I believe you might want to consider waiting until the original return is processed before filing the amendment. In my experience, filing an amendment while the original is still processing can sometimes cause confusion in the IRS systems. It might be a good idea to wait until you receive confirmation that the original return was accepted, then perhaps wait another week or two before submitting the 1040-X? Just a suggestion based on what I've seen others recommend.

Why does this always happen with TurboTax users? I had the EXACT same issue in 2022. Got a tiny W2 ($432) from a job I worked for two weeks and forgot about. Filed my amendment through TurboTax on March 30th. You know when it finally processed? November 12th. That's right - over 7 months later! The IRS is completely overwhelmed with paper amendments. My advice? If the W2 is for a small amount and wouldn't significantly change his tax liability, some people might just wait to see if the IRS sends a notice. They'll calculate any difference and send a bill with minimal penalties if you respond quickly. Not saying that's the right approach, but realistically, that's what some people do when the amount is small.

OMG I went through this EXACT same situation in February!! I was so stressed about it but it actually worked out fine! 😅 I filed on Feb 2nd and got a surprise W2 on Feb 9th for a small job I'd completely forgotten about. I freaked out thinking I'd get in trouble, but I called TurboTax support and they were super helpful. They told me to wait until my original refund came through (took 14 days) and then do the amendment. The amended return was actually pretty simple through TurboTax - it pulled all my original info automatically. I did end up owing $127 but at least there were no penalties since I fixed it right away!

My cousin thought amending was no big deal and just ignored a missing 1099 last year. It's like thinking you can ignore a small leak in your roof - eventually it causes major damage. The IRS caught it during their automatic matching process and he ended up with a $2,200 tax bill that included the original tax plus penalties and interest. He also got flagged for extra scrutiny on this year's return. I'd recommend your boyfriend handle this ASAP, especially with a military move coming up. The last thing he needs is mail from the IRS going to an old address while he's in the middle of a PCS.

This situation reminds me of what happens with first-time homebuyers who have no credit history - the system doesn't know how to evaluate someone with no history. In your case, I'd recommend trying three things in this order: 1. Try entering $0 as others have suggested 2. If that fails, try using a different tax preparation software - sometimes the issue is with how the software formats the submission 3. If both fail, request an Identity Protection PIN (IP PIN) from the IRS, which can sometimes override the AGI verification requirement The 2016 transcript appearing is actually normal - the system only shows years when you filed, not empty years.

I'm kind of in a similar situation, maybe? I didn't file for a few years and now I'm trying to catch up. Does anyone know if I need to file for all the missing years before I can file for 2023? And also, maybe this is a silly question, but does the IRS eventually tell you if you were supposed to file but didn't?

Is this rly true tho? My tax guy told me ANY return w/ kids gets delayed bc of PATH. Been waiting 24 days now and WMR still says processing. Claimed my 2 kids but def didn't get EITC cuz I make too much $$$. Starting to think my preparer doesn't know what he's talking about tbh.

There's significant misinformation regarding PATH Act parameters. The legislation specifically targets EITC and ACTC claims, not dependent claims generally. According to Internal Revenue Code Section 6402(m), the IRS cannot issue refunds for returns claiming these credits before February 15th annually. Many preparers incorrectly generalize this to all dependent claims, creating unnecessary anxiety. Your preparer's information is technically inaccurate. Non-EITC/ACTC returns with dependents aren't subject to the mandatory holding period, though they may experience delays for other verification reasons.

Just wanted to clarify something important - if your 1095-A has any errors (wrong months of coverage, incorrect premium amounts, etc.), you need to contact the Marketplace for a corrected form ASAP instead of trying to fix it yourself on your tax return. I found this out the hard way last yr when I just "fixed" the numbers myself and ended up getting a letter from the IRS months later. Had to file an amended return and it was a huge headache!

