I've researched this issue extensively and found several important points: • The IRS verification system is intentionally rigid due to the 2015-2016 security breaches • Many people don't realize Form 4506-T can be faxed OR mailed • The transcript request phone line (800-908-9946) is separate from general IRS support • In-person appointments are available but often booked 3-4 weeks out • Creating a new account works but requires passing Experian identity verification I'm skeptical of quick-fix solutions because the IRS has deliberately made transcript access secure after identity theft issues. The most reliable option is still Form 4506-T, though it's not the fastest.

I faced this exact same frustration when I switched from my old carrier last year! The IRS verification system definitely feels like it's stuck in 2010 compared to banks that offer multiple backup options. From my experience, here's what actually worked: The fastest route was calling 800-908-9946 (the dedicated transcript line mentioned by others) early morning around 7:30 AM - much shorter wait times than the main IRS number. They can verify you using your previous year's AGI and some personal details instead of the old phone number. If you need them urgently for quarterly planning, I'd also recommend trying the "Create New Account" option. Yes, it's annoying to have a duplicate, but the Experian verification usually works if you can answer questions about your credit history. Just make sure to use your current phone number this time! One thing I learned: keep a record of which verification method you use when you finally get access, because you'll likely need it again for future logins. The IRS doesn't make account management intuitive, but once you're in, bookmark everything and document your login process for next time.

Does anyone know if the "no donation necessary" option affects anything? Omaze always has that fine print saying no purchase/donation necessary to enter. I've been using the free entry option for like a year now (haven't won anything lol) but wondering if I did win, would the taxes be different than if I had donated?

Something that might help clarify the confusion is to check the specific language on each Omaze campaign page. Different campaigns can have different charitable percentages - I've seen some where only 10-15% goes to charity while others might be 50-60%. Also, keep in mind that Omaze should send you an email confirmation after each donation that breaks down the tax-deductible portion. If you're not getting these, definitely reach out to their customer service because you'll need that documentation for your records. One last tip - if you're planning to do regular Omaze donations throughout the year, consider keeping a simple spreadsheet tracking each donation amount and the deductible portion. It'll save you a headache come tax time when you're trying to figure out your total charitable contributions for the year.

Day 23 still nothing... IRS playing hide and seek with these letters fr

I'm on week 3 waiting for mine too! Called the 800-830-5084 number yesterday and they said if it's been more than 4 weeks you can request they send another one. The rep also mentioned checking your online IRS account to see if there's an option to verify through ID.me instead of waiting for the letter. Might be worth looking into if you're getting anxious about the wait like I am!

Has anyone here actually used the Schedule E for rental income before? I'm still confused about where to report the income if we do form an LLC. Is it still Schedule E or do we have to use a different form?

Just wanted to add some clarity on the QJV election since there seems to be some confusion in the thread. The Qualified Joint Venture election under Section 761(f) is actually quite specific - it's available to married couples who jointly own an unincorporated business and choose to be treated as a QJV instead of a partnership. The key point is "unincorporated business" - this means no LLC, no corporation, just direct ownership. If you form any type of entity (single-member LLC, multi-member LLC, etc.), you cannot make the QJV election. For your inherited rental property situation, here's what I'd consider: If liability protection is important (which it usually is with rental properties), the LLC route makes sense. A single-member LLC would be disregarded for tax purposes, so you'd report everything on your Schedule E. Your spouse could be involved in management without being a formal member. If you want both spouses to have formal ownership recognition, then a multi-member LLC taxed as a partnership might be better, though it does require filing Form 1065 and issuing K-1s. The QJV election is really more useful for businesses like consulting or other service businesses where spouses want to split self-employment income for Social Security credits, not typically for rental properties.

These clowns at the IRS need to get it together fr... why we gotta jump thru all these hoops just to get OUR money back 🤡

Been in a similar situation - got my advocate assigned 3 weeks ago and finally got movement yesterday! They called me back within 48 hours of my initial voicemail which was promising. Make sure you answer when they call because they don't always leave detailed messages. In my case, they needed one additional document but once I faxed it over, they said 2-3 weeks for resolution. The wait is brutal but you're definitely in the home stretch now 🙏