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Last resort option that worked for me: contact your congressional representative's office. Seriously. I was having a major issue that needed resolution and couldn't get through to anyone at the IRS for months. Called my congressman's office, explained the situation, and they have staff dedicated to helping constituents with federal agency issues. They contacted the IRS on my behalf and I had my issue resolved within 2 weeks. They have special channels to cut through the red tape when regular citizens can't get through.
I never would have thought of contacting my representative! That's a really smart idea if nothing else works. Did you have to provide them with personal tax info or just explain the general situation?
You just need to explain the general situation and provide basic info like your name, SSN, and what type of issue you're having. They have you sign a privacy release form so they can communicate with the IRS on your behalf, but you don't need to share detailed tax documents with the congressional office itself. They basically act as an intermediary to escalate your case to someone at the IRS who can actually help. It's definitely worth trying if you've exhausted all other options!
I've been dealing with IRS phone hell myself lately, so I feel your pain! Here's what finally worked for me after weeks of frustration: Try calling the Practitioner Priority Service line at 866-860-4259. Even though it's technically for tax professionals, I've heard from others that if you explain you've been trying to reach someone for weeks about a processing delay, they'll sometimes transfer you to the right department instead of hanging up. Also, if your refund is over 21 days late and causing financial hardship, you can file Form 911 (Application for Taxpayer Assistance Order) with the Taxpayer Advocate Service. This puts your case in a priority queue and assigns you a case advocate who will actually follow up with you. One more thing - I noticed you mentioned your refund shows as "still processing" since February. That's a really long time, so there might be something more serious going on than a simple delay. Document every call attempt you make (date, time, how long you waited) because if you do eventually get through or file a complaint, having that record helps show you've made a good faith effort to resolve it through normal channels. Hope this helps and you get your $4,700 soon!
ngl i miss santa barbara tpg their website was way better at tracking stuff
fr fr their site actually worked unlike this new mess
Just filed with TurboTax last week and can confirm it's First Century Bank now. The transition was pretty smooth but you're right that their tracking interface isn't as user-friendly as TPG was. One thing I noticed is the account numbers are longer now and the deposit notifications come through differently. Make sure to update any auto-save info you might have from previous years since the routing numbers changed too.
I'm a little confused about who actually needs to report these benefits for tax purposes. Aren't SSA survivor benefits to a child not taxable to the child? I thought they were only potentially taxable if the child's other income plus half the benefits exceed the filing threshold?
You're asking a great question that highlights an important distinction. The taxability depends on who the benefits are for: SSA survivor benefits paid to a child are potentially taxable to the child, not to the representative payee (parent/guardian). However, most children don't have enough additional income to require filing a tax return or paying tax on the benefits. The child would only need to file if their unearned income (including potentially taxable portion of SSA benefits) exceeds the filing threshold, which is currently $1,250 for a dependent. So in the original poster's case, they still need to sort out the 1099 situation, but whether the benefits are actually taxable depends on whether the child has other income and how much they received in total.
This is a really complex situation, and I appreciate everyone sharing their experiences and solutions. As someone who works with families dealing with SSA benefits, I wanted to add a few practical points: First, the advice about only reporting what you actually received is correct. The IRS Publication 915 specifically addresses this type of situation where the SSA-1099 doesn't match who actually received payments during the year. One thing I'd suggest is documenting the exact dates when custody changed and when SSA was notified. This creates a clear paper trail. Also, keep records of any communications with SSA about the payee change - this can be helpful if questions arise later. For the written explanation, be very specific: include your son's name and SSN, the total amount on the 1099, the exact months and amounts you received vs. what your sister received, and the date custody officially changed. Both parties should reference the same details in their explanations to avoid any inconsistencies. Finally, if your son doesn't have other significant income, he likely won't owe any tax on these benefits anyway. But getting the reporting right is still important for your records and to avoid future IRS notices.
This is exactly the kind of detailed guidance I was hoping to find! I'm definitely going to document everything you mentioned, especially the custody change dates and SSA notification timeline. One quick question - when you say "keep records of any communications with SSA about the payee change," what kind of documentation should I be looking for? I think I might have thrown away some letters from when I updated my address with them, but I'm not sure if I kept anything specifically about becoming the new representative payee. Also, you mentioned my son probably won't owe tax on these benefits - he doesn't have any other income besides the survivor benefits, so that's a relief to know. But I still want to make sure I handle the 1099 situation correctly to avoid any headaches down the road. Thank you for the practical advice!
WMR is down for me too. Tried all morning. Can't check my refund status. Need this money ASAP. Bills due next week. IRS should fix their systems. This happens every year. Unacceptable during tax season. Try again later tonight.
Have you tried accessing your transcript instead? Sometimes that gives more accurate information anyway.
I encountered this exact issue last tax season when checking on my business amendment. The WMR tool was down for nearly 3 days straight during the second week of April. I called the IRS practitioner hotline and they confirmed it was a system-wide issue affecting multiple online services. What's concerning is that even when the tool came back online, it showed incorrect information for about 48 hours - told me my return wasn't received when it had actually been processed. I'd recommend waiting until tomorrow before getting too worried about your specific situation.
That's really helpful to know about the delayed/incorrect information showing up even after the system comes back online. I hadn't considered that possibility. Did you end up having to take any specific actions during those 48 hours when it was showing wrong info, or did it eventually correct itself automatically? I'm dealing with an amended return too and want to make sure I don't panic if I see conflicting information once WMR is working again.
Nia Johnson
Filed jan 29th still processing... meanwhile my neighbor filed last week and already got hers back wtf š¤”
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CyberNinja
ā¢thats some BS right there
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Sean Matthews
Filed mine on Jan 24th and just got my refund deposited this morning! So there's definitely hope - seems like they're working through them in batches. The processing time varies a lot but most people I know who filed in late January are starting to see theirs come through now.
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Zainab Ahmed
ā¢That's encouraging to hear! I filed around the same time as you (Jan 26th) so hopefully mine will come through soon too. The waiting game is rough but sounds like they're making progress through the backlog.
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