - the IRS payment system is actually pretty straightforward once you know which buttons to click!

Had this exact same confusion when I filed! It's totally normal - TurboTax is basically just telling you "hey we successfully sent your return to the IRS without any transmission errors" while the IRS site shows where your return actually is in their processing pipeline. The IRS "Where's My Refund" tool is definitely the one to trust for your real status. Once you see it move from "received" to "approved" on the IRS site, that's when you know they've finished processing and your refund is on the way. The waiting game is tough but at least you know everything is moving along normally!

This happens to pretty much everyone who uses TurboTax! The confusion is totally understandable. Think of it this way - TurboTax is like the post office telling you "we successfully mailed your letter" while the IRS website is like tracking that shows "your package has arrived at the destination and is being processed." Both are correct, they're just showing different parts of the journey. The IRS Where's My Refund tool is always going to be your most accurate source for actual processing status. Hang in there - "received" is a good sign that everything is moving along normally!

Has anyone dealt with reporting a deceased person's mortgage interest deduction on a partial year return? My brother passed away last spring and I'm trying to figure out if I need to prorate the mortgage interest or just take the full amount shown on his 1098.

I'm sorry for your loss and understand how confusing this must be while handling your father's estate. As others have mentioned, the OMP discrepancy is likely just a system reporting error since you have documentation showing the mortgage was paid off and were able to sell the house without issues. For the final tax return, you'll want to report the mortgage interest that was actually paid during the time your father was alive (January through November). The key document here is that "paid in full" letter you mentioned - keep that with the tax records as supporting documentation. The IRS understands that 1098 forms sometimes contain errors, especially in situations involving payoffs or deceased taxpayers. If you're concerned about potential questions from the IRS, you might consider attaching a brief explanation to the return noting that the mortgage was paid off in August (with the paid-in-full letter as proof) and that the OMP figure on the 1098 is incorrect. This kind of proactive documentation can save headaches later if there are any audit questions.

Another option nobody mentioned is Form 3115 (Change in Accounting Method) if you've been depreciating things incorrectly for years. I had to use this for my rental properties when I realized I had lumped together items with different class lives. It's complicated but lets you correct past mistakes without amending returns.

I went through this exact same situation with my rental property last year when I had to replace a combined HVAC/electrical system that was originally entered as one line item back in 2014. Here's what I learned from my CPA: The key is documentation and reasonable allocation. Since you can't go back and break down the original $8,700 into components, you need to make a reasonable estimate of what portion was actually the HVAC system versus other improvements. Look at current replacement costs - if a similar HVAC system today costs $6,000 and you spent $8,700 total, you might reasonably allocate 70% ($6,090) to the HVAC disposal. In TurboTax, dispose of the portion you're attributing to the HVAC ($6,090 in my example), and the remaining undepreciated value will create a loss that offsets your rental income. Keep the remaining portion ($2,610) on your depreciation schedule for any components still in use. The most important thing is being able to justify your allocation method if questioned. Save your research on current replacement costs and any contractor quotes you got - this shows you made a good faith effort to be reasonable and accurate.

Call JH customer service and get a tracking number for the check. They can usually provide that

Same exact situation happened to me with Jackson Hewitt! They put in the wrong routing number for my refund advance and it took exactly 8 business days from when the deposit got rejected to when I received the paper check in the mail. The check came via regular mail, not certified or anything, so just keep checking your mailbox daily. JH should have sent you an email or text confirming they're sending a paper check - if you didn't get that notification, definitely call them to confirm your mailing address is correct!