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I verified my identity last month and same thing happened. Check came right on schedule tho
This is actually pretty common - happened to me two years ago. The IRS switched my DD to check even though my bank info was perfect. Turned out they flagged my return for routine verification. The frustrating part is you really can't do anything until after that April 7 deadline they gave you. I know it sucks waiting an extra month, but the check usually arrives pretty close to the date they give you. Just keep an eye on your mailbox around March 10th and maybe a few days after. At least your return is fully processed so there's no issue with the refund itself, just the delivery method.
Thanks for sharing your experience! It's reassuring to know this isn't just me. Did you ever find out what specifically triggered the verification flag, or did they just switch it without explanation like mine? I'm hoping the March 10th date is accurate since I really need this refund sooner rather than later.
lol this is literally why i stopped volunteering for dorm events. my hall director had me buy $200 of halloween decorations "to be reimbursed" and then made me fill out 5 different forms and wait 2 months to get my money back. and yeah they wanted a w9 too. the whole university system is broken
This is why u always get the money upfront if possible! I learned that lesson freshman year when I fronted $80 for a movie night and didn't get paid back for like 3 months. Now I just say "I can organize it but someone else needs to buy the stuff" or I get a university card from the RD to make the purchase directly.
Current university tax specialist here - you're absolutely right to ask about this! The W9 is completely standard procedure and doesn't change the tax treatment of your reimbursement. Since you have receipts showing you purchased supplies for an official university event, this should be processed as a non-taxable reimbursement. The university is just following their accounting protocols by collecting your tax ID information upfront - it's much easier for them to get a W9 from everyone than to determine case-by-case who might need one later. One tip: when you submit your reimbursement request, make sure to clearly label it as "Event Supply Reimbursement" and attach all your receipts. This helps their accounting team code it correctly in their system. Also keep copies of everything for your records - the receipts, the W9, and any emails about the reimbursement. The $145 amount is well below any threshold that would trigger additional scrutiny. You should receive your money back without any tax implications as long as everything is properly documented as a reimbursement rather than payment for services.
This is super helpful, thank you! I was definitely overthinking the whole situation. One quick follow-up question - should I be concerned if the university takes a while to process the reimbursement? I know some people mentioned waiting months, and I'm wondering if there's a reasonable timeframe I should expect or if I need to follow up proactively. Also, when you say "clearly label it as Event Supply Reimbursement" - is that something I write on the W9 form itself, or just in the email/paperwork when I submit everything together?
I feel your pain! Same thing happened to me - couldn't access my transcript online for ages due to some verification glitch. What finally worked for me was going to an IRS Taxpayer Assistance Center in person with my ID and Social Security card. They were able to reset my online access on the spot. You can find your nearest office on the IRS website and make an appointment. It's a bit of a hassle but way faster than waiting weeks for mail delivery!
Has anyone mentioned the Qualified Business Income (QBI) deduction implications? Section 199A treats rental real estate differently depending on whether it qualifies as a trade or business. In my experience, rental real estate usually gets better QBI treatment as a partnership than as an S corp because of the W-2 wage limitations. Since rental properties often don't have significant W-2 wages, S corps can actually limit your QBI deduction potential.
This is a really good point. Our CPA told us the same thing when we were considering converting our rental LLC. The QBI deduction can be up to 20% of qualified business income, but S Corps have that wage limitation that can really restrict it for real estate businesses without employees. Also, doesn't the QBI deduction phase out completely after 2025 anyway? I thought that was part of the Tax Cuts and Jobs Act expiration.
You're absolutely right about the QBI implications - this is often overlooked but critical for real estate businesses. The W-2 wage limitation can severely restrict QBI deductions for S Corps in rental real estate, since most rental properties don't generate significant W-2 wages. And yes, the QBI deduction is set to expire after 2025 under current law, but given how popular it's been, there's a good chance Congress will extend it. Even if it does expire, the analysis between partnership vs S Corp treatment would still favor partnerships for most rental real estate scenarios. Between the built-in gains tax, basis step-up issues for succession planning, reasonable compensation requirements, and QBI limitations, it really seems like the partnership structure is superior for your father-son rental real estate business. The main benefits of S Corp election (avoiding self-employment tax on distributions) don't typically apply to passive rental income anyway. I'd strongly recommend getting a comprehensive analysis done before making any changes. The timing restrictions mean you can't easily reverse an S Corp election if you realize it was the wrong choice.
Norah Quay
Has anyone noticed that amended returns involving the Recovery Rebate Credit or Earned Income Credit seem to take way longer? My friend and I both filed amendments in February, but mine had the EIC correction and is still processing while hers was just fixing income reporting and she got her refund weeks ago.
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Leo McDonald
ā¢Yes! This is actually a real pattern. The IRS scrutinizes any amendments involving tax credits much more carefully because there's been so much fraud. My tax preparer warned me my EIC amendment would take the full 16 weeks or longer.
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Angel Campbell
I'm in almost the exact same situation! Filed my amended return on February 15th and still showing "received" status with no movement. It's reassuring to hear from others with similar timelines - I was starting to think something went wrong with my filing. Based on what everyone's sharing here, it sounds like 12-16 weeks is pretty normal, especially if there are any credits or complex changes involved. My amendment was for adding a missed 1099-INT, so hopefully that's straightforward enough to process soon. The batching theory makes a lot of sense - probably explains why some people filed days apart but got completely different processing times. Going to try to stop checking the tool daily since it seems like it won't update until everything is completely done anyway. Thanks for posting this question, it's helpful to know we're not alone in the waiting game!
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JaylinCharles
ā¢I'm in a very similar situation too! Filed my amended return on February 18th for a missed charitable deduction and it's been radio silence from the IRS since then. The "Where's My Amended Return" tool is basically useless - just shows "received" for the past 10 weeks now. Reading through everyone's experiences here is actually really helpful. It sounds like the processing times are all over the place depending on what type of changes you made. A missed 1099-INT like yours will probably go through faster than mine since charitable deductions sometimes get extra scrutiny. I've been checking that tool way too often too - probably going to follow your lead and stop the daily checking since it seems like it only updates when everything is completely finished anyway. At least we know we're not the only ones still waiting from February filings!
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