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Waiting on cycle 05 update and need to know when it hits. Been checking WMR and transcripts like crazy but don't want to miss the update. Anyone know the exact time and day it updates?
I'm completely stressed right now. I'm a medical resident on an F-1 visa, and I specifically went to H&R Block because I needed professional help filing as a Non-Resident Alien. During my appointment, I made it crystal clear to the tax preparer that I needed to file as a Non-Resident Alien. I even had them double-check this information during our meeting. Two days after my appointment, I actually got a phone call from H&R Block asking me to confirm if I wanted to file as a non-US resident. Again, I explicitly told them "Yes, I am a non-US resident, please file accordingly." They seemed to understand, and I eventually received about $3,500 in tax refunds. I just looked through my return documents today and I'm horrified to discover they filed my returns as a US resident anyway, despite me correcting them TWICE! I haven't received any notices from the IRS yet, but I'm pretty sure I will eventually. Should I contact H&R Block immediately? I did purchase their audit protection service, but I don't know if that covers this kind of mistake. What are my options for fixing this before it becomes a bigger issue? Has anyone dealt with something similar?
Something nobody's mentioned yet - check if your school/hospital has free tax help for international medical residents. Many teaching hospitals partner with accounting firms that specialize in non-resident tax issues. I'm a nursing student, but my roommate is an international medical resident and she got free specialized tax help through her program. Might be worth asking your program director or the international student office.
As someone who's dealt with visa-related tax issues, I can't stress enough how important it is to document everything when dealing with tax preparers. For your situation, I'd recommend: 1. Get written confirmation from H&R Block acknowledging their error before they file the amended return 2. Request a copy of all notes from your original appointment showing you requested non-resident status 3. Save any phone records or emails about the follow-up call where you confirmed non-resident status The fact that they called you to "double-check" your residency status actually works in your favor - it shows they had doubts about how to file your return but proceeded incorrectly anyway. Also, don't just rely on H&R Block to get this right the second time. Consider having someone else review the amended return before it's filed. Many international student offices have partnerships with CPAs who specialize in non-resident returns, and they can often catch nuances that general tax preparers miss. The good news is that since you're being proactive about fixing this, the IRS is usually pretty reasonable about waiving penalties when it was clearly the preparer's error and you're making a good-faith effort to correct it quickly.
I claim EIC and fall under the PATH Act this year. I've noticed in previous years that I typically get my state taxes around the same time as my federal, but this morning I checked my bank account and saw I already received my state refund! Is it safe to say my federal return is all processed and I'm just waiting for the PATH Act hold to lift since I got my state refund? This happened to me last year too when I was a full-time student, but I can't remember if getting state first was a good sign or not. Kind of anxious since I'm counting on that refund for summer tuition...
Success story here! Got my state refund on February 2nd and my federal PATH Act refund hit exactly on February 27th. Isn't it weird how they make us wait even when they've clearly already processed everything? But yes, getting your state refund is usually a good sign that your information matches up correctly. Just keep checking your transcript every Wednesday and Friday morning - that's when they typically update.
Thanks for sharing this! I'm in a similar boat - filed in late January with EIC and just got my state refund yesterday. It's reassuring to hear that this is pretty normal. I've been checking my transcript obsessively and see the 570 code, so I guess I'm just playing the waiting game until mid-February. The anxiety is real when you're counting on that money for important expenses like tuition! Did you end up getting your federal refund right when the PATH Act lifted, or was there additional delay even after February 15th?
I'm getting really confused about meal expense tax write-offs for my mobile vending business. I travel to different conventions and fairs throughout the year selling merchandise, and I can't figure out what food expenses I can actually deduct. From what I understand, when I'm traveling for business, I can write off some food costs - but is it 50% or 100% for myself? I've heard different things from different people. Also, groceries don't count as a write-off when traveling, right? Only restaurant meals? And what about when I buy food for the contractors who help me at these events? Can I deduct 100% of those costs as a business expense? I feel like I'm leaving money on the table with deductions but don't want to mess up my taxes. Anyone have experience with this?
