My experience with SBTPG has been so bad this year I'm never using them again. Last year was fine but this time they've held my refund for 9 days now with no explanation.

That's great news! I've been waiting for weeks with no updates myself. It's so frustrating when you're relying on that money for important expenses. I filed early February and still nothing from SBTPG. Did you have to call multiple times to get through, or did they answer right away? I keep getting busy signals when I try their automated line. Fingers crossed your 3/15 date holds - it sounds like most people here have had good luck with their dates being accurate once SBTPG actually gives you one.

Is your health insurance premium also coming out of that total withholding number? Sometimes people confuse total deductions (which include health insurance, dental, vision, 401k, etc.) with actual tax withholding. I make $75k and my federal tax withholding is about $178 per week, which sounds pretty close to yours when adjusted for the income difference. The total coming out of my check is way higher though because of health insurance and retirement.

Looking at your numbers, $241 in federal tax withholding on $1,500 gross pay actually seems reasonable for your income level. That's about 16% just for federal income tax, which aligns with the 12% tax bracket you're likely in, plus the additional withholding buffer most employers use. The key thing to remember is that your total $437 in withholdings isn't all federal income tax. That likely includes: - Federal income tax (~$241 as you mentioned) - Social Security tax (6.2% = ~$93) - Medicare tax (1.45% = ~$22) - Possibly state income tax (varies by state) - Health insurance premiums - Other deductions So you're not actually paying 29% in taxes - you're paying closer to 16-18% in actual federal income tax, with the rest going to other mandatory deductions and benefits. To verify if your withholding is correct, definitely use the IRS withholding calculator as others mentioned. But based on your income and what you've shared, it doesn't sound like you're being "hammered" - this is pretty standard for your income bracket.

One thing to consider that hasn't been mentioned - if the property has declined in value from the date of death to the sale date, you might actually benefit from getting that appraisal. In that case, your basis would be higher than the sales price, and you could potentially claim a loss. But from what you're saying, it sounds like you're in the opposite situation - property values in your area have apparently increased, making the sales price higher than what an appraisal might show. In that case, using the sales price as evidence of FMV (since it's so close to the date of death) would be most beneficial. Either way, keep ALL documentation related to the inheritance and sale. Date of death, any valuations or realtor opinions, and complete sales records.

Another point to consider - make sure you're keeping track of any expenses you have between inheritance and sale. Property taxes, maintenance costs, repairs, and selling expenses (like realtor commissions) can all be added to your basis or subtracted from the sales price. So your calculation would be: Sales price - (FMV at date of death + improvements/expenses) = gain/loss Even if you use the sales price as evidence of FMV at date of death, you can still deduct those carrying costs from your proceeds. This is especially important if you had to do any repairs or maintenance to get the property ready for sale.

Did you actually receive an advance on your refund, or did you just pay for the option? It's like buying insurance for your luggage at the airport - sounds good until you realize what's actually covered. What specific TurboTax product did you purchase? Some of their offerings are better values than others.

I possibly made the same mistake last year. Paid about $40 for what I thought would speed up my refund, but it was essentially just a loan against my expected refund amount. What's worse is that my return ended up getting flagged for review anyway, so the "advance" was the only money I saw for nearly 8 weeks. The IRS processes everything at their own pace, regardless of what TurboTax promises. Now I just file using the free fillable forms directly on the IRS website and save all those extra fees.

This happened to me last month! Got my DDD exactly 9 days after the 571 showed up. ur almost there!

Same thing happened to me back in January! The 570/571 combo usually means they just needed to verify something automatically and then cleared it. Mine took about 10 days after the 571 to get my DDD. The waiting is the worst part but you're definitely on the right track! 🙏