Does anyone know if distributions from a BDIT count as earned income? Like, will I have to pay self-employment tax on it? I'm in the same boat with a trust my grandparents set up, and I'm wondering if I should be making quarterly estimated tax payments this year.

I'm dealing with a similar trust situation and found this thread super helpful! One thing I want to add is that if you're having trouble getting organized information from your trustee, you might want to request a copy of the trust's accounting records too. The trustee should be keeping detailed records of all income, expenses, and distributions. This can help you understand exactly what happened during the tax year and verify that the information on your K-1 is correct when you finally get it. Also, for anyone else in this situation - make sure you keep copies of all the trust-related documents you receive. I learned the hard way that you'll probably need to reference them again next year, and trustees aren't always the most organized about keeping beneficiaries informed throughout the year. The tax implications of these trusts can be really complex, but don't let that scare you away from understanding the basics. Even if you end up using a professional, having some knowledge of how your trust works will help you ask better questions and catch any potential errors.

Be careful about amending unless you're absolutely certain something is wrong. I was in this situation, got impatient, and filed an amendment thinking it would speed things up. It actually reset my 120-day clock AND put me in a different processing queue that took even longer. If the IRS agent didn't specifically tell you what to fix, don't amend. Just wait it out or call again to get more specific information about why you were selected.

I'm currently going through this same process - got the 570/971 codes about 3 weeks ago and was told the same thing about random verification. What's frustrating is that the IRS website just says "processing" with no real timeline. I've been checking my transcript weekly and nothing has changed. Has anyone here actually received their refund after one of these reviews? I'm curious if the July timeline is accurate or if people are getting theirs sooner. Also wondering if there's any pattern to what triggers the "random" selection - I claimed EITC and CTC this year, which seems to be common among people getting selected based on what I'm reading here. The waiting is the hardest part when you're counting on that money for bills and expenses!

mine showed that for 2 months before i got my $$. patience young grasshopper 🦗

Tax Topic 152 is definitely neutral - just means your return is in the system and being processed. I've seen it pop up for tons of people and most get their refunds right on schedule. The 21-day timeframe is pretty accurate for e-filed returns, so you should be good! Try not to stress too much about it 👍

Has anyone used both TurboTax and FreeTaxUSA for delivery gig work? I'm trying to decide which one to use this year and wondering which handles the deductions better.

This is super helpful for understanding how multiple income sources work together! I'm in a similar situation with my Instacart gig plus a regular part-time job. One thing I learned the hard way is to keep really detailed records throughout the year - I wish I had tracked my mileage better from the start. For anyone doing delivery work, I'd recommend downloading a mileage tracking app like MileIQ or Everlance. They automatically track your drives and categorize them as business or personal. Way easier than trying to reconstruct everything at tax time! Also keep receipts for things like phone accessories, insulated bags, or car maintenance that's directly related to your delivery work. The quarterly payment advice is spot on too. I got hit with an underpayment penalty last year because I didn't realize I needed to make estimated payments. Setting aside that 25-30% in a separate account really does make tax season so much less stressful.

I'm going through this right now too... verified my identity about three weeks ago and still waiting. My friends told me not to worry too much about the 9-week estimate, they said most people get their refunds much sooner. I've been checking WMR every morning but it still just says "processing" with no bars. This community has been so helpful with all the information... I'm trying to be patient but it's hard when you're waiting for your first big refund.

I completely understand your concern about the 9-week timeframe - it does sound excessive compared to normal processing times! From what I've seen in this community and my own experience, the IRS tends to give very conservative estimates for identity verification cases. Most people seem to get their refunds within 2-4 weeks after verification, not the full 9 weeks they quote. Since you mentioned you're not desperate for the funds but like to plan accordingly, I'd suggest checking your tax transcript weekly rather than daily. That's where you'll see the real movement first - look for transaction code 846 which indicates your refund has been approved and scheduled. The "Where's My Refund" tool usually updates after the transcript shows movement. Given that your previous experience with identity verification (even by mail) only took about 4 weeks, I'd expect this online verification to be similar or faster. The 9-week estimate is likely just their way of managing expectations and reducing follow-up calls. Keep monitoring your transcript and try not to stress too much about the timeline - it sounds like you'll probably see your refund much sooner than 9 weeks!