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This thread has been incredibly helpful! I'm actually in a very similar situation - just discovered some W-2s from 2021 while doing my annual tax document purge. The April 18, 2025 deadline for 2021 returns that several people mentioned is definitely motivating me to act fast. I had no idea about the wage and income transcript tool on irs.gov - that sounds like the perfect first step to see what the IRS already has on file before I panic about filing amendments. The practical tips about including ALL W-2s (not just the missing one) and using certified mail are exactly what I needed to hear. It's reassuring to see so many success stories here, even with the complexity of Form 1040-X. Thanks everyone for sharing your experiences and timelines - it's making what seemed like an overwhelming process feel much more manageable!
I'm so glad this thread exists! I literally just went through my old files yesterday and found a W-2 from a temp agency job in 2021 that I completely forgot about. Seeing everyone's experiences here is giving me hope that I can still recover what's probably a decent refund. The wage and income transcript tip is brilliant - I had no idea that tool existed! I'm definitely going to check that first thing tomorrow before I start stressing about paperwork. It's wild how many of us are in the exact same boat with missing 2021 W-2s. Must be something about that year and all the chaos that made it easy to lose track of things. Thanks to everyone who shared their actual dollar amounts and timelines - it really helps to know what to expect realistically rather than just guessing!
This has been such an eye-opening thread! I'm dealing with a nearly identical situation - just found a W-2 from 2021 during my weekend filing cleanup. What really stands out to me from everyone's experiences is how that April 18, 2025 deadline for 2021 returns is non-negotiable, but there's still time to act if you move quickly. The wage and income transcript tool sounds like the perfect starting point - I had no idea the IRS had that available online. It's fascinating how many people are discovering missing W-2s from 2021 specifically - must have been all the employment chaos that year with remote work transitions and temporary positions. The practical advice about certified mail and including ALL W-2s (not just the missing one) is exactly what I needed. Planning to check my transcript tomorrow and then tackle Form 1040-X if needed. Thanks to everyone who shared their actual refund amounts and processing times - it really helps to see real numbers rather than just theoretical advice!
I'm currently on week 4 with a 570 code that appeared March 1st. Filed January 30th and got accepted same day. What's been eating at me is seeing friends who filed in March already get their refunds while I'm still waiting! I finally broke down and called the IRS yesterday using one of those callback services mentioned here. The agent was actually really helpful - said my 570 is paired with a 971 notice code but the amounts match exactly, which apparently means it's just a standard review, not an audit or math error. She couldn't give me an exact timeline but said most reviews like mine are completing within 21-42 business days. I'm trying to stay patient but it's tough when you're expecting that money for spring expenses. At least knowing it's not something serious helps with the anxiety!
That's really helpful information about the 571/971 code combination! I've been wondering what it means when those codes appear together. It's reassuring to hear from an actual IRS agent that matching amounts typically indicate a routine review rather than something more serious. The 21-42 business day timeline seems to align with what most people are reporting here. Thanks for sharing what the agent told you - that kind of specific information is so much more useful than the generic explanations you find on the IRS website.
I'm on day 18 with my 570 code that showed up March 15th. Filed February 25th, accepted same day. Reading through everyone's experiences here has been so helpful - it really shows that most of these do resolve within that 4-6 week window everyone keeps mentioning. What I find interesting is how random it seems to be. My neighbor filed the same day as me with similar circumstances and got her refund 3 weeks ago, while I'm still waiting. The IRS really does seem to be using more automated flags this year. I'm trying to hold off on calling until I hit the 21-day mark, but the temptation to check my transcript daily is real! Thanks to everyone sharing their timelines and outcomes - it definitely helps with the anxiety of not knowing what's happening behind the scenes.
