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I'm really sorry for your loss, Aiden. Dealing with tax matters while grieving is incredibly difficult, and you're handling a lot right now. From what I understand about IRS requirements for deceased taxpayer joint returns, both personal representatives do need to sign the final return. Each of you will sign for your respective deceased taxpayer - so you'll sign as personal representative for your aunt, and your cousin will sign as personal representative for your uncle. Make sure to write "DECEASED" at the top of the return with both names and their dates of death. On the signature lines, you should each write something like "Personal Representative for [deceased person's name]" after your signatures. One practical tip: coordinate with your cousin early on gathering all the necessary tax documents (W-2s, 1099s, bank statements, etc.) since you'll both need access to complete information for the joint return. It might help to create a shared system for organizing everything. The IRS Publication 559 covers survivors and executors in detail if you need the official guidance. Don't hesitate to reach out to a tax professional if the situation gets too complex - sometimes the peace of mind is worth the cost during such a difficult time. Take care of yourself through this process!
Thank you so much, Katherine. Your advice about coordinating early with my cousin really resonates - we've been kind of working in parallel instead of together, which is probably making things harder than they need to be. I'm curious about something you mentioned - when would you recommend bringing in a tax professional versus trying to handle it ourselves? We're both pretty overwhelmed with the estate responsibilities, and while we want to do right by our aunt and uncle, we also don't want to make costly mistakes on their final return. Also, do you know if there are any specific deadlines we need to be aware of for deceased taxpayer returns that might be different from regular filing deadlines?
I'm so sorry for your loss, Aiden. Losing both your aunt and uncle so close together must be incredibly difficult, and having to navigate the tax complexities on top of everything else is overwhelming. Everyone here has given you excellent guidance about the signature requirements - yes, both you and your cousin will need to sign as personal representatives for your respective deceased taxpayers. One thing I'd add that might help with the coordination challenge you and your cousin are facing: consider setting up a brief phone call or meeting to go through the process together. You can divide up the document gathering tasks (maybe one of you handles medical/investment records while the other focuses on employment documents), but make sure you're both reviewing the complete picture before filing. Also, don't feel like you have to rush through this alone. Many tax professionals have experience with deceased taxpayer returns and can guide you through the specific requirements while ensuring you don't miss any potential deductions or make procedural errors. Given that you're both serving as personal representatives for the first time, the professional guidance might actually save you time and stress in the long run. The most important thing is that you're being thorough and asking the right questions. Your aunt and uncle would be proud of how carefully you're handling their affairs during such a difficult time.
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has anyone else noticed this seems to happen a LOT with refund advances? like the preparer gives you that instant refund loan thing, then suddenly "finds mistakes" that make your actual refund smaller than what they already gave you, so you end up owing them?? happened to my sister last year and she had to pay back $375 of her "advance" because of a "calculation error" they conviently found after she'd left the office.
YES! This happened to me too! I got a refund advance of $1200 and then miraculously there was an "error" and my actual refund was only supposed to be $950. So I had to pay back $250 plus their $40 "adjustment fee." Felt like a total scam.
This whole thread is eye-opening! I'm dealing with something similar right now - my preparer just called saying there was an "error" that reduced my refund by $320, but when I asked for documentation of what changed, they got really vague and just said "miscalculation on deductions." Based on what everyone's shared here, I'm definitely going to demand to see the exact changes before I sign anything new. And honestly, after reading about taxr.ai, I think I'm going to upload my documents there first to see if I can spot what they're claiming was wrong. If their "error" doesn't match up with what an independent analysis shows, I'll know something fishy is going on. Thanks everyone for sharing your experiences - it's making me realize I need to be way more proactive about protecting myself here!
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Has anyone successfully had the IRS accept retroactive loan documentation? My accountant says its too late for me since my business has already made several "repayments" over the last 2 years without proper documentation. Now she wants me to pay capital gains on all of it!
Yes, I've done this successfully! The key is making the loan documentation match what actually happened in practice. If you've been charging interest, document that rate. If you had an informal repayment schedule, formalize it. The loan should look reasonable (not too high or low interest rate). Then file Form 8275 (Disclosure Statement) with your next tax return explaining the situation. This shows good faith and transparency. My revenue agent actually commented that they see this issue all the time with small business owners who didn't know better initially.
