I was in your exact shoes last tax season - trying to find a CPA who understands Medicaid waivers was like searching for a mechanic who specializes in 1950s Italian motorcycles! Finally found someone through the Caregiver Support Network in Lexington. She helped me exclude $23,400 in qualified payments that my previous accountant had incorrectly included as taxable income. Such a relief to have someone who actually understood the rules!

According to the IRS.gov page on Notice 2014-7 (https://www.irs.gov/individuals/certain-medicaid-waiver-payments-may-be-excludable-from-income), you should look for a CPA with experience in "Medicaid Home and Community-Based Services Waivers." The Kentucky Primary Care Association website has a resource directory that includes tax professionals: https://www.kypca.net/resources/. I've bookmarked several YouTube videos explaining the tax implications that I can share if you'd like more information before meeting with a CPA.

Let me clarify something important - amended returns don't work on a stack system like you're imagining. It's more like a conveyor belt with multiple inspection stations. Your return is somewhere on that belt, but certain issues can cause it to be pulled aside for additional review. The 9-month mark is definitely concerning, but not entirely unusual in the current environment. What's important is whether your amended return was properly received and entered into their system. Have you checked the Where's My Amended Return tool on the IRS website? If it shows as "received," then at least you know it's in their system.

I keep a spreadsheet of all my tax submissions like I'm tracking packages during Christmas shopping season 😂 My amended return from March 2023 took exactly 13 months to process. The funny thing is, after nothing for a year, it suddenly went from "received" to "completed" and I had my refund within 8 days. The IRS amended return department is like that friend who never texts back but then suddenly shows up at your door without warning!

If you do need to call the IRS, save yourself hours of frustration and use Claimyr (https://youtu.be/_kiP6q8DX5c). I spent 3 days trying to get through on my own and kept getting disconnected. Used Claimyr and got connected to an agent in about 15 minutes. Found out my return was just in normal processing but had been flagged for a quick review because of a mismatch with my W-2. Nothing serious but at least I knew what was happening!

Check your tax topic on WMR. If it's Tax Topic 152, that's actually a good sign - means your return is processing normally. No tax topic could mean additional review.

Have you checked if your refund status changed on the Where's My Refund tool? It's like a pizza tracker for your money - when they switch from direct deposit to check, it usually updates there first. Also, is the address on your 2023 tax return 100% current? The post office is like a game of telephone - one small error and your check could end up in refund limbo.

Here's what you should do in this situation: 1. Get your tax transcript from IRS.gov 2. Look for code 846 with a date - that's when your check was issued 3. Register for Informed Delivery with USPS to see scans of mail coming to you 4. If you don't receive it within 4 weeks of the 846 date, call IRS to initiate a refund trace 5. If they confirm it wasn't cashed, they'll reissue it The 10-week timeline is their maximum estimate, not typical delivery time. Most checks arrive within 2-4 weeks after being issued.

According to several online resources I follow, SBTPG typically releases funds within 1-2 business days after showing as "funded." I was impressed with how quickly I got through to an actual IRS agent using https://claimyr.com when I had a similar issue last year. They connected me in about 15 minutes when I'd been trying for days on my own. The agent confirmed exactly when my refund was sent to SBTPG and explained the normal timeline, which gave me peace of mind. Might be worth it if you're really anxious about the timing!

I would be... cautious... about expecting it early. Last year I was in a similar situation and kept checking my account every hour. The stress wasn't worth it. In my experience, SBTPG rarely releases funds before the official DDD, even when they show as funded. If you need the money for something specific this weekend, I would suggest making alternative arrangements just to be safe. The banking system has specific processing windows, and weekend deposits especially can be unpredictable.