I went through something very similar with Venmo earlier this year! The SSN request is standard when you hit certain transaction thresholds - it's required for tax reporting purposes, not because they think you're earning income. A few key points from my experience: - Personal reimbursements are NOT taxable income, even if you get a 1099-K - Keep records of your original expenses (hotel, flights, meals, etc.) to show these were legitimate trip costs - If you do get a 1099-K, you'll need to address it on your tax return but can offset it completely by showing these were reimbursements The documentation doesn't have to be perfect - even credit card statements showing you paid for group expenses initially will help establish that friends were just paying you back. I kept screenshots of the payment app transactions with their notes/descriptions too. Don't stress about providing your SSN to Facebook Pay - it's just a compliance requirement. The real key is proper documentation in case you need to explain things to the IRS later.

I've been through this exact situation with multiple payment apps! The SSN request is totally normal - Facebook Pay (now Meta Pay) is legally required to collect this information when you reach certain transaction thresholds for potential tax reporting. Here's what you need to know: - Personal reimbursements are NOT taxable income, period - Even if you receive a 1099-K form, you won't owe taxes on money friends paid you back - The key is proper documentation showing these were legitimate expense reimbursements For your records, keep: - Receipts/statements showing you originally paid for trip expenses - Screenshots of the Facebook Pay transactions with any notes about what they were for - A simple list matching each payment to the original expense it covered If you do get a 1099-K, you'll report it on your tax return but then subtract the same amount as "nontaxable personal reimbursements" - so zero net tax impact. Don't stress about providing your SSN, it's just a compliance requirement. The important thing is having documentation that shows these payments were just friends settling up trip expenses, not income you earned.

Quick question for anyone who knows - does the dependent care FSA have the same $610 rollover option that the healthcare FSA has for 2023? I'm in a similar situation with about $300 left unspent.

This is such a frustrating situation and unfortunately very common! I went through something similar last year. The key thing to understand is that FSAs can only reimburse up to what was actually contributed through payroll deductions, not what you originally elected. It sounds like there was a discrepancy between your $4,100 election and what was actually withheld from your paychecks. This can happen due to payroll errors, timing issues, or contribution limits on individual paychecks. Here's what I'd recommend: 1. Get your final paystub from last year and check the YTD dependent care FSA amount 2. Contact your company's benefits coordinator (not just the FSA administrator) with documentation of the payroll discrepancy 3. If the money truly can't be recovered through the FSA, make sure to claim those unreimbursed $500 in childcare expenses on your tax return using Form 2441 for the dependent care credit While the tax credit isn't as valuable as the pre-tax FSA benefit, it's better than losing the money entirely. Don't give up - sometimes HR can work with the FSA provider to resolve legitimate payroll errors, especially if you have good documentation.

I had a similar situation last year with these same codes! From my experience, the 424 code means they're doing a manual review of your return - could be anything from income verification to checking deductions. The 810/811 combo usually means they put a temporary hold on your refund and then released it, which is actually good news. The tricky part is that 424 can take anywhere from 2-8 weeks to clear depending on what they're reviewing. I wouldn't rely on that Feb 24 date unfortunately - that's likely just a processing date. Keep checking your transcript weekly and look for that 424 to disappear. Once you see an 846 code with a date, that's your actual refund date. The waiting sucks but try not to stress too much!

Been through this exact scenario twice now! The 424 is definitely the key code to watch - it's an "examination" freeze that can be triggered by anything from automated income matching to random quality reviews. What's encouraging is that you already have the 810/811 combo which means they initially flagged something but then cleared it quickly. That suggests whatever they're reviewing isn't a major red flag. In my experience, if you filed electronically and claimed standard deductions, the 424 usually clears within 3-4 weeks. If you claimed EITC, CTC, or other refundable credits, it might take a bit longer since those get extra scrutiny. Don't stress about the Feb 24 date - that's just when the system updated. Your real refund date will show up as an 846 code once the 424 disappears. Check your transcript every Tuesday morning (that's when they typically update) and you should see movement soon!

Has anyone tried using Credit Karma Tax (now Cash App Taxes)? It's completely free and I've found it does a good job with state tax withholding deductions. I've compared it with both TurboTax and FreeTaxUSA.

I've been doing my own taxes for years and this discrepancy between software is more common than people think. The key thing to understand is that state tax withholding from your W-2 (box 17) is indeed deductible, but only as part of itemized deductions on Schedule A. What's probably happening is that FreeTaxUSA is showing you the itemized calculation upfront, while TurboTax is running both calculations behind the scenes and only showing you the better option. If your total itemized deductions (state taxes + mortgage interest + charitable donations + other qualifying expenses) don't exceed the standard deduction threshold, then you'll get the same final result with both programs. Before you file, I'd recommend manually adding up all your potential itemized deductions to see if you're actually above the standard deduction amount. Also keep in mind the $10,000 SALT cap - if you have significant property taxes on top of your state income tax withholding, that could affect things too.

One thing to consider is that your cost basis isn't just the purchase price - it also includes certain closing costs and any capital improvements you've made to the property. So your taxable gain might actually be less than the simple difference between purchase and selling price. For example, if you bought at $780k but paid $15k in eligible closing costs and put another $20k into home improvements, your adjusted basis would be $815k. If you sold for $840k, your actual capital gain would only be $25k, not $60k.

Don't forget to keep detailed records of everything! I went through a similar work-related move after 16 months and the IRS actually audited my return (though it worked out fine in the end). Make sure you have documentation for: your employer's written relocation request or transfer letter, proof of the distance between your old workplace and new workplace (Google Maps screenshots work), records of all home improvements with receipts and before/after photos, and copies of all closing documents from both your purchase and eventual sale. The IRS was particularly interested in proving that the move was truly work-related and not voluntary. Having that paper trail saved me a lot of headaches. Also, if your company is paying for any moving expenses, make sure you understand which parts are taxable vs non-taxable - sometimes the moving expense reimbursements can affect your overall tax situation. Given all the advice here about basis adjustments and partial exclusions, it sounds like you'll likely come out just fine tax-wise, but good documentation will give you peace of mind!