I totally get the anxiety around these changing dates! I went through something similar last year and it drove me crazy checking my transcript every day. The backward date movement from 11/25 to 10/07 with code 290 actually suggests they're actively reviewing and adjusting your account - which is progress, even if it doesn't feel like it! With amended returns, the IRS takes forever (up to 16 weeks is their official timeline but can be longer). The fact that you're seeing activity means you're not forgotten in the system. I know it's hard, but try to give it another 2-3 weeks before calling. In my experience, once you start seeing these date fluctuations, a resolution usually follows within a month. Stay strong! 🙏

I'm going through something very similar right now! My transcript has been doing these weird date jumps too and it's been driving me absolutely crazy. I filed my amended return back in April and have been watching these dates bounce around like a ping pong ball 😵‍💫 From what I've learned lurking in this community, the backwards date movement usually means they're actively working on your case rather than it just sitting there collecting dust. Code 290 can be nerve-wracking but it's often just them making adjustments - not necessarily bad ones! The waiting is the absolute worst part though. I've been checking my transcript like 5 times a day and it's not healthy lol. But seeing all these stories from people who eventually got their refunds after similar date changes gives me hope. We just gotta hang in there and trust the process, even though the IRS timeline feels like it's measured in geological epochs 😅 Sending you good vibes that you see a DDD soon! 🤞

One additional consideration for your family members who are green card holders - make sure they understand the potential implications if they ever decide to give up their permanent resident status in the future. There are specific tax rules around "expatriation" that can affect how inherited retirement accounts are treated. Also, regarding the executor distributing checks directly from the estate, you'll want to confirm whether this is coming from a liquidation of the entire IRA or if there are options to do a direct rollover to inherited IRAs instead. Sometimes executors take the path of least resistance by liquidating everything, but beneficiaries may still have the right to request direct transfers to inherited IRAs, which could give you more control over the timing of distributions and tax planning. If the funds are already being distributed as checks, just be aware that you typically have 60 days from receipt to potentially roll any portion into an inherited IRA if you decide you want more control over the distribution timeline. Not all situations allow this, but it's worth asking the executor or a tax professional about your specific circumstances. The fact that you're being proactive about tax planning now puts you ahead of many people who just accept whatever distribution method the executor chooses without considering alternatives.

I've been following this thread closely since I'm dealing with a very similar situation - my uncle passed away in 2020 and left retirement accounts to multiple beneficiaries including some non-citizens. A few additional points that might help: Regarding the distribution timing, since you mentioned the executor is preparing checks, you should definitely ask if they're doing mandatory withholding. Many executors will withhold 20% for federal taxes on IRA distributions, but this isn't always communicated clearly to beneficiaries ahead of time. If they're not withholding, you'll want to calculate estimated quarterly payments to avoid underpayment penalties. For your father at 82, even though the 10-year rule applies, his age actually works in his favor from a tax perspective. Since he's likely in retirement with potentially lower income, spreading the distributions over several years might keep him in lower tax brackets compared to your situation where you're still working. One thing that really helped our family was creating a simple spreadsheet tracking each beneficiary's projected income for the next few years, then mapping out distribution strategies that minimized the overall family tax burden. Sometimes it makes sense for one person to take larger distributions in a low-income year while others delay theirs. The mortgage payoff strategy is smart - just remember to factor in the mortgage interest deduction you'll be losing when calculating the net benefit of paying it off early.

The IRS has a "Safe Harbor" provision (Section 530) that some small religious schools try to use as a loophole, but it doesn't apply in situations like yours. They have to meet very specific requirements including consistent treatment of all similar workers and a "reasonable basis" for classification. With you working set hours, teaching assigned curriculum, and using their facilities, there's no reasonable basis for contractor status. The school is definitely in the wrong here. If they don't fix this after you bring it up, file Form 8919 "Uncollected Social Security and Medicare Tax on Wages" with your tax return to pay only your half of these taxes instead of the full self-employment tax. Check code G in box 9: "I received a Form 1099 but I am a statutory employee.

I'm dealing with something very similar at my tutoring center! They've been giving me 1099s even though I work set hours, use their curriculum, and teach in their facility. After reading through all these responses, I'm definitely going to try the taxr.ai suggestion first to get documentation, then have a conversation with my employer. The Form 8919 option is really helpful to know about - I had no idea you could pay just the employee portion of Social Security and Medicare taxes when you're misclassified. At $21k salary, that self-employment tax difference is probably costing you around $1,600 extra per year, which is huge when you're already struggling financially. One thing I'd add - document everything about your work relationship (your schedule, any employee handbook, emails about duties, etc.) before you approach the school. Having that paper trail will be crucial whether you end up filing IRS forms or just need to convince your administration to fix the classification. Good luck with this! It's frustrating that schools think they can get away with this just because teachers are often desperate for work and don't know their rights.

idk why but navy fed has been slower than usual this year with irs deposits ngl

Navy Fed is usually pretty reliable! I've been banking with them for 3 years and they consistently deposit my refunds 1-2 days before the DDD. Since your transcript shows 3/20, I'd expect to see it hit your account by tomorrow morning (3/19) or even tonight after midnight. They typically process overnight around 2-3am EST. Hang in there!

Welcome to the wonderful world of quarterly tax filings! I went through this exact same confusion when I started my consulting business two years ago. The March 12 date on Line 1 threw me for a complete loop too. What helped me understand it was thinking of Line 1 as a "headcount snapshot" that the IRS takes on specific dates throughout the year, while the rest of the form deals with actual money that changed hands during the full three-month period. So even though your employee wasn't on payroll during the pay period that includes March 12, you still owe taxes on the wages you paid them from March 18-31. One thing I wish someone had told me earlier - make sure you're also staying on top of your deposit schedule! Since you used QuickBooks payroll, they should have handled the deposits automatically, but it's worth double-checking that everything went through correctly. The IRS is much more forgiving about minor form errors than they are about late deposits. You're doing great by asking questions early. Better to get it right the first time than deal with notices later!

This thread has been incredibly helpful! I'm also a new business owner dealing with my first Form 941, and I had the exact same confusion about the March 12 date. I kept thinking I was doing something wrong when Line 1 showed zero employees but Line 2 had wage amounts. The explanation that Line 1 is just a statistical census question while the actual tax calculations are based on wages paid throughout the entire quarter makes perfect sense now. It's reassuring to know this is such a common situation for new employers who hire after those mid-month census dates. One question I still have - when filing electronically through the IRS website, does the system flag this as unusual or require any additional explanation when Line 1 shows zero but other lines have data? I want to make sure I don't get held up in the electronic filing process. Thanks to everyone who shared their experiences - as someone completely new to payroll compliance, having real-world examples from other business owners has been invaluable!