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I'm going through this exact same thing right now and I'm so stressed about it! š« I repaid about $4,200 in unemployment from 2023 but my 1099-G shows the full amount and I'm terrified I'm going to get audited if I don't report it correctly. I called my state's unemployment office THREE times and got different answers each time about how to handle it on my taxes. One person said I'd get an amended 1099-G (never came), another said to just report the difference, and a third said to report it all as income and then deduct it. I'm literally losing sleep over this!
Have you contacted your state unemployment office to request a corrected 1099-G? Some states will issue a corrected form that shows the net amount after repayment, which would make this much simpler. If they won't do that, did they provide any documentation of your repayment that you could include with your tax return? Also, how much did you repay - was it the entire amount or just a portion?
Back in 2022, I had this exact same situation. Filed in January, transcript showed N/A for weeks. Everything was perfectly fine. The IRS processing centers get overwhelmed at the beginning of tax season. Your return is probably sitting in a digital queue waiting to be processed. As long as you received an acceptance confirmation, you're in their system.
I always prepare for this waiting game every year! Last year I filed on January 21st and didn't see transcript updates until February 18th. Then suddenly everything updated at once! My sister-in-law filed on February 3rd and got her refund before me. The IRS works in mysterious ways. Just make sure you have all your documentation organized in case they request anything.
I had something similar happen last year and it turned into a NIGHTMARE. Started just like yours - weird transcript with mixed year info. Ended up waiting 11 months for my refund because my return got flagged for identity verification but they never sent the letter! I only found out when I called in July. Not trying to scare you, but if you don't see movement in the next week or two, be proactive and call them. Don't assume it's normal processing like I did!
Tax professional here. What you're seeing is the Account Transcript for 2022 showing correctly that you didn't file a 2022 return yet (if you don't need to file for 2022, that's fine). The 2023 transcript shows N/A because it hasn't been fully processed into the transcript system yet. This is completely normal for returns filed in January, especially with the PATH Act delays if you claimed certain credits. As long as WMR shows 'received,' you're fine. Give it another week or two.
Be extremely careful with Form 4868 extension requests! If you underestimate your tax liability significantly, the IRS can invalidate your extension retroactively. This happened to a client of mine who estimated owing $1,200 but actually owed $6,800. The IRS assessed a failure-to-file penalty of $1,275 plus interest compounded daily. Always err on the side of overpayment if there's any uncertainty in your tax situation.
Has anyone here filed an extension while living abroad? I'm wondering if the process is different for someone who qualifies for the Foreign Earned Income Exclusion compared to someone like you who's newly arrived in the US?
I believe I can help answer this. If you're living abroad on the regular filing deadline (April 15), you automatically get an additional 2 months (until June 15) without having to file Form 4868. However, if you need more time beyond June 15, you would still need to file the extension request. And yes, the same rule applies - any tax owed is still due by the original April 15 deadline regardless of where you're living. Would that address your situation?
Nick Kravitz
System delay. Not unusual. Happens every year. IRS computers update in batches. February filers often wait longer. Keep checking WMR daily. Transcript will appear suddenly. No need to panic yet. Still within normal timeframe.
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Hannah White
I understand how frustrating and confusing this can be! Here's what's likely happening: ⢠Your return is in the system (since it was accepted on 2/12) ⢠It's currently in the processing queue ⢠Transcript generation happens AFTER initial processing ⢠The IRS rep can only see what's in their system ⢠"Blank" transcripts are common for February filers until April I filed on February 9th last year and couldn't get transcripts until April 1st, but my refund processed normally. Unless you get a specific error letter, this is just normal IRS processing delays.
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