I've had to amend my taxes twice due to crypto stuff I missed. Both times I ended up owing (about $2k the first time, $800 the second). My experience is that it doesn't affect your next year's refund EXCEPT if there's an outstanding balance from the amendment. As long as you've paid what you owe, you should be fine. Just be patient - my amendments took 7 and 9 months respectively to fully process.

I went through something similar last year when I had to amend my 2021 return after forgetting to report some freelance income. Ended up owing about $650 instead of getting the small refund I originally expected. The good news is that since you've already paid what you owe, you're in a much better position than people who let the balance sit. In my experience, the amendment itself didn't impact my 2022 refund timing - I got it right on schedule even though my amendment was still processing at the time. The key thing is that the IRS treats each tax year separately, so your 2022 amendment shouldn't hold up your 2023 refund as long as there's no outstanding balance. My amendment took about 7 months to fully complete, but like others have mentioned, the "Where's My Amended Return" tool barely updates so don't stress if it shows the same status for months. Just keep checking your account transcript occasionally - that's usually more accurate than their amendment tracking tool. You did the right thing by filing the amendment and paying immediately. That shows good faith compliance and should prevent any complications down the road.

Just a heads up - make sure you communicate clearly with your son about who's claiming who. My daughter and I had a huge mess last year because she filed her taxes first and claimed herself without telling me, then I tried to claim her as a dependent. We both got letters from the IRS and had to file amended returns. The IRS does check for this!

This is such a common situation with college graduates! Based on what you've described, it sounds like you should be able to claim your son as a dependent. The key factors working in your favor are: 1. He was a full-time student for nearly half the year (through May) 2. You likely provided more than half his total support for the year (tuition, housing, food through May vs. his earnings from June onward) 3. Dorm time counts as living with you for the residency test One important thing to keep in mind - since he earned $35,000 from his new job, definitely run the numbers both ways as someone mentioned. Sometimes the family comes out ahead when the child claims themselves, especially if there are education credits involved from his final semester. Also, make sure you coordinate with your son before either of you files! You don't want to both claim/not claim him and trigger IRS letters. Been there with my own kids and it's a headache to fix. The IRS has a helpful interactive tool called the "Interactive Tax Assistant" on their website that can walk you through the dependency tests if you want an official confirmation before filing.

My tax accountant told me that the "closer connection" rule is only one piece of the puzzle. If ur a non-US citizen who lived in the US, you also need to consider tax treaties between the US and your new country. Some treaties have specific residency tiebreaker rules that might override the standard IRS rules.

I went through a very similar situation when I moved to the UK for work. Your tax residency end date is when you physically left the US two weeks ago, not after your November visit. The key factors the IRS looks at are: (1) where your tax home is now located, (2) your closer connection to the foreign country, and (3) the temporary nature of any US visits. Since you've relocated permanently for work and have closer ties to your new country, a 6-day wedding visit won't change your residency status. Make sure you keep documentation of your move - employment contract, lease agreement, bank accounts in your new country, etc. For your foreign bank, you'll likely need to provide a statement of your non-US tax resident status. Some banks accept a simple declaration, while others may want Form W-8BEN. The important thing is that your residency ended when you established your new life abroad, not when you temporarily return to visit. Your 2022 return will indeed be dual status - you'll file as a resident for the portion of the year before you left, then as a non-resident for the remainder. Just make sure to clearly document your departure date for the IRS.

This is a really common issue! First thing I'd recommend is getting a detailed breakdown of your pay stub to see exactly where that $800 is going. It's not just federal income tax - you've got Social Security (6.2%), Medicare (1.45%), state taxes (varies by state), and possibly local taxes too. At $3,200 weekly ($166,400 annually), you're in a higher tax bracket so the withholding can feel brutal. But here's the thing - if you're single with no dependents, that withholding rate might actually be close to correct for avoiding a big tax bill next April. Before adjusting your W4 further, I'd suggest running your numbers through the IRS withholding calculator someone mentioned above. It'll show you exactly how much you should be having withheld based on your actual tax situation. You might find that getting your take-home to $2,800 would leave you owing thousands next year. Also check if your employer is withholding for benefits, 401k, or other deductions you might have forgotten about. Sometimes what feels like "too much tax" is actually pre-tax deductions that are actually saving you money!

Hey Jean Claude! I totally feel your pain on this - withholding issues are so frustrating when you're trying to manage your budget. A few thoughts that might help: First, definitely get a line-by-line breakdown of your paystub like others mentioned. At your income level, you're likely paying federal income tax, state tax (unless you're in a no-tax state), Social Security (6.2%), Medicare (1.45%), plus any pre-tax deductions like health insurance or 401k contributions. That can easily add up to 25% or more. One thing to consider is that the new W4 form (since 2020) works differently than the old allowances system. Instead of just changing a number, you need to be more strategic about which sections to complete. The IRS withholding calculator is honestly your best bet for getting accurate numbers. Also, be careful about getting too aggressive with reducing withholding. At $166k annually, you're in the 24% federal bracket, so if you under-withhold significantly, you could face underpayment penalties on top of a big tax bill. The general rule is you need to pay either 90% of this year's tax liability or 100% of last year's through withholding/estimated payments. Have you looked into whether your employer offers any pre-tax benefits you're not taking advantage of? Sometimes maximizing things like HSA contributions or increasing your 401k can effectively increase your take-home while also reducing your overall tax burden.

sometimes they do this if theres identity verification issues too. happened to my cousin last month

Had this exact same thing happen to me last year! Turns out it was because I had moved and updated my address with the IRS after filing but before they processed my refund. Even though my bank info was perfect, the address mismatch triggered their system to switch to paper check for "security reasons." If you've changed your address recently or there's any discrepancy between what's on file vs your return, that could be it. Super frustrating but at least the check should come within 6-8 weeks instead of the usual paper timeline.