I also have the same issue but my code 150 have a future date , code 810 is some months ago

Hey Greg! I went through something super similar last year. The 810 freeze is definitely frustrating but you're on the right track having done the in-person verification. Those codes 766 and 768 are actually good signs - they show your credits are being processed and applied to your account. The 4/15/24 date you're seeing is just the tax filing deadline, not your refund date unfortunately. After identity verification, the IRS usually takes 6-9 weeks to lift the freeze and process your refund. Keep checking your transcript for when that 810 code disappears - once it's gone and you see an 846 code, that's when you'll have your actual refund date! The waiting is the worst part but you're definitely moving in the right direction 👍

I went through this exact same frustration last year and want to share what finally worked for me. After reading through everyone's suggestions here, I tried multiple approaches before finding my missing $78k in withholdings. What ultimately solved it was a combination of several things mentioned in this thread: 1. **Check your final paystub of the year** - Like Anastasia mentioned, mine showed "Supplemental Tax Withholding" that didn't transfer properly to my W2. 2. **Contact your stock plan administrator directly** - This was key. I called the dedicated RSU support line (not regular HR) and they provided a "Tax Withholding Summary" that clearly showed all amounts remitted to the IRS on my behalf. 3. **Look for Form 945** - This is something no one mentioned yet, but some companies file this form for supplemental withholdings like RSUs. While you won't receive a copy, asking about it helped my HR team locate the correct withholding amounts in their system. The most important thing I learned is that the withholding definitely exists in the IRS system even if your documentation is incomplete. When I finally filed my return claiming the full withholding amount, it was accepted without any issues. For immediate peace of mind while you're still searching for documentation, you can also request a tax account transcript from the IRS (it's free online) which will show all payments made on your behalf, including estimated payments from brokerages. Don't give up - that money was sent to the IRS and you absolutely should get credit for it!

I'm dealing with a very similar situation right now! I had about $85k withheld from my RSU sale through Charles Schwab, but like you, it's nowhere to be found on my W2. Reading through this thread has been incredibly helpful - I had no idea this was such a common issue. Based on what everyone has shared, I'm going to start by checking my company's stock plan portal (separate from my regular Schwab account) and look for that "Tax Center" section that Gabrielle mentioned. I also like the idea of requesting a tax account transcript from the IRS to confirm they actually received the withholding. One thing I'm curious about - has anyone here had success getting a corrected W2 from their employer to include the missing RSU withholdings? It seems like that would be the cleanest solution if the withholding was supposed to be on the W2 in the first place, rather than having to hunt down separate documentation or report it on different tax forms. This thread is a goldmine of practical advice that you just can't find in generic tax guides. Thanks to everyone who shared their experiences!

Just wanted to share my experience as another small partnership owner who went through this exact situation. We're a 4-person LLC that was also used to paper filing, and I was really frustrated when I first learned about the mandatory e-filing requirement. After researching options, I ended up using one of the more affordable tax software packages specifically designed for partnerships. The transition wasn't as bad as I expected - most of the software walks you through each section and imports data from your previous year's return if you have a PDF copy. The key thing I learned is that the IRS isn't making exceptions for small partnerships based on revenue or complexity. The electronic filing requirement applies regardless of your business size. But there are definitely budget-friendly software options out there that make compliance much more manageable than I initially thought. Don't risk the penalties - they're real and the IRS is actively enforcing this. It's worth investing in proper e-filing software rather than dealing with potential fines and complications later.

I'm dealing with this same issue right now! My 2-partner LLC has always filed paper returns and I was shocked to learn about the mandatory e-filing requirement. What's frustrating is that the IRS instructions aren't super clear about this change. I had to dig through multiple sources to confirm that yes, even tiny partnerships like ours must file electronically now regardless of revenue or number of partners. I'm currently comparing different software options and it's definitely an unexpected expense. Has anyone found good resources for understanding exactly what documents we need to gather before starting the e-filing process? I want to make sure I'm fully prepared before purchasing software since most of these are one-time use purchases. Also wondering - do most of these software packages handle estimated tax payments for partners too, or is that separate? Our CPA used to handle that coordination but now that we're doing it ourselves I want to make sure we don't miss anything important.

