I filed my amended return in May 2022 and just got it processed last week - so there's definitely hope for everyone still waiting! The whole experience was absolutely maddening, but I wanted to share what finally worked for me since I see so many people here in the same frustrating situation. After 21 months of radio silence, I finally contacted the Taxpayer Advocate Service in November. I was hesitant at first because I didn't think my situation qualified as "hardship," but they were actually very helpful. I explained that I needed the refund for home repairs after a water leak, and they assigned my case to a caseworker within 2 weeks. The caseworker was able to see that my return had been sitting in a "math error review" queue since March 2023 - information that never showed up on any of the online tools. She escalated it and I had my refund deposited within 6 weeks of that initial TAS contact. A couple of key things I learned: - The account transcript really is more reliable than the online tool. Mine showed a "570 code" starting in March 2023, which indicated additional review - They DID include interest on the delayed refund - about $180 for the 21-month delay - Documentation helped my TAS case. I had kept a simple log of every status check and phone attempt For everyone still waiting on 2022 amendments - don't lose hope! The system is completely broken, but they are slowly working through the backlog. Your persistence will pay off eventually.

I'm dealing with this exact same nightmare! Filed my amended return in October 2022 and it's been 16 months of absolutely nothing. The "Where's My Amended Return" tool has been stuck on "received" since November 2022 with zero movement. Reading through all these responses is both comforting and terrifying - comforting to know I'm not alone in this mess, but terrifying to see people waiting 20+ months! The fact that they can process regular returns in 3 weeks but take 2+ years for amendments is completely absurd. Based on all the great advice here, I'm going to start checking my account transcript monthly instead of obsessing over that useless online tool. I had no idea about looking for specific transaction codes like 570 or 766 - that's exactly the kind of insider information that makes all the difference when you're trying to figure out what's actually happening behind the scenes. @Sean O'Brien - your success story with the Taxpayer Advocate Service gives me hope! I've been hesitant to contact them because I wasn't sure my situation qualified as "hardship," but it sounds like they're pretty reasonable. The fact that your caseworker could see information that wasn't available through any online tools is huge. I'm definitely starting a documentation spreadsheet today to track all my interactions going forward. And after reading about the interest payments, I'll make sure to ask about that when this finally gets resolved. The whole system is completely broken, but at least we're all suffering through it together. Thanks everyone for sharing your experiences - it helps to know there's eventually light at the end of this very long tunnel!

Anyone using TaxAct for their 1120S? Reviews look decent but wondering if it actually walks you through all the required forms and schedules properly.

As someone who just went through this exact same transition from LLC to S-Corp last year, I feel your pain! The paperwork is definitely overwhelming at first. Beyond what others have mentioned, don't forget about Form 8869 (Qualified Subchapter S Subsidiary Election) if you have any subsidiaries, and Form 1125-A (Cost of Goods Sold) if your construction company maintains inventory of materials. Also, since you're in construction, you'll likely need to pay attention to the uniform capitalization rules under Section 263A if your average gross receipts exceed $29 million over the prior 3-year period. For a $375k revenue company you're probably fine, but it's worth knowing about as you grow. One thing I wish I'd known earlier - keep really detailed records of your shareholder basis throughout the year. The K-1 calculations get tricky if you don't track your initial investment, additional contributions, and distributions properly. Makes next year's filing much smoother!

I'm going through something very similar with my parents right now! They're also claiming they need my full transcript for their taxes, and it's been causing a lot of tension in our family. Reading through all these responses has been incredibly helpful - I had no idea that transcripts weren't actually required for education tax credits. My situation is almost identical to yours - I'm 20, they claim me as a dependent, and they pay part of my tuition through a 529 plan. When I questioned why they needed my transcript, they got defensive too and said something about "making sure everything is documented properly for the IRS." Based on what everyone is saying here, it sounds like they probably just need the 1098-T form and maybe an enrollment verification letter. I'm going to try offering them the enrollment verification instead - that seems like a good compromise that gives them what they actually need without me having to share my grades. Thanks to everyone who shared their experiences. It's reassuring to know this is a common issue and that there are legitimate alternatives to sharing our full academic records. Sometimes parents mean well but get confused about tax requirements!

As someone who works in tax compliance, I can confirm that transcripts are absolutely not required for any education tax credits or 529 plan documentation. Your parents likely just need the 1098-T form and possibly an enrollment verification letter. The confusion often comes from parents wanting to be "extra safe" and provide more documentation than necessary, especially if they've heard horror stories about IRS audits. But the IRS has specifically designed forms like the 1098-T to capture all the information they need for education credits. If your parents are still insisting, you could suggest they speak with a tax professional or call the IRS directly to confirm what's actually required. Sometimes hearing it from an official source helps put these concerns to rest. Your privacy regarding your academic performance is important, and you shouldn't have to compromise it for tax documentation that isn't even needed. The enrollment verification letter from your registrar's office is really the best compromise here - it shows your enrollment status without revealing grades, and it's what the IRS would actually want to see if they ever questioned your eligibility for education credits.

Has anyone had issues with FreeTaxUSA specifically not showing HSA contributions correctly in the adjustment section? I'm wondering if this is a software issue rather than an employer reporting problem.

I've been dealing with HSA reporting confusion myself and found that the key is understanding the difference between employer contributions and employee contributions. If your employer makes contributions to your HSA (which would show up in Box 12 with code W), those are already excluded from your taxable income and shouldn't appear as an adjustment on your tax return. However, if YOU made contributions directly to your HSA account (not through payroll deduction), then those would need to be entered as an adjustment to income. Also worth checking: some employers split HSA contributions between payroll deduction (pre-tax) and direct deposits to your HSA account. The direct deposits would need to be claimed as a deduction even if they show up on your W-2. The IRS Publication 969 has a great flowchart that helped me figure out exactly which HSA contributions I could deduct versus which ones were already excluded from my taxable wages.

I've been through this exact conversion process twice in the past year, and the key thing that trips people up is the timing between state and federal filings. One critical detail that hasn't been mentioned yet - make sure you check your state's specific requirements for LLP to corporation conversions. Some states require publication notices or have waiting periods that can delay the process significantly. In my experience, California required a 30-day waiting period after filing Articles of Conversion before the corporation was officially recognized. Also, regarding the Form 2553 deadline - remember that you have 75 days from the date of incorporation (not conversion) to file for S-Corp status. If you miss this window, you'll have to wait until the following tax year or request a late election relief, which is a whole other headache. One more tip: keep detailed records of all the conversion steps and dates. The IRS may ask for documentation showing the exact sequence of events, especially if there are any timing questions later. I always create a conversion timeline for my files that includes state filing dates, acceptance confirmations, and federal form submissions.

This thread has been incredibly helpful - I'm dealing with a similar conversion right now and was making some of the same mistakes mentioned here. One thing I'd add based on my recent experience: double-check that your LLP's operating agreement doesn't have any provisions that could conflict with S-Corp requirements. I almost got tripped up because our client's LLP agreement had language about different profit-sharing ratios for partners, which obviously doesn't work with S-Corp's one-class-of-stock requirement. We had to amend the operating agreement as part of the state conversion process to ensure everything would be compatible with S-Corp status. The state filing office actually flagged this during their review, which saved us from a potential rejection down the line. Also, for anyone worried about the timeline - start the process early! Even though the actual filings might not take that long, coordinating with your client to gather all the necessary documents, getting board resolutions, updating agreements, etc. can eat up a lot more time than you'd expect.