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Tyler Lefleur

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I'm so sorry you're going through this stress - I can only imagine how terrifying that $22,500 notice must have been! The good news is that everyone here is absolutely right that this is a fixable situation, and you're definitely not screwed. I went through something very similar last year and wanted to add one important tip that helped me tremendously: when you're gathering your documentation, also collect any promotional materials or offers you received from the casinos during 2022. Things like free play vouchers, comp offers, or even marketing emails can help establish the pattern and frequency of your gambling activity, which strengthens your case that the losses are legitimate and documented. Also, if you used credit cards for any casino transactions (cash advances, payments for food/drinks, etc.), those statements can serve as additional verification of your gambling activity timeline. The more comprehensive your documentation trail, the stronger your position will be. The key thing is staying organized and not letting the 30-day deadline slip by. Create a checklist of all the documentation you need to gather, and tackle it systematically. This situation feels overwhelming now, but you'll be amazed how much better you feel once you have all your records organized and understand exactly what happened. You've got this! The fact that you have actual net losses means you have a legitimate case - you just need to present it properly to the IRS using their required format.

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That's such a smart tip about collecting promotional materials and casino marketing emails! I never would have thought to include those as supporting documentation, but you're absolutely right that they help establish a clear pattern of gambling activity. It shows the IRS that this wasn't just occasional casual gambling, but regular activity where losses would naturally accumulate over time. The credit card statement idea is brilliant too - especially for cash advances at casinos, since those create a clear paper trail showing money going toward gambling that didn't result in corresponding winnings. I'm definitely going to gather all of that additional documentation along with my win/loss statements. Your point about creating a checklist is exactly what I needed to hear. This whole situation has felt so overwhelming that I wasn't sure where to even start, but breaking it down into systematic steps makes it feel much more manageable. Thank you for taking the time to share these practical tips - it really helps to know that others have successfully navigated this exact situation!

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Miguel Ramos

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I'm so sorry you're dealing with this incredibly stressful situation! As someone who's been following tax issues in this community, I can see from all the responses here that you're definitely not alone and this is absolutely fixable. What strikes me most about your situation is how common this misunderstanding seems to be. The tax code's requirement to report ALL gambling winnings as income and then separately deduct losses really does seem counterintuitive when you have net losses for the year. It's completely understandable why you'd think no reporting was needed. Based on everything I'm reading here, it sounds like your main priority should be responding to that CP2000 within the 30-day deadline with comprehensive documentation. The success stories people are sharing (going from owing $18K+ down to hundreds or even $0) are really encouraging and show this process works when you have proper records. I'd recommend starting immediately with gathering those win/loss statements from every casino you visited in 2022, even the smaller ones. Several people mentioned that casinos are usually helpful with these requests for tax purposes, though some charge small fees. The reality check about potentially still owing some tax if itemizing doesn't beat your standard deduction is important to keep in mind, but even in that scenario, you'd owe far less than the full $22,500 they're claiming. You've got a solid path forward - stay organized, meet that deadline, and you'll get through this!

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Diego Vargas

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Don't forget that if your daughter files her own return, she needs to check the box that says "Someone can claim you as a dependent" on her 1040! I made this mistake with my kid last year and it caused issues with both of our returns being processed.

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NeonNinja

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Also be aware that she'll need to file BOTH federal and state returns in most cases! That caught me by surprise when my teenager had to file.

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Alicia Stern

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Great question! I dealt with this exact situation with my 16-year-old last year. Here's what I learned: Your daughter definitely needs to file her own tax return since she has self-employment income over $400. The $1,150 on her 1099-NEC means she'll owe self-employment taxes (about 15.3% on the net earnings). Good news though - you can absolutely still claim her as a dependent on your joint return as long as she meets the qualifying child requirements (under 19, lives with you more than half the year, etc.). A few important things to remember: - She needs to check the "Someone else can claim you as a dependent" box on her return - Consider any business expenses she had for the graphic design work (software, supplies, etc.) - these can reduce her taxable income - She'll file Form 1040 with Schedule C for the business income - Both federal AND state returns will likely be required The process isn't too complicated once you know the rules. FreeTaxUSA should handle her return just fine too. Just make sure both returns are consistent about the dependency claim to avoid any processing delays.

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RaΓΊl Mora

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This is really helpful! I'm in a similar situation with my 17-year-old who just started doing some freelance photography work. Quick question - when you mention business expenses like software and supplies, does that include things like camera equipment if it was purchased specifically for the freelance work? Also, how detailed does the record-keeping need to be for a teenager's first year filing?

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Chloe Martin

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Important note: if your amendment results in you OWING more tax, make sure to include a check with your amendment! The interest starts accruing from the original due date, not from when you file the amendment. I learned this the hard way last year :

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Diego Rojas

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How much interest did they charge you? I'm about to amend and will owe about $2,300 more. Been putting it off for a couple months already...

