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Be careful with the standard mileage deduction! If you're going to use it, you need to have started using it in the first year of putting your vehicle into service for business. If you claim actual expenses the first year, you're stuck with that method for the life of the vehicle.
That's not entirely accurate. You can switch from actual expenses to standard mileage in later years, but only if you used standard mileage in the first year. If you start with actual expenses, then you're locked in.
I'm dealing with a similar situation right now! For what it's worth, I found that keeping simple records going forward makes a huge difference. Even if you can't reconstruct everything perfectly from the past, you can at least get organized for the rest of 2024. One thing that helped me was going through my bank statements and delivery app earnings summaries to piece together what I could remember about expenses. Even rough estimates are better than nothing, and the IRS generally accepts reasonable approximations when you can show you made a good faith effort. The key thing is don't let this overwhelm you - lots of gig workers go through this exact same learning curve. The important part is getting compliant going forward and addressing the past issues systematically. You've got this!
I'm going through the exact same thing right now! Got my 60-day letter back in December and here we are in February with still no movement. It's so frustrating especially when you're counting on that money. I've been checking my transcript weekly but it just shows the same review status. Really hoping we all get some good news soon š¤
I'm in a similar situation - got my 60 day letter back in late December and still waiting. What's really helped me is setting up text alerts through the IRS2Go app so I get notified immediately if there are any updates to my refund status. Also been checking my account transcript every Friday just to see if anything changes. It's definitely nerve-wracking when you're depending on that money, but from what I've read here and other places, most people do eventually get their refunds, it just takes way longer than the initial 60 days they quote. Hang in there! šŖ
Another option is to e-file now WITHOUT the Form 2210 and then file an amended return later with Form 2210 once it becomes available. This gets the main return processed right away, clearing any employer holds, and then you deal with the penalty waiver separately.
Is that actually allowed? I thought you had to include all required forms with the original filing.
You're absolutely right to be concerned about this timing issue! Form 2210 availability delays are unfortunately common, especially early in filing season. I've been preparing returns for over 15 years and see this almost every year with certain specialty forms. Here's what I'd recommend based on your situation: Since your clients have employer pressure and potential bonus issues, I'd suggest calling the IRS practitioner hotline (if you have a PTIN) to get official guidance on whether you can e-file with a statement explaining the Form 2210 delay, then submit the actual form later. Some years they've allowed this approach. If that's not possible, paper filing might be your best bet despite the longer processing time. The key is properly documenting the penalty waiver circumstances - make sure you have all supporting documentation for casualty losses, disasters, or unusual circumstances that prevented normal estimated payments. Also, definitely provide that employer letter as others mentioned. I usually include language confirming the return is complete except for IRS form availability issues beyond our control. Most employers understand this isn't the taxpayer's fault. Keep checking your software for Form 2210 updates - they sometimes release forms with little notice during peak season!
This is incredibly helpful advice, thank you! I don't have a PTIN yet since I only do returns for friends and family, but the practitioner hotline sounds like something I should look into getting access to for situations like this. Quick question - when you mention "properly documenting the penalty waiver circumstances," what specific documentation should I be gathering from my clients? One client had unexpected medical expenses that prevented them from making estimated payments, and the other had a job loss mid-year. Are there particular forms or statements the IRS expects to see with these waiver requests? Also, do you think it's worth reaching out to my software provider directly to ask about their expected release date for Form 2210? I'm using TurboTax but wondering if switching to a professional software might give me earlier access to forms like this in the future.
dont forget to check if you got all your stimulus money from last year. if you missed any you can claim it on your taxes
With your income and 3 dependents, you're looking at a solid refund! The EITC alone could be around $7,430 as mentioned, plus you'll likely get $6,000 in Child Tax Credits ($2,000 per kid). So potentially $13k+ total refund depending on your withholdings. For tax prep, I've had good luck with Credit Karma Tax (now Cash App Taxes) - completely free for federal AND state. Just make sure you have all the documentation ready like SSNs, school records, etc. Good luck! š
Anna Xian
Has anyone tried just ignoring the error and continuing anyway? I had a similar "required field missing" error with TaxAct last year but when I clicked "File Anyway" it still went through fine. Sometimes these tax programs have non-critical errors that don't actually stop your filing.
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Jungleboo Soletrain
ā¢Don't do this! I tried that approach with H&R Block last year and my return got rejected by the state because the county code was missing. Had to amend and it delayed my refund by almost 2 months. The county field is actually required for many states even though H&R Block does a terrible job of making that clear.
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Ethan Anderson
I just went through this exact same nightmare with H&R Block! After reading through all these suggestions, I found my county field hiding in the most ridiculous place - under "State and Local" taxes, then "Locality Information." What's crazy is that H&R Block's system knew my county from my zip code for the federal return, but somehow couldn't carry that over to the state section. I had to manually select it from a dropdown that only appeared after I clicked "Edit" next to my address in that specific section. The error message is completely misleading because it says "add your County Name" but doesn't specify it's looking for it in the state tax locality section, not your personal information. Spent 3 hours going in circles before I found it buried in there. For anyone still stuck - check every single section that mentions "local" or "locality" in your state return. The field location seems to vary by state but it's almost never where you'd logically expect it to be!
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Romeo Quest
ā¢Thank you so much for sharing the exact location! I've been stuck on this same error for two days and was getting ready to give up on H&R Block entirely. Just checked under "State and Local" > "Locality Information" and there it was - the county dropdown that I never would have found otherwise. You're absolutely right about their error message being misleading. When it says "add your County Name" you'd naturally think to look in your personal/address information, not buried in a state tax section. It's like they designed the interface to be as confusing as possible. For what it's worth, I'm in Pennsylvania and the field was in the exact same place you described. Hopefully this helps other people avoid the same frustration!
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