I've helped exactly 17 clients with 1095-A issues this tax season already. Here's a specific example that might help you understand what you're dealing with: Client had a 1095-A showing $437.28 monthly premium, $578.45 for the SLCSP (Second Lowest Cost Silver Plan), and $312.00 in monthly APTC (Advanced Premium Tax Credit). Their actual annual income was $32,450 instead of the $29,000 they estimated when applying for coverage. When we completed Form 8962, they had to repay $428 of their premium tax credit because their actual income was higher than projected. However, since their income was at 253% of the Federal Poverty Level, their repayment was capped at $800 (they would have owed $624 without the cap). The most common mistake I see is people entering annual totals instead of monthly amounts from the 1095-A. Be precise with those numbers!

I have a cycle code ending in 03 and filed January 27th. My transcript updated last Thursday with an 846 code and DDD of 02/21/2024. Your pattern matches mine exactly - no tax credits and early filing. Check your transcript for TC 150 (return filed) and TC 846 (refund issued) terms. If you see TC 570/971 combination, that indicates a temporary hold.

I filed on January 28th, got accepted January 29th, and my refund hit my bank account this morning (February 20th). My cycle code has ended in 03 for the past three years. I checked my transcript on February 15th and saw my DDD was set for February 20th. So based on my experience, you should see movement very soon - possibly by this Thursday's update (February 22nd) with a potential deposit date of February 28th.

I've tracked PATH release patterns for the past four tax seasons (I know, I need better hobbies 😂). When Feb 15th falls on a weekend, the IRS actually begins processing the backlog Friday night around 11pm EST. Their mainframe batch processing runs overnight, with most transcript updates appearing between 3-6am Saturday. The first direct deposits typically hit credit unions and online banks Tuesday, with major banks following Wednesday. The funny part? WMR often doesn't update until days after your money is already in your account - it's like getting a notification that your pizza has been delivered after you've already eaten it.

Based on previous years' patterns, the IRS will begin processing PATH Act returns on February 15, 2025, regardless of it being a Saturday. Their systems operate 24/7 even when staff aren't present. Most transcripts will update between February 15-17, with the first batch of direct deposits hitting accounts by February 19-20. I'd recommend checking your transcript daily starting February 15, specifically looking for Transaction Code 846 which indicates your refund has been scheduled. The processing date attached to that code will be your deposit date.

I'm a bit concerned about the 3-year timeline here. The IRS usually has to assess additional tax within 3 years of when you filed. If you filed in 2021 for 2020 taxes, we're right at that cutoff now in 2024. Compared to other situations I've seen, this timing seems suspicious. Did you verify the notice is legitimate? There are a lot of IRS scams going around, especially during tax season.

LOL at "I did it myself for the first time" - welcome to the club of "I'll never do that again"! 😂 But seriously, don't panic. I was shocked when I got a $4,200 bill from the IRS two years ago. Turned out I had completely messed up reporting my crypto trades (who knew you had to report EACH transaction?!). The good news is that if you respond to them with a reasonable explanation and are willing to work with them, they're actually not the monsters everyone makes them out to be. They put me on a payment plan with minimal hassle.

Same boat here. Filed February 5th. Waited three weeks for acceptance. Need my refund bad. Planning home repairs. Every day checking WMR. Nothing changes. Called IRS twice. No help. Just told to wait.

OMG I'M FREAKING OUT waiting for my refund too!!! But the community wisdom here is that we ALL need to chill out! Every year people panic about slow processing, and every year 99% of returns eventually process fine. The IRS is dealing with outdated systems, budget cuts, and millions of returns. Unless you get an actual letter from them, assume everything is fine but slow. I've been filing for 15+ years and NEVER had a return not process eventually!

I'm a tattoo artist too. Filed my taxes last year. Got the Child Tax Credit. Claimed my business expenses. Received a nice refund. Used TurboTax Self-Employed. It walked me through everything. Wasn't that complicated. Just needed my 1099s and expense receipts. Definitely worth doing.

Would your friend possibly qualify for the Earned Income Credit as well? I believe the income thresholds are somewhat higher for those with qualifying children, aren't they?