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Do any Freshbooks users here use TurboTax? I'm in the same boat (no 1099) and wondering if there's a specific way to enter this in TurboTax that won't trigger red flags.
I use TurboTax Self-Employed and had the same situation. When it asks about 1099 income, there's actually an option for "Income not reported on 1099s." Just select that and enter your total income from your Freshbooks reports. I've done this for 3 years with no issues.
Yara Khalil
I'm dealing with a similar situation but with QuickBooks Online instead of Freshbooks. I process payments through Square and received over $15k in 2022, but no 1099-K from Square either. After reading this thread, I checked and confirmed I was under the 200 transaction threshold even though I exceeded $20k. What's really helpful here is seeing that multiple people have successfully filed without the official forms by using their own detailed records. I've been stressing about this for weeks thinking I was missing something crucial for my filing. One thing I'd add - if anyone is using multiple payment processors (I have both Square and Venmo Business), make sure to check each one separately for their thresholds and documentation. I almost missed tracking some Venmo payments because I assumed they'd be included with Square. Thanks to everyone who shared their experiences and solutions - this thread has been incredibly helpful!
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Naila Gordon
Does anyone know if the IRS payment plan amounts automatically adjust when they apply overpayments like this? My monthly payment is auto-drafted and I'm wondering if it'll go down now that they applied an overpayment to my balance.
Cynthia Love
ā¢From my experience, the monthly payment amount on an IRS payment plan doesn't automatically adjust when overpayments are applied. The payment amount stays the same, but you'll just finish paying off the total balance sooner. If you want to reduce your monthly payment, you have to call and specifically request a payment plan modification. They can recalculate based on your new lower balance.
Ravi Kapoor
This is such a frustrating situation but you're definitely not alone! I went through something very similar with a CP49 notice last year. The key thing that helped me was understanding that the IRS often generates these notices based on planned actions, not completed ones. Since you found the TC 826 code on your 2021 transcript dated 11/28/2022, that's actually great news - it means the $1,215 overpayment was officially applied to your 2021 balance. The timing makes perfect sense too - your calls in November likely triggered them to actually process the transfer they had been planning since September 2021. One thing to watch out for: even though the overpayment has been applied, make sure to check if any interest or penalties were added to your 2021 balance after the original CP49 notice was generated. Sometimes the net effect on your balance isn't as much as you'd expect because of these additional charges. I'd recommend checking your online account balance in about 2-3 weeks to see if it reflects the full $1,215 reduction. If it doesn't match what you calculate from your transcript, that's when you might need to call again. But at least now you have the TC 826 transaction to reference!
Evelyn Kelly
ā¢This is really helpful advice! I'm dealing with a similar CP49 situation right now and was getting worried when my online balance didn't immediately change after getting the notice. It's reassuring to know that there's often a delay between when they send the notice and when they actually process the transfer. Quick question - you mentioned checking for additional interest or penalties that might have been added after the notice was generated. How would I identify those on my transcript? Are they specific transaction codes I should look for?
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The disappearing notice and WMR update are definitely positive signs! I went through something very similar a few weeks ago - called for verification, notice vanished the next day, and WMR updated shortly after. My transcript stayed completely blank for about 5 days after that, which had me worried, but then boom - suddenly showed the 846 refund code and my money was in my account 2 days later. The transcripts really do lag behind everything else. Since the agent told you everything looked good and to wait 21 days, you're probably looking at getting your refund much sooner than that. Keep checking your transcript every few days but don't panic if it stays blank for a bit longer!
This is so helpful to hear! I've been refreshing my transcript constantly and getting worried when nothing shows up. It's reassuring to know that even when everything is moving along normally, the transcript can still be blank for days. I'll try to be more patient and stop obsessing over it every few hours š Thanks for sharing your timeline - gives me hope that mine might move faster than the 21 days they quoted!
Nora Bennett
I had almost the exact same experience! Called for verification, notice disappeared from my account the next day, and WMR updated with the standard processing message. My transcript stayed blank for about a week which had me worried, but then it suddenly updated with all the codes and my refund was deposited 3 days later. The disappearing notice is definitely a good sign - it means they accepted your verification and are moving forward with processing. The fact that WMR also updated suggests your return is actively being worked on. I'd expect to see transcript movement within the next few days, and probably your refund within 2 weeks max, even though they said 21 days. Keep checking but try not to stress too much - sounds like you're on the right track!
This is exactly what I needed to hear! Your timeline gives me so much hope - a week for transcript updates and then refund within days sounds way better than the 21 days they quoted me. I've been checking my transcript multiple times a day like a crazy person, but I'll try to be more patient knowing it's normal for it to stay blank even when things are progressing. Really appreciate you sharing your experience! š
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Rhett Bowman
Something nobody has mentioned yet - make sure your siblings document this properly on their end too. My cousins in Korea sent me money last year, and while I didn't have to pay US tax, they got hit with gift tax in Korea. Different countries have different thresholds and rules. Japan definitely has gift taxes so they should check with a local tax professional there!
