Has anyone here had to deal with state taxes in this situation too? I'm in a similar boat (leaving H1B, still resident alien for federal) but not sure if I need to file as part-year resident for my state or what.

This is such a complex situation, and I really appreciate everyone's detailed responses! I'm in a somewhat similar position - was on F1 OPT status and then moved back to my home country, but I'm still trying to figure out if I meet the substantial presence test for my tax year. One thing that's been confusing me is the timing of when to file Form 2350. Should this be filed by the regular tax deadline (April 15th), or can it be filed later? And if you file the extension but then realize you don't actually qualify for either the physical presence or bona fide residence test, what happens then? Also, for those who used the online tools mentioned (taxr.ai) - did it help you calculate whether you actually meet the substantial presence test? That calculation seems tricky with all the different weightings for different years, and I want to make sure I'm doing it right before deciding between resident alien vs non-resident alien status.

One thing nobody mentioned yet - make sure your US bank account doesn't have minimum balance requirements or monthly fees if you're planning to keep it open after you leave! I got hit with like $150 in fees because I left just $300 in my account and apparently needed $1500 to avoid the monthly fee. Also, depending on your home country, check if you need to report foreign bank accounts to YOUR country's tax authority too. Not just the US side of things.

Just went through this exact situation 6 months ago with my J1 visa! Here's what I learned the hard way: For the $4,800 amount, you're actually fine carrying cash without formal declaration (under $10K threshold), but I'd still recommend against it for safety reasons. I ended up using a combination approach that worked really well. I used Wise for the bulk of my money ($4,200) - total fees were around $35 with great exchange rates. Then I carried about $600 in cash for immediate expenses when I landed. This gave me the best of both worlds: most money transferred safely at low cost, plus some immediate liquidity. One crucial tip: if you're keeping your US bank account open even temporarily, make sure you understand the reporting requirements for foreign accounts in your home country. Some countries require you to report ANY foreign account regardless of balance. Also, close the account properly when you're done - don't just let it sit empty and rack up fees. The whole process was way less scary than I thought it would be once I had the right information!

I went through this exact same situation last year and can definitely put your mind at ease! You should absolutely still receive your full $1,300 refund. The CP23 notice is completely separate from your current tax return refund. Think of it this way - the CP23 was addressing a debt from your previous tax period (the underpaid estimated taxes from your DoorDash work), while your refund is money the government owes YOU from your current tax return. Since you already paid the $780 from the CP23, that matter is completely resolved. The IRS won't reduce your current refund to pay a debt that's already been paid. These are processed as entirely separate transactions in their system. The only thing you might experience is a slight delay (maybe 1-2 extra weeks) in receiving your refund while they update your account records to show the CP23 payment has been processed. I was in your exact shoes last year - got a CP23 for some freelance income I messed up on, paid it immediately, then spent weeks worrying about my refund. Got every penny of my refund about 3 weeks later. You should be all set!

I just went through this exact situation a few months ago! Got a CP23 notice for underpaid estimated taxes from some freelance work I did, and I was absolutely panicking about how it would affect my refund. Here's what happened in my case: I paid the CP23 amount immediately (just like you did), and I still received my full refund exactly as calculated on my return. The two are completely separate - the CP23 addresses a previous tax period's underpayment, while your refund is from your current filing year. The only thing I noticed was that my refund took about 2-3 weeks longer than normal to process. The IRS had to update my account to reflect the CP23 payment before releasing my refund, but once that was done, I got every penny I was expecting. Keep checking the "Where's My Refund" tool - if it shows "being processed" for longer than usual, that's totally normal in this situation. Since you already cleared the $780 debt, there's no reason they would reduce your $1,300 refund. You should be getting the full amount soon!

Has anyone actually calculated how much this "double taxation" costs us? I make about $85k and pay roughly $6500 in FICA taxes. If I could deduct that amount, at my tax bracket (22%), that would save me $1430 per year. That's significant money!

I completely understand your frustration - this has bothered me for years too! What helped me wrap my head around it is realizing that payroll taxes and income taxes serve fundamentally different purposes, even though they both come out of our paychecks. The key insight is that payroll taxes are more like mandatory insurance premiums than traditional taxes. You're not just paying the government - you're earning credits toward future Social Security benefits and Medicare coverage. The amount you eventually receive in benefits is directly tied to how much you paid in over your working years. If payroll taxes were deductible, it would essentially mean getting a tax break on money that's going into an account with your name on it (even if it's administered by the government). That's why they're treated separately from income taxes, which fund general government operations you may never directly benefit from. That said, I totally get why it feels unfair when you're looking at your paycheck! The lack of immediate tax benefit definitely stings, especially when you're already dealing with income tax on top of it.

I had this exact same problem a few weeks ago! The "invalid address" error when trying to open available transcripts is so frustrating, especially when you can literally see them listed right there on the page. What finally worked for me was a combination of things: 1. Switching to Microsoft Edge (seems to handle the IRS PDF system better than other browsers) 2. Making sure to access during their "good" hours - usually 7 AM to 6 PM EST 3. Disabling any browser extensions that might interfere with PDFs 4. Most importantly - if you get the error, don't keep clicking the same transcript link repeatedly. Wait about 5 minutes and try again, or try a different year's transcript first The IRS website architecture is honestly terrible, but once you find the right combination that works for your setup, it should be consistent. I can now reliably access my transcripts using Edge in the morning hours. Also heads up - if you're accessing from a work network or using any security software, that can sometimes trigger the "invalid address" error even when the link is perfectly valid. Hope this helps and you get it sorted!

I've been dealing with this same issue for months! The "invalid address" error on sa.www4.irs.gov is incredibly frustrating when you can see your transcripts right there but can't access them. What finally solved it for me was a combination of several fixes: 1. **Browser matters a lot** - Edge or Firefox work way better than Chrome for IRS PDFs 2. **Timing is everything** - Try between 6-9 AM EST when their servers aren't overloaded 3. **Complete logout/login cycle** - Don't just refresh, actually log out completely and log back in 4. **Check your PDF settings** - Make sure your browser is set to open PDFs inline, not download them 5. **Disable browser extensions** - Especially ad blockers and privacy extensions that might interfere The most important thing I learned is that this error usually means their PDF generation system is overloaded or having issues, not that there's actually an invalid address. It's a terrible error message that doesn't reflect what's actually happening behind the scenes. Also, if you're still stuck, try accessing from a different network entirely - sometimes ISP routing can cause weird issues with government sites. I know it's ridiculous that we have to jump through all these hoops just to access our own tax documents, but unfortunately that's the reality with the IRS website architecture. Hope one of these solutions works for you!