One approach nobody mentioned - you could also report this on Line 8z "Other Income" on Schedule 1 with a description like "Reimbursed travel expenses - see offsetting expense" and then deduct the same amount on Line 24b "Other deductions" with a note about travel expense reimbursement. This way you're not filing a Schedule C which might trigger more questions about self-employment, but you're still reporting the 1099-NEC amount so it matches IRS records. Net tax effect is zero.

Just to add another perspective - make sure you keep detailed documentation of everything related to this situation. Save copies of the original receipts your husband paid, the reimbursement from Company Y, any correspondence about the interview assignment from his employer, and the 1099-NEC itself. If the IRS ever questions this, having a clear paper trail showing that: 1) He was on assignment for his W-2 employer 2) He paid expenses out of pocket first 3) Company Y reimbursed those exact expenses 4) No services were provided to Company Y ...will make it much easier to explain that this was a misclassified reimbursement, not taxable income. Documentation is your best friend in situations like this where forms don't tell the whole story. I'd still recommend trying to get Company Y to correct the 1099-NEC first, but if they won't, the Schedule 1 approach mentioned by Sophia is probably the cleanest way to handle it on your return.

Went thru this last month! Here's what they asked me for: - Last paystub from 2024 - All W2s - Photo ID - Utility bill for address verification Did everything online and got my refund exactly 19 days later

Just went through this last week! The whole process was actually pretty straightforward. Make sure you have all your docs ready before you start - W2s, last paystub, driver's license, and a recent utility bill. The ID.me verification took about 15 minutes once I had everything uploaded. Still waiting on my refund but the IRS website shows it's processing. Good luck! 🤞

Can I just point out how ridiculous it is that we have multiple tax ID numbers? I have an SSN, my business has an EIN, and my cousin who's not a citizen has an ITIN. Why can't the govt just use ONE system instead of making everything so complicated??

Another quick tip - if you're using tax software like TurboTax or H&R Block, they'll usually ask for your "SSN or TIN" in the same field, which confirms they're the same thing for most people. The software automatically knows to use your SSN as your TIN when generating forms. This was helpful for me when I wasn't sure if I needed to find some separate TIN document that didn't exist!

Don't worry too much. The IRS is just playing games with our money as usual. I'd bet money you get it on that new date.

This happened to me too! Filed early February and my refund date got pushed back twice. It's super frustrating but unfortunately pretty normal during peak tax season. The IRS systems get overwhelmed and they're constantly adjusting processing timelines. Since you have a code 846 with the new date of 04/02, that's actually a good sign - it means your refund is approved and will be issued, just delayed. I know the waiting is awful but try not to stress too much. Most people do get their refunds on the updated date. Just keep checking your bank account around that time since deposits sometimes show up before the transcript updates!

called the IRS about this exact thing. They said its normal during review process but like... everything is 'normal' to them 🙄

Ugh this is so frustrating! I'm dealing with the same thing - my processing date jumped around like 3 times already. The IRS really needs to get their act together with these transcript updates. At least you can see what's going on with all those transaction codes though. That refund freeze (810) is probably what's causing all the date changes while they sort out the amended return stuff. Hope it gets resolved soon! 😤