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Filed my taxes and got the PATH Act message on IRS2Go. When I check the app, it shows my return is "Received" but nothing else - the "Approved" and "Sent" statuses are still empty. The app specifically tells me "The Protecting Americans from Tax Hikes (PATH) Act says that if you claim the Earned Income Tax Credit or the Additional Child Tax Credit, the IRS cannot issue the refund before mid-February. This applies to the entire refund, even the portion not associated with these credits. You can check the status of your refund on Where's My Refund starting in mid- to late February. The website is updated once a day and is the best way to check the status of your refund." Here's the exact screen I'm seeing on the IRS2Go app: Refund Status Return Refund Received Refund Approved [empty] Refund Sent [empty] The Protecting Americans from Tax Hikes (PATH) Act says that if you claim the Earned Income Tax Credit or the Additional Child Tax Credit, the IRS cannot issue the refund before mid-February. This applies to the entire refund, even the portion not associated with these credits. You can check the status of your refund on Where's My Refund starting in mid- to late February. The website is updated once a day and is the best way to check the status of your refund. Please read the following information related to your tax situation: Tax Topic 152, Refund Information Please Note: For refund information, please continue to check here, or visit the Refunds page on IRS.gov. Updates to refund status are made no more than once a day. I filed as Single status. The app shows my filing status correctly. Every day I check the app hoping to see some progress, but it's still just showing "Received" with the same PATH Act message. I'm really starting to get worried since bills are piling up and I really need this money. Is anyone else stuck waiting because of EITC/Child Tax Credit delays? The app keeps saying "Please Note: For refund information, please continue to check here, or visit the Refunds page on IRS.gov. Updates to refund status are made no more than once a day" but seeing that same message day after day is making me anxious. I've tried checking at different times of the day, even at 10:15 when the screenshot was taken, but no change. The app has all the tabs at the bottom (Refunds, Payments, Free Tax Help, Connect) but I keep obsessively checking just the Refund Status section. Anyone else in the same boat or have advice on when I might actually see some movement?
I'm working through my taxes and hitting a weird question that has me confused. My software is asking, "Did [my wife's company] provide on-site child care?" I'm not sure how to interpret this question. My wife works for a non-profit organization that happens to run a daycare facility in the building next door. We do get a significant discount on childcare there because she's an employee, but: 1) The daycare is open to the general public (not just employees) 2) We had to join a waiting list like everyone else 3) It's located in an adjacent building, not in the same workspace 4) We still pay for most of the cost (the discount is substantial but doesn't cover everything) I notice that Box 10 on her W-2 shows about $5,000, which makes me think the tax software might be interpreting this as "on-site childcare" due to this amount. In my mind, "providing on-site childcare" would mean something exclusively for employees and maybe fully covered? But I'm really not sure what the tax implications are or what answering yes/no to this question changes in my return. Anyone dealt with this before or know what this question is actually getting at? UPDATE: After doing more research, it does NOT seem like this counts as "on-site childcare" in my situation for tax purposes.
I had this exact confusion on my taxes last year! What helped me figure it out was looking at the specific wording in IRS Publication 503. It says employer-provided on-site childcare means "services provided by a qualifying childcare facility of the employer." For it to be a "qualifying childcare facility," your employer must actually be operating the facility primarily for employees' children. The fact that anyone can send their kids there (even with your discount) means it's NOT employer-provided on-site childcare for tax purposes. The $5k in Box 10 is almost certainly from a Dependent Care FSA or other benefit program, which is totally separate. So you'd answer "No" to the on-site childcare question.
I dealt with this exact situation two years ago and made the mistake of answering "Yes" initially, which caused some headaches later. The IRS definition is pretty strict - for childcare to count as "employer-provided on-site," your employer needs to actually own and operate the facility specifically for employees' children. Just having a partnership, discount arrangement, or even priority enrollment at a nearby daycare doesn't qualify. I learned this the hard way when the IRS questioned my return. They explained that if the facility serves the general public (even if employees get perks), it's not considered employer-provided for tax purposes. The key test is: would the facility exist without your employer running it? If yes, then it's probably not qualifying on-site childcare. Your Box 10 amount is likely from a Dependent Care FSA or similar benefit, which is already getting proper tax treatment. Definitely stick with "No" on the on-site childcare question - it'll save you potential complications down the road.
For the past couple years I've ended up owing money back to the IRS when I file and I can't figure out why. I think it has something to do with how my social security is being withheld. I work as a server and make around $52k total - about $47k in regular wages and another $5k in reported tips that get added to my paychecks. I had someone look at my withholdings last year who said the social security rate is correct at 6.2%, but I'm still owing at tax time. Could it be because I'm getting taxed on my tips too? My boss just adds the tips to my regular pay, so maybe that's messing something up? I really need to get this fixed for next year because I'm tired of owing every April. I just don't understand how to adjust things so the right amount gets taken out. Do I need to fill out a new W-4? Should I just have extra withholding? Any help would be appreciated because I'm so confused about how this all works.
Has anyone tried just asking for a specific additional dollar amount to be withheld instead of trying to fix the underlying calculation? I had the same problem and just put $25 extra per paycheck on line 4(c) of my W-4. Ended up with a small refund instead of owing. Seemed easier than trying to get payroll to understand the proper way to calculate server withholding.
