Just went thru this! Used taxr.ai and it explained everything - apparently 570/971 combo usually means they adjusted something on ur return. The AI told me exactly what changed and when I'd likely get paid. Saved me so much stress

I'm dealing with the same codes right now! Got my 570 about 2 weeks ago and just saw the 971 appear yesterday. Still waiting for that notice in the mail but honestly the waiting is killing me. Has anyone here had their refund released without having to send in additional documents? Really hoping it's just a simple verification thing and not something more complicated.

Just a tip - if your husband's ESPP is a qualified plan, there are special holding period rules that affect taxation. If he held the shares for at least 1 year from purchase AND 2 years from the offering date, any discount might qualify for better tax treatment.

I went through this exact same situation last year with my ESPP shares! The "non covered security" designation was so confusing at first. Here's what I learned that might help: Your husband will need to contact his company's stock plan administrator (usually listed on the 1099-B or his employee benefits portal) to get the original purchase details. They should be able to provide a statement showing the purchase date, number of shares bought, purchase price per share, and the fair market value on that date. For the cost basis calculation, it's typically the actual amount paid for the shares (the discounted price). So if he bought shares at a 15% discount, his cost basis would be that discounted purchase price multiplied by the number of shares. One thing to watch out for - depending on how long he held the shares, part of the discount might need to be reported as ordinary income on your tax return, separate from the capital gains/loss calculation. TurboTax Premier does handle this well, but make sure you have all the purchase documentation first. The good news is once you gather the paperwork, it's actually straightforward to enter into tax software. The hardest part is just getting the original purchase information from the company!

Think of the IRS like a giant cruise ship - it takes a long time to change direction. They've taken your money (turned the wheel) but the ship is still moving along its previous course for a while (showing the old balance). If you need immediate proof for your refinance, don't wait for the website. Call the IRS Practitioner Priority Line at 866-860-4259 and request a 'Record of Account' transcript to be mailed to you. It's like getting the captain's log instead of waiting for the passengers to notice the ship has turned.

Just wanted to add my recent experience to help with your timeline expectations! My refund was offset on February 14th this year, and here's exactly what happened: - Feb 14: Refund disappeared from "Where's My Refund" tool - Feb 21: Account transcript showed the offset (Transaction Code 826) - Feb 28: Received the official offset notice in the mail - March 5: Online account balance FINALLY updated to show $0 owed So about 3 weeks total for the website to catch up. The frustrating part is that first week where your money is gone but nothing shows it was applied! For your refinance situation, definitely get that account transcript ASAP. Most lenders will accept it as proof even before the main website updates. The transcript updates way faster than the balance on the main IRS site. Good luck with your refinance - at least you'll have that tax issue behind you! 🏠✨

For anyone confused about the Gas Tax Refund program, here's a basic breakdown: - Most states collect taxes on each gallon of gasoline (varies by state) - When gas prices spike dramatically, some states issue refunds - Eligibility typically based on income level, residency status, and having a registered vehicle - Amount usually calculated based on estimated average fuel consumption for your household - Most states make the process automatic if you filed taxes - Generally not taxable on federal returns (some exceptions apply) - No need to save receipts or track mileage for this program - Different from business mileage deductions on Schedule C

Arizona doesn't have a Gas Tax Refund program like California's. Each state handles fuel tax relief differently - some issue direct refunds, others temporarily reduce gas tax rates, and many don't offer relief programs at all. Arizona tends to have lower baseline gas taxes compared to California, so they haven't implemented similar refund programs. However, they have occasionally suspended or reduced gas tax rates during price spikes rather than issuing retroactive refunds. If you're curious about what tax relief programs Arizona offers, I'd recommend checking the Arizona Department of Revenue website or calling their taxpayer services line. They sometimes have other types of rebates or credits that might apply to your situation, just not specifically for gas taxes.

I've been through this exact situation three times now. The 0603 code is actually a good sign - it means your return is in the refund pipeline. Back in 2022, I had this code appear and got my refund exactly 9 days later. Last year, it took 11 days. This year, I saw 0603 on March 28th and received my refund on April 8th. One thing I've learned - if you filed electronically with direct deposit, you'll usually see your refund within 2 weeks of the 0603 code appearing. If you're past that window, something else might be going on.

I received the 0603 code on my transcript about 10 days ago and have been anxiously waiting for updates. Based on what everyone is sharing here, it sounds like I'm right in the normal timeframe. I filed electronically with direct deposit and claimed the Child Tax Credit, so I'm expecting it might take a bit longer. Has anyone noticed if the Where's My Refund tool updates at the same time as the transcript codes, or does one typically update before the other? I've been checking both daily and want to make sure I'm not missing any important updates. Thanks for all the helpful information everyone has shared!