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I'm at week 15 myself and completely feel your pain! Filed my amended return on March 5th to correct some 1099 income reporting that was missed on my original return. Still stuck on "received" status despite being so close to that 16-week mark. What's been driving me crazy is how random the processing seems to be. I've tracked posts on various forums and there really doesn't seem to be any rhyme or reason to who gets processed when. I've seen people who filed simple amendments in April already getting their refunds, while others with basic corrections from February are still waiting. The one thing that's given me some peace of mind is reading that the IRS is actually processing MORE amended returns than usual this year, but they're being extra thorough due to increased fraud detection measures. So the delays might actually be a sign that they're being more careful, which could be good in the long run. I'm planning to call next week when I hit 16 weeks, but honestly after reading all the experiences here about getting through to them, I might try one of those callback services if the regular phone lines don't work. At this point I just want to know my return isn't lost in some black hole somewhere! Stay strong - sounds like most people eventually get their refunds, it's just a matter of when!
I'm right there with you at week 15! Filed my amended return on March 3rd to add some medical deductions I overlooked, and it's been radio silence ever since. The "received" status hasn't budged in months. Your point about the increased fraud detection makes a lot of sense - I hadn't thought about it that way. Maybe all these delays are actually the IRS being more thorough rather than just slow. That's oddly comforting! I've been debating whether to call when I hit 16 weeks too, but after reading about everyone's phone experiences here, those callback services are starting to look really tempting. At least then I'd know if there's an actual issue or if I'm just stuck in the normal processing queue. Thanks for the encouragement - it really helps to know we're all going through this together. Fingers crossed we both hear something soon!
I'm at week 10 with my amended return (filed March 20th to correct some retirement account distributions) and this thread is exactly what I needed to see! I was starting to panic thinking something was wrong, but it sounds like everyone is dealing with similar delays. What's been helpful for me is setting a reminder to check the "Where's My Amended Return" tool just once a week instead of obsessively checking it daily. It was driving me crazy to see the same "received" status over and over. Now I check every Friday morning and it's much less stressful. One thing I learned from my tax preparer is that certain types of amendments (like retirement account corrections, stock sales, or credit claims) often get routed to specialized review teams, which can add extra time. That might explain why some of us with more complex amendments are waiting longer than others with simple income corrections. I'm going to wait until week 16 before calling, but reading about the callback services here has me curious. If the regular IRS phone lines don't work out, I might give one of those a try rather than spending hours on hold. Thanks everyone for sharing your experiences - it's reassuring to know we're all in this together!
I'm in a similar situation - my refund check was mailed April 16th and still nothing after 11 days. Reading through all these comments is both reassuring and terrifying at the same time! It sounds like anything from 2-7 weeks is "normal" which is crazy when you're waiting on thousands of dollars. I'm definitely going to set up USPS Informed Delivery today and maybe call my local post office to see if they have it sitting there with a scanning error like someone mentioned. Thanks for posting this - at least I know I'm not alone in this waiting game!
Hang in there! I'm going through the exact same thing and it's so nerve-wracking. The waiting is the worst part, especially when it's such a significant amount of money. Setting up Informed Delivery is definitely a smart move - I wish I had done that from the beginning. The post office tip is really good too, I never would have thought to call them directly. Hopefully we'll both get some good news soon! Keep us posted on what you find out.
I'm going through this exact same stress right now! My check was mailed April 15th (the day after yours) and still no sign of it. It's been 12 days and I'm checking the mailbox obsessively. Reading everyone's experiences here is actually really helpful though - sounds like 2-4 weeks is unfortunately pretty normal even though it feels like forever when you're waiting on that much money. I'm definitely going to set up USPS Informed Delivery right now and maybe try calling my local post office tomorrow to see if there's a scanning issue. The idea of mail theft is terrifying but at least if that happened the IRS can track if it was cashed by someone else. Fingers crossed both our checks show up this week! Thanks for posting this - it's oddly comforting to know others are in the same boat.
I'm so glad I found this thread! Mine was mailed April 17th so we're all basically in the same timeline. It's reassuring to know this is "normal" even though it doesn't feel normal at all when you're waiting on a big refund. I set up Informed Delivery after reading these comments and it's already giving me some peace of mind seeing what mail is actually coming each day. The post office tip is brilliant - I never would have thought to call them directly but it makes total sense that checks could get stuck there with scanning errors. Hopefully we'll all have good news to share soon!
Just my two cents, but I think you should definitely tell your tax preparer about the unfiled 2023 return during your appointment for 2024. They deal with this situation ALL THE TIME, trust me. When I worked as a server, I had a similar issue where I owed money multiple years and got overwhelmed. My tax guy handled everything - filed my back taxes, set up a payment plan, and even got some penalties reduced. It was way less painful than I expected. Don't try to handle the 2023 return yourself if you're already planning to see a professional for 2024. Let them handle both and do it right. The peace of mind is worth it, and they might save you money in the long run.
