I'm dealing with a very similar situation right now with H&R Block! They're claiming my federal return was never filed despite having my state return go through perfectly. After reading through these comments, I'm definitely going to try the approach of asking specifically for their "transmission team" like QuantumQueen suggested. It's honestly shocking how common this seems to be across different tax software companies. The fact that these systems can show "filed" on our end while the transmission actually failed is a serious problem that needs more oversight. For what it's worth, I also found success using the IRS's "Get My Payment" tool on their website - it can sometimes show if your return was received even if you can't get through on the phone. If it shows "Payment Status Not Available" it might indicate they never got your return at all. Thanks to everyone sharing their experiences and solutions here. It's reassuring to know this isn't just user error on our part when we have proof we submitted everything correctly.

This is such a frustrating but unfortunately common issue with tax software companies. I've seen this exact scenario play out multiple times - the system shows as "filed" on your end but the transmission to the IRS actually failed due to technical errors. Based on what others have shared here, I'd recommend a multi-pronged approach: First, get that transmission error documentation from Cashapp in writing (email, not just verbal confirmation). Second, file a paper return immediately with a detailed explanation letter and copies of all your evidence. Third, consider filing complaints with both the CFPB and your state's attorney general - regulatory pressure often gets much faster results than regular customer service. The fact that your state return went through their system is crucial evidence that you did everything correctly on your end. This was clearly a technical failure on Cashapp's part, and they should be held accountable for any penalties or delays this causes you. Also, don't let them brush this off - ask specifically to speak with their "e-file department" or "transmission team" rather than frontline customer service. These technical specialists have access to the actual transmission records and error codes that regular support can't see. Document absolutely everything - dates, times, names of representatives, confirmation numbers, error codes. This paper trail will be essential if you need to dispute penalties with the IRS or pursue further action against Cashapp.

One tip that saved me tons of money: check if your local university library has access to tax resources. I use my alumni status to access Bloomberg Tax and other premium databases for FREE. You can often get a community member library card even if you're not an alum. Those databases would cost thousands otherwise. Worth checking out!

This is such a valuable discussion! As someone who's been preparing taxes for about 5 years, I'd add that "The Complete Book of Small Business Legal Forms" by Sitarz has been incredibly helpful when working with small business clients. It helps you understand the legal structures behind different entity types, which makes the tax implications much clearer. For staying current with tax law changes, I also recommend following the AICPA Tax Section newsletters and joining local tax preparer groups on LinkedIn. The peer discussions there often provide practical insights you won't find in textbooks. One thing I wish I'd known earlier - don't just focus on technical knowledge. Client communication skills are equally important as your practice grows. "The Trusted Advisor" by Maister helped me transition from being just a preparer to being a true advisor to my clients.

Watch out about the health insurance thing! If he files independently and isn't claimed as a dependent, he might not be eligible to stay on mom's health insurance plan until 26. Some insurance companies have different rules about this. My daughter got kicked off my plan when she filed independently at 22 even tho the ACA says coverage til 26.

Just wanted to add something that might help with your decision - even if your son technically qualifies as your dependent based on the support test, you should definitely run the numbers both ways before deciding. Since he's working and paying tuition himself, he might qualify for the American Opportunity Tax Credit if he files independently, which can be worth up to $2,500. If your income is too high, you might be phased out of education credits anyway. Also, if he's low income, he could potentially qualify for the Earned Income Tax Credit filing on his own. The support test calculation can be tricky - don't forget to include the health insurance his mom pays ($1,440/year) as support provided BY the parents, not by him. And yes, you need to calculate fair market rental value for his room. Look at similar room rentals in your area. I'd suggest using a tax calculator to compare both scenarios - you claiming him vs. him filing independently - and see which gives your family the better overall tax outcome. Sometimes the student gets more benefit from filing alone than the parent saves from claiming them as a dependent.

Just wanted to add one more consideration that might be relevant to your situation - check if your teacher retirement system has any vesting requirements that could affect your withdrawal options. Some state systems have rules where you forfeit employer contributions if you withdraw before being fully vested (usually 5-10 years of service). Since you mentioned teaching for just under 3 years, you might want to verify what portion of that $7,200 is actually yours to withdraw versus what might be forfeited employer contributions. This could impact whether withdrawal vs. rollover makes more financial sense, though in most cases the rollover is still going to be the better choice tax-wise. You can usually find this information in your annual benefit statement or by calling the retirement system directly (though as others mentioned, getting through can be challenging). Better to know the full picture before making your decision!

One thing that might help with your decision is to consider your current and projected future income levels. If you're expecting to be in a higher tax bracket in the coming years, the rollover becomes even more attractive since you'd be avoiding taxes on that $7,200 at today's rates and potentially withdrawing it later when you're in retirement at lower rates. Also, don't forget to factor in the growth potential difference. Even if your teacher retirement system offers decent returns while inactive, most 401k plans give you access to low-cost index funds that could significantly outperform over the long term. With potentially 30+ years until retirement, that growth difference could be substantial on your $7,200. One last tip - if you do decide on the rollover, ask both administrators for written confirmation of the process and timeline. Government retirement systems can be notoriously slow, and having documentation helps if anything gets delayed or goes wrong during the transfer.

I went through a similar partnership disposal situation last year and can confirm that "Complete disposition" is the right choice for your brewery sale. Since you received a lump sum and completely transferred your ownership interest, that's exactly what complete disposition means. One thing to watch out for - make sure you're properly accounting for your share of any partnership liabilities you were relieved of as part of the sale. This gets added to your amount realized for calculating gain/loss, even though you didn't receive it as cash. Also, if the brewery had any depreciated assets, inventory, or unrealized receivables, part of your gain might need to be reported as ordinary income rather than capital gains. The key is getting your adjusted basis calculation right. You'll need your original investment plus your cumulative share of partnership income, minus any distributions you received over the years, plus/minus other basis adjustments. If your K-1s over the years didn't clearly track this, you might need to reconstruct it from your records or contact the partnership's accountant.

Based on your description, "Complete disposition" is definitely the correct choice since you sold your entire 15% interest and received a lump sum payment. You're no longer a partner in the brewery, which is exactly what complete disposition means. A few important things to double-check for your tax filing: 1. **Debt relief**: As others mentioned, if you were relieved of your share of any partnership liabilities (loans, accounts payable, etc.), that amount needs to be added to your sale proceeds when calculating gain/loss, even though you didn't receive it as cash. 2. **Basis calculation**: Make sure you have your adjusted basis correct - this includes your original investment, plus your share of partnership income over the years, minus any distributions you received, plus/minus other basis adjustments from your annual K-1s. 3. **Hot assets**: Since it's a brewery, check if there's any inventory, accounts receivable, or depreciated equipment that could trigger ordinary income treatment on part of your gain rather than capital gains treatment. Your final K-1 should have helped with some of this information, but brewery partnerships don't always provide complete disposition details. If you're missing critical information for the gain calculation, definitely reach out to the partnership's accountant before filing. The good news is that selecting "Complete disposition" in TurboTax will prompt you through the necessary forms (Schedule D, possibly Form 8949) to properly report the sale.