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I'm in a similar situation - filed electronically on April 8th and still waiting! It's so frustrating seeing the "still processing" message every time I check. From reading everyone's experiences here, it sounds like the delays are really common this year, especially if you claimed credits like the Child Tax Credit (which I did too). I'm going to try checking my transcript online like others suggested - seems like that gives more detailed info than the Where's My Refund tool. The 21-day processing time they advertise is clearly not realistic right now. Hang in there, hopefully we'll both see some movement soon! š¤
Right there with you! Filed April 10th and same story - just endless "processing" messages. It's reassuring to know it's not just us dealing with these crazy delays. I'm definitely going to check my transcript tonight too after reading all these suggestions. Really hope we both get some good news soon! The waiting is the worst part when you have no idea what's actually happening behind the scenes.
I'm going through the exact same thing! Filed on April 12th and it's been radio silence from the IRS ever since. The "Where's My Refund" tool has been stuck on "still processing" for months now. It's really frustrating not knowing what's going on or if there's even an issue with my return. Reading through everyone's responses here has been super helpful though - sounds like the transcript is definitely the way to go for actual information. I had no idea that claiming the Child Tax Credit could cause such long delays, but that explains a lot since I claimed it for my daughter. Thanks for posting this question - at least now I know I'm not alone in this waiting game! Going to try accessing my transcript tonight and see if that gives me any clues about what's happening behind the scenes.
This is such a helpful thread! I'm in a similar situation where I provide care for my elderly father and do a lot of driving for his medical needs. One thing I learned from my accountant that might be useful - if your partner is classified as self-employed for PCA work, she should also consider setting up a separate business bank account for all PCA-related expenses, including vehicle costs. This makes record-keeping much cleaner and provides better documentation if you're ever audited. Also, don't forget that if you do go the actual expense method route, you can deduct things like car washes if the vehicle is used primarily for business - my accountant said keeping the car clean and presentable is considered a legitimate business expense for client-facing services. Just make sure to keep receipts and note the business purpose!
This is really great advice about the separate business bank account! I'm just starting to help my grandmother with her daily activities and transportation, and I had no idea about keeping things so organized from the beginning. Do you know if there are any specific types of business accounts that work better for PCA situations, or is any basic business checking account fine? Also, when you mention car washes as deductible - does that apply to regular maintenance like oil changes and tire rotations too? I want to make sure I'm tracking everything properly from day one rather than trying to piece it together later.
Yes, regular maintenance like oil changes, tire rotations, brake work, etc. are absolutely deductible if you use the actual expense method! The key is that you deduct the business percentage - so if the vehicle is used 70% for PCA work, you'd deduct 70% of those maintenance costs. For business accounts, any basic business checking account should work fine. I use a local credit union that doesn't charge monthly fees for small business accounts. The main thing is just keeping it completely separate from personal expenses. Some banks even offer accounts specifically designed for sole proprietors that have lower fees. One tip my tax preparer gave me - take photos of your odometer reading at the beginning and end of each tax year, and keep a simple log in your car noting the starting/ending mileage for each business trip. Makes calculating that business use percentage much easier come tax time!
One important thing to keep in mind - if your partner is receiving 1099s for PCA work, she'll also need to pay self-employment taxes (Social Security and Medicare) on that income, which is about 15.3% on top of regular income tax. The vehicle deductions can help offset some of this burden, but it's something to factor into your overall tax planning. Also, I'd suggest keeping a simple spreadsheet or notebook in the car specifically for logging business trips. Include date, starting location, destination, purpose of trip, and mileage for each business-related drive. The IRS likes to see contemporaneous records (meaning recorded at the time, not recreated later), so having this habit from the start will save you headaches if you're ever questioned about the deductions. If you do decide to purchase a new vehicle, consider looking at hybrids or electric vehicles - there may be additional tax credits available that could further offset your costs, especially if the vehicle qualifies for federal EV credits.
