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Try 800-829-0582 extension 652. Call exactly at 7:00am EST. Press 1 for English then 2 for tax questions. When asked for SSN, enter it slowly. Don't press anything when asked about forms. Wait through two messages. You'll get a person about 50% of the time. I've gotten through three times using this method.
I'm going through something very similar! Filed on February 15th with solar credits and my transcript has been blank for weeks too. The "still being processed" message on WMR is so frustrating when you're expecting a refund. Reading everyone's experiences here really helps - it sounds like the solar credit forms are just causing normal delays this year. I've been checking my transcript obsessively but maybe I should just be more patient. Has anyone found that calling multiple times actually helped speed up the process, or did your returns just eventually process on their own timeline regardless?
I'm in the exact same boat as you! Filed February 8th with solar credits and have been checking my transcript daily like it's going to magically update overnight. From what I'm reading here, it sounds like calling doesn't actually speed things up - the returns just process when they're ready. I think I'm going to stop obsessively checking and try to be patient like everyone suggests. At least we know we're not alone in this waiting game! The solar credit delays seem to be affecting a lot of people this year.
Just want to add that I consulted with a real estate-specific CPA, and they said most people focusing on business entities are missing the biggest tax advantage: doing a 1031 exchange to defer capital gains when selling. I've done this twice now to upgrade from smaller to larger properties without paying taxes on the appreciation. Saved well over $70k in taxes so far.
That's really interesting - I've heard about 1031 exchanges but haven't looked into them much. Did you work with a specific company to handle the exchange? I'm not looking to sell right now, but it's definitely something to keep in mind for the future.
Yes, you need to work with a qualified intermediary - it's not something you can DIY because the IRS rules are extremely strict. I used First American Exchange Company for both of mine. The key is planning ahead - you have only 45 days after selling to identify potential replacement properties, and 180 days to complete the purchase. The intermediary holds your sale proceeds in escrow, so you never touch the money (which would disqualify the exchange). Their fee was about $1,200, which was nothing compared to the tax savings. Just make sure your next property is equal or greater in value than what you sell, or you'll pay taxes on the difference.
This is such a helpful thread! I'm in a similar situation with two rental properties and have been wondering about the same thing. Based on what everyone's shared, it sounds like the business entity route might not be the magic bullet I was hoping for, especially since I'm probably not at the income level where S-corp election would make sense. I'm really intrigued by the cost segregation and missed deduction strategies that @Butch Sledgehammer and @Freya Ross mentioned. I've been doing my own taxes with TurboTax, but it sounds like I might be leaving money on the table by not having a more detailed analysis done. The 1031 exchange info from @Elin Robinson is also really valuable - I hadn't considered that as part of my overall tax strategy, but it makes sense to think long-term about how to defer gains when upgrading properties. Thanks to everyone for sharing their real experiences rather than just theoretical advice!
One thing nobody's mentioned is that charitable deductions are subject to income limits - you can't just donate your entire income and pay zero tax. For cash donations, you can deduct up to 60% of your AGI. For appreciated assets (stocks, etc.), it's limited to 30% of AGI. Also, the phase-out of itemized deductions can reduce the benefit for very high earners. And if you're subject to AMT (Alternative Minimum Tax), the deduction value can be different than your normal tax rate. The tax code around charitable giving is SUPER complicated and most people (including many tax preparers) don't fully understand all the strategies and limitations.
Thanks for bringing up the AGI limits! I got hit with this last year when I made a larger-than-usual donation to my alma mater. I didn't realize there were different limits for cash vs. property donations. Do unused charitable deductions just disappear, or can you use them in future years?
You can carry forward unused charitable deductions for up to 5 years! So if you exceed the AGI limits in one year, you don't lose those deductions completely. They carry over to future tax years subject to the same percentage limits. For example, if you donate $100k in cash but can only deduct $60k this year due to the 60% AGI limit, that remaining $40k can be used in years 2-6 as long as you have sufficient AGI in those years. The carryforward deductions are used after you've maximized your current year donations within the limits. This is actually a key part of tax planning for larger charitable gifts - you can bunch several years' worth of donations into one year, get the immediate tax benefit spread over multiple years, and potentially stay in lower tax brackets by smoothing out the deductions.
The key insight you're missing is that wealthy people often aren't just trying to minimize their current tax bill - they're playing a much longer game with wealth preservation and transfer. Here's what really happens: When someone creates a charitable remainder trust (CRT), they can donate appreciated assets, get an immediate charitable deduction, avoid capital gains tax, AND still receive income from those assets for life. Then whatever's left goes to charity. So they're not really "giving away" the full amount - they're restructuring how they access that wealth while getting tax benefits. For family foundations, the ultra-wealthy can donate assets, get the deduction, maintain control through board positions, employ family members, and the foundation only needs to give away 5% annually while the other 95% grows tax-free. Over generations, this can actually preserve more wealth than paying taxes would have. The real strategy isn't about being "less poor" than paying taxes - it's about maintaining control and influence over capital while getting tax advantages. They're essentially converting taxable wealth into tax-advantaged wealth that still benefits them and their families, just in different ways.
I was in this exact situation in February. According to Internal Revenue Manual 13.1.7.2, TAS is required to accept cases meeting specific criteria regardless of workload. However, in practice, they're currently screening cases very strictly. I documented my financial hardship (impending car repossession due to delayed refund) and referenced the specific IRM section when I called. They initially tried to defer me but ultimately accepted my case when I politely insisted and cited the regulations.
Thanks for sharing that IRM reference! That's really helpful. I'm dealing with a similar situation where my refund delay is causing financial strain, but I wasn't sure about the specific regulations that might apply. Did you have to provide written documentation of your car repossession notice, or was verbal explanation sufficient when you cited the IRM section? I want to make sure I'm prepared with the right approach when I call.
I had to provide written documentation - specifically a copy of the repossession notice from my lender showing the timeline. They wouldn't accept just verbal explanation when I cited the IRM. The key was having the actual notice that clearly showed my financial hardship was directly related to the IRS refund delay. I'd recommend gathering any official notices or bills that demonstrate immediate financial harm before calling. The documentation needs to show a clear connection between the IRS issue and your hardship.
Anastasia Sokolov
Did you get any other codes? Like 570 or 971? Mine updated yesterday. Shows 3/19 DDD. First time filing with foreign income. Wondering if normal timeline.
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Connor O'Neill
Your timeline looks completely standard for international filers! I've been through this process several times with my 1040-NR returns. The 3/12 DDD following a Wednesday transcript update is textbook IRS processing. What's encouraging is that you didn't get hit with any verification delays - those can add weeks to the timeline. I usually see my funds arrive either the night before or morning of the DDD, depending on my bank's processing schedule. The fact that your transcript shows the 846 refund issued code means you're in the final stretch. International returns often take longer upfront due to additional verification steps, but once you reach this point, it's smooth sailing to your bank account.
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