Last year my 1099 from Instacart had errors on it. Double check all the numbers when you get yours! They included some customer tips in the wrong box which messed up my tax calculations.

Just wanted to chime in as someone who's been doing Instacart for 3 years now - the 1099 timing varies but they're usually pretty good about meeting the January 31st deadline. One thing I learned the hard way is to always keep your own records throughout the year rather than relying solely on their forms. I use a simple spreadsheet to track my weekly earnings, miles driven, and any expenses like phone mounts or insulated bags. This has saved me multiple times when there were discrepancies or delays with the official forms. The IRS cares more about accurate reporting than having the exact form in hand, so if you have your own records, you can file on time even if Instacart is running late.

Friendly reminder to everyone discussing RSUs: there are actually TWO tax events to worry about! 1. When RSUs vest: This is treated as ordinary income (what everyone's discussing in this thread) 2. When you sell the shares: Any gain or loss after vesting is capital gain/loss For example, if RSUs vest at $100/share and you sell later at $150, you'll pay: - Ordinary income tax on the $100 at vesting - Capital gains tax on the $50 appreciation when you sell I see a lot of people getting confused because they only think about one of these tax events. Both need to be reported properly!

Yes, you should definitely consider filing amended returns if you've been using the wrong cost basis! The cost basis for RSUs is always the fair market value on the vesting date (not the grant date), since that's when you already paid ordinary income tax on that amount. Using the grant date price as your cost basis means you've been paying capital gains tax on appreciation that was already taxed as ordinary income at vesting - essentially double taxation. If you've held and sold RSU shares over multiple years, this could add up to significant overpayment. You can file Form 1040X (Amended U.S. Individual Income Tax Return) for up to 3 years from the original filing date. You'll need your brokerage statements showing actual sale prices and your RSU vesting records showing the fair market value on each vesting date. The IRS will refund any overpaid taxes with interest. Given the complexity of equity compensation, this might be worth consulting with a tax professional who specializes in stock compensation to make sure you're calculating everything correctly before filing amendments.

I actually had this exact situation happen with a client's partnership return last year. The good news is that you're absolutely right to question whether an AAR is necessary - it's not required for purely administrative corrections like SSN and address swaps when no tax amounts are changing. Here's what I learned from dealing with the IRS on this: prepare corrected K-1s marked "CORRECTED" at the top, include a cover letter that specifically states "ADMINISTRATIVE CORRECTION - NO CHANGES TO TAX AMOUNTS OR ALLOCATIONS," and send them to the same service center where you filed the original 1065. The IRS guidance distinguishes between substantive changes (which require AAR) and administrative corrections (which don't). Since you're only fixing partner identifying information and not changing any income, deductions, or allocations, this falls under administrative correction. One tip: in your cover letter, reference the specific partners affected and state that "only partner identifying information has been corrected - all tax amounts, percentages, and allocations remain unchanged from the original filing." This helps the IRS processor understand immediately that no substantive review is needed. The whole process took about 6-8 weeks for my client, and we received confirmation that the corrections were processed without any issues or follow-up questions.

Great question about the AAR requirement! You're absolutely correct to question whether you need the full AAR process for what is essentially an administrative error. I've dealt with similar situations and can confirm that when you're only correcting partner identifying information (SSNs and addresses) without changing any tax amounts, allocations, or percentages, you don't need to file Form 8082. The IRS distinguishes between substantive corrections that affect tax liability and administrative corrections that only fix clerical errors. Your situation falls squarely into the administrative category since the income, deductions, and partner allocations all remain identical. Here's what you should do: prepare corrected K-1s clearly marked "CORRECTED" at the top, send copies to both the affected partners and the IRS with a cover letter explaining that only partner identifying information was corrected and emphasizing that no tax amounts or allocations changed. Send these to the same IRS service center where you filed the original 1065. I'd recommend being very explicit in your cover letter - something like "This correction affects only partner identifying information (SSN and address). All income amounts, deductions, credits, and partner allocations remain unchanged from the original filing." This helps the IRS processor immediately understand no substantive review is needed. The process typically takes 6-10 weeks, and in my experience, these administrative corrections are processed without issues when properly documented.

chime user here - filed 1/19, accepted same day, refund hit my account 1/24! no credits or anything complicated tho

Also using Chime for my refund this year! Filed on 1/28 and got accepted the same day. My transcript updated yesterday showing a DDD of 2/14, so fingers crossed Chime releases it a day or two early like they usually do. The IRS website says to expect 21 days for most returns, but simple returns without credits typically process much faster. Good luck everyone! 🤞

The IRS transcript system is like that flaky friend who keeps changing plans on you. 🙄 Last year my as-of date played hopscotch for three weeks straight! Monday it was April 1, Wednesday back to March 15, Friday jumped to April 8. My refund showed up right after all that bouncing around. The transcript system is basically the IRS's way of saying "we're working on it... kinda sorta maybe.

Diego, this backwards date jump is actually pretty normal during processing! I've seen it happen with my returns multiple times over the years. The "as of" date basically shows when the IRS system last updated your account, and it can bounce around while they're working through different stages of review. Since you mentioned you drive for Uber, they might just be cross-referencing your 1099s or doing routine verification on gig income - totally standard stuff. I wouldn't stress about it. Keep an eye on your transcript for any new transaction codes, but the date jumping backwards by itself isn't a red flag. Usually means they're just working through their normal process!