Anyone know which form I need to use for reporting US-source FDAP income? Is it just part of the regular 1040-NR or is there some special schedule?
Thanks for the quick answer! Looking at the form now and I see that section. Do you know if I need to fill out Schedule NEC too or is the section on page 4 enough?
You typically won't need Schedule NEC if you're only reporting standard FDAP income like dividends, interest, or royalties. Schedule NEC is primarily for non-effectively connected income that doesn't fit the standard FDAP categories on page 4 of Form 1040-NR. The section on page 4 should be sufficient for most common types of FDAP income. However, if you have any unusual or complex income sources, you might want to double-check the instructions for Schedule NEC or consult with a tax professional to be sure.
This is a great discussion that covers the key points really well! Just wanted to add one more consideration for non-resident aliens dealing with FDAP income - don't forget about the substantial presence test if you've been in the US for an extended period. Even if you're on a work visa and consider yourself a non-resident alien, if you meet the substantial presence test (generally 183+ days over a 3-year period with specific weighting), you might actually be considered a resident alien for tax purposes. This would completely change your reporting requirements - you'd then need to report worldwide income, not just US-source FDAP. The good news is there are exceptions and tie-breaker rules, especially if you have a closer connection to your home country. But it's definitely worth checking if you've been in the US for substantial periods across multiple years.
Has anyone taken the exams recently? I'm trying to decide whether to use Surgent or Fast Forward Academy. Also wondering about the best order to take the parts - I've heard mixed advice about starting with Part 1 vs. Part 3.
I took all three parts last month using Fast Forward Academy. Their question bank is huge and I liked their "smart" study system. For order, definitely start with Part 1. It has the most straightforward material and builds confidence. Part 3 requires knowledge from the other sections so it makes sense to take it last.
I just passed all three parts of the SEE exam in December and wanted to share my experience as someone who also came from a non-tax background. The key is definitely having a structured study plan and not trying to rush through the material. I used a combination of Gleim for the comprehensive coverage and supplemented with YouTube channels like "The Tax Geek" for visual explanations of complex concepts. What really helped me was creating my own summary notes for each major topic - the act of writing things down in my own words helped me retain the information better. One thing I wish I'd known earlier: don't skip the ethics and representation material in Part 3. It's easy to think it's just common sense, but there are very specific rules about client confidentiality, conflicts of interest, and IRS procedures that you need to memorize exactly as written in Circular 230. Also, schedule your exams strategically - I took Part 1 in August, Part 2 in October, and Part 3 in December. This gave me time to really absorb each section without feeling overwhelmed. Good luck with your career change - it's totally doable with the right preparation!
This is really encouraging to hear from someone who made the same career transition! I'm curious about your timeline - when you say you took the exams over several months, how many hours per week were you typically studying? I'm trying to figure out if I can realistically balance this with my current full-time job. Also, you mentioned "The Tax Geek" YouTube channel - are there any other video resources you'd recommend? I tend to learn better with visual explanations, especially for the more complex calculation-heavy topics.
Ethan Wilson
Plot twist: the IRS is using our refunds to fund a secret space program š½šø
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Yuki Sato
ā¢If that were true, at least something cool would come out of this mess š
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NebulaNomad
I'm dealing with the exact same issue! Filed in March and still waiting. One thing that helped me was setting up an online account on the IRS website - sometimes it shows more detailed status info than the "Where's My Refund" tool. Also, if you have a local IRS Taxpayer Assistance Center nearby, you might be able to walk in for help (though call first to check if appointments are needed). The wait times are brutal, but don't give up! Your refund is out there somewhere in the system.
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Luca Ricci
ā¢That's a great suggestion about the online IRS account! I didn't know it could show more details than the basic refund tool. Definitely going to try that. Also appreciate the tip about the local assistance centers - I had no idea those existed. It's reassuring to hear from someone else in the same boat. This whole experience has been so frustrating, but it helps to know we're not alone in dealing with these delays.
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