Try the IRS2Go app! I find it easier to use than the website and it sometimes updates more frequently. Won't tell you exactly when Discover will post it, but at least you'll know where the IRS is in the process.

I'm in the exact same situation with Discover! My DDD is also next Tuesday and I've been obsessively checking my account. From what I've gathered reading through all these comments, it seems like Discover is pretty inconsistent - some people get it 1-2 days early, others right on the DDD. The fact that they don't see anything pending yet isn't necessarily bad news since the IRS releases funds in batches. I'm planning to start checking Sunday night just in case, but trying not to get my hopes up too much. This waiting game is torture! 😅

Another consideration: if you're planning to get a tax refund via direct deposit, having mis-matched ID info could potentially flag your return for additional verification, which can delay your refund. Not guaranteed to happen, but something to keep in mind. I learned this the hard way last year after moving from Oregon to Washington.

I went through a similar situation when I moved from Texas to Florida last year. One thing that really helped me was keeping detailed records of when I established residency in my new state - lease agreement, utility setup dates, voter registration, etc. The IRS and state tax departments care more about proving when you became a resident than what ID you're carrying. For Florida specifically (which has no state income tax), I only had to worry about my final Texas return. But I did run into an issue where my bank's tax software flagged the address mismatch between my old Texas license and my new Florida address. I had to call their support line to verify my identity, which delayed my filing by a few days. So even though it's not strictly required, having matching documentation definitely makes the process smoother. Also, don't forget to update your address with your employer's HR department for your W-2 - that caused me some headaches when my W-2 was still being sent to my old address in Texas!

Can I just say how frustrating it is that most tax preparers don't understand trading scenarios? I had a similar situation with wash sales and my CPA kept giving me wrong information. Had to educate myself and basically explain it to him. The IRS rules aren't even that complicated once you understand the principle - wash sale losses aren't disallowed forever, they're just deferred by adjusting the basis of replacement shares.

This is exactly why I switched from my general CPA to someone who specializes in trader taxation. The difference in understanding was incredible - my new preparer immediately knew that wash sales defer losses rather than eliminate them permanently. One thing that helped me verify my understanding was looking at my 1099-B more carefully. In Box 1d, if there's a "W" code, that indicates wash sale adjustments were made. But the key is looking at the summary totals - your broker has already calculated your net gains/losses after all wash sale adjustments. Your tax preparer should be using those final adjusted numbers, not trying to manually disallow wash sale losses again. If he's doing that, he's essentially double-counting the wash sale penalty, which would be incorrect. I'd recommend getting a second opinion from a CPA who specializes in securities transactions. The rules really aren't that complex once someone explains them properly, but unfortunately many general tax preparers just don't encounter these situations often enough to understand the nuances.

Has anyone here successfully claimed wigs as a medical expense? My oncologist wrote me a prescription for a "cranial prosthesis" (medical term for wig) after my chemo caused hair loss. I spent $2,400 on two decent wigs last year but not sure if I can include that with my other cancer-related expenses.

I'm so sorry to hear about your diagnosis, Olivia. I hope your treatment is going well and you're getting the support you need. I went through a similar situation with my father's cancer treatment that spanned 2023-2024. The key thing to remember is that medical expenses are deductible in the year you actually pay them, not when the services were rendered. So your $3,400 from 2024 can be claimed on your 2024 return (due this year), and all the expenses you're paying in 2025 would go on your 2025 return. One thing that helped us tremendously was keeping a dedicated folder for ALL medical receipts - not just the obvious ones like surgery and chemo, but also parking fees at the hospital, mileage logs for every trip to appointments, prescription receipts, and even things like special foods recommended by his oncologist. You'd be surprised how much these "smaller" expenses add up. Also, make sure you're tracking any insurance reimbursements carefully. You can only deduct what you actually pay out-of-pocket after insurance coverage. If you get reimbursed later, you might need to adjust future returns. The 7.5% AGI threshold can be tough to meet in normal years, but unfortunately cancer treatment costs often push people over that limit. Keep meticulous records - the IRS can be very particular about medical expense documentation. Wishing you strength through your treatment journey!

The community wisdom on this is pretty consistent - calling is faster than waiting for reissued mail, but be prepared with ALL your verification info. They'll typically ask for the legal business name, physical business address, name and SSN of the responsible party on the application, and approximate date you applied. And maybe I'm stating the obvious here, but double-check your mail isn't being delivered to an old address if you've moved recently? 😅 We've all had that facepalm moment at some point.

I went through this exact same situation 6 months ago and can confirm the phone route is definitely your best bet. One thing that helped me prepare for the call was having my original EIN application confirmation number ready (if you have it) - it's usually in any email confirmation you received when you submitted online or on any paperwork if you applied by fax/mail. The IRS agent was able to pull up my record instantly with that confirmation number. Also, if you applied online through the IRS website, try logging back into your account first - sometimes the EIN shows up there even if the letter got lost in the mail. Worth checking before spending time on hold!