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I went through this exact review cycle last year with a similarly small refund. After the second 60-day letter, I filed Form 911 (Application for Taxpayer Advocate Service) citing financial hardship. Within 3 weeks, my return was processed and the refund was direct deposited. The advocate explained that my return had been flagged by an automated system but never actually assigned to a human reviewer. Once they manually reviewed it, everything was cleared immediately.
This is incredibly frustrating but unfortunately pretty common this year. I'm dealing with something similar - got my first review letter in February and just received the second extension last week. What's really annoying is that I can see on my transcript that there are no actual issues flagged, just a generic 570 code. I've been tracking posts about this on various forums and it seems like the IRS is using these extensions as a way to manage their workload rather than actually reviewing returns. The fact that your extension letter doesn't even show on your transcript is a red flag that this might be an automated system issue rather than a real review. One thing that might help - try calling the Practitioner Priority Service line if you know anyone who's a tax professional. They seem to get through faster and can sometimes get better information about what's actually happening with your return. Regular taxpayer lines are basically useless right now. Hang in there - from what I've seen, most of these second extensions resolve within 30-45 days, not the full 60 they claim.
Thanks for sharing that info about the Practitioner Priority Service line! I had no idea that was even a thing. Do you happen to know if there's a way for regular taxpayers to access that line, or do you literally need to have a tax professional call on your behalf? I'm wondering if it's worth reaching out to a CPA just to have them make the call, even if I didn't use them to prepare my return. The regular lines have been absolutely useless - I've tried calling probably 8 times and either get disconnected or told they can't help with review status.
Just be careful about health insurance! If you're covering her under your health insurance as a dependent, some plans require that you claim them on taxes too. My daughter's work offered her insurance even though she was part-time, and when I let her file independently (big mistake), it caused issues with my insurance company.
This is such a common situation for parents! Based on what you've described, you should definitely continue claiming your daughter as a dependent. She clearly meets all the qualifying child tests - she's under 19, she's your child, she lives with you for more than half the year, and most importantly, you're providing more than half of her total support. The fact that she earned $8,200 doesn't disqualify her from being your dependent at all. There's no income limit for qualifying children (that only applies to qualifying relatives). You'll likely save significantly more in taxes by claiming her than she would save by filing independently. Here's what should happen: You claim her as a dependent on your return, and she files her own return but checks the box indicating someone else can claim her as a dependent. This way she can get back any taxes that were withheld from her paychecks, but you still get the tax benefits of claiming her. I'd recommend running the numbers both ways to see the difference, but in almost every case like this, the family comes out ahead when the parent claims the working teenager. The child tax credit or other dependent-related benefits you'll receive will almost certainly outweigh any small tax benefit she might get from filing independently.
Did you claim any credits? They've been super strict about documentation this year
that might be it. they've been flagging EIC claims like crazy lately
Don't panic - this happens more often than you'd think! The good news is they have to follow due process, so you'll get that notice on April 11th before any collection actions start. I'd recommend calling them with reference number 9024 as soon as possible rather than waiting for the notice. Sometimes it's just missing documentation (especially with EIC claims like you mentioned) that can be resolved quickly over the phone. Have your original return, W-2s, and any supporting documents ready. If it turns out to be a legitimate adjustment, they usually offer payment plans that can make the $1,719 much more manageable. The fact that they're being transparent about the timeline and giving you resources shows they want to work with you on this.
Has anyone actually tried contacting the transfer agents directly? I had a similar issue last year and found out that most of these partnerships use one of just a few transfer agents (like Computershare or American Stock Transfer). Sometimes they can run a search by your SSN and tell you all the partnerships they service that issued you K-1s.
This is brilliant! I never thought of contacting transfer agents. Do you just call them up and ask? Do they require any special verification?
Another approach that helped me is checking your year-end account statements from ALL your brokerages. Many will include a special notice or footnote about "tax reporting delays due to K-1 processing" for any partnerships you held during the year. Also, don't forget about any closed positions - even if you only held a K-1 generating investment for a few days, you're still entitled to receive the form. I once got a K-1 for an MLP I held for literally 3 trading days in January 2022. One more tip: if you use TurboTax or similar software, they often have a "K-1 import" feature that can connect to major partnerships and pull your forms automatically. It's worth trying even if you think you have all your K-1s, as it might catch ones you missed. Good luck getting this sorted before your deadline!
Molly Hansen
One important thing nobody mentioned - if you moved states, make sure you also filed your state tax returns for Pennsylvania for 2022! The IRS only handles federal taxes, and you need to separately handle your state taxes with Pennsylvania's department of revenue. They have their own late filing procedures and addresses.
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Chloe Boulanger
Great point about the Pennsylvania state taxes! I actually ran into this exact issue when I moved from PA to another state. Pennsylvania requires you to file a final resident return for the period you lived there in 2022, and then you'd file as a non-resident in Ohio if you had any Ohio income after moving. For the federal return mailing address question - I can confirm what others have said is correct. Use your current Ohio address to determine which IRS processing center to mail to. The instructions will have separate addresses for Ohio residents depending on whether you're including payment or expecting a refund. Since you're expecting a refund and not enclosing payment, look for the "refund" address for Ohio in the 1040 instructions. Make sure to clearly mark "2022" on your return and consider sending it certified mail so you have proof of delivery. The IRS can be slow processing late returns, but you're still well within the 3-year window to claim your refund.
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