I tracked my refund journey with embarrassing precision this year (spreadsheet and all, haha). Here's my timeline: - Feb 2: Filed electronically - Feb 21: WMR changed from PATH to processing - Feb 24: Transcript finally appeared with 570 code - Feb 28: 570 resolved, 846 appeared with DDD - Mar 2: Money in account So about 8 days from WMR change to deposit. The transcript lag had me worried too, but it all worked out perfectly. Hang in there - you're on the right track!

Thank you for posting this - I'm in almost the exact same situation! My WMR updated from PATH to processing yesterday, but my transcript is still showing N/A. As a fellow military family member, I completely understand the stress of timing with PCS moves. From what I'm reading in these comments, it seems like the 2-7 day lag between WMR and transcript updates is pretty normal. I'm going to give it the full week before I start worrying. Keep us posted on your timeline - it's really helpful to have real data points from people in similar situations. Hoping your transcript updates soon and your refund comes through in time for your move!

Just wanted to add my experience as someone who recently switched from preparing mostly individual returns to handling more S-Corp clients. The basis tracking issue really caught me off guard initially! What helped me the most was creating a simple client intake checklist that includes gathering prior year basis information upfront. I ask new S-Corp clients to provide their previous year's basis worksheet (if they have one) or at least the prior year K-1 and any loan documentation. This prevents the nightmare scenario of trying to reconstruct multiple years of basis history from scratch. Also, I've started using a simple color-coding system in my basis worksheets - green for stock basis, blue for debt basis, and red for any suspended losses. It makes it much easier to spot potential issues at a glance, especially when reviewing complex multi-year situations. For ProTax users specifically, I discovered you can set up the basis worksheet to automatically include in the client package by going to Setup > Client Package Options and checking "S-Corp Basis Worksheet." This way you don't have to remember to manually add it each time. Small tip but it's been a real time-saver!

As a tax professional who's dealt with this exact frustration, I completely understand your confusion! The S-Corp basis tracking system is one of those things that seems like it should be straightforward but isn't. Here's what I've learned over the years: Unlike partnerships where basis information appears directly on the K-1, S-Corps place the burden of basis tracking on the individual shareholders. However, as preparers, we still need to calculate and document this for our clients. In ProTax, look for the "Shareholder Stock & Debt Basis Worksheet" under your Supporting Schedules or Supplemental Worksheets section. It's not an official IRS form, but it's essential for tracking: - Beginning stock basis - Current year income allocations (increases basis) - Current year loss allocations (decreases basis) - Distributions (decreases basis) - Additional contributions (increases basis) - Debt basis from shareholder loans Make sure you're tracking both STOCK basis and DEBT basis separately - this is crucial when shareholders have made loans to the S-Corp, especially if losses need to utilize debt basis. Pro tip: Set up your ProTax client package to automatically include this worksheet so your clients have the documentation they need for future years. You'll thank yourself later when they don't have to scramble to reconstruct basis history!

i stayed up till 3am last night refreshing and nothing changed smh

Same boat here - cycle 02 is the worst! Just remember that Thursday night/Friday morning is when we get updates. I've been tracking mine for weeks and it's pretty consistent. The waiting game is brutal but at least we know exactly when to check instead of refreshing constantly like some of these daily cycle folks 😅

Has anyone here been audited for their home office deduction? What was your experience? I've been taking it for 3 years and am worried that I haven't kept good enough records.

Thanks everyone for all the helpful info! As someone who's been hesitant to claim the home office deduction, this thread has been super educational. @Liam Duke - based on what others have shared, it sounds like you'd benefit from the regular method given your 120 sq ft dedicated space. Just make sure you're actually self-employed or have a side business since W-2 employees can't claim it. One thing I'd add that hasn't been mentioned - keep a log of your business activities in that space. I learned this the hard way when I couldn't prove regular business use during a review. Even just a simple calendar noting when you worked from home can help establish the pattern of regular use that the IRS requires. Also, don't forget about office supplies and equipment! If you bought a desk, chair, or computer exclusively for your home office, those can often be deducted separately from the home office space deduction itself.

I'm dealing with something similar - multiple amended returns showing up when I only filed one. From what I've learned, the IRS sometimes creates internal amendments (that second 977 code) when they find discrepancies during processing. The good news is that October 21st date shows recent activity. When they remove penalties AND interest like yours shows (codes 277/197), it usually means they're taking responsibility for processing delays. That additional tax assessment (code 290) for $762 will either reduce your refund or create a balance due. Check if your withholding (those 806 codes totaling $5,306) covers your total tax liability plus that new $762 assessment. If it does, you should still get something back once they finish processing. The 570 codes mean they're still working on it, but October activity is promising! Keep checking your transcript weekly for either an 846 refund code or movement on that balance. Based on the timeline, I'd expect resolution in the next 2-4 weeks.

Looking at your transcript breakdown, you should definitely still get a refund! Here's the math: Your total withholding was $5,306 ($3,456 + $1,850 from the two 806 codes). Your original tax liability was $4,875, plus that additional $762 assessment = $5,637 total. So $5,306 - $5,637 = you'd still be due a small refund of around $331, assuming no other adjustments. The fact they waived your penalties and interest (saving you $558 total) shows they're being fair about their processing delays. That October 21st activity is definitely movement in the right direction - when the IRS removes penalties like that, it usually means they're wrapping up the case. Keep monitoring for an 846 code in the next few weeks. With amended returns, they often batch process the final calculations, so you might see everything resolve at once. The multiple 570 codes just mean they're being thorough with the review process.