Who prepared your taxes? If it was a professional, they should help you resolve this at no additional cost. If you did them yourself with software, check your actual submitted return first.

This is frustrating but unfortunately pretty common right now. The IRS has been having major processing issues this year. A few things to check: 1. Log into your tax software account and download/view your actual filed return (not just the transcript). Confirm line 4 shows "Head of Household" is checked. 2. If your filed return shows HOH but the transcript shows Single, this is definitely an IRS processing error that needs to be corrected. 3. You have two options: call the IRS directly (good luck with that) or file Form 1040X to amend. The amendment route is more reliable but takes longer. 4. Make sure you have documentation ready - school records, medical records, anything showing your son lived with you for more than half the year. The difference in refund between Single and HOH can be substantial, so it's definitely worth fighting. Don't let them keep your money! Document everything and keep copies of all correspondence.

I'm confused about one thing - if the gross distribution wasn't taxable, does that mean you never got the money? I have a similar situation with an old 401k.

Just to add some reassurance here - I work in retirement plan administration and see these situations all the time. When you left your previous employer, if your 401(k) balance was relatively small (usually under $5,000), the plan administrator likely executed what's called a "force-out" rollover. This means they automatically moved your funds to an IRA to reduce administrative costs for the plan. The fact that you have both code G and code H suggests you might have had both traditional pre-tax contributions and Roth after-tax contributions in your old 401(k). The traditional portion would have gone to a traditional IRA (code G) and the Roth portion to a Roth IRA (code H). You should have received notices about this rollover, but they might have gone to an old address. I'd recommend checking with companies like Fidelity, Vanguard, or Charles Schwab to see if they have any accounts in your name that you weren't aware of. Many force-out rollovers end up with these large providers. Since the taxable amount is $0, you really don't need to stress about amending your return. The IRS gets the same 1099-R you received and their systems can see it was a non-taxable rollover.

Check ur mail! They probably need more info from u. I ignored the letter at first and it delayed everything even more smh

Code 570 is an Additional Account Action Pending freeze, and 971 means they issued a notice about it. This usually happens when IRS needs to verify something on your return - could be income matching, dependent verification, or credits like EITC/CTC. The good news is most of these resolve automatically once their systems finish cross-checking. Keep an eye out for CP05 or similar notice in the mail explaining exactly what they're reviewing. Timeline is typically 4-8 weeks from when 570 posted.

Has anyone noticed if this change to Schedule K-1 codes also affects how you report this info on your personal 1040? I'm worried that if I'm creating a Statement A for my S-corp K-1, I might also need to change how I report this on my individual return.

This is exactly the kind of confusion I was dealing with a few months ago! The transition from separate Box 17 codes to the Statement A approach definitely caught a lot of S-corp owners off guard. Just to add some clarity for anyone still struggling with this - the key thing to remember is that the underlying Section 199A information requirements haven't changed, just how they're presented on the K-1. You still need to track the same components (qualified business income, W-2 wages, UBIA of qualified property, etc.), but now they all go on an attached statement rather than being split across different box codes. One tip that helped me: if you're preparing your own K-1, make sure your Statement A is clearly labeled and includes all the required elements. The IRS hasn't published an official form for Statement A, so there's some flexibility in format, but consistency and clarity are key. Each component should be clearly identified and the amounts should tie back to your business records. Also worth noting - this change actually makes multi-shareholder S-corps easier to handle since you can provide detailed breakdowns for each shareholder's allocation without cramming everything into limited box space.

I'm going through the exact same thing right now! Filed through H&R Block about 10 days ago, got my DDD for March 4th, and my Cash App is showing absolutely nothing. I was starting to panic thinking I messed up my routing number or something. Reading through these comments is actually really reassuring - sounds like Cash App just doesn't show pending deposits the way traditional banks do. I've been obsessively checking the app like 15 times a day which is probably pointless. One thing I'm wondering though - for those who got their refunds on their DDD date, did it hit early in the morning or later in the day? I'm hoping to use mine for rent that's due on the 4th, so timing matters for me.

I'm in the exact same boat! Filed through FreeTaxUSA on February 20th, got accepted within hours, and my DDD shows March 4th on the IRS website. My Cash App account is fully verified and I've triple-checked my routing and account numbers, but there's absolutely nothing showing as pending. After reading everyone's experiences here, I feel so much better knowing this is normal for Cash App. I was honestly starting to think I'd made some terrible mistake with my banking info. The fact that Cash App just doesn't show pending deposits the way traditional banks do makes total sense now. I'm definitely going to check out some of those tracking tools people mentioned - taxr.ai sounds like it could give me more peace of mind than obsessively refreshing the IRS website every few hours. And I had no idea about Claimyr for actually getting through to the IRS if needed. This community is amazing for sharing these resources! For anyone else stressing about this - sounds like we just need to be patient and trust that our refunds will hit on our DDD dates, even without any advance warning from Cash App.