The 846 code with a 2/10 date is definitely a good sign! That's your official refund issued date. Since you mentioned having to amend paperwork earlier, I totally understand the extra anxiety - I went through something similar last year when I had to correct my filing status. A few things that might help ease your mind: • The 846 code is one of the most reliable indicators in the whole process • Most banks process IRS direct deposits overnight, so you'll likely see it early morning on 2/10 • Since your transcript already updated for cycle 3, you're past the major processing hurdles • Amended returns can cause delays, but once you see that 846 code, those delays are behind you I'd recommend setting up account alerts with your bank so you get notified the moment it hits. The waiting game is brutal, but you're basically at the finish line now. Keep an eye on your transcript for any new codes, but honestly, once you have that 846 with a date, it's pretty much a done deal!

The 846 code with 2/10 date is great news! That's your official refund issued date from the IRS. Since you filed on 1/31 and had to amend paperwork (which can definitely add stress), seeing that 846 code means you've cleared all the processing hurdles. Here's what to expect: • Your refund will be released by the IRS on 2/10 • Most banks process IRS deposits overnight, so you'll likely see it early morning on 2/10 • Some banks may hold it 1-2 business days, but many make IRS refunds available immediately • Keep checking your transcript until the money hits - just to be safe I totally get the anxiety after having to amend things! I went through something similar and was constantly second-guessing everything. But once you see that 846 code with a specific date, you're basically home free. The IRS is pretty reliable with those dates once they commit to them. Set up mobile alerts with your bank if you can - there's nothing like getting that notification that your refund has arrived! You're almost there!

I just went through this exact process last month! I verified my identity through ID.me on January 28th and received my refund on February 18th - so exactly 21 days. Here's what helped me during the waiting period: 1. Set up your IRS online account to check transcripts - this gives you much more detailed info than WMR 2. Don't check WMR daily (easier said than done, I know!) - it rarely updates until the very end 3. Look for transcript codes 570/971 about a week after verification - this means they're processing it 4. Code 846 with a date means your refund is officially scheduled The hardest part is just the waiting and uncertainty. Since you verified last week, you're right on track for the typical 2-3 week timeframe. Try to resist the urge to constantly refresh WMR - I drove myself crazy doing that! Your refund is coming, it just takes time for their system to work through everything after verification.

I went through identity verification through ID.me about 6 months ago, and it took exactly 19 days to get my refund. Here's what I learned from the experience: The key is understanding that identity verification is just one checkpoint - your return still goes through all the normal processing steps afterward. After verification, expect to see codes 570 and 971 on your transcript within about a week (these are normal and not a cause for concern). A few things that helped me stay sane during the wait: - Check your transcript weekly, not daily - WMR rarely updates until the very end, so don't rely on it - If you claimed EITC or additional child tax credit, add extra time due to PATH Act requirements - The 846 code on your transcript with a date is your golden ticket - that's when you know your refund is officially scheduled Since you just verified last week, you're still very early in the process. Most people I know who verified this tax season have gotten their refunds between 14-28 days. Try to be patient - I know it's tough when you're waiting for money you're owed, but the system does work, it just takes time after verification.

As someone who just went through this exact same struggle last month, I completely understand your frustration! I spent way too much time searching for a form that doesn't exist as a standalone document. Just to echo what others have said - you'll need to create your own "Statement A-QBI" following the requirements outlined in the Form 8995 or 8995-A instructions. I ended up making a simple table in a Word document with columns for business name, EIN, QBI amount, W-2 wages, and qualified property basis for each of my pass-through entities. One thing that really helped me was looking at the specific line-by-line instructions for Form 8995-A (even if you end up using 8995) because it breaks down exactly what information the IRS expects to see in your supporting statement. The key is being thorough and clearly organized so everything is easy to follow if they ever review your return. Good luck with your manual filing - it's definitely doable once you understand what you're actually looking for!

I completely understand the confusion - I went through this exact same frustration when I first encountered QBI requirements for my small business. The terminology is really misleading since "Statement A-QBI" sounds like it should be an official form with a number. What helped me was realizing that the IRS basically wants you to create a supporting schedule that breaks down your QBI information clearly. I use a simple format with my name and SSN at the top, then "Statement A-QBI - Qualified Business Income Supporting Statement" as the title, followed by a table showing each business. For anyone still working on this, don't overthink the format - as long as you include all the required information (business name, EIN, your ownership percentage, QBI amount, W-2 wages, and qualified property basis) in a clear, organized way, you'll be fine. The IRS cares more about having complete information than fancy formatting. Also, make sure to keep copies of all your source documents that support the numbers on your statement. If you ever get questioned, you'll want to be able to show where each figure came from. Good luck with your filing!

Has anyone used TurboTax to report RSUs with blackout periods? I'm trying to figure out how to input this correctly to avoid IRS issues.

I've been dealing with RSUs and blackout periods for about 3 years now, and it definitely gets confusing! Just to add to what others have said - the vesting date is indeed your acquisition date for tax purposes, but here's something that tripped me up initially: make sure you're getting the correct cost basis on your 1099-B forms. My brokerage (also Fidelity) sometimes reports the cost basis as $0 for RSU sales, which would make it look like the entire sale amount is taxable gain. But since you already paid income tax on the FMV at vesting, you need to adjust this. Your actual cost basis should be the fair market value on the vest date that was reported on your W-2. For the wash sale concern - yes, be very careful if you have quarterly vesting. I made the mistake of selling some underwater RSUs in November and then had new ones vest in December of the same stock. Had to deal with wash sale adjustments that were a real headache. Now I time any sales to avoid the 30-day window around vesting dates. One tip: keep really good records of your vest dates and the stock price on those dates. You'll need this info for years to come, especially if you hold shares long-term.

Filed mine about 10 days ago and doing the exact same thing - checking constantly throughout the day like it's going to magically update! Really appreciate everyone sharing their experiences here. The overnight update schedule makes total sense, no wonder I've been seeing the same status message every time I check during work hours. Going to try the email alert suggestion too since I clearly can't trust myself to stop checking manually 😂

Been there! Filed mine 2 weeks ago and was literally refreshing every few hours like a maniac 😅 The overnight update thing is a game changer - wish they made that more obvious on their website. Also learned the hard way that weekends don't count toward processing time, so if you filed on a Friday don't expect anything until Tuesday at the earliest. The email alerts are clutch too, saves you from going insane checking manually!