I'm confused about something - do we even need to report Roth IRA contributions on our tax return? I thought Roth contributions aren't tax deductible so the IRS doesn't need to know about them unless you're claiming the Savers Credit. Am I missing something?

Just wanted to share my experience since I went through this exact same confusion last year! For your situation with $2,750 in 2018 and $3,600 in 2019, you're absolutely right to enter $6,350 as your basis of contribution (the total of all your Roth IRA contributions) and $0 for basis of conversion since you haven't done any conversions. One thing that helped me was keeping a simple spreadsheet tracking my annual Roth contributions - it makes tax time so much easier when you have that running total ready. Also, double-check if you might qualify for the Saver's Credit based on your income level, since that could get you some money back! The good news is once you understand these terms, future years become much simpler. You'll just be adding each year's new contributions to your basis total.

I'm currently dealing with this exact same situation! My transcript updated with a 570 code about 9 days ago with no 971, and as someone who's also new to navigating the US tax system, I completely relate to feeling overwhelmed by all these codes and the uncertainty they create. What's been incredibly reassuring after reading through everyone's experiences here is seeing such a consistent pattern - standalone 570 codes (without 971) seem to have a really strong track record of resolving automatically within 2-4 weeks. The key insight that keeps coming up is that when the IRS actually needs documentation or has serious concerns, they typically generate that 971 notice code immediately alongside the 570. I've definitely been guilty of checking my transcript way too frequently (probably daily despite promising myself I wouldn't!), but it's so comforting to see how many people have been through this same anxiety and uncertainty and had positive outcomes. The automated verification flags seem to be the new normal this filing season, but thankfully most people are reporting that they clear up without requiring any action from us. Coming from a different tax system where processes were much more straightforward and predictable, this waiting game and trying to decode what's happening behind the scenes is definitely stressful. But based on all the shared experiences in this thread, it really sounds like we're just caught up in routine internal reviews rather than anything serious. Thanks for starting this discussion - it's been so helpful to see that we're not alone in navigating this confusing process. The waiting is definitely the hardest part, but seeing all these success stories gives me hope that our situations will resolve soon too!

I'm going through this exact same situation right now! My transcript updated with a 570 code about 3 days ago with no 971, and as someone who's also trying to navigate the US tax system coming from a different country, I completely understand that feeling of being lost in all these codes and numbers. What's been really reassuring after reading through all these shared experiences is seeing how consistently standalone 570 codes seem to resolve automatically within 2-4 weeks. The pattern that keeps emerging is so clear - when there's no 971 code alongside the 570, it typically means they're doing an internal review that doesn't require any action or documentation from us. If they actually needed something, that 971 notice code would usually appear right away. I've definitely been guilty of checking my transcript way too frequently (probably every day despite telling myself to be patient!), but seeing all these success stories from people who've been in our exact situation is really helping calm my nerves. The automated verification processes seem to be much more common this filing season, but the good news is that the vast majority are clearing up without any taxpayer intervention needed. Coming from a tax system that was much more straightforward and predictable, this whole waiting game and uncertainty is definitely stressful. But based on everyone's experiences here, it sounds like we're likely just caught up in routine processing delays rather than anything serious. Thanks for starting this thread - it's been so helpful to see we're not alone in trying to decode this confusing system! Hoping your 570 clears soon.

All of this back filing info is helpful but just be aware there are time limits on claiming refunds! If you're owed money from the IRS, you typically have only 3 years from the original due date to file and claim a refund. So for example, for tax year 2020 (which was due April 2021), you have until April 2024 to file and still get your refund. For 2017, the deadline to claim a refund was April 2021 - if you're filing 2017 now, you can still file the return but you wouldn't get any refund you were owed. Just wanted to mention this since it seems like some people are discussing filing returns from several years back!

Just wanted to chime in as someone who went through this exact situation last year. I was trying to back file for 2018 and got so much conflicting information from different sources that I almost gave up. The bottom line is: NO tax software can e-file returns for prior years beyond what the IRS accepts (current year + maybe previous year early in filing season). This is an IRS system limitation, not a software limitation. Both TaxACT and TurboTax will let you prepare old returns online, but you'll have to print and mail them. I ended up using TaxACT because it was cheaper for prior years ($25 vs TurboTax's $60), but the end result was identical - had to mail everything in. One tip: make sure you use certified mail when sending old returns. The IRS processing times for mailed returns can be really long (took 4 months for mine), and you want proof they received it. Also double-check you're mailing to the correct address for your state - it's different than where you'd mail current year returns. Good luck with your 2017 filing!

I'm in a very similar boat - filed in early February, got slapped with an 810 freeze, received my 12C letter in late February, and sent in my amended return about a month ago. My transcript still shows nothing but that original 810 code from February. The waiting is absolutely killing me because I really needed this refund to cover some unexpected medical bills. I've been checking my transcript obsessively hoping to see some movement, but it's like watching paint dry. From what I've gathered reading through all these responses, it sounds like the key is just confirming they actually received the amended return, since the transcripts are so slow to update. I think I'm going to bite the bullet and try one of those callback services to get through to an actual agent. The most frustrating part is not knowing if you're in week 1 of a 20-week wait or if your paperwork got lost somewhere in their system. At least if I can confirm they have it, I can stop obsessing over whether I need to resubmit everything. Thanks to everyone sharing their experiences - it really helps to know this nightmare timeline is unfortunately normal and not just something wrong with my specific case!

I'm going through something very similar right now! Filed in mid-February, got hit with the 810 freeze a few days later, received my 12C letter early March, and submitted my amended return about 2 weeks ago. Still just showing that same 810 code on my transcript with no updates. The uncertainty is definitely the worst part - not knowing if they even received your amended return or if you're officially in the queue somewhere. I've been debating whether to call but hearing everyone's experiences with the phone lines being impossible makes me hesitant. One thing that's been helpful is reading through all these responses and realizing this timeline is unfortunately completely normal. It sounds like 16-20 weeks total is realistic for amended returns with freeze codes, which is brutal but at least sets expectations. I think I'm going to try calling just to confirm they have my paperwork, then try to forget about it for a few months. The waiting game is stressful but seems unavoidable with these cases. Thanks for posting this - it's really reassuring to know so many others are dealing with the exact same situation and timeline!

Just a heads up - make sure you're also considering any potential late filing penalties for these prior year 1099 NECs. The penalty ranges from $50 to $280 per form depending on how late they are and whether the IRS considers it intentional disregard. If you have a reasonable cause for filing late, include a statement explaining the circumstances. The IRS can waive penalties if you can show reasonable cause for not filing on time.

For the 1099 NEC forms, you can also check with local office supply stores like Staples or OfficeDepot - they sometimes carry prior year tax forms in stock, especially during tax season. I found 2021 forms at my local Staples last year when I was in a similar situation. Regarding penalties, if you're filing these 1099s now for 2021 and 2022, you're definitely looking at late filing penalties. However, since your contractor already reported the income on their tax returns, this works in your favor for penalty abatement. The IRS is more lenient when the income was properly reported by the recipient even if the 1099 was filed late. When you submit the forms, include a letter explaining that this is your first time filing 1099s as a small business owner, you've been working to get compliant, and the recipients have already properly reported the income. This reasonable cause explanation can help reduce or eliminate penalties. Also, double-check that you actually need to issue 1099 NECs - you only need them if you paid $600 or more to non-corporate contractors during the tax year. If your contractor was incorporated, you generally don't need to issue a 1099 NEC at all.