As someone who works in tax preparation, I see this exact issue constantly with restaurant workers. The core problem is that most payroll systems are set up to handle either hourly wages OR salary, but they struggle with the hybrid income that servers have. Here's what's likely happening: Your employer is correctly withholding Social Security and Medicare taxes on both your wages and tips (6.2% + 1.45%), but the federal income tax calculation is probably only considering your base hourly wages when determining your withholding rate. So you're being taxed as if you make $47k, but at filing time, your actual income is $52k. The easiest fix is usually what others mentioned - just add extra withholding on line 4(c) of your W-4. Take what you owed last year, divide by your number of paychecks, and add maybe 10% buffer. So if you owed $800 and get paid weekly, request about $17 extra per check. You could also try changing your filing status to "Single" instead of any other option, or claim fewer allowances, but the extra dollar amount is more precise. The IRS withholding calculator is helpful, but for tipped income it sometimes underestimates.
I've been working on my taxes using FreeTaxUSA and ran into something weird with Schedule D/8949. I had no problem entering my investment transactions in two categories: ones where the basis was reported to IRS (Box A checked) and ones where the basis wasn't reported (Box B checked). But then I had this transaction where Box C was checked - where the proceeds weren't reported to the IRS (it was a loss from a crypto exchange that went under). I kept getting errors when trying to enter it and the software wouldn't let me continue. After messing around for like an hour, I figured out that even though it's a Box C transaction (proceeds NOT reported), I had to enter it in the section for Box B (basis NOT reported). That seemed wrong to me but it was the only way to get it to work. Anyone else run into this quirk? Is this just a FreeTaxUSA thing or am I misunderstanding something about how Schedule D/8949 works for unreported proceeds?
Quick tip for anyone using FreeTaxUSA with Schedule D issues - if you enter everything and then preview your actual 8949 form (not just the input screens), you'll see that they do actually organize it correctly on the final form in most cases! So even though you might enter Box C transactions in the Box B input section, when you generate the actual PDF of your return, it often shows up correctly categorized on the official 8949 form. I was pleasantly surprised when I checked this on my return after worrying about the same issue.
That's super helpful! I didn't even think to check the final form. I just did that and you're right - even though I entered my Box C transaction in the Box B input section, on the actual 8949 PDF it shows up correctly under Box C. FreeTaxUSA must have some logic built in that recognizes certain types of transactions and moves them to the right category for the final form. That makes me feel a lot better about continuing to use them. Thanks for the tip!
This is really helpful information! I'm a newcomer to filing taxes with investment transactions and was getting overwhelmed by all the different boxes on Schedule D/8949. I've been using TurboTax but honestly finding it confusing for my crypto transactions from smaller exchanges. Based on what everyone's saying here about FreeTaxUSA being more straightforward (and cheaper), I might consider switching next year. The tip about checking the final PDF form is gold - I never would have thought to verify that the software correctly categorizes things on the actual form versus the input screens. Going to double-check my current return now to make sure everything looks right. Thanks for sharing your experiences with the different software options. It's reassuring to know that as long as all transactions are reported accurately, the IRS cares more about the numbers being right than perfect box categorization.
Hey everyone! I'm trying to figure out this tax situation with some side income. I've been doing online surveys in my spare time and getting paid through PayPal. Nothing huge, just some extra spending money. I'm confused about whether these survey rewards count as income that needs to be reported on a 1099-K form. I don't technically work for these survey companies - I just fill out surveys when I have time and they send me money through PayPal. Does anybody know if completing surveys for cash counts as a "service" for tax purposes? And are these PayPal payments something I need to report on a 1099-K? I've never had to deal with this before and don't want to mess up my taxes!
Something no one's mentioned yet - if your survey income is substantialish (like over $1k yearly), you might want to keep records of expenses related to the survey work. This includes: - Portion of internet bill (calculate % used for surveys) - Computer/tablet/phone used primarily for surveys - Software subscriptions used for survey work - Home office space if you have a dedicated area I've been doing surveys for 3+ years and treating it as self-employment. Yes, I pay self-employment tax, but the deductions make it worthwhile. Just make sure you have documentation for everything in case of audit.
Great question! I've been dealing with this exact situation for the past couple years. Just to add some clarity to what others have shared: The key thing to remember is that ALL income is taxable, regardless of whether you receive a 1099-K or any other form. The 1099-K is just for the IRS to track payments - it doesn't determine whether something is taxable. For survey rewards specifically, I've found that most legitimate survey sites will send you a 1099-MISC (not 1099-K) if you earn over $600 with them in a year. The 1099-K threshold of $5,000 applies to payment processors like PayPal when they aggregate all your payments from various sources. One thing to watch out for - if you're doing surveys through multiple platforms but all getting paid through the same PayPal account, those payments could add up toward the $5,000 threshold even if no individual survey site pays you that much. My advice: keep detailed records of which sites you earned from and how much, regardless of what forms you receive. It makes tax time much easier and shows good faith effort if there are ever any questions.
Manny Lark
The system is broken af. took 6 months to get my refund last year
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Rita Jacobs
6 months?! nahh that's crazy
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Charlotte White
I'm in the exact same situation! Filed on January 12th with EITC and still stuck on "Received" status. The waiting is killing me because I really need that money for rent and other bills. What's really frustrating is that the app keeps saying to check back daily but nothing ever changes. I've been obsessively checking WMR and IRS2Go multiple times a day hoping to see it move to "Approved" but nope, still the same PATH Act message. At least we know we're not alone in this. Seems like everyone who claimed EITC or ACTC is in the same boat. I'm trying to stay positive and remind myself that mid-February isn't that far away, but when you're stressed about money it feels like forever. Hang in there! Hopefully we'll start seeing some movement in the next week or two.
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