


Ask the community...
I'm a PATH Act filer too and have been anxiously checking my transcript daily! From my experience last year, the transcript usually updates first, but I've heard of a few cases where people got their deposit a day or so before the 846 code showed up. It's definitely not the norm though. If you're checking WMR (Where's My Refund), that sometimes updates faster than the transcript system. Also worth noting that if you're banking with a credit union or smaller bank, they might process deposits differently than the big banks. Have you tried calling the IRS taxpayer advocate line? Sometimes they can give you more specific info about where your return stands in the queue, especially if you're past the normal processing timeframes.
@Logan Scott That s'really helpful info about credit unions potentially processing deposits differently! I hadn t'thought about that angle. I m'with a smaller local credit union myself, so maybe that could work in my favor. How long did you end up waiting last year as a PATH filer? I m'trying to set realistic expectations since this is my first time dealing with PATH Act delays. Also, do you know if the taxpayer advocate line is worth the wait time? I ve'heard mixed things about how helpful they actually are for basic refund status questions.
I've been a PATH Act filer for the past few years, and while it's technically possible to get your refund before the 846 code shows up, it's pretty rare. The transcript system and the actual disbursement system do occasionally get out of sync, but we're usually talking about a matter of hours, not days. What I've noticed is that PATH Act returns tend to process in waves - typically Wednesday nights and Friday nights are when you'll see the big batches of 846 codes appear. If you're not seeing movement today, I'd check again Friday morning and then Monday morning. The good news is that once PATH restrictions lift (which happened February 15th), the processing has been much more consistent this year compared to previous seasons. Are you seeing any other transaction codes on your transcript like 570 (additional account action pending) or 971 (notice issued)? Those can give you clues about where you are in the process. Also, keep checking Where's My Refund tool - sometimes it updates before the transcript does.
I had this same issue! The form where you list dependents (Form 1040) doesn't limit how many dependents you can claim. You just list them all in Part I of the dependent section. One thing though - are you sure you want to claim them? By claiming them as dependents, you might be messing up their ability to get certain tax credits or benefits that they'd qualify for otherwise. Have you checked if this could affect their situation negatively?
This is a really good point. My mom and I learned this the hard way last year. I claimed her as a dependent (which saved me about $600), but it made her ineligible for the retirement savings credit which would have been worth almost $1,000 to her. We basically lost $400 as a family by me claiming her. Definitely look at both tax situations together before deciding!
Great question! I went through this exact situation with my parents two years ago and can confirm you CAN claim both parents as dependents even though they're married and filed jointly. The key things to verify: 1. Each parent individually meets the gross income test (under $5,100 for 2025) 2. You provided more than 50% of their total support 3. They lived with you for the full year 4. They only filed their joint return to get a refund of withheld taxes From what you've described, it sounds like you meet all the criteria. The Social Security income likely won't count toward the gross income limit since it's typically not taxable at their income level. One tip: create a simple spreadsheet tracking all the support you provide (housing costs, utilities, food, medical, etc.) versus any support they provide themselves. This documentation will be invaluable if you're ever questioned about the dependency claims. Also, double-check that claiming them won't disqualify them from any credits or benefits they might be eligible for independently - sometimes the family saves more money overall by not claiming the dependents if they qualify for certain credits on their own return.
This is really helpful advice! I'm new to dealing with tax dependency issues and wasn't aware of the spreadsheet tip. How detailed should I get with tracking expenses? Should I include things like their portion of household items (toilet paper, cleaning supplies, etc.) or just focus on the major categories you mentioned? Also, regarding the benefits check - is there a good resource to see what credits or benefits they might lose by being claimed as dependents? I want to make sure I'm not inadvertently costing them money while trying to save on my own taxes.
One thing to watch out for - make sure your tax software is actually calculating everything correctly after you manually add the income. I had a similar situation with code 23 income, and TurboTax allowed me to enter it but didn't properly account for it in the final calculations. H&R Block's online version handled it better for me. But regardless of which software you use, I recommend double-checking the final numbers by hand. The 1040-NR is unfortunately not as well supported by most tax software as the regular 1040.
Which tax software would you recommend for nonresident aliens with 1042-S income? I tried FreeTaxUSA but it doesn't seem to support 1040-NR at all.
I found Sprintax to be the best option for nonresident alien returns with 1042-S forms. It's specifically designed for international students and scholars, so it understands all the income codes and treaty provisions. H&R Block's online version also works reasonably well if your situation isn't too complex. TaxAct supports 1040-NR but struggles with some of the more unusual income codes. TurboTax can work but requires more manual adjustments and verification. FreeTaxUSA unfortunately doesn't support 1040-NR at all, as you discovered. Whatever software you choose, I still recommend having someone knowledgeable review the final return before filing, especially if significant tax treaty benefits are involved.
