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Does anyone know if you can e-file a return with a pending ITIN application? My tax software keeps rejecting it saying I need a valid ITIN or SSN.
Unfortunately you can't e-file without a valid ITIN/SSN. That's one of the main limitations. You have to paper file when applying for an ITIN - there's no way around it. The system literally can't process the return electronically without a valid identification number.
I went through this exact same situation about 6 months ago and can confirm what others have said - the IRS language is confusing but they do process your return and hold your refund until you get the ITIN approved. In my case, the rejection was due to insufficient identity documentation. What really helped me was keeping detailed records of everything. I created a simple spreadsheet tracking: - Original application date - Rejection notice date and reason - Resubmission date - All documents included in resubmission - Follow-up call dates and notes When I reapplied, I included a cover letter explicitly stating "ITIN Reapplication - Previous Application Rejected" and referenced my original tax return by form type and approximate filing date. This seemed to help them connect everything in their system. One tip that saved me time: before mailing my reapplication, I made copies of absolutely everything and took photos of the package before sealing it. The IRS processing can be slow, and having that documentation was helpful when I called for status updates. The whole process from rejection to finally getting my ITIN and refund took about 14 weeks total, but once the ITIN was approved, the refund came pretty quickly (about 3 weeks after that). Stay patient and make sure you address exactly what they flagged in the rejection notice. Good luck!
I believe I can speak to this from personal experience, though individual situations may vary somewhat. Last year, I found myself in a nearly identical position. My refund showed as funded in SBTPG on a Thursday, and I realized I needed to amend my return for a missed education credit. I cautiously filed the 1040X that same day, concerned about potential complications. My original refund deposited without issue the following Monday, and approximately 14 weeks later, I received the additional refund from my amendment. The systems appear to operate independently, at least in my experience.
Your refund is safe! π When SBTPG shows "funded," that's actually great news - it means the IRS has already completed all their processing and verification of your original return. The money has been released from the IRS systems and is now just going through the final banking steps to reach your account. I went through something similar last tax season when I had to amend for a forgotten 1099-INT. Filed my 1040X about 2 days after my refund showed funded status. The original refund hit my account right on schedule, and the amendment was processed months later as a completely separate transaction. The key thing to remember is that once your return reaches the funded stage, you've essentially cleared all the IRS hurdles. Your amendment will go into their separate queue for manual review, but it won't interfere with what's already been approved and sent out. Congratulations on getting through your first tax season as head of household - that status change can definitely make things feel more complicated, but it sounds like you handled it well!
Be careful with FPHCI! I completely missed reporting some foreign dividend income a few years ago because I didn't understand these rules. Ended up with penalties and had to file amended returns. Make sure you're tracking ALL passive income from any foreign corps where you have significant ownership.
What forms did you end up having to file? Was it just additional reporting on your regular 1040 or were there specific international forms? I'm trying to figure out the paperwork aspect of all this.
It was a nightmare of forms! Had to file Form 5471 (Information Return of U.S. Persons With Respect to Certain Foreign Corporations) with all the applicable schedules, plus Form 8992 for the GILTI calculations since some of my foreign income fell under those rules instead of regular FPHCI. Then for the investments that qualified as PFICs (Passive Foreign Investment Companies), I had to do Form 8621 which is extremely complicated. Ended up hiring a specialist for my amended returns because it was way beyond what regular tax software could handle correctly.
Another thing to keep in mind is that FPHCI rules can interact with PFIC (Passive Foreign Investment Company) rules in complicated ways. If your foreign corporation qualifies as both a CFC (triggering FPHCI rules) and a PFIC, you generally apply the CFC rules instead of PFIC rules - but this can vary based on your ownership percentage and other factors. Also, don't forget about the potential impact of GILTI (Global Intangible Low-Taxed Income) rules if you're dealing with post-2017 tax years. Some income that might have been treated as FPHCI under the old rules now falls under GILTI instead, which has different calculation methods and tax rates. I'd strongly recommend working with a tax professional who specializes in international taxation if you're dealing with significant foreign investments. The interaction between all these different regimes (FPHCI, PFIC, GILTI, etc.) can get extremely complex very quickly.
i recived the 507 code around this time two months ago. got notice in mail saying they needed to verify my employment info (i switched jobs midyear). sent in the requested docs and refund came exactly 43 days later. so it was about 75 days total from code to refund.
