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NYS Tax Return 2024: Processing Times & DDD Tracking Thread

Looking to track NYS tax return processing times for 2024. Filed mine last week and want to compare timelines. When did you file, get accepted, and receive your deposit date? Let's help each other figure out the current processing speed.

anyone else notice the processing is slower this year or is it just me?

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def slower. blame the budget cuts 🀑

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Filed my NYS return on 2/3, accepted same day. Still showing "processing" status as of today. This is my first time filing in NY so wasn't sure what to expect for timing. Seeing some of you got yours in 10 days while others are waiting weeks - seems pretty inconsistent! Will keep checking and update when I get movement.

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Best tax software for calculating hypothetical tax returns & comparing different scenarios

Hey everyone, I'm trying to figure out which tax software would let me run multiple "what-if" scenarios on my taxes without having to go through the entire filing process each time. I want to compare how my taxes would change with different deductions, and also see the difference between filing single vs. jointly with my partner. We're considering getting married next year, but I want to see if it makes financial sense from a tax perspective first (I know, so romantic lol). Also curious about how my return would change if I qualify for some deductions I'm not 100% sure about yet. I don't want to just guess - I want actual numbers. Is there a good tax calculator or software that makes this kind of comparison easy? Something where I can input my info once and then just toggle different options to see how they affect my refund/amount owed? Would really appreciate any recommendations!

For marriage penalty/bonus calculations specifically, I'd recommend using the IRS's own tax tables to get the most accurate comparison. What you want to do is calculate your taxes as two single filers, then calculate them as married filing jointly with your combined income. Here's the key thing most people miss: the marriage penalty/bonus isn't just about tax rates - it's also about how deductions and credits phase out at different income levels. For example, if one of you makes significantly more than the other, filing jointly often results in a bonus because you're effectively income-averaging. I actually built a simple spreadsheet for this when my wife and I were planning our wedding. Happy to share the template if you want - it uses the current tax brackets and standard deductions to give you a pretty accurate estimate without needing to buy software. The math isn't too complicated once you understand the brackets. For the deduction scenarios, honestly nothing beats actually starting a return in real tax software like others mentioned. But for the marriage question specifically, you can get a solid estimate with just the tax tables and a calculator.

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Another option to consider is using Excel or Google Sheets with the IRS tax tables to build your own calculator. I did this when I was trying to decide between traditional and Roth IRA contributions and wanted to see exactly how different scenarios would play out. The advantage is complete control over your calculations - you can model exactly the situations you care about without being limited by what a particular software includes. I built mine to handle federal taxes, state taxes (I'm in California), and even factor in things like how different AGI levels affect my student loan payments under income-driven repayment. It takes some initial setup time, but once you have the formulas working, you can easily adjust any variable and see the ripple effects immediately. Plus you're not locked into any particular tax software's assumptions or paying subscription fees just to run scenarios. For the marriage penalty/bonus calculation, this approach is actually ideal because you can model both spouses' situations separately and then combine them in different ways (joint vs separate filing) to see the exact dollar differences. The IRS publishes all the tax brackets and standard deductions you need - it's just a matter of setting up the formulas correctly.

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I'd be happy to share some resources! For the most current tax tables, I always go straight to IRS Publication 15 (Circular E) for withholding tables and Publication 17 for the tax brackets and standard deductions. The IRS website also has a "Tax Tables" section under Forms & Instructions that gets updated annually. For student loan payment calculations, yes - I built in the IDR formulas from the Federal Student Aid website. The basic formula is (AGI - 150% of poverty guideline for your family size) Γ— payment percentage (usually 10% for most IDR plans). But here's the key thing: once you're married, your spouse's income counts toward AGI even if they don't have loans, which can dramatically increase payments. I actually created a "marriage impact calculator" section that shows both the tax savings AND the student loan payment increase side by side. In many cases, the loan payment increase can completely wipe out tax savings - definitely something to factor into your decision timeline. I can share a template, but honestly, starting with the IRS Interactive Tax Assistant might be easier for getting the basic structure right before customizing. They have a tool that walks through the calculations step by step. Would be happy to help troubleshoot specific formula questions if you decide to go the DIY route!

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Absolutely! For the most current tax tables, I always go straight to IRS Publication 15 for withholding tables and the Form 1040 instructions for the current year's brackets and standard deductions. The IRS website has a "Forms and Instructions" section that's updated annually - just search for "2024 tax tables" or whatever year you're planning for. For student loan payment calculations, yes, I did build in the IDR formulas! The key is that most income-driven plans use 10-15% of discretionary income (AGI minus 150% of poverty guidelines for your family size). Getting married can be brutal if both spouses have decent incomes because it combines your AGI for the calculation even if you file taxes separately. I'd be happy to share my basic template structure - I can't share the actual file due to personal info, but I can walk you through the key formulas and cell references I used. The trickiest part is handling the tax bracket calculations correctly, but once you get the nested IF statements right, it's pretty straightforward to modify for different scenarios. Want me to post the basic formula structures here, or would you prefer I point you toward some IRS resources to build your own from scratch?

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Can I claim tax deduction for mandatory school transportation mileage?