As someone who recently went through this exact situation, I can confirm that the software is handling this correctly. Income code 23 on your 1042-S does need to be manually added to your gross income since it represents taxable moving expense reimbursements. A few additional tips from my experience: 1. Make sure you're using the 2023 version of Schedule 1 when reporting this income 2. Keep detailed records of what the $4,100 covered (moving truck, temporary lodging, etc.) in case the IRS has questions later 3. Double-check that your software is properly linking the $1,230 withholding to this income - some programs don't make this connection automatically Also worth noting: if you're from a country with a tax treaty, you might be able to reduce the tax on this income. Many treaties have provisions for employment-related reimbursements that could save you money. The 30% withholding might have been more than necessary depending on your home country's treaty with the US. Good luck with your filing! The 1040-NR can be tricky but you're on the right track.
This is really helpful, thank you! I'm curious about the tax treaty aspect you mentioned. How do you find out which specific treaty provisions might apply to moving expense reimbursements? Is there a good resource for looking up these treaty benefits, or do you need to read through the entire treaty document between your country and the US? I'm from Canada, so I know there's a treaty, but I have no idea how to navigate it to see if it would help with my situation.
I had this exact situation last week! Got my 846 code yesterday and DDD for next week. Your probably close!
Same thing happened to me last year! The transcript updates way faster than WMR - sometimes by weeks. As long as you're seeing positive movement on your transcript with good codes, you're in the system and processing. The 846 will show up soon enough. WMR is notoriously unreliable, especially early in the season when they're still working out the kinks.
Sofia Hernandez
I'm in a similar situation right now - got my trace number about 3 weeks ago and checking my bank account obsessively! 😅 Reading through all these experiences is really helpful. It sounds like the 6-8 week timeframe is pretty standard, though some people get lucky with faster processing. One thing I'm wondering - has anyone had experience with traces during tax season specifically? I'm worried that being in peak filing season might slow things down even more than the typical timeline. My refund is for $2,800 and I really need it for some unexpected medical bills, so the uncertainty is killing me. Also, @Sofia Peña, your tip about keeping the trace reference number is gold! I definitely wrote that down after reading your post. Did you notice any pattern in what the agents told you during those check-in calls, or was it pretty much the same "still processing" response each time?
0 coins
Amina Bah
•@Sofia Hernandez I can totally relate to the obsessive bank account checking! 😅 I m'actually dealing with this right now too - got my trace number about 10 days ago and the waiting is brutal. From what I ve'been reading here and researching online, tax season does seem to add some delays unfortunately. The IRS is already swamped with regular returns, so trace processing can get pushed back a bit. I ve'seen some people report 8-10 weeks during peak season versus the standard 6-8 weeks. Really hoping we both get lucky with faster processing though! The medical bills situation sounds stressful - fingers crossed your refund comes through soon. Keep us posted on your timeline when it resolves!
0 coins
Gabrielle Dubois
I've been through the trace process twice in the past three years, and I can share some insights that might help ease your anxiety while you wait. The first time took about 6 weeks for a direct deposit refund of $1,850, and the second time took 8 weeks for a paper check replacement worth $3,200. A few things I learned that might be helpful: 1. The trace timeline can vary based on the complexity of your case. If it's just a missing direct deposit, it's usually faster than cases involving lost checks or address changes. 2. Keep calling periodically (I'd suggest every 3-4 weeks, not every 2 weeks to avoid burning yourself out). Sometimes agents can see progress notes that indicate movement even when there's no final resolution yet. 3. If you're really concerned about planning your finances, consider that the 6-8 week timeframe they quote is usually from when the trace was INITIATED, not when you received the trace number. So if there was any delay between those two events, factor that in. 4. In my experience, once the trace is complete, the actual refund deposit/check issuance happens pretty quickly - within a week or so. The waiting is definitely nerve-wracking, but having that trace number really does mean you're in the system and they're working on it. Try to avoid checking your bank account multiple times a day if possible - it just adds to the stress! Good luck!
0 coins
Oliver Fischer
•@Gabrielle Dubois Thank you so much for sharing such detailed experiences! This is incredibly helpful. Your point about the timeline starting from when the trace was INITIATED rather than when I received the trace number is something I hadn t'considered - that s'a really important distinction that could affect my planning. I m'wondering, when you called for those periodic updates, were the agents able to tell you which stage "your" trace was in, or was it more of a binary still "processing vs" completed "status?" Also, I m'curious about your comment regarding complexity - my situation is pretty straightforward missing (direct deposit, no address changes ,)so hopefully that works in my favor for a faster resolution. The tip about avoiding obsessive account checking is probably the hardest advice to follow, but you re'absolutely right that it just increases the stress! 😅
0 coins