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Pro tip: Next year make sure u double check the direct deposit info b4 submitting. One wrong number and it defaults to paper check
Hang in there! Should be any day now if you're at day 22. Mine came on day 19 last year (Texas). The waiting is the worst part π
thx for the timeline! gives me hope lol
I'm in the exact same situation! Filed about 3 weeks ago and just found out mine's coming by check too. Based on what everyone's saying here, sounds like I should expect another 2-3 weeks minimum. Really wish the state websites were more transparent about timelines - it's so stressful not knowing when to expect it!
Have you checked your tax transcript directly from the IRS? As of April 7th, 2024, many refunds that were filed in early March are showing code 846 (refund issued) but the funds are still being held by processors like SBTPG for 1-3 business days. What date did you file your return, and have you been able to access your transcript to see if there's a refund issued code yet?
I've seen this exact issue multiple times in my experience helping taxpayers. The key thing to understand is that SBTPG operates differently than most online account systems - they don't typically create individual consumer accounts that you can log into like a bank. Instead, they use a verification system tied to your specific tax return details. First, make sure you're using the correct portal (taxpayer.sbtpg.com as mentioned earlier), not their professional portal. You'll need your exact refund amount, SSN, and filing status to verify. If that still doesn't work, it's highly likely that either: 1) your preparer used a different processor entirely, 2) your refund has already been processed and sent to your bank, or 3) there was an issue with your return that prevented it from reaching SBTPG. I'd recommend calling your tax preparer first - they can check their system immediately and tell you exactly which processor was used and the current status.
Just wanted to add that the formula you're using to calculate your US taxable UK income looks right, but make sure you're using the official IRS yearly average exchange rate, not just any exchange rate you find online. The IRS publishes these rates for each year and they're what you should use for consistency. Also, don't forget that as a dual-status alien, you can't take the standard deduction on your return - you're limited to itemizing only, and even then with some restrictions. And check out the special rules about filing a "dual-status statement" that explains your residency dates.
I thought dual-status filers could take the full standard deduction if they're married filing jointly with a US citizen spouse and elect to be treated as a full-year resident? That's what I did last year.
You're absolutely right about the exception for married filing jointly. If you're married to a US citizen or resident and you both elect to treat the dual-status alien as a full-year US resident, then you can take the full standard deduction and basically file as if you were a resident for the entire year. But for the original poster who didn't mention a US spouse, the general rule applies - dual-status filers are limited to itemized deductions only, and they can't claim the standard deduction on either the 1040 or 1040-NR portions of their return.
This is exactly the kind of complex situation where getting professional help can save you tons of headaches and potentially money. I went through something similar when I moved from Canada to the US mid-year. One thing to double-check - make sure you're correctly determining your US tax residency start date. For green card holders, you become a US resident for tax purposes on the date you first become a lawful permanent resident (usually the date you enter the US with your immigrant visa or the date your status is adjusted if you were already in the US). This affects your pro-ration calculation. Also, keep detailed records of everything - dates of payments, exchange rates used, copies of all foreign tax documents. The IRS can be pretty thorough if they decide to examine a dual-status return, especially one with foreign tax credits. I learned this the hard way when they asked for documentation going back three years. Good luck with your first US tax return! It gets easier once you understand the system, but that first dual-status year is definitely a learning curve.
Luca Romano
Do you know if having an offset affects when you'll actually get the money? I'm in the same boat but I have student loans in default.
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NebulaNova
β’Does anyone know exactly how many days it takes for the Treasury Offset Program to process a refund with offsets? My transcript shows code 846 dated March 25th, 2024, but I'm expecting approximately 37% of my refund to be applied to my defaulted student loans. It's been exactly 3 days and I haven't received the remaining portion yet.
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Mateo Hernandez
β’Have you checked if you received a notice about the offset? When your refund gets intercepted for debts, the IRS should send you a notice explaining what happened. You might want to call them directly to confirm the exact amount that was offset and when you'll get the remainder.
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Aaron Lee
Congrats on finally seeing that 846 code! I'm still waiting on mine - filed 3/8 and my transcript is still showing processing. It's reassuring to see someone with a similar filing date getting movement. Question though - did you have any complications with your return (amended sections, EITC, additional forms) or was it pretty straightforward? Trying to gauge if there's hope for us slightly-later filers or if I'm looking at another few weeks of transcript stalking. The waiting really is the hardest part of this whole process!
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