I'm in almost the exact same situation! Filed February 23rd, got my 570 code on March 12th, so I'm at about 3 weeks now. It's so weird how random this process seems - like you said, people with similar situations getting completely different timelines. I've been trying to limit myself to checking the transcript only on weekends, but it's hard not to peek during the week when I see posts about people getting updates. Your point about the automated flags makes a lot of sense - it would explain why some returns that look identical on paper get flagged while others sail right through. Hoping we both see some movement soon! The waiting game is definitely the most stressful part of tax season.
Has anyone figured out how to handle staking rewards in FreeTaxUSA? I've got my regular trading figured out but Coinbase also gave me staking income and I have no idea where to put that. Is it different from the capital gains stuff?
Staking rewards are treated as ordinary income, not capital gains. In FreeTaxUSA, you'd report these under "Other Income" rather than with your crypto sales. The value is based on the fair market value of the crypto at the time you received each reward. Keep in mind that when you eventually sell crypto acquired through staking, you'll report capital gains/losses based on the difference between your selling price and the value at which you initially reported the staking reward as income.
I went through this exact same struggle last year! One thing that really helped me was making sure I understood the difference between what Coinbase sends you and what you actually need for FreeTaxUSA. Coinbase provides a "Tax Document" that looks like Form 8949, but it's not an official IRS form - it's their summary of your transactions. You'll use this information to fill out the actual Form 8949 section in FreeTaxUSA. Here's what worked for me: Go to the "Income" section in FreeTaxUSA, then "Investment Income," then "Capital Gains and Losses." You'll see options for entering 1099-B info, but since Coinbase doesn't issue actual 1099-B forms for crypto, you'll select the option for transactions "not reported on 1099-B." Don't stress too much about getting audited - as long as you report everything accurately and keep your records, you'll be fine. The IRS mainly cares that you're reporting your gains and losses honestly. Take your time with it and double-check your numbers against the Coinbase summary before submitting.
This is super helpful, thank you! I was definitely confused about the Coinbase "Tax Document" vs actual IRS forms. One quick question - when you say "not reported on 1099-B," does that mean I need to check a specific box or something in FreeTaxUSA? I want to make sure I'm doing this right since it's my first time with crypto taxes. Also, did you end up entering each transaction individually or use summary totals like some others mentioned?
I went through something very similar with my son last year when he worked at a Pizza Hut for just a few days. Here's what ended up working for us: First, definitely start by calling the specific Taco Bell location where she worked. Even if she was only there 3 days, they're legally required to provide a W2 if any wages were paid. Ask for the manager and explain the situation - sometimes W2s get returned to sender if there was an address issue. If the local store can't help, try the corporate route. Since Taco Bell is owned by Yum! Brands, you can contact their employee services. Many locations also use ADP or another payroll company, so ask the store who handles their payroll processing. One thing that really helped us was having my son's employee ID number and exact dates of employment ready when making these calls. If she has any paystubs, that information should be on there. The IRS deadline for employers to send out W2s was January 31st, so at this point Taco Bell is actually late in providing it. If you don't get anywhere with the employer by next week, definitely contact the IRS directly. They can intervene on her behalf and often that gets employers to act quickly. Even though it's a small amount, it's worth getting the proper W2 rather than estimating on Form 4852 if possible. Good luck!
This is excellent advice! I had a similar situation with my nephew who worked at McDonald's for less than a week. One thing I'd add - when you call the store, try to get the name of the payroll company they use. A lot of these franchise locations outsource their payroll to companies like ADP, Paychex, or Ceridian. Once you know which company handles their payroll, you can often contact them directly and they're usually more helpful than the individual store managers. They deal with W2 requests all the time and have proper procedures in place. Also, make sure to mention that you know the January 31st deadline has passed - this sometimes gets them to prioritize your request since they're technically in violation of IRS requirements.