Our school district doesn't provide busing for my kids even though school attendance is legally required. I'm driving roughly 10 miles every day (5 miles each way) just for school drop-offs and pick-ups. That adds up to about 50 miles weekly, more than 200 miles monthly, and I calculated it's costing me around 1,800-2,000 miles for the entire school year! Has anyone successfully claimed this mileage on their taxes? It seems unfair that we're legally required to get our kids to school but have to absorb all these transportation costs ourselves when the district doesn't provide busing options. I'm wondering if there's any tax break available since this isn't optional driving - it's literally required by law that my kids attend school. Anyone have experience with this on their tax returns?

My neighbor is a tax preparer and she said some parents try to deduct this as a medical expense if their child has an IEP or 504 plan, claiming it's necessary transportation for medical/educational services. But she strongly warned against this unless the transportation is specifically for medical treatment or special education services explicitly required in the IEP. Regular transportation to standard schooling doesn't qualify, even with an IEP. The IRS apparently flags these kinds of questionable deductions often. Just FYI before anyone goes down that path!

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I actually did this legitimately! My son's IEP specifically requires specialized transportation accommodations due to his sensory processing disorder. His doctor documented that public transportation/standard busing isn't possible for him. In that very specific case, the transportation costs were deductible as a medical expense (the portion exceeding 7.5% of AGI). But you're right - this only works in very specific medical necessity situations, not for regular school transportation.

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I went through this exact same frustration last year when our district cut bus routes! After researching extensively and even consulting with a CPA, I can confirm that unfortunately there's no federal tax deduction for mandatory school transportation costs. However, don't give up entirely - here are a few things that might help your situation: 1. **Check your state tax code** - Some states offer education expense credits that are more generous than federal rules. A few states actually do provide small credits for transportation-related educational expenses. 2. **Document everything anyway** - Keep detailed records of your mileage, gas receipts, and any vehicle maintenance costs related to school transportation. While not deductible now, tax laws can change, and having good records never hurts. 3. **Look into other education deductions** - Make sure you're not missing any legitimate education-related tax benefits like the Child and Dependent Care Credit if you're paying for before/after school care due to your work schedule. 4. **Consider the bigger picture** - If you're doing any work-from-home or side business, make sure you're maximizing those vehicle deductions for legitimate business use. It's genuinely unfair that we're legally required to get our kids to school but can't deduct the forced expense, especially when districts cut transportation. Hopefully future tax reform will address this gap!

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For state-specific education tax benefits, I'd recommend starting with your state's Department of Revenue website - they usually have a dedicated section for tax credits and deductions. Most states publish annual tax guides that list all available credits. You can also check the Federation of Tax Administrators website (taxadmin.org) which has links to all state tax agencies. Some states call them "education expense credits," others might label them as "dependent education credits" or "K-12 education deductions." Pro tip: Don't just search for transportation-specific credits. Look for any education expense credits that might have broad enough language to potentially include transportation costs. I found that some states have surprisingly inclusive definitions of "qualified education expenses." And yes, definitely start that documentation habit now! Even something as simple as a mileage log app on your phone can make a huge difference for tracking. I use one that automatically logs trips and I just categorize them later - takes maybe 2 minutes per week but gives me solid records for everything.

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For state-specific education tax benefits, I'd recommend starting with your state's Department of Revenue website - most have dedicated sections for education credits and deductions. You can also search "[your state] education tax credit" or "[your state] K-12 education expenses" to find official resources. Another option is to use your state's tax preparation software or consult with a local tax preparer who specializes in your state's tax code. They often know about lesser-known credits that aren't widely publicized. The Federation of Tax Administrators website (taxadmin.org) also has links to all state tax agencies if you want to browse through your state's official tax forms and publications. Sometimes the credits are buried in the fine print of state tax instructions rather than being prominently featured. Good luck with your research - even finding a small state credit would help offset some of those daily driving costs!

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PATH Act: Accepted early January - Will refund release early or wait until Feb 15?

Got accepted in test batch mid-January for federal and im in PATH. Does this mean early release for PATH test batch or do I still have to wait till after Feb 15th like everyone else? My transcripts are updated but no DD date yet.

Has anyone actually gotten their refund before Feb 15 with PATH? Starting to think its impossible lol

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literally impossible. its federal law

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idk why they even do test batches if were all stuck waiting anyway smh

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As someone who's been through this exact situation before, I can confirm what others are saying - PATH Act means waiting until Feb 15th regardless of when you were accepted. The "test batch" just helps them work out processing kinks, but the law is the law. Your transcripts being updated is actually a good sign though! It means you'll likely be in that first wave of refunds once the PATH restrictions lift. I know the waiting sucks but at least you know everything is processing correctly on their end.

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How to determine if I'm on weekly or daily processing cycle from IRS transcript codes?

Can someone help me figure out if I'm on weekly or daily processing? Been staring at my transcripts forever and cant figure out where to look. Starting to feel like I'm going crazy looking at all these numbers.

idk why they make this stuff so complicated. like why cant they just tell us straight up?

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because irs loves to watch us suffer 🀑

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Pro tip: if youre weekly, transcripts usually update thursday night around 12am EST. Sometimes as late as 6am friday morning. Set your alarm lol

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ty! setting my alarm rn πŸ˜…

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Same here! Been checking at like 3am every Friday like a maniac πŸ˜‚ The anticipation is real when you're on weekly cycle

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