


Ask the community...
Just went through this exact same situation last month! The phone route is definitely your best bet, but here's what worked for me: Call the IRS Identity Protection PIN line at 800-908-4490, but also have Form 14039 (Identity Theft Affidavit) filled out beforehand just in case they ask for it. They were able to generate a new PIN for my dependent on the spot once I verified all the info. Also make sure you've updated your address with the IRS using Form 8822 - that helped speed things up for me. Good luck!
Has anyone used any of the major tax software programs to handle this specific situation? I'm trying to use TurboTax for a similar issue with GoFundMe medical expenses and can't figure out where to even indicate that some expenses were paid through donations.
I used H&R Block software last year for this exact scenario. You basically just don't include the GoFundMe-paid expenses in your medical expense total. Only enter the expenses you paid directly from your own funds. The software doesn't have a special section for "these were paid by donations" - you just don't claim those specific expenses.
This is such a tough situation to navigate, and I feel for your sister dealing with this on top of everything else. Just wanted to add one important point that might help - make sure she keeps detailed records separating what was paid from GoFundMe vs. what came out of pocket, even if she can't deduct the GoFundMe portion. The IRS can be pretty strict about documentation if they ever audit medical expenses, so having clear records showing the source of each payment will be crucial. I'd suggest creating a simple spreadsheet with columns for date, expense description, total amount, GoFundMe portion, and out-of-pocket portion. Also, don't forget about smaller medical expenses that might have been paid directly - things like prescription copays, parking fees at the hospital, or travel expenses for treatment. These add up and are often overlooked but can be deductible if paid from personal funds. Hope your niece continues to respond well to treatment. The tax stuff is complicated but manageable with good record-keeping!
I feel your pain! Same thing happened to me last year - blank transcript for what felt like forever. The key thing to remember is that no transcript data usually means they haven't even started processing your return yet, so there won't be any cycle code to see. Once they do start, you'll see a 202X#### code appear at the top. In the meantime, try checking at different times of day since the system updates sporadically. Also make sure you're looking at the right tax year transcript. Hang tight - it's frustrating but totally normal during busy season!
I almost paid $1,200 for a CPA to do a 1041 for my dad's estate but decided to try it myself. Best decision ever. Took about 6 hours of research and careful work, but I managed it fine. The trick is understanding that a 1041 is fundamentally about tracking income earned during estate administration. The property sale might be the most complex part, but if you have the date-of-death value documented, it's just a matter of accurately reporting the numbers.
For a relatively straightforward estate like yours, the 1041 is definitely doable yourself with some patience and research. I handled my grandmother's estate last year - similar situation with dividends, interest, and a house sale. The key things that helped me: 1) Get the property appraised as of the date of death for your stepped-up basis calculation, 2) Keep meticulous records of all estate expenses (legal fees, appraisal costs, etc. are deductible), and 3) Don't rush - take time to understand each section. The biggest "gotcha" I encountered was properly timing distributions to beneficiaries. If you distribute assets before the end of the tax year, you need to account for that differently than if you wait until after year-end. Given that your uncle passed in November, you're only dealing with about 1.5 months of 2024 estate activity, which should make it more manageable. The IRS Publication 559 (Survivors, Executors, and Administrators) walks through most of the concepts you'll need. $1,350 for what sounds like a relatively simple estate does seem excessive, especially when you'd face the same cost again next year.
Logan Stewart
I've been filing taxes for 15+ years and have noticed significant variation in acceptance times. Here's what I've observed: Step 1: Understand that "acceptance" just means the IRS received your return with no obvious errors - not that they've processed it Step 2: Check your tax software's status page (not just email) as they often have more detailed information Step 3: If it's been more than 48 hours, look for any rejection notices that might have gone to spam Step 4: After 72 hours with no update, contact your tax software support first, then consider contacting the IRS I filed on January 29th this year and it took 26 hours for acceptance - much longer than previous years but everything was fine.
0 coins
Mikayla Brown
โขThank god someone explained this clearly! I've been panicking because I'm at hour 30 with no acceptance. Was already imagining audits and penalties and all kinds of nightmares. Going to follow your steps and just be patient a bit longer.
0 coins
Sean Matthews
โขHave you noticed any correlation between filing complexity and acceptance timeframes? For instance, do Schedule C filers or those with multiple income sources experience longer verification periods compared to simple W-2 only returns?
0 coins
Emma Wilson
I'm experiencing the exact same thing! Filed my return through FreeTaxUSA on Tuesday and it's now Friday with still no acceptance notification. In previous years, I'd get that green checkmark within an hour or two max. This waiting game is driving me nuts because I have some major expenses coming up and was counting on getting my refund processed quickly. Has anyone tried checking the IRS "Where's My Refund" tool during this limbo period? I'm wondering if it shows anything useful before the official acceptance comes through, or if it just says "return not found" until acceptance happens. Really hoping this is just the new normal with their enhanced security measures and not some system-wide issue that's going to delay the entire season!
0 coins