Military tax specialist here. For ID.me verification with address mismatch issues: • Military members can use their military ID + PCS orders as primary verification • You can request a "military exception" in the ID.me system by clicking "verify by video call" • The video agent can accept your military ID even with old address • If using the phone verification, mention Code 2501-M (military verification protocol) • Average processing time after military verification: 14-21 days Don't stress too much - this happens to about 30% of military filers after a PCS!

Thank you so much Dylan for the Code 2501-M tip! I had no idea that existed. I'm definitely going to try the video call option with ID.me first since that sounds like the most straightforward approach. It's reassuring to know this is such a common issue for military families - I was starting to worry I'd done something wrong with my filing. Quick follow-up question: when you mention the 14-21 day processing time after verification, is that from when ID.me completes the verification, or from when the IRS receives it? Just trying to set realistic expectations for my family since we're really counting on this refund right now. Thanks again for the detailed breakdown!

One thing to consider that others haven't mentioned - if you're purchasing the RV primarily for business use, you might be able to take advantage of Section 179 deduction to write off a significant portion in the first year. This would be separate from the home office deduction and would apply if you're using it primarily (>50%) for business. Talk to a CPA though because this gets complicated with mixed-use property.

don't forget about state tax issues!!! depending on which state you register the RV in and which states you work in you could end up with really weird tax situation. i work from my rv and travel between states and it's a nightmare filing in multiple states. some states have minimum time requirements before you have to file there.

I'm a tax preparer and I see this issue constantly with TurboTax Desktop. The software has a specific bug with Section 199A calculations for limited partners in real estate when only UBIA is provided on the K-1. Quick fix: In TurboTax, after entering your K-1, go to: 1. Forms mode (Ctrl+H) 2. Search for Form 8995 or 8995-A (depending on your income level) 3. Manually enter your QBI information and UBIA amount directly on this form TurboTax's interview mode often fails to properly handle this specific scenario, but entering it directly on the form works every time. This is especially important for real estate partnerships where the UBIA can significantly impact your QBI deduction limits.

This thread has been incredibly helpful! I was having the exact same issue with TurboTax Desktop not recognizing my UBIA from my real estate partnership K-1. After reading through all the suggestions here, I tried the forms mode approach that Eleanor mentioned and it worked perfectly. For anyone else struggling with this: go to Forms mode (Ctrl+H), find Form 8995, and manually enter your QBI and UBIA amounts directly. The interview mode in TurboTax just doesn't handle this scenario properly for limited partners. I also want to echo what others have said about the income thresholds - even if you're below the $191K/$382K limits where UBIA limitations don't apply, it's still worth entering the information to ensure TurboTax is calculating everything correctly. In my case, it added back about $3,200 in deductions that the software was missing. Thanks everyone for sharing your experiences and solutions!

Just a heads up - make sure they're filing the right form. For services, they should file a 1099-NEC (non-employee compensation) NOT a 1099-MISC which is now used for other types of payments. I've seen companies mess this up and it causes matching problems with the IRS systems.

You're in good shape since you already reported the income correctly! The key thing is that you included that $2,700 as self-employment income on Schedule C, which is exactly what you should have done regardless of whether you received a 1099 form or not. When you fill out the W9 for your friend's bookkeeper, they'll likely issue you a 1099-NEC (the correct form for freelance services). The IRS will eventually match this against your filed return, but since you already reported the income, there shouldn't be any issues. Just make sure when you give them the W9 that you confirm they're reporting the exact amount you were paid ($2,700) and that they're using the correct 1099-NEC form rather than the older 1099-MISC. Small discrepancies in amounts or wrong form types can sometimes trigger automated notices, but since you were proactive about reporting the income, you should be fine. The fact that they're late with the 1099 is their problem, not yours - you did everything right by reporting the income when you filed.

I'm dealing with the same frustration! My HOA fees are $425/month and it kills me that I can't deduct any of it. What really gets me is that some of these fees go toward things that feel like they should be deductible - like when they assessed us $800 each for street repairs that the city should have been handling. I've been wondering if there's any way to argue that certain portions of HOA fees serve a "business purpose" if they maintain property values in the neighborhood? Like, isn't maintaining my home's value kind of like protecting an investment? Probably wishful thinking but the distinction between "personal" and "business" expenses feels pretty arbitrary sometimes. Anyone know if there are any proposed changes to make HOA fees more deductible for primary residences? With housing costs being so high, it seems like this could be something politicians might actually care about.

I feel your pain on this one! The $4,500 yearly hit definitely stings when you see that rental property owners get to deduct theirs. One thing worth checking though - look closely at your annual HOA statement breakdown. Sometimes a portion of your HOA fees actually goes toward property taxes (which ARE deductible for personal residences). It's often buried in the fine print, but I've seen cases where $300-500 of annual HOA fees were actually property tax payments that homeowners were missing. Also, if you ever get hit with special assessments for capital improvements (like new roofing, major landscaping, etc.), keep those receipts! While you can't deduct them now, they get added to your home's cost basis, which reduces your taxable gain when you eventually sell. With the current $250k/$500k capital gains exclusion for primary residences, this might not matter for many people, but it's still worth tracking. The tax code definitely feels unfair on this one, but at least there are a few small ways to squeeze some benefit out of those hefty HOA payments!