Call the Tax Advocate Service. With that amount of money and this long of a wait, they might be able to help.

That TC810 refund freeze from February is definitely the issue here. The fact that you got TC571 (resolved) in June but still no refund means there might be additional holds or manual reviews happening behind the scenes. With a refund that large compared to your income, the IRS computer systems probably flagged it for human review to verify everything is legitimate. The TC977 from 2023 could be complicating things - even though you don't remember filing an amendment, the IRS might have processed one automatically or there could be a discrepancy they're still sorting out from that year. At this point, you really need to call the IRS directly at 1-800-829-1040. Have your transcript ready and ask specifically about the TC810 hold and when it will be released. If you can't get through, definitely contact the Taxpayer Advocate Service like Romeo mentioned - they handle cases exactly like this where refunds are unreasonably delayed.

its litterally impossible to know for sure without more info. The IRS is so behind this year its not even funny

Looking at your transcript codes, this is actually really promising! The 811 "Removed refund freeze" on 01-09 means your return was indeed held up (probably for routine verification) but that hold has been lifted. The 846 code with date 01-30-2025 for $4,258.37 is the big one - that's your actual refund issued date. The $292.37 interest (code 776) is because of the delay since you filed in February. You should see the money in your account within 1-5 business days after 01-30, so likely by early February. The processing is basically done at this point!

Check your WMR tool daily. Mine updated there before transcript showed DDD

That 810 freeze code from Feb 16 combined with your March 5 verification completion puts you in a pretty typical timeline. Most people see movement 4-9 weeks after verification, so you're getting close to that window. Your transcript looks clean - no penalties, no adjustments, just waiting for that freeze to lift. Keep checking weekly for codes 571 (freeze release) and 846 (refund issued). The fact that your return processed on 3/28 is actually a good sign that everything else is moving through the system normally.

Is there a tax software that actually handles this correctly? I've been using TurboTax for my small business and it asks me to select a depreciation method but doesn't explain the limitations or when I can/can't make changes. Just looking at switching to something better for next year.

This is a great question that I see come up a lot! To add to what others have said - the key thing to understand is that depreciation method elections are made on a per-asset basis when you first place the property in service, not something you can change year to year. However, there are a few important points worth clarifying: 1. **New assets vs. existing assets**: For any NEW equipment you purchase, you absolutely can choose 150% declining balance even if your older assets are on 200%. Each asset gets its own depreciation schedule. 2. **Automatic optimization**: Both 200% and 150% declining balance methods will automatically switch to straight-line when that becomes more beneficial - this usually happens in the later years of the asset's life and requires no paperwork. 3. **Section 179 and Bonus Depreciation**: Don't forget to consider whether you might benefit more from Section 179 expensing or bonus depreciation for new equipment purchases instead of worrying about declining balance percentages. The IRS is pretty strict about method changes because they don't want taxpayers gaming the system by switching methods based on annual income fluctuations. If you're really set on changing existing assets from 200% to 150%, you'd need Form 3115 and a valid business reason beyond just tax optimization. What type of equipment are you depreciating? That might help determine if there are other strategies that could work better for your situation.

Ugh, I've been dealing with this exact PFIC nightmare. Sold all my foreign mutual funds last year after learning about the insane tax treatment. One thing to consider - the $25K threshold you mentioned isn't an exemption from PFIC rules entirely. That's likely referring to the Form 8938 filing threshold, which is separate from PFIC reporting. If you hold even $1 in a PFIC, you technically need to report it on Form 8621. The best option is usually to sell before becoming a US resident, but it sounds like you're past that point. For unrealized gains, since 2024 is your first resident year, you should only need to report from this point forward. Make sure your tax preparer uses your entry date into resident status as the starting point, not from when you purchased the funds.

Has anybody actually tried keeping their foreign mutual funds after becoming a US resident? I'm curious about the real tax impact compared to just selling everything.