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Still Waiting on CA State Refund Filed February 4th - Anyone Else?

Is anyone else experiencing significant delays with their California state refund this year? My e-filing was accepted on 2/4 with confirmation code CA-FTB-24-0204-XXXXX, but I'm still in processing limbo. I've reviewed my amended Schedule CA (540) for proper reconciliation of federal adjustments, verified my direct deposit information on Form 8888, and confirmed my withholding documentation is properly attached. The FTB website status remains at "Your return has been received and is being processed." No indication of errors or additional verification requirements. This seems unusually protracted compared to standard processing timeframes. I'm feeling completely overwhelmed by the lack of transparency in the process.

I might be able to offer some potentially helpful information. After waiting approximately 9 weeks for my California refund (filed February 1st), I received it somewhat unexpectedly last Thursday. What seemed to possibly make a difference was checking my FTB account online rather than just using the refund status tool. In my account, I could see that they had actually adjusted my refund amount slightly (reduced by about $42, presumably due to a calculation error on my part), which may have been part of what was causing the delay. It might be worth checking your FTB online account if you haven't already, as it sometimes contains more detailed information than the basic refund status checker.

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I'm experiencing the exact same thing! Filed my CA return on February 3rd and still waiting as of today. Like you, my federal refund came through in under 3 weeks, but CA is just stuck on "being processed." I've called twice and gotten the same generic responses about high volume and to just keep waiting. What's really frustrating is that I double-checked everything - my withholdings match my W-2s exactly, direct deposit info is correct, and I didn't claim any unusual credits. It seems like there's no rhyme or reason to their processing order. Some people who filed after me have already received their refunds while those of us from early February are still in limbo. At this point I'm just hoping it shows up before I have to file 2024 taxes!

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Anyone with ServCard from Jackson Hewitt received their refund yet? DD was supposed to be 3/8

Feeling like my refund is stuck in quicksand... I was supposed to get direct deposit today (3/8) on my Jackson Hewitt Serve Card but nothing has shown up yet. This tax filing journey is like trying to navigate a maze blindfolded. Anyone else in the same boat with ServCard? I'm new to using their card system and wondering if this delay is normal or if I should be worried. Starting to feel like my money is orbiting the earth instead of landing in my account...

Be careful with these prepaid cards. According to IRS Publication 1345 regarding refund delivery, the IRS is only responsible for sending the refund to the financial institution. The timing of when funds are made available by the financial institution falls outside IRS jurisdiction. I had a terrible experience last year where my refund was delayed by 5 days on a similar card. The fine print in the Serve Card agreement states they can hold deposits for up to 5 business days for verification purposes. Check your cardholder agreement for the exact terms.

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I'm going through the exact same thing right now! My DD date was also 3/8 and I'm still waiting. This is my first year using Jackson Hewitt and the Serve Card, so I wasn't sure what to expect. Reading everyone's experiences here is actually really helpful - sounds like 1-3 days after the official DD date is pretty normal for these cards. I checked WMR this morning and it shows "refund sent" so at least I know the IRS did their part. Going to try calling the Serve Card customer service line later today to see if they can tell me anything about pending deposits. Thanks for posting this question - I was starting to think something was seriously wrong!

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Schedule 3 causing Tax Return rejection? Need urgent help with my filing!

Hey fellow tax survivors, So I've been using FreeTaxUSA for like 7-8 years now because I'm honestly hopeless with forms and need the step-by-step guidance (tried doing it manually once and nearly had a breakdown lol). I always file with an extension between July-September because my situation is kinda complicated. This past September I completed everything in FreeTaxUSA as usual, but when I tried to e-file, the system kept rejecting it with some error about my Schedule 3. I tried troubleshooting for hours but eventually just gave up and printed the whole tax return and mailed it to the IRS office. I thought everything was fine because when I checked the "Where's My Refund" tool in October, it said my refund had been processed and would be mailed. But here we are in December and still nothing in my mailbox! Instead I got this scary-looking letter from the IRS today saying my return was rejected because of issues with my Schedule 3! I'm freaking out because I'm counting on this refund for holiday expenses. Has anyone dealt with this Schedule 3 rejection issue before? What do I even do now? Do I have to completely redo my taxes? Will I get penalized?? Any help would be SO appreciated!!

