


Ask the community...
As a newcomer to this community, I just want to say thank you all for this incredibly informative discussion! I've been in the exact same situation - filed 2/27, accepted 3/9, and have been obsessing over my transcript showing "as of March 22" with no updates for weeks. I honestly thought I was doing something wrong or that my return was lost in the system. The explanations here about the 'as of' date being just an internal IRS account marker rather than any kind of processing deadline or refund timeline have been a huge relief. I had no idea that's what it actually meant! It's also reassuring to learn about the weekly vs daily cycles and that checking on Fridays is the way to go for most of us. I've been checking multiple times a day like many others mentioned - definitely going to stop that now! This community has been so helpful in understanding what's actually normal processing versus what feels like delays or problems. Thanks for sharing all your experiences and knowledge!
Welcome to the community! Your timeline is almost identical to mine - I was so worried I was the only one dealing with this! It's amazing how much stress we can cause ourselves over something that turns out to be completely normal. The daily checking habit is so real - I think I was refreshing my transcript like 5-6 times a day at one point, which was just making my anxiety worse. Switching to Friday-only checks has been such a mental health improvement! One thing I've learned from this thread is that the IRS systems really aren't designed with transparency for taxpayers in mind. The 'as of' date is probably super useful for their internal processes, but it just confuses us regular folks. At least now we all know what it actually means (or rather, what it doesn't mean for our refunds)! Hopefully we'll all see our transcript updates soon. The waiting is definitely the hardest part, but knowing we're all in the same boat makes it a bit easier.
As another newcomer who's been lurking and learning from this amazing community, I wanted to share my experience and thank everyone for the incredibly helpful explanations! I filed 3/3, accepted 3/11, and like so many others here, I've been stressing about my transcript showing "as of March 22" with no movement for weeks. I was convinced something was wrong with my return or that I'd made an error somewhere. The detailed breakdowns about what the 'as of' date actually means have been eye-opening - I had no clue it was just an internal IRS account marker! I was treating it like some kind of countdown timer or deadline, checking obsessively multiple times per day thinking I'd miss some important update. Learning about weekly vs daily cycles and that Friday morning is when most updates happen has already changed my approach. No more daily panic-checking for me! What really strikes me is how many of us are in identical situations with the same timeline and concerns. It's both comforting to know this is normal processing and frustrating that the IRS systems are so opaque that we all end up here trying to decode what should be straightforward information. Thanks to everyone who's shared their knowledge and experiences - this community is invaluable for understanding the reality versus the anxiety of tax season!
Welcome to the community! Your experience sounds exactly like what so many of us have gone through - it's like we're all reading from the same script! š I love how you described treating the 'as of' date like a countdown timer - that's exactly what I was doing too. It's wild how something that means essentially nothing to us as taxpayers can cause so much stress when we don't understand what it actually represents. The Friday-only checking strategy has been a game changer for my mental health. I went from checking 3-4 times a day (sometimes more on weekends when I was really anxious) to just once a week, and it's made the waiting so much more manageable. Your timeline of filed 3/3, accepted 3/11 puts you right in that sweet spot with the rest of us. Based on what others have shared here about the 4-6 week processing window, we should hopefully start seeing movement soon! It really is amazing how this community comes together to help decode these confusing IRS systems. The transparency and shared experiences here have probably saved my sanity this tax season!
Quick heads up about electronic filing with ITIN employees - some payroll software struggles with ITINs even though they're formatted just like SSNs. When I tried to e-file with my first ITIN employee, our payroll system kept rejecting the number because it started with a 9. Had to call tech support and they had to make a special adjustment to accept the ITIN format. Might want to test your system with a dummy run before actual payday!