The experiences shared here are really helpful! As someone who just started my own business, I was completely confused about what I could and couldn't deduct for promotional items. From reading everyone's responses, it seems like the main takeaways are: - True promotional giveaways (pens, mugs, keychains) with your logo are generally safe to deduct as advertising expenses - Clothing with logos is much trickier - even with a logo, if you could wear it casually outside work, it's probably not deductible - Documentation is absolutely critical - keep receipts, photos, and logs of who received what and when - The $25 per person annual limit applies to client gifts, but not to general promotional materials distributed broadly I'm planning to order some branded items for my new consulting business, and based on this discussion I think I'll stick to traditional promotional items like pens and notepads rather than clothing items. The risk/reward just doesn't seem worth it for branded shirts or jackets. Thanks to everyone who shared their real experiences, especially those who went through audits. It's so much more valuable to hear actual outcomes rather than just guessing about what the IRS might do!

This has been such a helpful discussion! I'm a new member here but have been following along as someone dealing with this exact issue for my small accounting practice. One thing I haven't seen mentioned much is the importance of timing when it comes to promotional items. I learned from my CPA that if you purchase promotional items in December but don't distribute them until the following year, you should technically deduct them in the year they're actually used for business promotion, not when purchased. This can matter for cash vs. accrual accounting methods. Also, for those worried about documentation, I started using a simple smartphone app to track my promotional distributions in real-time. When I hand out branded items at networking events, I just make a quick note with the date, location, and approximate quantity distributed. Takes 30 seconds but creates a timestamped record that would be really valuable if ever questioned. The audit experiences shared here are eye-opening - it really seems like having your documentation organized upfront makes all the difference between a smooth review and a stressful one!

The Statement A-QBI you received is definitely something you need to pay attention to! As others have mentioned, it's for the Section 199A qualified business income deduction, which can be a significant tax benefit. Here's what I'd recommend for your situation: First, determine if you need Form 8995 (the simple version) or Form 8995-A (the complex version). Since you didn't mention your income level, if your taxable income is under $182,500 (single) or $365,000 (married filing jointly), you can use the simpler Form 8995 and just need the QBI amount from your Statement A. If you're above those thresholds, you'll need Form 8995-A and will use those W-2 wages and UBIA (property basis) numbers for the limitation calculations. The deduction is generally 20% of your qualified business income, but it can be limited by these other factors at higher income levels. Don't stress too much about getting it perfect - the forms have good instructions, and if you're using tax software, it should walk you through entering the Statement A information. The key is not to ignore it since you could be missing out on a valuable deduction!

I just went through this exact situation last month! The Statement A-QBI form can definitely be confusing at first, but it's actually a good thing - it means you're eligible for the Section 199A deduction which could save you some serious money on taxes. Here's the quick breakdown: That statement contains the information you need to claim up to a 20% deduction on your qualified business income from the partnership. The key numbers you're looking for are your share of QBI (qualified business income), W-2 wages paid by the business, and the UBIA (unadjusted basis of qualified property). Since you mentioned this is your first time seeing this form, you'll need to file either Form 8995 or 8995-A with your return. The form you use depends on your total taxable income - if it's under $182,500 (single filer) or $365,000 (married filing jointly), you can use the simpler Form 8995 and basically just need that QBI number from your Statement A. If your income is higher, you'll need Form 8995-A where those W-2 wages and property basis numbers become important for calculating any limitations on your deduction. Don't let the complexity intimidate you - even with the April deadline approaching, this is definitely worth figuring out since the deduction can be substantial. The IRS instructions for both forms are actually pretty clear once you get started.