This might seem obvious but have you tried calling the phone number on the rejection letter? Sometimes they have a dedicated line for specific issues like Schedule 3 rejections that isn't as backed up as the main IRS number. Also, don't send in a whole new return! This just confuses their system more. File Form 1040-X (amended return) and only correct the specific Schedule 3 issue. Attach a copy of the rejection letter too.

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The rejection letter phone numbers are just as useless as the main IRS line. I called the "dedicated" number on my rejection letter 23 times last month and never got through. Just endless "due to high call volume" messages and disconnects.

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Giovanni, I feel your pain! Schedule 3 rejections are incredibly frustrating, especially when you're counting on that refund. Based on your error code 1040-SC3-745 for Line 10, this is definitely an excess Social Security withholding issue. Here's what likely happened: FreeTaxUSA calculated that you overpaid Social Security taxes (probably from multiple jobs), but there's a mismatch between what the software calculated and what the IRS has on record from your employers. Quick steps to fix this: 1. Pull out ALL your W-2s and add up Box 4 (Social Security tax withheld) from each one 2. If the total exceeds $10,453.20 (the max for 2024), you ARE entitled to a refund of the excess 3. Double-check you entered every single digit correctly from each W-2 into FreeTaxUSA 4. File Form 1040-X to correct only this specific issue - don't redo your entire return The good news is this is typically a straightforward fix once you identify the discrepancy. You won't face penalties for an honest mistake, and since you filed by your extension deadline, you're in good shape timing-wise. Have you been able to identify which W-2 might have been entered incorrectly?

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SBTPG Processing Time: Still get 5-day early deposit with advance or 2-day with debit card?

Filed with TurboTax and got accepted. Chose to get the advance and wondering if i'll still get my refund 5 days early with direct deposit or 2 days early with the debit card since SBTPG has to process it first. Anyone know the actual timeline with SBTPG involved?

these middle men are killing us with these processing times fr fr

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ikr? but we stuck playing their game ๐Ÿคก

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Just went through this exact situation! Filed with TurboTax, got the advance, and SBTPG processed mine in about 36 hours. Still got my deposit 4 days early which was pretty close to the promised 5. The key is they usually batch process on weekdays, so if your refund hits them on a Friday it might sit until Monday. But overall the timeline held up for me!

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Missing 1099-DIV from Robinhood for $40 in dividends - what should I do?

I need some guidance on a tax situation I'm facing. I never received my 1099-DIV from Robinhood for 2024, even though I earned about $54 in dividends last year. I didn't sell any stocks or have any other capital gains - literally just those dividends sitting in my account. When I reached out to Robinhood support about the missing 1099-DIV, they just sent back some automated response listing reasons why someone might not get a form. Super unhelpful. This is my first time dealing with this issue and I'm not sure how to proceed. I typically file through TurboTax, and in previous years they've automatically imported my Robinhood forms. Is it possible Robinhood sent the form directly to TurboTax but not to me? Should I contact Robinhood again and push for a real answer, or just log into TurboTax to see if the information is already there waiting for me? I know I'm probably overthinking this for a measly $54 in dividends, but I'm starting to stress out about it! Any advice on how to handle this situation would be greatly appreciated!

Something nobody mentioned yet is that brokerages aren't required to send a 1099-DIV if your dividends are under $10, but you still have to report ALL dividend income regardless of whether you received a form.

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That's not accurate. The threshold is $10 - if you receive LESS than $10 in dividends, they don't have to send a 1099-DIV. The OP received $54, so Robinhood should definitely have sent one.

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I had a very similar situation with missing tax forms last year. Here's what I learned that might help you: First, definitely log into your Robinhood account and check the "Documents" or "Tax Documents" section. Many people miss this step - the forms are often available electronically even if they weren't emailed to you. Second, since you mentioned TurboTax has imported your Robinhood forms automatically before, definitely check there first. Log in and see if the dividend information is already waiting for you under the investment income section. If neither of those work, you absolutely should report the $54 in dividends manually using your account statements. The IRS requires you to report ALL dividend income regardless of whether you received a 1099-DIV. Your monthly statements should show the exact amounts and dates of each dividend payment. When entering manually, you'll need to determine if these were qualified dividends (taxed at capital gains rates) or ordinary dividends (taxed at regular income rates). Most dividends from regular stocks are qualified if you held them long enough, but your statements might specify this. Don't stress too much about the amount - $54 won't make or break your return, but it's good that you want to report it correctly!

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