Don't forget about state partnership returns too! When you amend your federal 1065, you usually need to amend your state returns as well. Each state has different procedures though.

Just wanted to share my experience as someone who went through this exact situation last year. The key thing that saved me a lot of headaches was keeping detailed records of what changed and why. When I filed my 1065-X, I created a separate document that mapped out every line item change with explanations, even though the form has limited space for explanations. Also, make sure you send the amendment via certified mail with return receipt requested - this gives you proof of filing date and delivery. The IRS can take several months to process partnership amendments, so having that paper trail is crucial if any questions come up later. One more tip: if the changes on your amended K-1s are significant, consider sending a brief letter to your partners explaining what changed and whether they need to amend their individual returns. It helps maintain good relationships and avoids confusion down the road.

I'm dealing with a very similar cross-border RSU situation after transferring from our Dublin office to San Francisco last year. The complexity of US-Ireland tax treaty provisions for RSUs has been a nightmare to navigate. One thing I learned that might help others in this thread - when you're calculating the allocation based on work performed during the vesting period, make sure you're using business days rather than calendar days. My tax attorney pointed out that weekends, holidays, and vacation days shouldn't count toward the allocation calculation since you weren't actually performing services on those days. Also, for anyone dealing with this issue, I found that creating a detailed timeline document was incredibly helpful. I mapped out my exact employment dates, transfer paperwork, visa approvals, and first/last days worked in each country. This timeline became the foundation for my Form 8833 filing and helped demonstrate to the IRS that my allocation method was based on concrete facts rather than estimates. The Ireland-US treaty (Article 15) works similarly to the Canada-US provisions mentioned here. After properly documenting everything and filing the treaty disclosure, I was able to avoid about $11,000 in double taxation that my original tax preparer had calculated. The peace of mind from getting it right was worth the extra effort to gather all the documentation.

I'm currently going through this exact same situation after transferring from our Toronto office to Boston last year. My RSUs vested in 2024, and I'm facing the same double taxation nightmare that everyone here is describing. Reading through all these experiences has been incredibly helpful - especially the emphasis on getting proper documentation from your employer and filing Form 8833. I had no idea about the business days vs calendar days distinction that @Freya Larsen mentioned, which could significantly impact my allocation calculation. One question I haven't seen addressed yet - has anyone dealt with RSUs that had different vesting schedules? I have some RSUs that vest quarterly and others that vest annually, all granted at different times while I was working in Canada. I'm wondering if I need to calculate the allocation separately for each grant based on when they were issued and their individual vesting periods, or if I can use an overall average allocation across all my RSU income. Also, for those who successfully resolved this with the IRS - approximately how long did it take to hear back after filing Form 8833? I'm worried about potential delays or additional scrutiny given the complexity of cross-border situations. Thanks to everyone who has shared their experiences here. It's given me much more confidence that this can be resolved properly with the right approach and documentation.

I'm dealing with the exact same situation! Filed on January 20th and still showing "being processed" after almost a month. What's really frustrating is that I have friends who filed later than me and already got their TAX refunds. One thing I learned from calling my tax preparer is that even though we think our returns are "simple," sometimes there are automatic reviews that we don't know about. For example, if your refund amount is significantly different from last year, or if there are any slight mismatches in the data the IRS has on file vs what you reported, it can trigger a review. The good news is that February is historically the worst month for processing times. Once we get into March, things typically speed up a lot. I'm trying to be patient but it's hard when you're counting on that money!

I'm in the exact same boat - filed on January 22nd and still stuck on "your return is still being processed" for over 3 weeks now. It's my first year filing taxes after graduating college, so I wasn't sure if this was normal or not. Reading through everyone's experiences here is actually really reassuring. I was starting to worry that maybe I made some mistake on my return, but it sounds like early filing season delays are pretty common. My return is super simple too - just one W-2 from my new job and standard deduction. I'm definitely going to wait another week or two before trying to call the IRS based on what others have shared about the phone wait times being brutal right now. Thanks everyone for sharing your experiences - it helps to know we're all in the same waiting boat!

Has anyone here dealt with allocation of shared utilities in a situation like this? I'm in a similar position with a commercial/residential mixed building and I'm confused about how to handle common area utilities when part is business and part is personal.

One thing I'd strongly recommend is getting everything documented properly from the start. When we did a similar conversion, our CPA advised us to create a formal "conversion plan" that outlined exactly when each unit would transition from business to personal use, along with the square footage allocations. This documentation became crucial later when we had questions about which improvements qualified for depreciation. We included photos of the property before improvements, detailed cost breakdowns for each area, and a timeline of when different spaces would change use. Also, consider whether you want to elect out of bonus depreciation for some of these improvements. While bonus depreciation gives you bigger deductions upfront, it can create complications if you convert units to personal use shortly after. Sometimes taking regular depreciation over the longer schedule gives you more flexibility, especially with mixed-use properties like yours. Your accountant will probably want to see all this documentation, so getting it organized now will save you time and potentially money in professional fees later!

This is really helpful information everyone! I just want to add one more important consideration - make sure you check the expiration date on that scratch-off ticket. In Pennsylvania, lottery tickets typically expire 1 year from the end of the game, but scratch-offs can have different expiration dates printed on them. Since you mentioned you're planning to go to the city "next week," you should have plenty of time, but it's worth double-checking so you don't run into any last-minute rushes. The PA Lottery website has a section where you can look up when specific scratch-off games end if you're not sure. Also, if your uncle is comfortable with technology, some lottery offices now allow you to submit the Claim Authorization Form electronically ahead of time, which can speed up the process when you arrive. Might be worth asking about when you call that number Lauren provided. Good luck with everything, and props to you for being so careful about doing this the right way! Your uncle is lucky to have someone looking out for him properly.

One thing I haven't seen mentioned yet is that you should also document everything thoroughly for your own protection. Keep copies of all the paperwork (the Claim Authorization Form, your uncle's ID, the notarization, etc.) and maybe even take a photo of the winning ticket before you leave with it. I'd also suggest having your uncle write a simple letter stating that he's the rightful owner of the ticket and that he's authorizing you to claim it on his behalf. While this might not be legally required beyond the official form, it provides additional documentation that could be helpful if any questions arise later with the IRS or state tax authorities. Given that this is an $8,700 prize (which is above the $5,000 threshold for automatic federal withholding), having a clear paper trail showing the legitimate transfer of responsibility will protect both of you. The last thing you want is for this generous gesture to create problems down the road.