PRO TIP: your transcript will tell you way more than WMR. Go pull those if you can access them

I feel your pain! Been in the exact same situation - filed in late January as Head of Household and got stuck with that same "delayed beyond normal timeframe" message for what felt like forever. The worst part is how vague they are about timelines. From my experience, the Head of Household status does seem to trigger extra reviews more often. They want to make sure you actually qualify (supporting a qualifying person, paying more than half the household costs, etc.). I ended up having to wait about 8 weeks total before it finally moved to "Refund Approved" and then got deposited within a few days after that. The key thing is that once you see that delay message, you're basically in a manual review queue. No amount of checking the app will speed it up unfortunately. I know it's frustrating but try to check maybe once a week instead of daily - it'll save your sanity and your phone battery! 😅 Hang in there, it will eventually process!

Something nobody's mentioned yet - be careful about how you structure your medical benefits with a C Corp. One major advantage is you can deduct 100% of medical insurance premiums for employees (including yourself as an employee-owner), but the setup has to be done correctly with a qualified plan. Unlike an S Corp where health insurance is typically a personal deduction, with a C Corp it can be a business expense if set up properly. We saved about $24k annually just by structuring our health benefits correctly after converting to a C Corp. Talk to a benefits specialist who understands corporate structures before just continuing whatever you did with your S Corps.

Don't forget about the tax implications for your retirement planning too! C Corps have different options than S Corps. With your S Corps, you were probably using SEP IRAs or Solo 401(k)s. With a C Corp, you can set up some really advantageous plans like Cash Balance Pension Plans alongside your 401(k). With your income level jumping to $900k, this could be HUGE. We put away almost $280k pre-tax annually for retirement through our C Corp structure. The testing requirements get complicated, but with proper setup, the tax advantages are massive. Definitely worth talking to a retirement specialist alongside your regular CPA.

I was in a very similar situation with my grandmother's estate last year - we had about $580 in dividend income and sold her home at stepped-up basis. Initially I thought we were under the $600 threshold and wouldn't need to file, but then we received a small final dividend payment of $95 that pushed us over. My estate attorney explained that once you cross that $600 income threshold, you're required to file the 1041 regardless of how small the amount is. The actual tax liability ended up being around $30, but the peace of mind was worth it. One thing that helped was that many tax software programs now handle Form 1041 for simple estates, so you might not need to pay your accountant the full amount if it's straightforward. TurboTax and FreeTaxUSA both have estate tax modules that can handle basic situations like yours. Given that you're just over the threshold with royalty income and stepped-up basis asset sales, it should be pretty straightforward to prepare.

I'm dealing with a very similar situation right now with my father's estate. We had about $720 in rental income from a property we sold at stepped-up basis, plus some small bank interest. Based on all the advice here, it sounds like I definitely need to file the 1041 since we're over the $600 threshold. One thing I wanted to add that might help others - I called my local IRS Taxpayer Assistance Center and they confirmed that even though the stepped-up basis sales don't generate taxable income, any income the estate receives (like your royalties) counts toward that $600 filing threshold. They also mentioned that if you're the executor, you're personally responsible for ensuring the proper returns are filed, so it's really not worth the risk to skip it. The agent I spoke with also suggested keeping detailed records of all estate transactions, even the ones that don't generate tax liability, because it helps if there are ever questions later about why certain transactions weren't reported as income.

Has anybody had issues with TurboTax calculating self-employment taxes wrong? I'm stuck on what seems like a similar screen, but I think it might be because my Schedule C income isn't being properly factored into my total.

I ran into a similar loading issue with TurboTax last month! In my case, it turned out to be a browser extension that was interfering with the final submission process. Try disabling all your browser extensions temporarily (especially ad blockers and privacy tools) and see if that helps the page load properly. Also, make sure you're not using any VPN or proxy services while filing - TurboTax can be finicky about that for security reasons. If you're still stuck after trying the browser suggestions others mentioned, you might want to try the mobile app version as a backup. Sometimes the mobile interface works when the desktop version is having issues. One last thing - check if your internet connection is stable. I know it sounds basic, but unstable WiFi can cause TurboTax to hang during the final verification steps since it's trying to communicate with the IRS systems in real-time.

Has anyone had experience with how state taxes treat the PPP loan forgiveness for S-Corps? I know federally it's tax-exempt, but I've heard some states are treating it differently and it's causing issues with the state-equivalent of the 1120S.

Just went through this exact situation with my S-Corp last month! The PPP forgiveness definitely goes on Schedule K line 16b as tax-exempt income, and yes, it increases your shareholder basis even though it's not taxable. For Schedule M-2, you'll report it on line 3 as "Other additions" to your AAA (Accumulated Adjustments Account). This is crucial because it affects your ability to take distributions without tax consequences later. One thing that tripped me up initially - make sure your QuickBooks entries are set up correctly. I created a separate income account called "PPP Loan Forgiveness" and marked it as non-taxable income. This way it flows through properly for tax reporting but doesn't mess up your regular P&L analysis. The $42,000 forgiveness will definitely help your basis position, which is great if you need to take any distributions or if the business has losses to pass through. Keep all your forgiveness documentation with your tax records - you won't need to attach it to the return, but the IRS could ask for it later.