I'm going through the exact same situation! Filed my Michigan state return in early April and I'm currently at 7 weeks stuck in review with absolutely no communication from them. Like so many others here, my federal refund came through in under 3 weeks with no problems, but Michigan just shows that same frustrating "under review" message every time I check. What's really getting to me is the complete lack of transparency - no explanation of what's being reviewed, no timeline estimates, nothing. I've been religiously checking my mail thinking I might have missed a notice, but there's been total silence from Michigan Treasury. Reading through everyone's experiences here has been both eye-opening and honestly pretty depressing. It's clear that 8-12+ weeks has unfortunately become the "new normal" this year, which is completely unacceptable. We shouldn't have to wait months for our own money while they provide zero accountability! I'm definitely going to try the secure messaging through Michigan Treasury Online that so many people have recommended since the phone system sounds like a complete waste of time. It's ridiculous that we have to become detective-researchers just to figure out how to get our own refunds from the state. Thanks Emma for starting this thread - it's both comforting and infuriating to see how many of us are dealing with Michigan's broken system. At least we know we're not alone in this mess, even though none of us should have to endure it. Hoping we all get our money soon! 🤞

I'm going through the exact same thing! Filed my Michigan state return in late April and I'm currently at 5 weeks in review status with zero explanation. Like everyone else here, my federal refund came through quickly but Michigan just keeps showing that generic "under review" message. What's really frustrating is the complete lack of communication - no letter, no timeline, nothing. I've been checking my mail constantly but haven't received anything requesting additional documentation. After reading through all these experiences, it seems like 8-12+ weeks has become the unfortunate norm this year, which is absolutely ridiculous. We shouldn't have to wait months for our own money! I'm definitely going to try the secure messaging through Michigan Treasury Online that so many people have mentioned since calling seems pointless. It's crazy that we have to crowdsource solutions just to get our own refunds. Thanks for posting this Emma - it's both reassuring and maddening to see how many of us are stuck in Michigan's broken system. Hopefully we all get our money soon! 🤞

I just went through this exact situation last month! You're right that FreeTaxUSA's website is frustratingly vague about amendment costs. I can confirm what others have said - you definitely need the Deluxe upgrade ($7.99) to file federal amendments through FreeTaxUSA. However, before you pay anything, I'd strongly recommend checking if you actually need to amend at all. Sometimes what feels like a "mistake" doesn't actually require an amendment - for example, if you forgot to report bank interest under $10, the IRS often just sends a correction notice rather than requiring you to file an amendment. If you do need to amend, the TaxAct free option mentioned above is definitely worth trying first. I have a friend who successfully amended through their free tier last year for a forgotten 1099-MISC. The interface isn't as polished as FreeTaxUSA, but it gets the job done for simple amendments. What specific information did you forget to include? That might help determine whether an amendment is actually necessary or if there are other options to consider.

I've been dealing with this same FreeTaxUSA amendment situation and wanted to share what I learned after going down this rabbit hole for the past week. Yes, FreeTaxUSA absolutely requires the Deluxe upgrade for amendments - there's no way around it with their free tier. However, I ended up discovering that my "forgotten" 1099-INT was actually already included in my original return under a different bank name (they had merged and changed names mid-year). I almost paid for an unnecessary amendment! Before anyone pays for upgrades or tries different software, I'd really recommend double-checking your original return first. Log back into your FreeTaxUSA account and carefully review what you actually filed. Sometimes what we think we forgot was actually included but listed differently than we remember. If you do need to amend, the advice about trying TaxAct's free option first is solid - just make sure you're certain about what needs to be changed before starting the process anywhere. And definitely consider whether your "mistake" is significant enough to even require an amendment (as others have mentioned, small discrepancies often get corrected automatically by the IRS). This thread has been a lifesaver for understanding all the options available!

What about using Form 5213 (Election to Postpone Determination)? I've heard this gives you protection if you have to estimate business vs hobby income which seems similar to your situation.

