@Nina Fitzgerald I actually went through this exact same situation a few months ago! The phone number everyone's mentioning (1-800-830-5084) is definitely your best bet. I'd recommend calling right when they open at 7 AM - I got through in about 15 minutes that way. One thing I learned: make sure you actually NEED to cancel vs. just reschedule. If you still need identity verification but just can't make that specific time, rescheduling might be easier than starting the whole process over. The agent will ask you why you're canceling, so be ready to explain. Also, don't stress too much about it - the IRS agents are usually pretty understanding about appointment changes. Just have your SSN and the appointment confirmation info ready when you call. You got this! 👍

I've been through this process recently and it's definitely frustrating! The phone route is really your only option since there's no online cancellation system (which is honestly ridiculous in 2024). A few things that helped me: - Call 1-800-830-5084 as others mentioned - Have your appointment confirmation number ready along with your SSN - If you get disconnected or can't get through, don't give up - it took me 3 tries over 2 days - Ask for a cancellation confirmation number or email if possible One important thing to consider: Are you canceling because you no longer need identity verification, or just because of scheduling conflicts? If it's the latter, rescheduling might be easier than starting over if you still need to complete the verification process eventually. The whole system is outdated but the agents are generally helpful once you get through. Hang in there! 💪

Has anyone used their betting app's year-end summary as documentation for losses? My FanDuel account has a tax document that shows my total deposit, withdrawals, winnings and losses. Wondering if that's enough for the IRS?

I went through this exact same situation last year with my Venmo 1099-K from sports betting. The stress was real! Here's what I learned after consulting with a tax professional: 1. Yes, you do have to report the full $7300 as gambling income on your tax return, even though it includes your original deposits. 2. You can deduct your gambling losses (the $4700 you put in) but ONLY if you itemize deductions on Schedule A. This means you can't take the standard deduction. 3. The key decision is whether itemizing saves you more money overall than taking the standard deduction. For 2024, the standard deduction is $14,600 for single filers. If your gambling losses plus other itemizable deductions (mortgage interest, state taxes, charitable donations, etc.) exceed that amount, then itemizing makes sense. 4. Keep ALL your records - bank statements showing transfers, screenshots of betting account activity, and any year-end statements from your betting apps. The unfortunate reality is that if itemizing doesn't benefit you, you could end up paying taxes on the full $7300 rather than just your $2600 profit. This is a common frustration for casual gamblers. Consider talking to a tax pro if the numbers are significant - sometimes the consultation fee is worth it for peace of mind and making sure you're handling everything correctly.

When I had a similar W2c issue, TurboTax had a specific section for entering W2c information. Is anyone using a particular tax software that handles this well? My accountant charged me extra last year because of all the corrected forms and I'm trying to DIY this year.

I went through this exact same situation two years ago! The key thing to remember is that the W2c completely replaces the information on your original W2. You should only use the corrected information when filing - so yes, use code W with the $13,340 amount. The reason for the code change makes total sense too. Code D is for your own 401(k) deferrals (money taken out of your paycheck), while code W is for employer HSA contributions (money your company puts into your HSA account). Your payroll department probably miscoded it initially. One thing that helped me was calling my HR department to confirm what actually happened. In my case, they had incorrectly categorized the employer's HSA contribution as a 401(k) deferral on the original W2. The good news is that employer HSA contributions (code W) are generally more favorable tax-wise since they don't count as taxable income at all. Make sure whatever tax software you're using has an option for entering W2c information specifically - don't just manually change the numbers from your original W2 entry.

Has anyone used TurboTax to report this kind of situation? I'm having trouble finding where to manually enter a 1099-R that I haven't received yet.

One thing that might help ease your concerns - I had almost the exact same situation last year. Made an excess contribution, caught it early, removed it before the deadline, but didn't get the 1099-R until the following January. I filed my taxes self-reporting the distribution with code P just like you're planning to do. When I eventually received the official 1099-R the next year, all the numbers matched perfectly with what I had self-reported. No issues, no amended returns needed. The key is being accurate with your amounts and using the correct distribution code. Since you documented everything and have your broker statements showing the withdrawal, you should be fine. Just make sure to keep all those records in case the IRS ever asks for verification down the road. Your approach with the $740.25 withdrawal amount is correct - you only need to remove what's actually there after any investment changes. Good luck with your filing!

Pro tip: The best way to understand your 810 freeze is to use taxr.ai - way better than trying to piece together info from random reddit posts. It costs $1 but gives you a complete analysis of your transcript and estimated resolution date. Been using it weekly to track my progress.

Filed 1/15 and been dealing with 810 freeze for over 3 weeks now. WMR hasn't budged from "still processing" but my transcript shows the freeze code. Really hoping to see some movement soon - bills don't stop coming just because the IRS is taking their sweet time! Has anyone noticed any patterns with when these typically clear?