Just wanted to add something that might help - when you're setting up payroll for ITIN employees, double-check that you're not automatically enrolling them in Social Security benefits withholding if they're not eligible. Some payroll systems default to withholding Social Security and Medicare taxes for all employees, but the rules can be different depending on the employee's immigration status and work authorization. Also, keep really good records of the I-9 documentation process. I learned the hard way that you need to be extra careful about document verification when hiring anyone, but especially when dealing with different tax ID numbers. The Department of Homeland Security can audit these records, and you want to make sure everything is properly documented. One last tip - if your employee's ITIN expires (which can happen), they'll need to renew it to continue filing taxes. This doesn't affect their ability to work if they have proper work authorization, but it's something to be aware of for your tax reporting.
This is really valuable information, especially about the Social Security withholding differences! I'm completely new to all of this and hadn't even thought about the possibility that ITIN employees might have different withholding requirements. Can you clarify what you mean by "not eligible" for Social Security benefits withholding? I thought all employees had to pay into Social Security regardless of their tax ID type. Are there specific circumstances where someone with an ITIN wouldn't have these taxes withheld? Also, when you mention keeping good I-9 records - are there any particular documents that are commonly accepted for ITIN holders that I should be prepared to see? I want to make sure I don't accidentally reject valid documentation because I'm unfamiliar with it.
Wait - I thought Head of Household was only for single parents with kids? Can you really claim HOH with a parent as your dependent?
That's a common misconception! Head of Household isn't just for parents with kids. You can qualify if you're unmarried, pay more than half the cost of keeping up a home, and have a qualifying person living with you. A qualifying person can definitely be your parent (even if they don't live with you, which is a special exception for parents). The rules get more complicated if the qualifying person isn't your dependent, but in this case, if the mother qualifies as a dependent, she would also be a qualifying person for HOH purposes.
Based on everything discussed here, it sounds like you have a strong case for claiming your mother as a dependent and filing Head of Household. Here are the key points that work in your favor: 1. **Dependency Test**: Your mom's Social Security likely doesn't count as taxable income since she has no other income sources, so she should pass the gross income test (<$4,700 for 2023). 2. **Support Test**: You're clearly providing more than half of their support with mortgage, utilities, groceries, and major repairs like that $3,800 roof. 3. **Marriage Issue**: Since neither your mom nor stepdad file tax returns, the usual restriction about married people filing jointly doesn't apply. 4. **Head of Household**: Since they live with you and you maintain the household, you qualify for HOH status. One thing to consider - could you potentially claim both your mother AND stepdad as dependents? If his Social Security is also non-taxable and you're supporting both of them, you might qualify for two dependency exemptions. That could increase your tax benefits significantly. I'd recommend documenting everything carefully - keep those receipts and create a detailed record of all support you provided throughout the year. This will be crucial if the IRS ever questions your filing status.
This is really helpful! I hadn't even thought about claiming both my mom and stepdad. Since I'm paying for both of their expenses anyway, it makes sense to explore that option. Do you know if there are any limits on how many dependents you can claim? And would claiming both of them still allow me to file Head of Household, or does that status only work with one qualifying person? Also, when you mention documenting everything - should I be tracking the expenses separately for each person, or is it okay to just show that I'm covering the household expenses for both of them together?
Has anyone had experience with what happens if you file with the incorrect W-2? My HR department is saying it could take 3-4 weeks to issue a corrected W-2, but I'm supposed to receive a large refund this year that I really need soon.
If you file with the incorrect W-2, you risk getting a notice from the IRS later because the information won't match what's in their system after your employer submits the correction. This could delay your refund even more, plus potentially lead to penalties and interest if it results in incorrect tax calculation. If you absolutely cannot wait, you can file Form 4852 (Substitute for W-2) along with your return, but you'll need to have documentation showing what the correct amounts should be. Honestly though, waiting for the corrected W-2 is usually the cleanest approach.
