A piece of advice no one has mentioned yet - if your father and stepmom lived in a community property state (Arizona, California, Idaho, Louisiana, Nevada, New Mexico, Texas, Washington, or Wisconsin), the handling of this might be slightly different. In community property states, each spouse automatically owns half of the assets acquired during marriage. This could affect how the refund is treated and who has rights to it. Might be worth mentioning to whatever tax professional you end up working with.

I'm so sorry for your losses, Aria. Dealing with tax issues while grieving is incredibly difficult. From what I understand about your situation, since you're already handling your father's affairs and have dealt with his final tax return, you're in the right position to file Form 1310. One thing I'd suggest is calling the IRS directly to confirm the specifics of your case before filing. I know their phone lines are notoriously difficult to get through, but getting verbal confirmation from an agent about which box to check and what documentation they need can prevent delays or rejections later. Also, make sure to send everything via certified mail with tracking. The IRS has been having significant processing delays, and having proof of delivery and timing can be crucial if there are any questions later about meeting their deadline. Keep trying to reach your dad's CPA too - they may have insights about the original 2018 filing that could be helpful in completing Form 1310 correctly.

Pro tip from someone who works in banking: SBTPG and other refund transfer companies make money by holding onto funds as long as possible while staying within their agreement terms. They're technically allowed to hold for up to 5 business days. Next year, avoid the whole SBTPG situation by paying your tax prep fees upfront instead of from your refund. Then you can direct deposit straight to any account without the middleman delay.

This is exactly why I switched to a different approach this year. I was tired of SBTPG holding my refund hostage every tax season. The uncertainty and delays just aren't worth it when you need the money for important expenses like your car repairs. Have you considered setting up direct deposit with your bank for next year instead? Even if it means paying prep fees upfront, at least you know exactly when your refund will hit your account once the IRS processes it. In the meantime, hang in there - based on what others are saying, it sounds like your funds should show up in the next day or two!

Don't forget to check your state tax implications too! K-1 income typically flows through to your state return as well. I made this mistake and had to amend both my federal AND state returns after getting a late K-1. The IRS and most states have a 3-year window to amend returns, so you're still well within the timeframe for 2022. Just make sure you handle both returns correctly to avoid getting confusing notices later.

I went through something very similar with my grandmother's estate in 2023. The key thing to understand is that the Schedule K-1 from an estate (Form 1041) is different from a partnership K-1, and it's reporting income that was earned by the estate during the administration period - not the inheritance itself. Looking at your specific numbers, the $11,356 in Part 3, line 5 is taxable income you need to report. The Section 14 codes are crucial - Code E ($1,432) is likely deductible expenses that will reduce your tax burden, and Code H with the negative amount (-$9,924) could be a distribution adjustment that further reduces the taxable amount. You can definitely handle this with tax software, but I'd recommend double-checking your work or getting a second opinion since K-1s can be tricky. Also, don't forget that you might owe interest and penalties on the additional tax from 2022, though they're usually pretty reasonable if you file the amendment promptly. One more tip: keep all the documentation from the estate - the lawyer's letter, the K-1, everything. You might need it if the IRS has questions later.

I went through this exact mess and tried for WEEKS to get someone at IRS on the phone with no luck. Finally used claimyr.com and got connected to an agent who explained everything and fixed my issue on the spot. My refund was released within days after that call. Best decision I made after spinning my wheels for so long.

I've been dealing with tax issues for years and those codes 570/971 with the same date are actually pretty routine - don't stress too much! The 570 is just a temporary hold while they review something, and 971 means they're sending you a letter explaining what they need. In my experience, about 70% of these cases resolve without you having to do anything - they're just verifying info automatically. The other 30% might need a simple response like confirming your identity or providing a document copy. The key thing is to wait for that notice around 5/22 before taking any action. I've seen people panic and call the IRS prematurely, which just wastes time since the agents can't tell you much more than what your transcript already shows until the review is complete. Keep checking your transcript weekly for updates - you'll see a 571 code when the hold is released, followed by an 846 code with your actual refund date. Hang in there!

anybody else feel like the irs is playin games with our money? 🙄 like, give me my refund already!

I'm going through the exact same thing! Filed in March, got the 570 code after identity verification, and it's been radio silence ever since. What's really frustrating is that the "Where's My Refund" tool just keeps saying "being processed" with no timeline. I've been checking my transcripts weekly like @Saleem Vaziri suggested, but still no movement. Definitely going to try calling first thing in the morning like @Aisha Jackson recommended. This whole situation is so stressful, especially when you're counting on that refund! 😤