What about when you take potential clients out to dinner? I do vending at trade shows and sometimes take potential booth renters out to discuss business. Is that still 50% or is it something else? Also, is there a limit to how much you can spend per person?
Client meals are still subject to the 50% limitation. There's no specific dollar limit per person, but deductions need to be "reasonable" in the eyes of the IRS - so a $500 meal for one client might raise eyebrows during an audit. Make sure you document the specific business purpose of these meals, who attended, and what business topics were discussed. Without that documentation, the IRS could disallow the entire deduction, even the 50% portion.
As someone who runs a mobile food business and travels to different events, I can share what I've learned through trial and error (and a few IRS notices!). The 50% rule applies to most of your personal meals while traveling for business. The key word here is "personal" - if you're buying food that you consume yourself, it's generally 50% deductible. One thing that caught me off guard: groceries CAN be deductible if you're traveling overnight for business and staying somewhere without restaurant access. I learned this when I was doing a week-long festival in a remote area and had to buy groceries because there were no restaurants nearby. Just document why restaurants weren't a reasonable option. For contractor meals, treat them the same as employee meals - 50% deductible in most cases. But if you're providing meals as part of their compensation package, that might be a different category entirely. My biggest lesson: when in doubt, document everything. Write on the receipt WHO was there, WHAT business was discussed, and WHY the expense was necessary. The IRS cares more about proper documentation than the actual dollar amount in most cases. Also, don't forget about incidental expenses like tips to restaurant staff - those follow the same percentage rules as the underlying meal expense.
I had to verify my identity for my 2024 refund and went to the IRS office in person last week. My friend did his verification online and his notification disappeared within 48 hours, but mine is still showing that I need to verify. Anyone know how long this typically takes to update? My Uber/Doordash gig money is super inconsistent right now and I'm counting on this refund to catch up on some bills. Is the in-person verification slower than the online method?
I might be overreacting, but I would perhaps consider calling them if it doesn't update within about two weeks or so. My brother-in-law waited almost a month thinking it was processing normally, but it turned out his verification wasn't properly recorded in their system. The IRS representative told him it happens occasionally when they're overwhelmed with in-person verifications during peak season.
I went through this same situation last month. My in-person verification took 11 business days to clear from the system, which was frustrating since I needed my refund quickly too. What helped me was checking my account transcript on the IRS website every few days - you can see if your verification was actually processed even if the notification is still there. The transcript will show a code 971 when they receive your verification documents. Also, make sure you keep any paperwork they gave you at the IRS office - I had to reference my confirmation number when I called to check on the status. Hang in there, the gig economy struggles are real and that refund will come through!
Giovanni Rossi
Just wanted to share my experience as someone new to this whole cycle thing! I was going crazy checking WMR every few hours until I found this thread. Based on what everyone's saying, I'm gonna try checking my transcript Friday morning around 6am instead of obsessing all week. Thanks for breaking down the timing @Yuki Sato - super helpful! ๐ Also might give that taxr thing a shot since multiple people seem to love it. Better than driving myself insane refreshing pages lol
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Liam McGuire
Welcome to the cycle tracking madness! ๐ You're smart to check Friday mornings instead of every hour - that was literally me last month and it was torture. The taxr.ai thing is legit worth it, saved my sanity when I was in your shoes. Good luck with your refund! ๐ค
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Carmen Diaz
Just adding my 2 cents as someone who's been through this cycle madness multiple times! 05 cycle updates are pretty predictable once you know the pattern. I always check my transcript Friday morning around 5-6am EST - that's when mine consistently updates. WMR is usually a day behind so I don't even bother with it until Saturday. Also seconding what everyone said about taxr.ai - used it last year and it was spot on with predictions. Way less stressful than refreshing pages constantly! For anyone new to this, patience is key. The IRS runs like clockwork once you understand their schedule ๐
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