Make sure to keep copies of EVERYTHING. Print your original return, the new 1040-X, and especially receipts showing the vehicle sales tax you paid. I did a similar amendment last year and the IRS sent me a letter asking for proof of the sales tax.

Hey Zoe! I went through this exact same situation a few months ago. The good news is that filing an amendment isn't as scary as it seems, and it definitely won't trigger an audit just because you're adding a legitimate deduction you forgot. A few things to keep in mind beyond what others have mentioned: 1. Make sure you have your vehicle purchase documentation handy - the sales contract, registration, and any receipts showing the exact sales tax amount. The IRS may ask for proof. 2. Double-check whether claiming the sales tax deduction is actually better than your state income tax deduction. You can only pick one, so run the numbers both ways. 3. When you fill out the 1040-X, be very clear in the explanation section about what you're changing and why. Something like "Adding previously omitted vehicle sales tax of $2,700 to Schedule A itemized deductions." The whole process took about 12 weeks for me to get my additional refund, so don't panic if it takes a while. Just make sure to keep copies of everything you submit!

Has anyone here actually been audited by the IRS for crypto stuff? I'm in a similar situation and I'm worried that if I report a different number than what's on the 1099, it'll trigger an audit.

I went through something very similar when I transferred my Ethereum from Coinbase to Robinhood last year. The key thing to understand is that the IRS matching system will flag discrepancies between what's reported on 1099s and what you file, but that doesn't automatically mean trouble if you can justify the difference. What I did was create a detailed spreadsheet showing the chain of custody for my crypto - original purchase date, amount paid, transaction hashes for the transfer, and screenshots of both platforms showing the same crypto moving between them. When I filed my return, I used Form 8949 with code B and included a brief statement like "Basis corrected - original purchase documentation available upon request." The most important thing is being able to prove this was truly a transfer and not a sale/repurchase. Keep records showing the same wallet addresses, transaction IDs, and timing. If the amounts and dates line up clearly as a transfer, you're in good shape. I never got audited, but I was prepared with a paper trail that clearly showed no taxable event occurred.

Also want to add that if your parents are helping with a home purchase, they could potentially pay money directly to the mortgage company or seller without it counting against the gift limits at all! Payments made directly to educational institutions or medical providers are exempt from gift tax limits.

One more thing - I'm fairly certain the gift exclusion for 2025 is actually $18,000 per person, not $17,000 like someone mentioned earlier. It was $17,000 in 2023, but it increased to $18,000 for 2024 and 2025 due to inflation adjustments. Just wanted to make sure everyone has the correct numbers!

Ok, tax preparer here with some ACTUAL facts: 1. No, people checking accounts doesn't "shut down the system" - that's not how banking works 2. The IRS sends refunds in batches throughout the day 3. Banks typically process ACH deposits in batches (usually 3-5 times daily) 4. Weekends and holidays don't count as processing days 5. Some banks place holds on large deposits If your WMR shows sent, it's almost certainly just regular processing delays. If it's been more than 3 business days, call your bank's ACH department specifically (not just regular customer service).

I'm having the exact same issue with Chase! My deposit date was 3/15 and still nothing as of this morning. I called Chase customer service and they said they don't see any pending ACH deposits from the Treasury Department, which is weird because my Where's My Refund tool shows it was sent yesterday. I'm starting to wonder if there's something wrong with my account info or if Chase is just being slow this year. Going to try calling their ACH department directly like someone suggested above. This waiting game is so stressful!

When I got my CP2000 last year, I used TurboTax to help me figure it out. Does anyone know if there's a specific section in the software that handles these notices? I'm trying to help my mom with hers now.

Yes, you'll definitely get a receipt when paying online! When you use the IRS Direct Pay system, you'll get an immediate confirmation page with a confirmation number after your payment processes. Make sure to screenshot that page and print it out - that's your official receipt. You can also have them email you the confirmation. I'd strongly recommend including a copy of that payment receipt with your response form when you mail it back. The IRS processes payments and correspondence separately, so having that documentation attached helps ensure everything gets properly connected in their system and prevents any follow-up notices claiming non-payment. Also, double-check that you're selecting the correct tax year when making the payment online - this is really important because the payment will be applied to whichever year you select. Good luck with your CP2000!