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Pro tip: If you're calling about an extension, make sure you're using the right number. The IRS has different lines for different issues.
Oh, I didn't know that! Do you know which number I should be using for extensions?
I've dealt with this exact same issue! What worked for me was using a landline instead of a cell phone - the connection seemed more stable. Also, make sure you're not on speakerphone or using Bluetooth headphones, as those can cause connection issues. Another trick is to press a random number key every few minutes during the hold time to keep the line "active" - sometimes the system drops calls it thinks are inactive. Hope this helps and you can finally get through! π€
I'm in almost the exact same situation! Filed my joint return last week and used my individual Chime account. Now I'm seeing all these mixed experiences and getting nervous. For what it's worth, I called Chime customer service yesterday and they said they "generally accept tax refunds regardless of the filing status" but couldn't guarantee anything. The rep mentioned they evaluate each deposit individually. I'm keeping my fingers crossed, but if I had seen this thread earlier I probably would have gone with the paper check option. Will update if/when my refund comes through to add another data point for future filers!
That's so nerve-wracking to be waiting after already filing! I really appreciate you sharing what Chime customer service told you - "generally accept" but "evaluate individually" is pretty vague unfortunately. Definitely keep us posted on how it goes! Your experience will help so many people in similar situations. I'm rooting for you that it goes through smoothly! π€
Based on all these mixed experiences, it seems like Chime's acceptance really varies case by case. I've been using Chime for my individual returns for the past two years without issues, but this is my first year filing jointly with my spouse. Reading through everyone's experiences, I'm leaning toward just requesting a paper check to be safe. The potential 6-8 week delay if it gets rejected isn't worth the risk, especially since you mentioned needing the money for quarterly estimates. Better to wait a few extra days for a guaranteed paper check than potentially wait months for a reissued one after rejection. Thanks everyone for sharing your real experiences - this is exactly the kind of info you can't find in official FAQs!
Just to be clear - this is for the additional verification AFTER you've already created an ID.me account, right? I went through the initial ID.me setup with the facial recognition and document upload, but haven't received any notification about needing a control number. Are there different levels of verification they require?
Yes, this is a secondary verification that some users get flagged for even after completing the initial ID.me setup. It seems to be triggered by various factors - could be discrepancies in your information, previous account issues, or just random security checks. Not everyone gets this additional step. The facial recognition and document upload you did is the standard verification, but if the IRS or ID.me systems detect anything that needs extra confirmation, they'll send you to this control number process. It's frustrating but seems to be becoming more common lately.
I'm currently going through this same process and it's been 8 days since I got the ID.me notification. Reading through everyone's experiences here is really helpful - sounds like I should expect the letter sometime in the next week or so. One thing I'm curious about: does the letter come from ID.me directly or from the IRS? The notification in my account wasn't totally clear about who would be sending it. Also, for those who completed the verification over the phone, did you call the number on the letter itself or the main IRS line? Want to make sure I'm prepared when my letter arrives!
Has anyone actually used a tax preparer who specializes in the Treaty of Amity specifically? H&R Block and TurboTax were clueless when I mentioned it.
I use Bright!Tax - they specialize in expat taxes and have several clients with Treaty of Amity businesses in Thailand. They're not cheap (I pay about $750 annually), but they understand all the filing requirements and treaty provisions. Regular US-based tax preparers usually have no idea about these specialized international situations.
One thing that's been really helpful for me as someone who went through this exact process is keeping detailed records from day one. The IRS can be very particular about documentation when it comes to Treaty of Amity businesses. Make sure you keep copies of all your Treaty of Amity registration documents, business licenses, and any correspondence with Thai authorities. You'll need these to support your tax filings, especially if you ever get audited. Also, consider setting up separate bank accounts for business and personal use in Thailand. This makes it much easier to track business expenses and income for US tax reporting purposes. The IRS likes to see clear separation between personal and business finances, especially for foreign operations. One last tip - start filing your US returns early each year. International forms like 5471 and 8938 can be complex, and you don't want to rush through them near the deadline. I learned this the hard way my first year!
This is excellent advice! I'm just starting to research this whole process and hadn't even thought about the documentation requirements. Quick question - do you know if there are any specific formats or translations required for the Thai business documents when submitting them to support your US tax filings? Also, how detailed do the expense records need to be? I'm wondering if I need to translate every Thai receipt or if summary documentation is sufficient.
Aiden RodrΓguez
Another option if you filed with a tax preparer: call them! I lost all my docs in a computer crash and my accountant had copies of everything going back 7 years. Most preparers keep records for at least 3-5 years by law.
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Emma Garcia
β’Does this work if you used something like TurboTax or other software? Do they keep your returns on file too or only professional preparers?
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Aiden RodrΓguez
β’Yes, most tax software companies like TurboTax, H&R Block, and TaxAct store your returns in your online account for several years. TurboTax keeps them for 7 years, H&R Block for 6 years, and TaxAct for 7 years as well. If you can remember which service you used, just log into your account and look for a section called "tax history" or "prior returns" - you should be able to download PDFs of your previously filed returns. Even if you used the desktop version, many of these services now sync to online accounts that may have your documents.
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Ava Kim
Just to add a timeline perspective - I requested transcripts by mail using Form 4506-T and it took exactly 12 days to arrive. Online was instant but I needed the mailed copy for some reason I cant remember. Just FYI if ur on a deadline!
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Ethan Anderson
β’Did you have to pay anything for the mail request? And did it come in an official IRS envelope? My mortgage broker is being picky about "official" documentation.
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Keisha Williams
β’The mail request for transcripts using Form 4506-T is completely free - no cost at all. Yes, it comes in an official IRS envelope with their return address, which should satisfy your mortgage broker's requirements for "official" documentation. The transcript itself is printed on official IRS letterhead and includes security features that make it clearly authentic. Most lenders actually prefer these over copies of original returns because they know they come directly from the IRS and can't be tampered with.
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