I went through this exact same situation two years ago and felt like I was going crazy! Here's what I learned that might help: If you're using the same tax software as last year, try logging into your account from last year's filing. Many people don't realize that tax software companies often store your previous year's filing information, including the Self-Select PIN, in your account profile. Look for sections like "My Account," "Tax History," or "Previous Returns." Also, check if you saved any screenshots or notes when you filed last year. I started taking a screenshot of my confirmation page after learning this lesson - it shows the PIN right there. If none of that works, definitely go with the prior year AGI method that others mentioned. It's actually more reliable than trying to remember a random 5-digit number you created a year ago! The IRS specifically allows this as an alternative verification method for exactly this reason. And here's a pro tip for next year: when you create your new Self-Select PIN, write it down in two places - one with your tax documents and one in a password manager or secure note on your phone. You'll thank yourself next April!

This is such a comprehensive thread - love seeing everyone help each other out during tax season! I went through this same PIN nightmare three years ago and it taught me to be way more organized with my tax records. One thing I haven't seen mentioned yet is that if you used a tax preparer last year (like H&R Block, Jackson Hewitt, etc.), they often keep copies of your e-file confirmation in their system. You can call them or visit the location where you filed, and they might be able to look up your Self-Select PIN from their records. Also, if you're really stuck and running up against the deadline, remember that you can file for an automatic 6-month extension using Form 4868. This gives you until October 15th to file your return (though you still need to pay any taxes owed by the original deadline). Sometimes taking the pressure off helps you think more clearly about where you might have saved that PIN information. The AGI verification method really is your best bet though - it's what I ended up using, and it worked perfectly. Just make sure you're using the exact dollar amount, including cents if applicable. The IRS system is very precise about matching that number.

For TurboTax specifically, they'll ask if you have self-employment income. Say yes, and then you'll be guided to the "Business Income" section. Enter your Patreon/Buy Me A Coffee as a sole proprietorship business. You can use your own name as the business name if you don't have a formal business name.

One important thing to remember is keeping track of your expenses throughout the year, not just at tax time! I wish someone had told me this when I started my Patreon. Set up a simple spreadsheet or use an app to log art supplies, software subscriptions, equipment purchases, and even things like packaging for rewards you send to patrons. Also, don't forget about the home office deduction if you have a dedicated workspace for your art. Even if it's just a corner of a room that you use exclusively for creating content, you can potentially deduct a portion of your rent/mortgage, utilities, and other home expenses. TurboTax has a simplified method that lets you deduct $5 per square foot up to 300 square feet, which is much easier than calculating actual expenses. The key is being organized from day one rather than scrambling to reconstruct everything come tax season!

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!