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Caleb Stark

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Based on my experience and what I've learned from tax professionals, you typically do NOT need to include your complete original tax return when mailing an amended return. The Form 1040-X is specifically designed to show the IRS what's changing - it has columns for original amounts, changes, and corrected amounts. What you should include: - Completed Form 1040-X - Any schedules or forms that are being changed (like Schedule A if amending itemized deductions, Schedule C for business changes, etc.) - Supporting documentation for the changes (new W-2s, 1099s, receipts, etc.) - A brief cover letter explaining what you're amending and why The inconsistent answers from IRS agents are unfortunately common since they handle so many different scenarios. The safest approach is to follow the official IRS instructions for Form 1040-X, which don't require sending your entire original return. The IRS already has your original filing in their system - they just need to see what's changing and the documentation to support those changes. Make sure to write "AMENDED RETURN" clearly at the top and send it certified mail for tracking purposes!

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Tasia Synder

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This is really helpful advice! I'm new to the community and dealing with my first amended return situation. One thing I'm curious about - you mentioned writing "AMENDED RETURN" clearly at the top. Should I write that on every single page of the forms I'm sending, or just on the first page of the 1040-X? Also, when you say "certified mail," is that something I can do at any post office, or do I need to go to a specific location? Thanks for taking the time to explain this so clearly - it's way more straightforward than the confusing answers I was getting elsewhere!

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I just wanted to chime in as another first-time filer who was freaking out about similar small mistakes! Reading through all these responses has been so educational and reassuring. What really stands out to me is how consistent everyone's advice is - from former IRS employees to tax preparers to people who've actually called the IRS about this exact issue. They're all saying the same thing: signature date errors with the wrong year are incredibly common and absolutely not a problem for processing. Shelby, I think you should feel really proud of successfully completing a dual status return on your first try! That's genuinely challenging tax work. The fact that you're being so thorough and careful shows you have great attention to detail - you just happened to catch yourself on one of the most common clerical errors that literally thousands of people make every filing season. Based on everything I've read here, I'd personally just mail it as-is and not worry about it for another second. The IRS has much bigger things to focus on than whether you wrote 2024 or 2025 next to your signature in January. You've got this!

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Leo Simmons

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I completely agree with everything you've said, Cassandra! As another newcomer to this community, I've been amazed by how helpful and consistent everyone's advice has been. It's really reassuring to see former IRS employees, tax professionals, and people who've actually experienced this exact situation all saying the same thing. What strikes me most is how this thread has turned what seemed like a scary mistake into a learning opportunity. I had no idea that signature date errors were so common, especially in the early months of the year when we're all still adjusting to writing the new date. Shelby, you should definitely feel confident about mailing your return as-is! The consensus here couldn't be clearer - this is truly a non-issue that won't affect your processing at all. Focus on celebrating the fact that you successfully navigated a dual status return on your first try. That's genuinely impressive and much more complex than anything most first-time filers have to deal with!

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CyberSamurai

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As a newcomer to this community, I just wanted to say how incredibly helpful this entire thread has been! I'm also preparing to file my first tax return and had been worried about making similar small mistakes. What really strikes me is the unanimous consensus from everyone - former IRS employees, tax preparers, people who've actually called the IRS about this exact issue - they're all saying the same thing. Signature date errors with the wrong year are extremely common (especially in January/February) and absolutely will not cause processing issues. Shelby, the fact that you successfully completed a dual status return on your first attempt is genuinely impressive! That's much more complex than what most first-time filers deal with. A simple date error where you wrote 2024 instead of 2025 is honestly the least concerning part of your entire return. Based on all the expert advice here, I'd definitely just mail it as-is. The IRS processes millions of returns with these exact same date errors every filing season. Focus your energy on celebrating that you navigated the genuinely challenging dual status requirements rather than stressing about what's clearly a non-issue. This community is amazing - thank you all for sharing such detailed, consistent, and reassuring guidance!

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I'm so glad I found this thread too! As someone who's also new to filing taxes, it's been incredibly reassuring to see such consistent advice from people with actual experience. The fact that former IRS employees and tax professionals are all saying the same thing really puts this in perspective. What really helped me understand is learning that the signature date is just to confirm you signed after the tax year ended - and obviously none of us actually signed our 2024 returns back in 2024! The IRS knows that writing the wrong year in January is just human nature. Shelby, you should definitely feel confident about your return! Completing a dual status filing on your first try is genuinely challenging work. This tiny date error is something the IRS sees thousands of times every year and it won't even register as an issue during processing. Thanks to everyone for sharing their knowledge and experiences - this community is such a valuable resource for newcomers like us!

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TurboTax Desktop Software: How to upload 1099-B documents for tax filing?