I just went through this exact situation last month! My employer made the same mistake - they put my Limited Purpose FSA contributions in Box 10 when they should have just been excluded from my taxable wages in Box 1. Here's what worked for me: I contacted both HR and our FSA administrator (in my case it was HealthEquity) at the same time. The FSA administrator actually reached out to HR on my behalf and helped expedite the correction since they deal with this type of reporting error frequently. While waiting for the corrected W-2, I also gathered all my benefit enrollment documents showing I specifically elected the Limited Purpose FSA, not the Dependent Care FSA. This documentation was super helpful when explaining the error to both HR and later to my tax preparer. One thing to note - make sure when you do get the corrected W-2 that they completely remove those contributions from Box 10. They shouldn't move them to another box, they should just disappear from the W-2 entirely since Limited Purpose FSA contributions are handled the same way as regular healthcare FSA contributions (just excluded from taxable wages). The whole process took about 10 days for me, which was much faster than the 3-4 weeks HR initially estimated. Good luck!
This is really helpful! I didn't think about contacting the FSA administrator directly. Do you know if all FSA administrators are typically this responsive to W-2 correction issues? My company uses Wageworks and I'm wondering if they'd be equally helpful in pushing HR to fix this quickly. Also, when you say the contributions should "disappear from the W-2 entirely" - does that mean they shouldn't show up anywhere specific, or just that they're reflected in the lower taxable wages in Box 1? I want to make sure I know what to look for when I get the corrected W-2 so I can verify it's actually been fixed properly.
NebulaKnight
Hey Jackie! I'm relatively new to this community but wanted to chime in since I just went through this exact situation a few months ago. The "Enclosed" notation on your transcript means the IRS is definitely mailing you something - in my case, it was a CP2000 notice questioning some of my 1099 income from my freelance work. I totally get your anxiety about this, especially given your 2021 audit experience! What I learned is that "Enclosed" doesn't automatically mean bad news - it could be anything from a simple math correction to requesting additional documentation for your Uber/delivery expenses. The notice took about 10 business days to arrive after I first saw it on my transcript. Since you mentioned tracking your mileage and expenses carefully, you're probably in good shape if they do ask for verification. My advice: check your mail religiously for the next two weeks, and when the notice arrives, read it thoroughly before panicking. Most of these issues can be resolved pretty quickly if you have your documentation ready. Fingers crossed it's something simple and your refund gets processed soon!
0 coins
Nia Davis
ā¢Thanks for sharing your experience with the CP2000 notice! I'm also new here and this thread has been incredibly helpful. I'm curious - when you received your CP2000, did you end up owing additional taxes or was it just a matter of providing clarification about your 1099 income? I do some freelance work alongside my regular job and I'm always worried about getting one of those notices. Also, how long did it take to resolve once you responded? Jackie's situation has me thinking I should double-check my own documentation just in case!
0 coins
PaulineW
Hi Jackie! I'm new to this community but wanted to share what I learned when I had "Enclosed" show up on my transcript last year. As someone who also does gig work (I drive for Lyft part-time), I completely understand your concern, especially after going through an audit before. The "Enclosed" notation essentially means the IRS is sending you a physical letter or notice in the mail. In my case, it was a CP05 notice requesting additional verification of my identity before they could process my refund - pretty common for returns with self-employment income. The letter took about 7-10 business days to arrive after I first noticed it on my transcript. Since you mentioned being careful about tracking your mileage and expenses (which is smart!), you're likely in a good position if they're asking for documentation. The key thing is to respond quickly once you receive whatever they're sending. I was able to complete my identity verification online and my refund was released about 2 weeks later. Try not to stress too much - "Enclosed" doesn't mean your refund is denied, just that they need to send you information or request something from you. Keep checking your mail daily and you should have answers soon!
0 coins
Amina Bah
ā¢Thanks for sharing your experience with the CP05 notice, PaulineW! I'm new here too and this is really helpful to know. I'm curious - when you did the identity verification online, was it through the ID.me system that someone mentioned earlier, or did the IRS have their own verification process? I've heard mixed things about how long the ID.me verification can take, so I'm wondering if that might be what's coming for Jackie since gig workers seem to get flagged for identity verification more often. Also, did you have to provide any specific documents during the verification process beyond just answering questions?
0 coins