Has anyone tried ProSeries for 1065s? My accountant friend suggested it might be good for my situation (3 investment LLCs with about 30 investors total), but I haven't found many reviews from people using it specifically for investment partnerships with lots of K-1s.

I've been using TaxSlayer Pro for my investment partnership returns for the past two years and it's been solid for my needs. I manage 4 LLCs with about 60 K-1s total across them, so similar volume to what you're dealing with. The main advantages I've found: reasonably priced (especially compared to UltraTax/Lacerte), good member database that carries forward year to year, and pretty intuitive K-1 batch processing. It handles the allocation calculations well and makes it easy to review all K-1s before finalizing. One thing to note - the state filing support isn't as comprehensive as some of the higher-end options, so if you have members in obscure states that might be a consideration. But for federal 1065s and common state filings, it's been reliable. The e-filing has worked smoothly too. For SPVs with straightforward financials but lots of partners, I think it hits the sweet spot between functionality and cost. Worth checking out their trial version to see if the interface works for you.

Isn't it interesting how we worry when things go right faster than expected? You got your money without the usual bureaucratic notification process. Isn't that actually the best-case scenario? Many people are still waiting for refunds filed months ago, yet you're concerned about missing an email that would just tell you what you already know - your money arrived. The tax system works in mysterious ways, doesn't it?

I completely understand your concern about proper documentation - it's smart to be thorough with tax matters! This exact scenario happened to me last filing season. The deposit arrived on a Tuesday, but I didn't get the TurboTax notification email until the following Friday. What I learned is that TurboTax's notification system runs on a different schedule than the actual IRS payment processing. The IRS processes refunds in batches and sends them via ACH transfer, while TurboTax's email notifications are generated by their customer service system, which can lag behind. For your records, the most important documentation is: • Your bank statement showing the deposit with "IRS TREAS" or similar identifier • Your filed tax return copy • Your IRS transcript (available online at irs.gov) Since you mentioned being a first-time US filer, I'd recommend setting up an account on the IRS website to access your tax transcript - it shows the complete timeline of your return processing and serves as official documentation. The notification email from TurboTax is just a courtesy and isn't required for any official purposes. You're doing everything right by tracking your return carefully!

Has anyone tried calling the IRS Taxpayer Advocate Service for this issue? Would this qualify as a hardship case if you need the refund for medical expenses? I've heard they can sometimes expedite amendments in certain situations, but I'm not sure if this would qualify?

I actually contacted the Taxpayer Advocate Service (TAS) for a similar EV credit amendment situation last year. They can potentially help if you meet their criteria for "significant hardship" - which includes situations where you're facing immediate threats to your health or safety, or if IRS actions/inactions are causing economic harm. For medical expenses, you'd need to demonstrate that the delayed refund is preventing you from getting necessary medical care. TAS generally requires that you've already tried normal IRS channels first and waited the expected processing time (which is currently 16-20 weeks for amendments). You can submit Form 911 (Request for Taxpayer Advocate Service Assistance) or call 1-877-777-4778. Even if they can't expedite your specific case, they might be able to provide better status updates than the standard "Where's My Amended Return" tool. Worth a shot if you're dealing with genuine medical hardship!

Has anyone successfully disputed a CP-2000 and had the amount reduced? Mine says I didn't report stock sales but I definitely included them on my Schedule D. I'm thinking maybe I made a typo on a cost basis or something?

I went through this exact same situation last year with a CP-2000 notice for about $1,800. The key thing to understand is that your online account showing $0 is completely normal - the CP-2000 is just a proposed assessment, not an actual bill yet. First, carefully review the notice to see exactly what income or deductions they're questioning. In my case, it was unreported 1099-MISC income from freelance work that I thought I had included but apparently miscategorized. If you agree with their assessment, sign the response form and either pay the full amount or set up a payment plan. If you disagree (even partially), gather your supporting documents and write a clear explanation of why their calculation is wrong. Whatever you do, don't ignore it! The 30-day response deadline is firm, but you can call the number on your notice to request an extension if you need more time to gather documents. I ended up agreeing with about 60% of their assessment after proving I had reported some of the questioned income correctly.

Which tax software handles LLC expenses the best? I've been using TurboTax but I'm not sure if it's asking all the right questions about my business deductions.

Speaking from experience as someone who went through this exact situation - you're not alone in this confusion! The key thing is to get organized now rather than panic. Here's what I'd prioritize: First, create a separate business checking account immediately. Going forward, ALL business expenses should go through this account. For past mixed expenses, go through your statements line by line and create a detailed spreadsheet marking each expense as personal or business with a brief note about the business purpose. For your laptop, the 70/30 split is correct - you can only deduct 70% as a business expense. Keep documentation of how you calculated that percentage in case of questions later. Regarding your home office, the "exclusive use" test is important. If family occasionally uses it, you might not qualify for the full deduction, but you could still claim it if the primary use is business. Consider the simplified method ($5/sq ft up to 300 sq ft) to start. Don't stress too much about past mistakes - the IRS understands that small business owners sometimes mix expenses initially. The important thing is showing good faith effort to separate them going forward and having reasonable documentation for what you claim. Consider hiring a CPA for this first filing since you have mixed expenses. The cost is deductible and the peace of mind is worth it!