Donna Cline
ā¢That's a really good point I hadn't considered. I'll definitely tell my sister and brother to check the Japanese gift tax rules before they send the money. I don't want them to be surprised with an unexpected tax bill on their end while I'm not paying anything here. Do you know if they need to file anything with the US government even though they're not US citizens? Or is their tax obligation strictly with Japan?
Rhett Bowman
ā¢From what I understand, they generally wouldn't need to file anything with the US government for a cash gift if they're not US citizens/residents and they're transferring non-US property (like money from a Japanese bank account). Their obligations would be primarily with the Japanese tax authorities. Japan does have pretty significant gift taxes that vary based on the relationship and amount. I think for siblings the exemption amount is fairly small there compared to the US. They should definitely consult with a Japanese tax professional because their system works quite differently from ours!
This is such a helpful thread! I'm in a similar situation where my parents in the UK want to help with my wedding expenses. Reading through everyone's experiences, it sounds like the key points are: (1) I won't owe any gift tax as the recipient, (2) my parents likely won't have US gift tax obligations since they're non-US residents giving cash, and (3) I need to be aware of the Form 3520 requirement if it's over $100k. One thing I'm wondering about - does the timing of when the money arrives matter? Like if my parents send $50k this year and another $50k next year, would that change the reporting requirements since each individual year would be under $100k? Or does the IRS look at the total gift amount regardless of when it's received? Also, has anyone dealt with currency conversion issues? I assume we'd use the exchange rate on the day the money is received for any reporting purposes?
Great questions! From my understanding, the Form 3520 reporting threshold is calculated on an annual basis, so if you receive $50k this year and $50k next year, each year would be under the $100k threshold and you wouldn't need to file Form 3520 for either year. The IRS looks at it year by year, not as a cumulative total across multiple years. For currency conversion, you're absolutely right - you'd use the exchange rate on the date the funds are received or deposited into your US account. The IRS typically accepts using the Treasury's published exchange rates for that date, though you could also use other reasonable sources like major bank rates. Just make sure to document which rate you used and keep records in case you ever need to show your calculations. One other thing to consider - even though the reporting thresholds are annual, it might be worth keeping detailed records of all international gifts regardless of amount. It helps establish a clear paper trail if questions ever come up later, especially since you're dealing with substantial amounts across multiple years.
Ava Rodriguez
I'm going through this exact same situation right now! Filed on 1/22 and have been stuck on "still being processed" for over a month. After reading this thread, I checked my IRS online account and sure enough - there was an identity verification notification that I completely missed. The timing is so frustrating because I need my refund to pay for some unexpected medical bills. I tried calling the verification hotline yesterday but couldn't get through after 2 hours of waiting. Going to try again today with the tips from this thread. Has anyone had success using the callback feature on the IRS phone system, or do you really have to just sit on hold? And for those who successfully verified over the phone - did they ask for any documentation besides what's normally on your tax return? Thanks for sharing your experiences everyone. At least now I know this is a common issue and not just me having terrible luck with the IRS!
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Liam Fitzgerald
ā¢I'm new here but wanted to share what worked for me! I was in the exact same situation last year. The callback feature is hit or miss - sometimes it works, sometimes you just get disconnected. What finally worked was calling right when they opened (7 AM local time) on a Tuesday. Way shorter wait times in the morning. For documentation, they asked me standard stuff - SSN, DOB, filing status, AGI from last year's return, and a few questions about my current return (like total income and refund amount). They also asked about any loans or mortgages I might have, which was weird but I guess it's part of their verification process. Hope this helps and you get through soon! Medical bills are stressful enough without tax delays making it worse.
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Zainab Omar
This thread has been incredibly helpful! I'm dealing with the same issue - filed 1/29 and been stuck on "still being processed" for weeks. After reading everyone's experiences, I checked my IRS online account and found the identity verification notification hiding there. What's interesting is that I filed the exact same way I have for the past 5 years (same tax software, same bank account for direct deposit, same employer) but this year I got flagged. Makes me wonder if the IRS really did tighten their fraud detection algorithms significantly for this tax season. I'm going to try calling the verification hotline tomorrow morning right when they open, armed with all the tips from this thread. It's reassuring to know that most people who successfully verify over the phone get their refunds processed within 1-2 weeks afterward. One question for those who've been through this - did any of you have to provide additional documentation beyond what was already on your tax return? Like bank statements or employment verification? Trying to gather everything I might need before I call. Thanks to everyone for sharing your experiences and timelines. This community is a lifesaver during tax season stress!
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Kai Santiago
ā¢Welcome to the identity verification club that nobody wants to join! I'm dealing with the same frustrating situation - filed early February and just discovered the verification notification buried in my IRS account after reading this thread. From what I've gathered here, most people didn't need additional documentation beyond their tax return info and previous year's AGI. The questions seem pretty standard - personal details, income amounts, filing status, etc. A few people mentioned they asked about loans/mortgages, but nothing requiring extra paperwork. Good luck with your call tomorrow! I'm planning to try the early morning strategy too. Fingers crossed we both get through quickly and can put this headache behind us soon.
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