Just a quick question for all of you who've dealt with this - which tax software did you use to file with a foreign spouse's ITIN? I used TurboTax last year and it was a nightmare with the ITIN application. Looking for something better for 2023 taxes.

I went through almost the exact same situation with my husband's ITIN application last year. The CP565 followed by CP567 is frustrating but surprisingly common. In our case, the rejection was due to a mismatch in how his birth country was listed - I had put "Republic of Korea" on the W-7 but his passport showed "Korea, Republic of" and apparently that tiny difference was enough to trigger a rejection. The key thing to understand is that your 2022 return is completely safe and processed. The ITIN they assigned is in their system and won't be retroactively invalidated. However, you'll need to resolve this before filing your 2023 taxes. Here's what worked for us: I called the ITIN unit and they explained the exact discrepancy. Then I submitted a corrected W-7 marked as "reapplication" with the original ITIN number referenced, included a copy of both the CP565 and CP567 notices, and provided fresh certified copies of all documentation with the exact spelling/formatting from the passport. The whole process took about 8 weeks to get the corrected approval. Don't stress too much - this is fixable and your current tax situation is secure!

Pro tip: Check your wage and income transcript. If theres any mismatch between what you reported vs what employers reported, thats usually why theyre reviewing. Even a few dollars off can trigger it.

Going through the same thing right now - filed 3 weeks ago and still waiting on income verification. The uncertainty is killing me! I've been obsessively checking my transcript daily but honestly can't make heads or tails of all the codes and dates. Really hope it resolves soon because like you said, bills don't wait for the IRS 😅

22 One thing nobody mentioned - if you're getting married in April, consider if you want to change your name before or after filing this year's taxes (assuming you're changing names). It can be a nightmare to file if your social security card, W2, and ID all have different names. My wife and I got married last June and she waited until after tax season to officially change her name. Made things much easier!

4 Watch out for the marriage tax penalty! My wife and I both make around $80k and we ended up owing an extra $2,100 when we filed jointly after our October wedding. We had to adjust our withholdings big time for the next year. If you both make similar salaries in that $70-100k range, you might want to have extra withheld just to be safe.

Word of caution abt those "guaranteed agent" services floating around. Some are legit but I've seen ppl get scammed big time. Last yr my coworker paid $75 for a "priority IRS connection" that was just a recording telling him to call the regular IRS #. If ur gonna use any service, def check reviews first. The official IRS channels are frustrating AF but at least they're free and won't steal ur info. Stay safe out there!

I've had success with a slightly different approach - calling the Practitioner Priority Service line at 866-860-4259. You need to have a PTIN (Preparer Tax Identification Number) to use it, but if you're a CPA, EA, or attorney, this line typically has much shorter wait times. I got through in 15 minutes last week when the main line had a 2+ hour wait. The agents on this line can handle most individual tax issues too, not just practitioner-specific questions. Just something to consider if you have the professional credentials to access it.

For what it's worth, I've started using a simple template for clients who didn't keep proper mileage logs. I have them fill in: 1. Total miles driven for the year (from service records or odometer) 2. Typical weekly personal miles (commuting + errands) 3. List of regular business destinations with distances 4. Number of times they visited each location monthly Then I help them build a reasonable reconstruction based on their actual business activity. This isn't as good as a real-time log, but it's far better than guessing or making up numbers for Form 4562. I also make them sign an acknowledgment that mileage logs are required going forward, which motivates better compliance.

I've been dealing with this exact issue for years and here's what I've learned works best: Set clear expectations upfront about documentation requirements during your initial client meeting. I now include a mileage tracking requirement in my engagement letter and provide clients with a simple one-page guide on what records they need to keep. For existing clients with poor records, I use a three-step process: 1. Gather whatever documentation they DO have (calendars, receipts, bank statements) 2. Help them reconstruct a reasonable log based on their actual business patterns 3. Implement a tracking system for the current year The key is being transparent about audit risk. I explain that reconstructed logs are acceptable but not ideal, and that the IRS will scrutinize these more heavily. Most clients become much more cooperative when they understand the potential consequences. For Form 4562, I always include a note in my workpapers documenting the reconstruction method used and the supporting evidence available. This protects both me and the client if questions arise later. Remember, your job isn't to maximize deductions at any cost - it's to help clients comply with tax law while claiming legitimate business expenses. Sometimes that means saying no to unreasonable claims.