idk man the IRS is straight up ghosting us at this point

Thank you for posting this! I was literally about to call the IRS hotline again after seeing that message for the 3rd week straight. It's reassuring to know that "still being processed" is just their standard way of saying "we're working on it" rather than code for "something's wrong." Definitely saving me some stress and phone time 🙏

I had the same issue and TurboTax customer service gave me the wrong advice! They told me to file with my new married name, which caused my return to get rejected twice. Is there a specific tax software that handles name changes better than others?

I went through this exact situation last year! The key thing to remember is that your name change with SSA isn't official until you receive your new Social Security card - just submitting the application online doesn't update their systems immediately. You should definitely refile your return using your maiden name (whatever name is currently on your Social Security card). Since your return was rejected, this won't count as an amended return - you're just correcting the initial filing. Don't worry about the deadline - you have time to get this sorted out. The important thing is to use the name that matches what's in the Social Security Administration's current records. Once your name change is processed and you get your new card, future tax years will use your married name automatically. I know it's frustrating being in this limbo period, but it's actually a pretty common issue for newlyweds. Just stick with your maiden name for this year's taxes and you should be good to go!

For anyone using H&R Block software instead of TurboTax, the RSU adjustment is under "Investment Income" → "Stocks, Mutual Funds, Bonds, Other" → then when entering the 1099-B, there's an option that says "I need to adjust my cost basis." Select that and enter your W-2 amount. Made this mistake my first year with RSUs and had to pay an extra $1,200. Never again!

This is exactly why RSU taxation confuses so many people! You're absolutely right that it feels like double taxation, but you're not actually being taxed twice - it's just a reporting mismatch. Here's the key point everyone's touched on: your cost basis for tax purposes is the $5,200 that was already included on your W-2 as income, not the $0 shown on the 1099-B. When you adjust this in your tax software, you should see your refund go back to the expected amount. One thing I'd add - make sure you're looking at the right tax year. Since you mention 2023 RSUs, ensure the W-2 income and 1099-B sale are both from the same tax year. Sometimes there can be timing differences if shares vest near year-end but sell in January. Also, keep your vesting documentation! Your employer should have provided details showing the exact vesting date and fair market value. This becomes your cost basis and proves the adjustment is legitimate if the IRS ever questions it. The adjustment is standard practice and the IRS expects it for RSU sales. Don't stress about it looking suspicious - this is one of the most common stock compensation tax adjustments.

Has anyone else noticed that TurboTax seems to handle RSUs differently this year? Last year I had no problems but this year it keeps throwing errors even though my situation is exactly the same. Is there a specific version of TurboTax that handles RSUs better? Currently using Premier.

I've been dealing with RSU issues in TurboTax for years and there's actually a specific workflow that usually fixes the "unaccounted shares" error. The key is making sure you enter everything in the right order: First, enter your W-2 completely (this includes the RSU income in Box 1). Then when you get to the investment section, enter your 1099-B transactions but make sure to check the box that says "This sale was already reported as income on a W-2 or 1099-MISC" for the shares that were sold to cover taxes. The critical part is in the cost basis adjustment - you need to enter the fair market value on the vesting date as your cost basis for ALL the shares (including the ones sold for taxes), not just the ones you kept. TurboTax gets confused when people only adjust the cost basis for the shares they kept. Also double-check that your total vested shares (1300 in your case) equals sold shares (672) plus delivered shares (628). Sometimes there are small fractional shares that get missed in the count.

According to the IRS website (https://www.irs.gov/individuals/get-transcript), the different transcript types update on different schedules. The Account Transcript is typically the most up-to-date and accurate reflection of your return status. If that shows your return was filed, you should be good. The Wage & Income Transcript can lag behind by several weeks during busy filing seasons.

I experienced this exact same issue last year! It's actually pretty normal - the IRS has multiple database systems that don't sync up in real time. Your account transcript is the authoritative source, so if that shows your return was filed, you're all set. The wage transcript system runs on a different update cycle and can take 2-6 weeks to catch up, especially during peak filing season. Since you mentioned needing the refund for your husband's PCS move, I'd recommend checking your account transcript for processing codes like TC 150 (return posted) and TC 846 (refund issued). If you see those, your return is definitely in the system and processing normally despite what the wage transcript shows.