Just wanna ask - what tax software are you using? I tried claiming standard deduction as a nonresident on TurboTax but it wouldn't let me because the software wasn't programmed to handle treaty exceptions properly! Had to switch to Sprintax which is designed for international students.

I've been dealing with similar tax software issues as an international student from Canada. After trying multiple programs, I found that FreeTaxUSA actually handles treaty benefits pretty well for nonresidents. It lets you manually override certain fields and has a section specifically for treaty-based positions where you can claim the standard deduction. The key is to file Form 8833 (Treaty-Based Return Position Disclosure) along with your 1040NR when claiming treaty benefits like the standard deduction. Most tax software won't automatically generate this form, so you might need to prepare it separately and attach it to your return. Regarding your original EITC question - I agree with the other commenters that it's unfortunately not available to nonresidents even with treaty benefits. I learned this the hard way when I tried claiming it two years ago and got the same CP11 notice that Freya mentioned. The IRS was actually pretty clear in their explanation that refundable credits have separate statutory requirements beyond what treaties can override. One thing I'd recommend is keeping detailed records of your treaty position claims in case the IRS has questions later. I keep copies of the relevant treaty articles and IRS publications that support my deductions.

Have you tried using the desktop version of Keeper? I found that a lot of the more advanced features aren't available on the mobile app. For bulk editing percentages, you can also try: 1. Exporting your transactions to Excel 2. Making the changes there 3. Importing them back in It's not the most elegant solution but it worked for me when I needed to change all my office supply deductions from 100% to 78%.

I switched from Keeper to QuickBooks Self-Employed for exactly this reason. QBSE lets you set default percentages for each category AND bulk edit existing transactions. The migration was pretty painless and worth it for the time savings alone.

Could this actually be a good thing in disguise? When I faced a similar situation, I initially panicked, but it turned out to be beneficial. The review process forced my employer to correct their reporting, which revealed they had actually underreported my wages. My refund ended up being larger than I had initially calculated. Isn't it better to have this caught now rather than years later when an audit might be more complicated?

I'm dealing with something similar right now and this thread has been incredibly helpful! My situation is a bit different though - I received my W-2 from my employer on time, but when I checked my wage and income transcript online, it shows no wage information reported for 2024. I filed my return in early February and got the dreaded CP05 notice about the 120-day review. What's frustrating is that my employer insists they submitted everything correctly, but clearly something went wrong in the transmission to the SSA. Has anyone had success getting their employer to resubmit the wage information, or do you just have to wait it out? I'm wondering if there's a specific form or process employers need to follow for corrections, since my payroll department seems confused about what steps to take next. Also, for those who went through this - did you get any updates during the 120 days, or does the IRS just stay silent until they're ready to process?

The form you're looking at for the Annualized Income Installment Method (Form 2210 Schedule AI) is arguably one of the most confusing IRS forms. For each period (Jan-Mar, Jan-May, Jan-Aug, Jan-Dec): 1. AGI cumulative: Your total AGI from Jan 1 through the end of that period 2. Earned income cumulative: Your total earned income (SE income, wages) from Jan 1 through that period 3. QBI deduction cumulative: Your total QBI deduction from Jan 1 through that period The numbers might look strange because: - QBI (17,780) is likely your business profit that qualifies for the QBI deduction - The 19,132 under earned income is probably your total SE income after SE tax deduction - Your gross 32,000 is before all deductions Make sure for each cumulative period you're including ALL income from the beginning of the year, not just for that quarter!

I went through this exact same confusion last year with my freelance income! The key thing that finally clicked for me was understanding that these are three completely different calculations: **AGI cumulative** = ALL your income sources (business, investments, any W-2s, etc.) minus above-the-line deductions, accumulated from Jan 1 through each period end **Earned income cumulative** = Just the income you actively worked for (your self-employment income), accumulated from Jan 1 through each period end **QBI deduction cumulative** = 20% of your qualified business income (subject to limitations), accumulated from Jan 1 through each period end The reason your numbers look different is because: - Your $32,000 gross is before any deductions - Your $19,132 earned income likely reflects your SE income after the SE tax deduction - Your $17,780 QBI is probably your business profit that qualifies for the 20% deduction For your quarterly breakdown, you'll need to calculate each period's income, then create running totals. So if Q1 had $5k, your Period 1 would be $5k. If Q2 had $4k, your Period 2 would be $9k total, etc. The annualization factors come later in the form - first you need these cumulative amounts!

Has anyone received the actual letter yet and gone through the verification process? How long did it take after verification to get your refund? I'm in the same situation and wondering what timeline to expect.

I went through this exact process last month and can share my timeline. Got the WMR message on February 15th after completing ID.me verification. Received my 5071C letter on February 28th (13 days later). Called the verification line that same day and completed the process in about 25 minutes - they asked for specific information from my current return, prior year return, and some personal details. The agent gave me a confirmation number at the end. My refund was direct deposited on March 14th (exactly 14 days after verification). The key is to call as soon as you get the letter and have both your current and prior year tax returns handy. Don't wait - the sooner you verify, the sooner your refund gets released from the hold.