I've been dealing with this exact same nightmare for three years running with my partnership interest. Here's what I've learned from trial and error: First, Lucas is absolutely right that Form 8082 isn't the solution here - it's for when you're intentionally reporting something different from your K-1, not for when you don't have one yet. My experience has been that filing an extension is usually the cleanest approach, but I get the refund timing issue. If you do decide to file with estimates, here are some practical tips: 1. Document EVERYTHING - keep records of any informal communications from the partnership about expected income/losses 2. Use conservative estimates rather than optimistic ones - better to owe a small amount than have a big refund clawback 3. Consider the partnership's historical patterns - if they usually have similar year-over-year numbers, that's a reasonable starting point One thing nobody mentioned: if your partnership has significant swings in income, you might want to consider making estimated quarterly payments based on last year's tax liability to avoid underpayment penalties, regardless of when you file. The whole system really is frustrating - we shouldn't have to choose between timely filing and accurate reporting because partnerships get until September to provide essential information!

I went through this exact same situation about two years ago with a K-1 from a small business investment. The stress was real! Here's what I learned from the experience: First, definitely file that amended return sooner rather than later. The IRS matching system is automated and will eventually catch the discrepancy - it's just a matter of when, not if. By filing the amendment proactively, you show good faith and avoid the accuracy-related penalty (which is 20% of the additional tax). Second, gather ALL your tax documents from that year before you start. I made the mistake of just focusing on the K-1 and missed some other deductions I was entitled to. Since you're amending anyway, might as well make sure everything is correct. Third, keep detailed records of everything - copies of the amendment, certified mail receipts if you mail it, etc. The IRS processing times for amendments can be really long (took them 8 months to process mine), and having documentation helps if you need to follow up. One last thing - if the K-1 shows any foreign tax credits or other complex items, consider getting professional help. I tried to do mine myself initially but ended up paying a CPA anyway when I realized I was in over my head with some of the partnership accounting details. Good luck with getting this sorted out!

I'm dealing with a similar situation right now and this thread has been incredibly helpful! I had a K-1 from a limited partnership investment that I completely missed for 2023. Found it when cleaning out my files last month. One thing I wanted to add that might help others - when you're looking at your K-1, pay attention to Box 11 (Other Deductions) and Box 12 (Credits). I almost missed these sections on mine and they actually had some significant items that affected my tax liability. Box 11 had some investment interest expense that I could deduct, and Box 12 had a small rehabilitation credit. Also, if anyone is wondering about timing - I filed my amended return about 6 weeks ago and just received my first correspondence from the IRS acknowledging receipt. They said to expect 16-20 weeks for processing, which seems to be the standard timeframe right now. The key thing that's giving me peace of mind is knowing I caught this before they did. Even though it's a hassle to amend, it's so much better than waiting for that dreaded CP2000 notice to show up in the mail!

Great question! I see you've gotten some excellent explanations already, but let me add one practical tip that might help clarify things for you. When you file your taxes, you'll report your $5,800 HSA contribution on Form 8889, and this creates what's called an "above-the-line" deduction on Line 13 of Form 1040. This is actually better than itemized deductions because it reduces your Adjusted Gross Income (AGI) regardless of whether you take the standard deduction or itemize. To put it simply: if you're in the 22% tax bracket, your $5,800 contribution will save you roughly $1,276 in federal taxes ($5,800 × 0.22). However, the exact savings depend on your total income and which tax brackets that income falls into. One thing to double-check: make sure your $5,800 doesn't exceed the 2024 HSA contribution limits. For individual coverage it's $4,150, and for family coverage it's $8,300 (plus $1,000 catch-up if you're 55+). If you contributed more than your limit, you'll need to withdraw the excess to avoid penalties. The key takeaway is that HSA contributions are one of the best tax advantages available - you get the deduction now, the money grows tax-free, and qualified withdrawals are tax-free too. It's truly "triple tax-advantaged.

I wanted to clarify something important about the HSA contribution limits that's been mentioned a few times in this thread. For 2024, the correct HSA contribution limits are actually $4,150 for individual coverage and $8,300 for family coverage, with an additional $1,000 catch-up contribution allowed if you're 55 or older. I noticed there was some confusion earlier with different numbers being cited. These limits are set by the IRS and published in Revenue Procedure 2023-23. Since Dylan mentioned contributing $5,800, this would be fine if he has family coverage ($8,300 limit) but would exceed the individual coverage limit. To Dylan's original question about how the deduction works: When you report your HSA contributions on Form 8889, the deduction reduces your taxable income dollar-for-dollar. So if you're in the 22% marginal tax bracket, you'd save approximately $1,276 in federal taxes ($5,800 × 0.22). This assumes you're solidly within that bracket and not crossing into a lower one due to the deduction. The key thing to remember is that this is different from a tax credit - it's a deduction that reduces your taxable income, which then reduces your tax liability based on your marginal tax rate.