To all those having trouble reaching a human at IRS. I just ran across this video that gave me a shortcut to reach a human. Hope it helps! https://youtu.be/_kiP6q8DX5c

Yes! I got the exact same notice last week and was completely lost. The IRS basically recalculated my Child Tax Credit and now I owe money instead of getting a refund. Turns out I made an error reconciling the advance payments I received in 2021. I used taxr.ai like others mentioned here and it walked me through exactly where I went wrong on Schedule 8812. Definitely worth checking out if you're dealing with this mess!

I believe Wells Fargo might be processing tax refunds in batches this year. My coworker and I both had DDDs of February 18th. Her deposit showed as pending on the 17th around noon, while mine didn't appear as pending until 7pm that same day. We both received the full deposits on the 18th as scheduled. It seems they're processing in waves throughout the day before the official deposit date.

I'm going through the exact same thing right now! My DDD is also 2/25 with Wells Fargo and I've been checking constantly since Friday with no pending deposit showing. After reading everyone's experiences here, it sounds like this is totally normal for Wells Fargo - they seem to be the most conservative bank when it comes to showing tax refunds as pending. Based on what others are saying, I'm going to try to relax and just check Sunday night/Monday morning. It's reassuring to hear that even when WF shows deposits super late, they still hit on time. Thanks for posting this - you're definitely not alone in the obsessive checking! 😅

4 One important thing no one's mentioned - make sure your trust has an EIN even if you're reporting on your 1040! The bank or property management company might need it for their records even though you're not filing a 1041.

I've been dealing with a similar situation and wanted to share what I learned after consulting with my tax attorney. The key issue with your wife's pre-marital property in the trust is understanding the "grantor trust" designation under IRC Section 671. Since you mentioned this is a living trust you both set up, but the rental property was originally your wife's separate property, you need to determine if the trust maintains the separate property character or if it becomes community/joint property upon transfer to the trust. In most cases, if you're both grantors and trustees of a revocable living trust, all income gets reported on your joint 1040 regardless of which spouse originally owned the asset. The rental income would go on Schedule E using your SSNs, not a separate EIN. However, I'd strongly recommend getting clarification from a tax professional about your specific trust language, especially regarding how separate property transfers are handled. Some trusts have specific provisions that maintain the separate property character even after transfer.

Has anyone dealt with selling investments in your home country after becoming a US tax resident? I'll be moving on H1B soon and have some stocks I'm wondering if I should sell before or after I become a US tax resident.

Great question! I went through this exact same process two years ago when I moved from India on H1B. Let me break down what I learned: You'll likely be a "nonresident alien" for your first partial year (2025 if you arrive next month), then become a "resident alien" in 2026 once you pass the Substantial Presence Test. The key thing to remember is that your H1B status doesn't automatically make you a tax resident - it's all about days physically present in the US. For your first year filing, you'll need Form 1040NR (nonresident alien return). This is actually simpler in some ways because you only report US-source income. You won't need to report your foreign accounts immediately unless they generate US-source income. One thing that caught me off guard: make sure your employer withholding is correct for your status. Many payroll systems default to resident withholding, which can cause issues. I had to work with HR to adjust my W-4 for nonresident status in my first year. Also, keep detailed records of your entry/exit dates from the US - you'll need these to calculate your days for the Substantial Presence Test. I use a simple spreadsheet to track this. The transition from nonresident to resident filing can be tricky, so definitely consider getting professional help for at least your first couple years. The forms and rules are quite different between the two statuses.

has anyone actually gotten a refund after fixing this error? I made the exact same mistake but Im worried if I call the IRS theyre just going to audit me or something. my additional medicare tax was like $1,300 and thats exactly what my refund was short. so frustrating!!!

I had this EXACT same problem last year! Put my Additional Medicare Tax withholding on line 25c instead of line 26 and the IRS adjusted my refund down by that exact amount. It's such a common mistake because the Form 8959 instructions aren't super clear about where the withholding amount goes on the 1040. The good news is that once you understand what happened, it's usually fixable. Like others mentioned, the withholding from Form 8959 line 24 should go on line 26 with your other federal tax withholding, not on line 25c. The IRS computer system catches this and moves it to the correct line, which is why your refund calculation changed. If you haven't heard back from them yet with a correction notice, you might want to call and explain that you misreported the withholding location. Most agents understand this is a common filing error and can help you get it sorted out. Don't stress too much - you're definitely not the first person to make this mistake!