Has anyone here dealt with a partial rollover? My situation is similar but I only rolled over about 80% of my distribution and took 20% in cash. My 1099-R shows the full amount as taxable but I'm not sure how to report that only part of it should be taxed.

Just wanted to add another perspective here - I'm a former school district HR administrator and dealt with TRS rollovers frequently. The code "7" on your 1099-R is unfortunately common when retirement systems don't properly coordinate with the IRS about direct rollovers. What's important is that you have documentation showing it was a direct transfer. Keep any paperwork from both TRS and Fidelity showing the rollover instructions and confirmation. When you file your taxes, you'll report the 1099-R as received, but then correctly indicate it was rolled over to avoid taxation. Also, Fidelity should issue you a Form 5498 by May 31st showing the rollover contribution to your IRA. This form helps the IRS match up that the funds were properly rolled over even if the original 1099-R wasn't coded correctly. Don't panic about the immediate tax liability - just make sure you answer the rollover questions correctly in your tax software!

I've been dealing with the exact same issues! Filed in late November and have been getting locked out constantly when trying to check my transcript. It's so frustrating because you just want to know what's happening with your money. I noticed the lockouts seem to happen more frequently during business hours - I've had better luck checking very early morning or late at night like someone else mentioned. One thing that's helped me is setting up text alerts through my bank so I'll know immediately if a deposit comes through, rather than obsessively checking the IRS site. Also made sure to screenshot all my banking info from my IRS account before I got locked out again, just in case there are any issues with direct deposit like others have mentioned. The security concerns people are raising are really alarming though - definitely going to enable 2FA and change my passwords after reading these comments. Thanks for the heads up about checking account details, that could have saved me a major headache!

This is exactly what happened to me! Filed in early November and have been getting random 24-hour lockouts for the past two weeks. What's really frustrating is that the IRS phone reps give different explanations every time - one said it was "system maintenance," another blamed "suspicious activity detection," and the third claimed it was just high traffic volume. I'm definitely going to check my direct deposit info ASAP after reading about people's banking details getting changed without notice. That's terrifying - imagine waiting months for a refund only to have it stolen at the last minute! For anyone still trying to get through on the phone, I've found calling right at 7am when the lines open gives you the best chance. Still takes forever but at least you're not competing with as many people. The "Where's My Refund" tool has been more reliable than the transcript access, though it gives way less detail about what's actually happening with your return. Stay vigilant everyone - sounds like this tax season is going to be a nightmare between the technical issues and security breaches. Make sure you're monitoring your accounts closely!

Has anyone used TurboTax to file with Form 8233 and treaty benefits? I'm about to file for last year and I had treaty benefits from an internship, but I'm not sure if the basic TurboTax can handle this or if I need some premium version.

Great point about using the right tax software! I made this mistake my first year and it was a nightmare to fix. Lucy is absolutely right - TurboTax will mess up your tax situation as a nonresident alien. I used Sprintax last year and it handled my Form 8233 treaty benefits perfectly. It walks you through all the nonresident alien forms (1040NR, 8843, etc.) and has specific sections for treaty benefits from different countries. Most universities have discount codes or sometimes even free access to Sprintax - check with your international student office first. Also, keep in mind that if you used Form 8233 during the year, you'll need to report those treaty benefits on your tax return even though taxes weren't withheld on that income. The software should guide you through this, but it's important to be consistent between what you claimed on Form 8233 and what you report on your 1040NR.

The IRS website is literally the most confusing thing ever created i stg

Thanks for asking this! I had the same confusion last year. To add to what others said - the key thing is that ALL your credits (766, 768, etc.) get combined into your total refund amount. You won't get separate checks or deposits. The IRS just uses these different codes to categorize where each part of your refund is coming from for their internal tracking. So if you see $2000 in 766 credits and $800 in 768 credits, your total refund would be $2800 (assuming no other adjustments). Hope that helps clarify!

According to the official IRS.gov appointment guidelines (https://www.irs.gov/help/contact-your-local-irs-office), you should bring: 1) Current year return, 2) Prior year return, 3) All supporting documents for current year (W-2s, 1099s), 4) Two forms of ID, and 5) Any IRS notices you've received. I was nervous about my appointment too, but having everything organized in separate folders really helped.

I went through this exact same process about 6 months ago and can confirm what others are saying - bring everything! The agent at my appointment specifically asked for my current year return (2023), the prior year (2022), and all supporting documents like W-2s and 1099s for the current year. They also wanted to see two forms of photo ID. The whole process took about 45 minutes, and they were very thorough in cross-referencing information between years. I'd recommend organizing everything in clearly labeled folders beforehand - it made the appointment go much smoother. With three kids, I totally understand wanting to get this right the first time. Better to over-prepare than have to reschedule!