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Omar Farouk
I had almost the exact same situation last year! Filed a simple married return on Feb 2nd, saw "still processing" by Feb 6th, and my refund was direct deposited on Feb 10th without any transcript updates. The year before that was similar timing too. Based on my experience and what I've seen from others, that quick change to "still processing" is typically a very good sign for straightforward returns. I remember being so relieved when I checked my bank account and saw the deposit even though WMR hadn't updated. Sounds like you're right on track for a similar timeline this year!
GamerGirl99
ā¢I really appreciate you taking the time to respond with your personal experience. It's helpful to know that others have seen this same pattern work out positively.
GamerGirl99
ā¢Quick follow-up question - did you receive any kind of notification when your refund was deposited, or did you just happen to check your account and notice it? I'm trying to decide if I need to set up alerts with my bank.
This is really encouraging to hear! I'm in a very similar situation - filed 2/5/24 with a straightforward joint return and just saw the status change to "still processing" yesterday. Based on everyone's experiences here, it sounds like this is actually a positive development rather than something to worry about. I've been checking WMR obsessively (probably like most of us here), but it sounds like I should focus more on monitoring my bank account for the next week or so. Thanks for sharing your experience - it's posts like this that make navigating tax season so much less stressful when you realize others are going through the exact same thing!
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2 Has anyone used Koinly for this purpose? I'm looking at options for sorting out my crypto taxes and that's one I've heard mentioned.
18 I've used Koinly for the past 2 filing seasons. It's pretty good for most mainstream transactions, but I found it struggles with some DeFi stuff and NFTs. The interface is nice though and it integrates with most major exchanges.
Isaac Wright
One thing I haven't seen mentioned yet is checking if you have any old email confirmations from your 2021 purchases. Coinbase used to send detailed transaction confirmations that included the exact amount, price, and fees for each purchase. I was in a similar situation last year and found these emails buried in my Gmail - they were a lifesaver for reconstructing my cost basis. Even if you can't find the emails in your inbox, try searching for "Coinbase" or "You bought" in your email from 2021. Also, if you linked a bank account for your purchases, your bank statements from 2021 will show the exact dollar amounts you transferred to Coinbase on specific dates. You can then cross-reference those dates with historical crypto prices to get a pretty accurate cost basis estimate. The IRS accepts reasonable reconstruction methods when original records are unavailable, so don't stress too much about getting it perfect down to the penny. Just document your methodology clearly.
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Chris King
PSA: if you filed with TurboTax double check that your routing number is correct. They had a glitch this year that was causing issues with OR returns
omg thanks for the heads up! gonna check rn
Rachel Clark
anyone else notice oregon is way slower this year than last? 2023 i got mine in like 10 days
they probably understaffed like everyone else tbh
Daryl Bright
ā¢Yeah definitely noticed the same thing. I think they mentioned budget cuts affecting their processing capacity. Plus with all the new tax law changes they're probably being extra careful with reviews.
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Chloe Zhang
Question for those who've dealt with this before - does the 1098-T Box 6 issue affect how you should input this in TurboTax? I'm trying to file and it keeps asking me to enter Box 5 and Box 6 separately but doesn't seem to be calculating it correctly.
I had the same issue with TurboTax! What worked for me was entering the full amounts in both Box 5 and Box 6 as requested, but then going to the "Other Income" section and making a negative adjustment labeled as "1098-T Box 6 adjustment for internal fund transfer" to offset the double counting. This way the correct net amount gets reported. If you use another tax software, the process might be different, but the principle is the same - you need to make a manual adjustment somewhere to ensure you're only taxed on the net scholarship amount.
I'm dealing with this exact same situation right now! My 1098-T suddenly has $8,200 in Box 6 this year when it's always been zero before, and my university gave me almost the identical explanation about "internal account changes." Reading through all these responses has been incredibly helpful - I had no idea that I should be calculating the net amount (Box 5 minus Box 6) rather than treating them as separate income items. I was panicking thinking I owed taxes on an extra $8,200 that I never actually received. I'm definitely going to follow the advice about getting written documentation from my university confirming this was just an internal transfer. Has anyone had success getting this documentation from specific departments, or is it better to go straight to the bursar's office? My advisor mentioned they might have changed my funding classification last semester, which would explain the timing. Also, for those who used TurboTax - did you run into any issues during e-filing with the manual adjustment, or did it go through smoothly?
Sean Doyle
Just to clarify something I think people are missing: there's an important distinction between the creation of a life estate during someone's lifetime vs. through their will at death. If someone creates a life estate during their lifetime (like gifting a life estate to someone while they're still alive), the basis rules work differently than when a life estate is created through someone's will after they die. In OP's case, since the life estate was created at death through the will/estate, the remaindermen's basis would be the FMV on date of death in 2009. But if the original owner had created the life estate while still alive, the basis calculations would be different.
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Isabella Santos
ā¢That's a really good point I hadn't considered. In our case, the life estate was definitely created through the will at death, not during the husband's lifetime. So it sounds like we should be using the 2009 value as the basis, and then adding any substantial improvements made after that. Would regular maintenance count toward increasing the basis, or only significant improvements?
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Sean Doyle
ā¢Only significant improvements would increase the basis, not regular maintenance. Examples of improvements would be adding a room, renovating a kitchen or bathroom, putting on a new roof, installing central air conditioning, etc. Regular maintenance like painting, fixing minor issues, or landscaping wouldn't qualify to increase the basis. You're correct that in your case, with the life estate created through the will at death, you should use the 2009 FMV as the basis and then add any substantial improvements made afterward. This is covered in IRS Publication 551 which specifically addresses basis of assets.
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Zara Rashid
Has anyone here dealt with getting an appraisal for a property value from 14 years ago? I'm in a similar situation and the county tax assessments from that time seem way under market value. Do I need to hire a specialized appraiser who can determine what it was worth back then?
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Luca Romano
ā¢I used a real estate appraiser who specialized in "retrospective appraisals" - they look at comparable sales from that time period to determine what the property would have been worth then. Cost me about $600 but was worth it for a clear valuation. You might also check if any neighboring properties sold around that time as evidence. The IRS will want documentation if they question the basis.
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Leo Simmons
ā¢You definitely want to get a proper retrospective appraisal done by a qualified appraiser. County tax assessments are notoriously unreliable for establishing fair market value, especially from that long ago. I'd recommend looking for an appraiser who has experience with estate valuations and can provide a detailed report that references comparable sales from 2009. Make sure they're certified and familiar with the specific requirements for estate tax purposes. The IRS has strict guidelines about what constitutes acceptable valuation evidence. Also keep all the documentation - the appraisal report, any comparable sales data, and records of the property condition at that time. If you ever get audited, having solid professional appraisal documentation will be crucial for defending your basis calculation.
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