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Isaac Wright
21 Has anyone gone through an IRS audit for their ERC claim? We're about to file our 941-X forms but I'm nervous about the increased scrutiny I've been hearing about. Any red flags we should avoid?
Isaac Wright
ā¢12 I've assisted with two ERC audits so far. The main red flags I've seen are: 1) Claiming ERC for owners or their family members, 2) Questionable eligibility reasoning, especially for the government shutdown qualification, and 3) Inconsistencies between your ERC claim and other business filings.
I went through this exact decision last year and ended up filing the 941-X forms myself rather than paying ADP's fees. Here's what I learned: the forms themselves are straightforward, but make absolutely sure you have rock-solid documentation for your eligibility periods and qualified wage calculations. The key is being meticulous with your records. I created a detailed spreadsheet tracking each employee's qualified wages by quarter, kept copies of all government orders that affected our business operations, and maintained clear documentation of our revenue decline. When the IRS processed our claim, they requested additional documentation, but having everything organized made the response quick and painless. One tip: double-check that your ERC specialist calculated everything correctly before you file. I caught a small error in their work that would have delayed processing. Also, be prepared for longer processing times - our refund took about 8 months to arrive, but that seems typical for ERC claims filed in the past year.
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Eva St. Cyr
Hey! This is a bit of a tax hack, but if you're only dealing with ONE stock sale on a 1099-B, you might actually be able to report it directly on Form 1040 Line 13 without completing the entire Schedule D. Check out the instructions for Schedule D - there's something called the "Schedule D Tax Worksheet" that you might be able to skip altogether in your situation!
This is partially correct but potentially dangerous advice. You still need to complete Schedule D, but you might be able to skip the worksheet depending on your specific situation. Without knowing more about the sale (long-term vs short-term, cost basis, etc.), it's risky to suggest bypassing Schedule D entirely.
Eva St. Cyr
ā¢You make a good point about my advice being incomplete. I should have been clearer - you still need to file Schedule D even with just one transaction, but you might be able to skip some of the worksheets that create that circular reference depending on your situation. The key is to look at the specific instructions for your tax year. If it's a simple long-term capital gain with correct cost basis reported to the IRS on the 1099-B, the process is more straightforward. But you're right that skipping Schedule D entirely would be incorrect. Thanks for the clarification!
I ran into this exact same circular reference nightmare last year! What finally worked for me was treating it like a rough draft process. Here's the step-by-step that broke me out of the loop: 1. Fill out Schedule D Part I or II (depending on short/long-term) with your 1099-B info - just the basic transaction details 2. For any calculations that reference Form 1040, put in a reasonable estimate or zero temporarily 3. Transfer what you can calculate to Form 1040 Line 13 4. Complete Form 1040 through Line 44 5. Go back to Schedule D and complete the calculations that needed Line 44 6. Double-check that your final Schedule D total still matches Line 13 (adjust if needed) The IRS forms are designed this way because they need to cross-reference each other, but they don't expect you to get it perfect on the first pass. Think of it as "fill in what you can, then come back to finish the rest." Once I realized it was okay to do multiple passes through the forms, the whole process became much less stressful!
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Ethan Brown
Something nobody has mentioned yet - look into whether your state has any workforce development grants or tax incentives for business owners expanding into healthcare services. Here in Colorado, there are specific programs for beauty professionals adding medical aesthetics to their service offerings. Also, keep in mind that nursing programs often have clinical requirements that might temporarily reduce your business availability. Make sure to factor that into your financial planning, as it affects the tax benefit calculation.
That's really smart advice. I know in my state (Michigan), there was a small business skills enhancement grant that covered part of my specialized certification costs. It wasn't a tax deduction but straight-up reduced my out-of-pocket costs for advanced training. Worth looking into!
This is such a complex situation that really highlights the grey areas in tax law around education expenses! I've been following similar discussions in other business groups, and it seems like the key is really in how you frame and document the connection between your current services and the nursing education. One thing that might help your case is that you're already performing procedures that have medical aesthetics overlap - micropigmentation and microblading are essentially cosmetic tattooing procedures that require precision and understanding of skin anatomy. A nursing program would build on that foundation rather than teaching you something completely unrelated. I'd suggest keeping a detailed journal throughout your nursing program that specifically notes how each course or clinical experience directly relates to improving your existing services. For example, pharmacology courses could help you better understand contraindications for your current procedures, anatomy courses could improve your micropigmentation technique, and infection control training enhances your current sanitation protocols. The documentation will be crucial if you ever get audited. The IRS wants to see that clear connection between the education and your existing business, not just your future plans. Having that paper trail showing how each component of your nursing education enhances what you're already doing professionally could make all the difference in supporting your deduction claim. Also consider consulting with a tax attorney who specializes in small business issues rather than just a general tax preparer - they might have insights on precedent cases or strategies specific to service-based businesses expanding their offerings.
This is excellent advice about documentation! I'm new to this community but have been researching similar education expense questions for my own business expansion. The journal idea is brilliant - I hadn't thought about tracking how each specific course relates to existing services rather than just the overall program. One question though - when you mention consulting a tax attorney versus a general tax preparer, what's the typical cost difference? I'm trying to weigh whether the potential deduction savings would justify the higher professional fees, especially since this seems like such a specialized area where general advice might not be sufficient. Also, has anyone here actually gone through an audit related to education expense deductions? I'm curious about what the IRS actually looks for in terms of that documentation and whether they're more lenient with service businesses that have clear operational overlaps like this situation.
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Has anyone actually calculated how much difference this makes on your taxes? I'm curious because my company does something similar with our quarterly bonuses (W2 for salary, 1099 for bonuses).
It makes a BIG difference! On a W-2, your employer pays half of your Social Security and Medicare taxes (7.65%). On a 1099, you pay the full 15.3% as self-employment tax PLUS income tax. So for a $1000 bonus, you'd pay about $76.50 more in taxes if it's on a 1099 vs a W-2. Plus, having to file Schedule C or SE adds complexity to your tax return. Your company is definitely shifting their tax burden onto you, which is not correct for employee bonuses.
Rachel Tao
This is a really helpful thread! I'm dealing with a similar situation where my employer gave me a 1099 for what they called "performance incentives" but I'm a regular W-2 employee. Based on what everyone's saying here, it sounds like they should have included these on my W-2 instead. I'm going to try the approach mentioned about talking to payroll first before escalating anywhere. Has anyone had success getting their employer to reissue corrected forms mid-tax season? I'm worried about filing deadlines but also don't want to file incorrectly if my employer is supposed to fix this.
Freya Nielsen
its ridiculous we gotta jump through all these hoops just to get our own money back smh
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Omar Mahmoud
ā¢preach! ššš
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Sofia Morales
I'm dealing with the exact same thing! Filed 2/15, ID verified 3/18, and my IRS2Go shows "being processed" while my online account says "return not processed." It's so confusing having two different statuses from the same agency. The waiting is brutal especially when you're counting on that refund. At least now I know I'm not the only one seeing this discrepancy - makes me feel a bit better that it's probably just a system sync issue rather than something wrong with my return.
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