I've been struggling with my tax return using TurboTax desktop software this year. I have numerous stock transactions on my 1099-B, and when I tried importing them, there were way too many errors that would take forever to fix manually. So I decided to just enter the summary numbers instead. The problem is, after I entered the summary numbers for my 1099-B, the software never prompted me to upload any supporting documents. I already e-filed my return before realizing this might be an issue. Now I'm worried - is it really required to mail physical copies of my 1099-B to the IRS? I thought brokers already send copies to the IRS directly. I really hate having to mail physical documents - such a waste of time and money. In previous years, I used the TurboTax website (not the desktop software) and remember being able to enter summary numbers AND upload supporting documents. This is my first year using the desktop version, and I'm confused by the difference. Can I still somehow upload my 1099-B electronically? Is there a way to send these to the IRS through their website or even fax them? If I absolutely must mail them, what address do I use? Also, for future reference - does TurboTax desktop software actually allow you to upload 1099-B forms when entering summary numbers, or does it always force you to physically mail Form 8453 with supporting documents? If that's the case, I'm definitely switching back to the online version next year.

As a newcomer to this community, I'm dealing with this exact same TurboTax Desktop situation and want to share what I've learned from reading through everyone's experiences here. I also entered summary numbers for my 1099-B instead of importing transactions (due to too many errors that seemed overwhelming to fix), and like the original poster, I only realized afterward that this might require mailing physical documents. After reading through all the helpful responses, here's what I'm taking away: **For immediate action:** Check if Form 8453 was actually generated in your TurboTax files. If it was, that form will tell you exactly what to mail and where. If it wasn't generated, you might not need to mail anything. **Key insight I missed:** Importing transactions with errors and then fixing specific problematic entries individually would have avoided the mailing requirement entirely, while still maintaining accuracy. This seems like the best approach for future years with TurboTax Desktop. **Long-term solution:** Switch back to TurboTax Online next year for the electronic document upload capability that Desktop lacks. The tools mentioned here like taxr.ai for processing investment documents and Claimyr for actually getting through to the IRS also seem worth exploring. It's reassuring to know there are practical solutions beyond just struggling with the software's limitations. Thanks to everyone who shared their experiences - this community has been incredibly helpful for understanding what initially seemed like a very confusing and stressful situation!

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Sofia PeΓ±a

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Welcome to the community! Your summary really captures the key takeaways perfectly. I'm also relatively new here and went through almost the identical situation just a few weeks ago. The insight about importing transactions with errors and fixing them individually is something I wish I had known beforehand - it would have saved so much hassle. One thing I'd add based on my experience: when I did find Form 8453 in my files, the mailing address was very specific to my state, so make sure to use exactly the address listed on your form rather than trying to look it up elsewhere. I almost sent mine to the wrong processing center initially. The community knowledge here has been invaluable. It's frustrating that TurboTax doesn't make these workflow differences more transparent upfront, but at least we know better for next year! The electronic document handling with the online version definitely seems like the way to go for investment-heavy returns.

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A Man D Mortal

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As another newcomer to this community dealing with the exact same TurboTax Desktop frustration! I also entered summary numbers for my 1099-B thinking it would be simpler, only to discover the potential mailing requirement afterward. Reading through everyone's experiences here has been incredibly enlightening. The key insight about importing transactions with errors and then fixing individual entries to avoid Form 8453 entirely is something I really wish TurboTax made clearer upfront in their workflow. I checked my files and fortunately didn't find a Form 8453, which based on the discussions here suggests I might not need to mail anything. But for anyone who does find this form, the advice about using the specific state-based mailing address listed on the form (rather than looking it up elsewhere) seems crucial. The tools mentioned like taxr.ai for processing investment documents automatically and Claimyr for actually getting through to IRS representatives sound really promising for avoiding these headaches in the future. It's frustrating that we need third-party solutions to work around TurboTax's limitations, but I'm grateful this community exists to share these practical workarounds. Definitely switching back to TurboTax Online next year for the electronic document upload capability. Thanks to everyone for sharing your experiences - this thread has transformed what felt like a really stressful situation into a manageable one with clear action steps!

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Welcome to the community! I'm also new here and just went through this exact same situation with TurboTax Desktop. Your experience mirrors mine almost perfectly - I also thought entering summary numbers would be the simpler route, only to discover the mailing complications later. It's really reassuring to hear you didn't find Form 8453 in your files, which based on everyone's advice here suggests you're likely in the clear. I had the same relief when I checked my return documents and didn't see that form either. The collective wisdom in this thread has been amazing. The distinction between importing transactions (even with errors) versus entering summaries is something TurboTax really should highlight more prominently in their interface. It's such a crucial decision point that affects the entire filing process, but it's treated like a minor preference choice. I'm also planning to explore those third-party tools mentioned - taxr.ai for document processing sounds particularly interesting for handling investment transactions more accurately. And definitely switching to TurboTax Online next year for the electronic upload capabilities. Thanks for adding your perspective! It's helpful to see that multiple people have navigated this same confusing situation successfully. This community knowledge sharing is invaluable for dealing with these software quirks that aren't well documented elsewhere.

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