Filed Feb 16th and just wanted to share my experience - I was also stuck in processing limbo for about 9 weeks with zero updates on the "where's my refund" tool. Finally got fed up and contacted the taxpayer advocate program like others mentioned here. Within 2 days of filing the request, an advocate called me back and explained that my return was flagged for identity verification (apparently happens randomly now). She was able to clear it immediately over the phone after I provided some basic info to confirm my identity. Got my refund direct deposited 5 days later! Don't wait as long as I did - if you're past 8 weeks definitely reach out to them. The regular customer service line is basically useless but the advocates actually have power to resolve issues.

Filed Feb 7th and just got my refund this morning after 11 weeks! For anyone still waiting, I wanted to share what finally worked for me. After reading all these comments about the taxpayer advocate program, I decided to give it a shot at week 9. The advocate discovered my return was stuck because of a minor discrepancy with my W-2 wages (off by like $15 due to a rounding error). She was able to override it within a few days and my refund processed immediately after that. The regular customer service reps never mentioned this specific issue - they just kept saying "processing." Definitely recommend the advocate route if you're past 8-10 weeks. Also keep checking your bank account even if the "where's my refund" tool doesn't update - mine never changed from "processing" until the money was already in my account!

Listen up yall - as someone who deals with transcripts everyday, here's the deal: - TC 150 shows your initial tax liability - TC 826/898 shows offsets/deductions - TC 971/972 indicate adjustments - TC 846 is your refund amount But honestly, instead of trying to piece it all together yourself, just use taxr.ai. Its literally changed how I handle transcripts. Upload your doc and it tells you exactly whats happening, what money moved where, and when to expect everything. Best dollar I ever spent fr fr

Check your Account Transcript - it's different from your Return Transcript. The Account Transcript shows all the activity on your account including payments, refunds, and adjustments. Look for these specific codes: - TC 150: Original tax owed - TC 826: Refund offset to another tax period - TC 898: Refund applied to balance due - TC 670: Penalty charged - TC 971: Notice issued The transaction codes will show the dollar amounts and dates. If you still owe money, it'll be at the bottom as your account balance. The codes can be confusing at first but once you know what to look for it makes sense!

Has anyone actually tried the free filing options instead of TurboTax? I'm wondering if this is just a TurboTax issue or if all the tax software has the same problem with 1099s? Here's what I'd try: 1. Download your info from TurboTax if possible 2. Try the IRS Free File options 3. See if the same error occurs Does the 1099 have anything unusual on it that might be triggering the review?

I've seen this issue frequently - TurboTax's review system often gets triggered when it sees both W-2 and 1099 income from what appears to be employment-related sources. Before you abandon TurboTax entirely, try this: go to the 1099 section and look for an option to "Override" or "Continue Anyway" - it's usually buried in small text near the review message. The software is being overly cautious, but you can often proceed if you're confident the information is correct. That said, the free filing suggestions above are solid alternatives. Also, make sure your husband's employer didn't make an error - having both forms from the same employer can sometimes indicate a payroll mistake that should be corrected at the source.

I feel your pain! I'm also in PA and got the same 8-12 week notice. From what I've seen in other forums, it's mostly just a CYA message they send out. Most people I know got their PA refunds within 3-4 weeks of the processed status. The state systems are just slower this year because of budget cuts and staff shortages. Keep checking your account but try not to stress too much - it'll come! 🤞

Hey! I'm in the same exact situation - PA resident here and got that same scary 8-12 week message after my return showed processed. I was freaking out too because I really need this refund ASAP. But after reading through all these comments, I'm feeling a bit better knowing it's probably just their standard warning. Has anyone actually tried that taxr.ai thing people keep mentioning? I'm tempted to give it a shot for a dollar just to get some peace of mind about when this refund might actually hit my account. The daily bank account checking is driving me crazy! 😵‍💫

I'm dealing with a very similar situation with my real estate partnership K1s, and this thread has been incredibly enlightening. While my situation involves real estate rather than oil & gas, I'm seeing the same pattern where different CPAs handle partnership income adjustments inconsistently for Schedule SE purposes. What really resonates with me is the point about needing specialized knowledge. My regular CPA has been great for straightforward tax situations, but when it comes to these partnership complexities, I'm realizing they're just not equipped to handle the nuances properly. For those asking about finding specialists - I've had good luck checking with your state CPA society. Many have directories where you can search by specialty area. Also, if you know other investors in similar partnerships, asking for referrals has been valuable. People who've dealt with these issues successfully are usually happy to share their CPA recommendations. One thing I'd add to the documentation advice - make sure you keep records of any conversations with your CPAs about these issues, especially if they're giving you conflicting guidance. Having that paper trail can be helpful if you need to justify your position later, either to a new CPA or potentially to the IRS. The potential savings mentioned here ($7K-$13K) really drive home why it's worth the effort to get this right. Thanks to everyone who's shared their expertise - this has given me the confidence to pursue amendments for my own situation.

This entire thread has been incredibly helpful! As someone who's been struggling with similar K1 issues from a working interest partnership, I can't thank everyone enough for sharing their expertise and experiences. What really stands out to me is how this situation perfectly illustrates the importance of getting the right professional help. The fact that two different CPAs can handle the exact same K1 information so differently is honestly shocking - and expensive for taxpayers who get the wrong treatment. For the original poster, I'd definitely echo the advice about finding a CPA who specializes in energy taxation. The general consensus here seems clear that your new CPA is handling this correctly by subtracting IDC and depletion from Box 14a for Schedule SE purposes. One additional resource I'd suggest is reaching out to the partnership itself. Many oil & gas partnerships have relationships with tax professionals who understand their specific structures and can provide guidance or even referrals to qualified CPAs in your area. They deal with these K1 questions all the time and usually want their partners to handle things correctly. The potential savings you're looking at ($7K-$13K) definitely justify the time and effort to get this sorted out properly. Don't let your former CPA's unwillingness to address this stop you from pursuing what sounds like legitimate refunds. With all the resources and expert opinions shared in this thread, you've got solid ground to stand on when filing those amendments.