Don't worry, you're totally normal! As a first-time filer myself last year, I was checking every single day too. Generally takes 1-3 weeks after acceptance for transcripts to show up. Since you just filed last week, you're still well within the normal timeframe. The IRS system updates in batches, usually Tuesday/Wednesday/Friday mornings, so try checking then instead of refreshing constantly (learned that the hard way 😅). You'll drive yourself crazy otherwise!

Don't stress! I'm also a first-time filer and was in your exact same situation. Filed through TurboTax about 3 weeks ago and kept obsessively checking the transcript page - it finally showed up yesterday! The waiting is definitely nerve-wracking when you don't know what's normal. From what I've learned lurking in this sub, anywhere from 1-4 weeks is totally typical, especially during tax season when they're swamped. Try to resist the urge to check more than once a day (easier said than done, I know!). You're doing great - filing for the first time is a big step!

Can anyone confirm if we're supposed to check box 13b on Schedule A of Form 8936? The instructions are unclear but that box specifically asks if you transferred the credit to the dealer.

Thanks everyone for the detailed responses! This has been incredibly helpful. I was definitely overthinking this situation. Based on what I'm reading here, it sounds like the consensus is: 1. Complete Form 8936 showing I qualify for the credit 2. Check box 13b on Schedule A indicating I transferred to dealer 3. Enter $0 on Schedule 3 Line 6f with "TRANSFERRED" notation 4. Attach a statement referencing IRC Section 30D(g) with my dealer documentation I really appreciate the specific IRC section references and sample statement language from @Hugh Intensity - that gives me confidence I'm documenting this properly. And @Melissa Lin, thanks for confirming about box 13b, I was definitely unsure about that checkbox. It's frustrating that the IRS instructions don't make this clearer, but at least there seems to be a consistent approach that works. I'll go with this method and keep all my documentation organized in case there are any follow-up questions. You've all saved me from either underpaying my taxes or spending hours on hold trying to reach the IRS directly!

Has anyone tried reporting this kind of thing using TurboTax or H&R Block software? I'm in a similar situation and wondering which tax software handles gambling income/losses through proxy betting the best.

I went through something very similar last year and can share what worked for me. The key thing to understand is that the IRS focuses on economic substance - who actually owned the money and bore the risk of the bets. Here's what I did that helped: 1. Created a detailed log showing every transfer to friends with dates, amounts, and purposes 2. Screenshots of all text conversations coordinating bets 3. Bank/payment app statements showing the money flow 4. Written statements from my friends confirming they were placing bets on my behalf with my money For the W-2G issue, my friend and I worked with a CPA to handle it properly. My friend reported the W-2G income on his return, then we documented the transfer to me as the beneficial owner. I reported the same amount as gambling income on my return with supporting documentation. The most important thing is having a clear paper trail. The IRS auditor I eventually spoke with said they see this situation more often than you'd think, and as long as you can prove the money was yours and you're honestly reporting everything, they're not concerned with platform terms of service violations. One tip: calculate whether itemizing actually saves you money before going that route. In my case, I had enough other deductions to make itemizing worthwhile, but if gambling losses are your only major deduction, the standard deduction might be better financially.

This appears to be a CP2000 Proposed Adjustment Notice or similar correspondence. These notices typically involve a discrepancy between income reported on your return versus information the IRS received from third parties. The processing timeframe after acceptance varies based on current IRS backlog status and submission method. Electronic submission via the IRS portal generally results in faster processing (6-12 weeks) compared to mail submission (12-16 weeks).

I went through this exact process about 18 months ago with a CP2000 notice. Here's what I learned: definitely use the upload option through the IRS website - it's much faster than mail. I submitted mine electronically and got my adjusted refund in about 7 weeks. Make sure to take screenshots of your submission confirmation and save any reference numbers they give you. Also, set up online account access at irs.gov if you haven't already so you can monitor your account transcript for updates. The transcript will show processing codes that indicate where your case stands in the system. One tip: if you're uploading, make sure your signature is clear and the document quality is good - poor scans can cause delays.

Just wanted to add something important that might affect your decision between superseded vs amended - if you're doing the backdoor Roth conversion, you'll need to report both the recharacterization AND the conversion on your return using Forms 8606 and possibly 1099-R reporting. A superseded return might be cleaner here because you can report everything as one cohesive filing rather than having the original return show incorrect Roth contributions and then an amendment trying to explain the backdoor process. The IRS matching systems sometimes flag discrepancies between what custodians report (via 1099-R forms) and what's on your return, so having everything properly aligned from the start could save you from getting automated notices later. Also, since you mentioned you already got your refund - if the backdoor Roth process changes your tax liability, you might owe additional taxes or be entitled to a larger refund. With a superseded return, this gets calculated fresh. With an amended return, you're working off the original calculation which can sometimes make the forms more complicated to fill out correctly. Whatever route you choose, make sure your tax pro has experience with backdoor Roth reporting - it's one of those areas where small mistakes can create big headaches with the IRS later!

Just went through this exact situation a few months ago! One thing that really helped me decide was understanding that if you've already received your refund and are still before the filing deadline, you CAN file a superseded return, but you'll need to include payment for any refund amount that needs to be returned based on your corrected calculations. In my case, the backdoor Roth conversion actually increased my tax liability slightly (due to some Traditional IRA balances I had forgotten about triggering the pro-rata rule), so I had to send in additional payment with my superseded return. My tax preparer said this is pretty common and the IRS handles it routinely. The key advantage I found with the superseded approach was exactly what Carmen mentioned - cleaner reporting of the recharacterization and conversion transactions. When everything is reported correctly from the start, there's less chance of getting those automated CP2000 notices later when the IRS computers try to match up your 1099-R forms from your IRA custodian. One tip: make sure to keep detailed records of all the dates when your recharacterization and conversion transactions actually settled. The IRS wants to see that everything happened in the correct order and timeframe, especially if you're doing this process after initially filing your return.