Have any of you tried calling TurboTax directly? I had a similar issue last year and their advanced support team was actually pretty helpful. They have specialists who deal specifically with investment reporting issues.

I'm dealing with the exact same TurboTax ESPP/RSU nightmare! The data contamination between different sales is absolutely maddening. I've been going in circles for days trying to get my Microsoft ESPP transactions entered correctly. Based on what I'm reading here, it sounds like the Forms view workaround that Carmen mentioned might be my best bet. I'm also curious about the taxr.ai solution that a few people have had success with - has anyone else tried it beyond Andre? I'm hesitant to upload sensitive documents to a third-party service, but at this point I'm running out of options. One thing I've noticed is that the TurboTax bugs seem to get worse when you have multiple ESPP purchases throughout the year with different discount percentages. The software just can't seem to handle the varying ordinary income adjustments properly. Has anyone found a way to work around this specific issue, or is switching to H&R Block really the only solution? Really appreciate everyone sharing their experiences - it's reassuring to know I'm not the only one pulling my hair out over this!

I've been dealing with the IRS for over a decade as a tax preparer, and I can confirm what everyone else is saying - the transcript is your golden source of truth here. When you see that 846 code with a specific date, that's the IRS saying "we've cut the check" (digitally speaking). The WMR tool is basically just a dumbed-down version for the general public and it updates whenever it feels like it. I've seen cases where WMR still showed "processing" even AFTER clients received their refunds! Your Friday date is solid. As a fellow business owner, I know you need that certainty for planning - you've got it. The money will be there Friday, and WMR will probably catch up sometime next week and act like nothing happened 😅

I completely understand your concern as a small business owner - cash flow timing is critical! I went through this exact same situation a few months ago. My transcript showed a refund date but WMR was still showing "processing" for days. I was panicking because I had vendor payments due and needed to know if I could count on that money. The transcript ended up being 100% accurate - the refund hit my account exactly when it said it would, while WMR didn't update until 2 days AFTER I already had the money in my bank. It's frustrating that their systems don't sync better, but at least now I know which one to trust. One tip: if you use a credit union or smaller bank, they sometimes release federal deposits a day early, so you might even see it Thursday evening. Either way, you can confidently plan your business finances around that Friday date from your transcript!

Verification is actually a good thing - means they're protecting against identity theft. But yeah the wait times are brutal ngl

I just went through this process last month! The online ID.me verification worked for me after a few tries - definitely try early morning like someone mentioned. If that doesn't work, the in-person appointments are actually pretty quick, just hard to get. Once I verified, it took exactly 21 days to get my refund deposited. Hang in there, I know the waiting is stressful but you'll get through it!

I've seen worse situations than yours that still resolved favorably. Someone in my tax group had their return flagged for potential identity theft (not just verification), got multiple freeze codes, and still received their refund after 6 weeks. Compared to that, your situation seems to be following the normal post-verification pattern. The 151 code is concerning on its own, but in the context of a recent identity verification, it's often just part of the process. Just don't call the general IRS line - complete waste of time compared to the specialized departments.

I went through this exact scenario in 2023. The Tax Topic 151 with reference code 1242 after ID verification is actually more common than you'd think. What's happening is that your return is in a "limbo" state while their systems synchronize after removing the identity verification hold. The fact that your transcripts are showing all your credits is a really good sign - it means they've accepted your return details and just need to finish processing the verification removal. In my case, the 811 reversal code appeared exactly 10 days after I got the TT151 message, and my refund was direct deposited 3 days after that. The appeal rights language sounds scary, but it's just their generic message for any review situation. Keep checking your transcripts daily - that's where you'll see the real progress before WMR updates.

Has anyone actually gone through an audit after claiming the commercial credit? I'm worried that if I buy a Tesla Model Y through my business (marketing consultant), the IRS might flag it since it's such a popular personal vehicle. Thoughts?

This is such a timely discussion! I've been going back and forth on this exact issue for my small accounting practice. What really caught my attention is how the commercial credit seems to bypass all those constantly changing eligibility requirements that have made the personal credit such a headache. One thing I'd add is that the depreciation strategy becomes even more important when you factor in state tax implications. Some states conform to federal tax treatment while others don't, so you might end up with different basis calculations for state vs federal purposes. This can get messy fast if you're not planning for it. Also, for anyone considering this route, remember that the "primarily business use" test isn't just about mileage percentage. The IRS also looks at factors like whether you have other vehicles available for personal use, if the vehicle is kept at your business location, and whether it's actually suitable for your business needs. A contractor claiming a Tesla Roadster might face more scrutiny than someone claiming a Model Y for client meetings. The key is making sure your business justification is rock solid from day one, not trying to retrofit it after the fact.