I'm going through this exact same thing right now! Got my 507 code about 2 weeks ago with a March 12th notice date. Reading through everyone's experiences here is both reassuring and terrifying at the same time - at least I know I'm not alone in this mess, but the wait times are brutal. It sounds like most people are looking at 60-90 days realistically, which is rough when you're counting on that money. I'm definitely going to try calling once I get my notice, and if that doesn't work maybe look into some of these services people mentioned. Thanks everyone for sharing your timelines - it helps to have realistic expectations even if they suck!
Hey Ben! I'm in the exact same boat as you - got my 507 code about 3 weeks ago with a March 15th notice date (just a few days after yours). It's definitely nerve-wracking but reading everyone's experiences here has been super helpful too. Sounds like we're both looking at roughly the same timeline unfortunately. At least we know what to expect now, even if it's not what we want to hear! I'm planning to wait for my notice and then probably try calling or using one of those callback services if the phone doesn't work. We can suffer through this together! π Keep us posted on how it goes when you get your notice - would love to hear if your situation moves any faster than expected!
Nia Thompson
don't waste time with all of these complicated solutions... just print and mail your return! Seriously, I spent 2 weeks trying to fix my sprintax return last yr and ended up mailing it anyway. Got my refund in like 6 weeks which isn't even that much slower than e-file. Sometimes the old fashioned way is easier lol
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Ravi Choudhury
β’I'm actually considering this as my backup plan! Did you have to do anything special when mailing your non-resident return? Did you include any extra forms or just the basic 1040NR package that Sprintax generated?
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Nia Thompson
β’Nope, nothing special needed! Just printed everything that Sprintax generated when you select the "paper filing" option - they include all the forms in the right order with a handy checklist. Make sure you sign the physical form (easy to forget), and I'd recommend sending it certified mail so you have proof of mailing before the deadline. I included everything from the Sprintax package - the 1040NR, any attached schedules, and the income documents like W-2 or 1042-S. The refund process was actually pretty smooth once I stopped stressing about e-filing.
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Danielle Campbell
I had the exact same issue with Sprintax last year! The "rejected with no error code" problem is surprisingly common with non-resident returns. Here's what worked for me: 1. Log into your Sprintax account and check the "Filing Status" or "Tax Returns" section - sometimes the detailed rejection reason shows up there 24-48 hours after the initial rejection email. 2. If you still don't see specifics, contact Sprintax support directly through their chat or email. They can pull up the actual IRS rejection code from their system that doesn't always get passed through to your account dashboard. 3. Common causes for silent rejections on non-resident returns: mismatched personal info with IRS records, incorrect tax treaty claims, or issues with how foreign income is categorized. Since you mentioned this is your 3rd year using Sprintax, double-check if your visa status or tax residency determination changed between 2023 and 2024 - sometimes the system flags these transitions. If you're really pressed for time, you can always generate the paper version from Sprintax and mail it as a backup while troubleshooting the e-file issue. Good luck!
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StarSailor
β’This is really helpful advice! I'm actually a newcomer to this community but dealing with a similar situation. As someone who just went through my first year filing as a non-resident, I had no idea that visa status changes could trigger these silent rejections. @e1763c145a93 When you mention checking if tax residency determination changed - is there a specific place in Sprintax where this would show up as an issue? I'm wondering if my transition from F-1 to F-1 OPT might be causing problems even though I'm still technically a non-resident. Also, does anyone know if there's a way to see your previous year's filing status in the IRS system to compare? I want to make sure I'm not missing something obvious before I contact Sprintax support.
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