I work in tax preparation and see this situation frequently with short-term employment. Here's the most efficient approach I recommend: 1. **Start with the store directly** - Call the specific Taco Bell location and ask for the general manager. Have your daughter's full name, dates of employment (October), and last known address ready. Sometimes W2s are returned due to address changes. 2. **Check for electronic delivery** - Many Taco Bell locations now use electronic W2 delivery through their employee portal. Ask the manager if they use Workday or another system where she might be able to access it online. 3. **Get the payroll company info** - If the store can't help immediately, ask who handles their payroll (often ADP, Paychex, or similar). You can contact them directly with her employee information. 4. **Document your attempts** - Keep records of when you called and who you spoke with. The IRS will ask for this if you need their help later. Since it's already past the January 31st deadline for employers to mail W2s, Taco Bell is technically non-compliant. If you don't get resolution within a week, call the IRS at 800-829-1040. They can issue a formal request to the employer, which usually gets quick results. Even for a small amount like $200, it's worth getting the actual W2 rather than estimating. Plus, if any taxes were withheld, she'll want that refund!
This is really solid professional advice! As someone new to tax stuff, I'm curious - when you mention that the IRS can issue a "formal request" to the employer, does that typically result in penalties for the company? I'm wondering if mentioning potential IRS involvement might motivate Taco Bell to act faster, or if that could somehow backfire and make them less cooperative?
Hannah White
As someone who just joined this community and has been lurking on tax forums for months trying to figure out my own eBay situation, I have to say this thread is absolutely golden! I've been selling vintage photography equipment and was completely lost about the tax implications. Reading through everyone's experiences has cleared up so much confusion for me. The consensus seems really clear: report the income on Schedule C regardless of whether you got a 1099, deduct your original costs as Cost of Goods Sold, and document your methodology for any estimated costs where you don't have receipts. What really stands out to me is how many people have been through this exact same situation - it makes me feel so much less alone in navigating this. The practical tips about using TurboTax's business income section, keeping digital records, and batching similar items are incredibly valuable. I'm curious though - for those who have filed this way in previous years, have you ever had any follow-up questions from the IRS? I know everyone says to keep good records in case of an audit, but I'm wondering how common it actually is for them to scrutinize small-scale eBay sales like this. The anxiety about "doing it wrong" has been keeping me up at night, but maybe I'm overthinking it? Either way, thank you all for sharing your experiences so openly. This community is exactly what I needed to find!
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StarStrider
ā¢Welcome to the community, Hannah! I'm glad this thread has been as helpful for you as it was for me when I was starting out with online sales taxes. To answer your question about IRS follow-up - I've been filing Schedule C for my small eBay sales for three years now (similar amounts to what's being discussed here), and I've never had any contact from the IRS about it. From what I understand, audits for small self-employment income like this are pretty rare, especially when you're clearly making good faith efforts to report everything properly. The key seems to be consistency and reasonableness in your approach. As long as you're not claiming obviously inflated expenses or trying to hide income, the IRS generally has bigger fish to fry than casual sellers making a few hundred dollars profit. That said, I still keep all my documentation organized just in case - but more for peace of mind than because I actually expect to need it. The anxiety you're feeling is totally normal, but based on everything I've read and experienced, small-scale eBay sellers who file honestly rarely have issues. You're definitely not overthinking it though - being careful about tax compliance is always smart!
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Lola Perez
Welcome to the community! I'm a newcomer here too, but I wanted to share that I'm dealing with a very similar situation. I've been selling vintage board games on eBay and made about $2,200 in sales with roughly $650 profit, also no 1099. This thread has been incredibly reassuring - I had no idea so many people were navigating the exact same tax confusion! The advice about Schedule C and treating original purchase costs as Cost of Goods Sold makes so much sense now. I've been avoiding TurboTax for weeks because I kept getting stuck on that 1099 question. One thing I'm still wondering about though - for those who mentioned researching historical prices for missing receipts, how far back did you go? Some of my board games were purchased 5-7 years ago, and I'm not sure how to establish reasonable cost estimates for items that old. Did anyone else deal with really old purchases, or should I just be more conservative with my estimates for the older items? Thanks to everyone who shared their experiences - you've made this whole process feel much less intimidating!
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