Thanks for the advice! That's reassuring to hear. Do you think I should still try to gather all my 2023 W-2s before the appointment? And did your tax preparer charge extra for handling the unfiled year?
Yes, definitely gather all your 2023 W-2s beforehand if possible. The more prepared you are, the smoother (and potentially cheaper) the process will be. If you can't get them all, at least bring what you have so your preparer knows what they're working with. My tax preparer did charge a bit extra for the unfiled return - about $50 more than my current year return. But honestly, it was money well spent for the stress relief and making sure it was done correctly. Some preparers charge the same for current and prior years, while others have a small additional fee. Just ask upfront so there are no surprises.
You're definitely not in as much trouble as you think! Missing one year happens more often than you'd expect, especially with multiple W-2s and website issues like you experienced. The lack of IRS notices is actually pretty normal - they're still working through backlogs and it often takes 12-18 months before they start sending letters about unfiled returns. Don't let that false sense of security fool you though - it's better to get ahead of it. Since you mentioned most of your income was from serving, there's a decent chance you might have had enough taxes withheld to cover what you owe, or you might even be due a refund. Server wages often have higher withholding rates, and if you're young, you might qualify for credits you don't know about. Definitely bring up the 2023 situation with your tax preparer at your scheduled appointment. They can handle both years efficiently and help you understand exactly where you stand. In the meantime, start gathering those 2023 W-2s - contact the employer with the website issues directly if needed, or you can request wage transcripts from the IRS. Don't stress too much about this. You're being proactive now, which is what matters. The penalties for late filing aren't pleasant, but they're manageable, especially if you file before the IRS gets around to creating a substitute return for you.
The issue is 100% a software problem. Health insurance for partners reported as guaranteed payments reduces QBI at the partnership level. The software is making a second reduction at the individual level, which is incorrect. If you don't want to override, another approach is to NOT report the health insurance as a guaranteed payment on the 1065, and instead just show it as a footnote on the K-1 and have the partner deduct it on their 1040. This isn't technically correct per IRS instructions, but effectively gets the right QBI result. But honestly, just overriding the software calculation is cleaner.
Wouldn't the approach of not reporting as a guaranteed payment cause other issues though? Like wouldn't it mess up the partner's self-employment tax calculation? The guaranteed payment affects both SE tax and QBI.
You're absolutely right - that workaround would indeed cause SE tax issues by understating the guaranteed payments subject to self-employment tax. I shouldn't have suggested that approach. The correct method is definitely to report the health insurance as a guaranteed payment on the 1065 and then override the QBI calculation on the 1040 to prevent the double reduction. It's frustrating that we have to manually fix software issues, but at least it's a straightforward override.
This is such a widespread issue this filing season! I'm seeing it across multiple software platforms - UltraTax, ProSeries, Drake, and others all had similar bugs with the QBI calculations for partnership health insurance. What's really frustrating is that the software companies seem to understand the S Corp treatment (health insurance in W-2 wages shouldn't reduce QBI again on the individual return) but haven't applied the same logic to partnerships. The concept is identical - the guaranteed payment for health insurance already reduces QBI at the partnership level. For anyone still dealing with this, I'd strongly recommend documenting your override with a detailed workpaper. Include references to Reg. Sec. 1.199A-3(b)(1)(vi) and note that the guaranteed payment has already reduced QBI at the entity level. The IRS guidance is pretty clear on this point, even if the software implementation has been problematic. Has anyone heard if the major software companies have committed to fixing this for next filing season? It seems like such a basic issue that affects so many partnership returns.
Paolo Ricci
Be extremely careful when searching for IRS phone numbers online. I found what I thought was a legitimate number on a tax help website, called it, and it turned out to be a scam operation. They started asking for my SSN and payment info to "verify my identity." The ONLY safe place to get IRS contact info is directly from IRS.gov or the official IRS publication you received. Don't trust random Google search results like I did - lesson learned the expensive way.
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Chloe Wilson
For property tax deduction questions specifically, you might want to try the Individual Tax Line at 800-829-1040 and specifically ask to be transferred to someone who handles Schedule A itemized deductions. When you call, have your prior year returns ready and be prepared to explain that your question relates to property tax deductibility - this helps them route you to the right specialist faster. I'd also recommend calling right at 7am when they open, as the wait times are typically shortest then. If you're dealing with SALT (State and Local Tax) limitation issues on your property taxes, mention that specifically since it requires someone familiar with the $10,000 cap rules.
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