I went through this exact same nightmare last year! My LLC (S-Corp election) had been "repaying" my initial capital injection for two years before I realized I never created proper loan documentation. My CPA initially wanted to treat everything as taxable distributions. Here's what saved me: I worked with a tax attorney to create a formal loan agreement that matched what had actually been happening (reasonable 4% interest rate, quarterly payments). We filed Form 8275 with my amended return explaining the documentation was being formalized to properly reflect the original intent of the transactions. The IRS accepted it without issue. The key was showing that the loan terms were reasonable and consistent with actual business practice. I had to pay tax on the interest portion going forward, but the principal repayments were correctly treated as non-taxable return of my loan. Don't let your CPA take the easy way out by just calling everything capital gains. If you genuinely loaned money to your business with the intent to be repaid, you can usually fix the documentation issue. Just make sure any loan terms you create are commercially reasonable and match what you've actually been doing.
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I just wanna point out that you should really think twice before claiming ANY GoFundMe donations as tax deductions unless you're 1000% sure they qualify. My cousin tried to deduct some last year and got audited! The IRS flagged it immediately and he had to pay back the deduction plus a penalty. Unless you have proper documentation from a registered charity (tax ID number, proper acknowledgment letter, etc), don't risk it. Most personal GoFundMe campaigns are considered gifts to individuals, not charitable donations, no matter how worthy the cause.
Did your cousin actually get a full audit or just a letter asking for verification of the deduction? Those are very different things!
You're right - it wasn't technically a full audit. He got a CP2000 notice questioning several deductions, including the GoFundMe ones. He couldn't provide proper documentation for the GoFundMe donations because they were for a friend's medical bills, so he had to pay back the tax benefit plus interest. The IRS agent he spoke with explained that donations to help specific individuals - even for hardships like medical bills or disaster recovery - are considered personal gifts, not charitable contributions. No matter how deserving the recipient, these don't qualify for tax deductions.
This is such a helpful thread! I had no idea about the distinction between personal campaigns and actual nonprofit fundraisers on GoFundMe. I've been donating to various campaigns throughout the year and just assumed none of them would be deductible. One thing I'm still unclear on - if a GoFundMe campaign is created BY the nonprofit organization themselves (not an individual fundraising for them), does that automatically make it deductible? Or do I still need to look for specific documentation or tax receipts? Also, for the original poster's animal rescue donation - even if it wasn't through GoFundMe Charity, couldn't you contact the rescue directly to ask if they're a registered 501(c)(3) and request a proper donation acknowledgment letter after the fact? It seems like that might be worth a shot for the $450 in donations, especially if one of them was to an actual charity.
Great questions! Yes, if a GoFundMe campaign is created directly by a registered 501(c)(3) nonprofit, it would typically qualify as a tax-deductible donation. However, you'd still want to make sure you receive proper documentation - either through GoFundMe's system or directly from the organization. And you're absolutely right about contacting the animal rescue directly! Even if the GoFundMe wasn't set up through their official channels, if they're a legitimate 501(c)(3), they should be able to provide you with a donation acknowledgment letter after the fact. Just make sure to provide them with details about your donation (date, amount, method) so they can properly document it. For donations over $250, the IRS requires a written acknowledgment from the charity anyway, so this is definitely worth pursuing for that portion of your $450 total.
Luca Esposito
I've been through this exact same confusing situation! The 810/811 code dating thing is super misleading at first glance. What's happening is the places the 810 freeze, does their (which could be anything from income to checking for duplicate returns), and then removes it with the 811 code. But their system backdates the 811 to match the 810 date - it's just how their processing works, not an error. The delay you're seeing is because transcripts don't update in real time. Your 811 code means whatever they needed to is done and your return is back in normal processing. Keep an eye out for an 846 code with a DDD (Direct Deposit Date) - that's when you'll know exactly when your refund is coming. Usually happens within a couple weeks of seeing the 811. You're almost there!
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Natasha Volkova
This exact same thing happened to me last month! The 810/811 codes with identical dates is completely normal - don't stress about it. What's happening is the backdates the 811 freeze to match when the original 810 was placed. It's just their standard procedure, not a system glitch. The reason you're just seeing the 811 now is because transcripts update in cycles, so there's often a delay between when they actually lift the freeze and when it shows up for you to see. The 811 code is actually great news - it means whatever they needed to do is complete and your return is back in normal processing flow. Now you'll want to watch for an 846 code which will show your actual refund release date. In my experience, once the 811 appeared, I got my refund within about 2 weeks. You're definitely on the right track now!
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