I had the same issue and TurboTax customer service gave me the wrong advice! They told me to file with my new married name, which caused my return to get rejected twice. Is there a specific tax software that handles name changes better than others?

I went through this exact situation last year! The key thing to remember is that your name change with SSA isn't official until you receive your new Social Security card - just submitting the application online doesn't update their systems immediately. You should definitely refile your return using your maiden name (whatever name is currently on your Social Security card). Since your return was rejected, this won't count as an amended return - you're just correcting the initial filing. Don't worry about the deadline - you have time to get this sorted out. The important thing is to use the name that matches what's in the Social Security Administration's current records. Once your name change is processed and you get your new card, future tax years will use your married name automatically. I know it's frustrating being in this limbo period, but it's actually a pretty common issue for newlyweds. Just stick with your maiden name for this year's taxes and you should be good to go!

Has anyone else noticed that TurboTax seems to handle RSUs differently this year? Last year I had no problems but this year it keeps throwing errors even though my situation is exactly the same. Is there a specific version of TurboTax that handles RSUs better? Currently using Premier.

I've been dealing with RSU issues in TurboTax for years and there's actually a specific workflow that usually fixes the "unaccounted shares" error. The key is making sure you enter everything in the right order: First, enter your W-2 completely (this includes the RSU income in Box 1). Then when you get to the investment section, enter your 1099-B transactions but make sure to check the box that says "This sale was already reported as income on a W-2 or 1099-MISC" for the shares that were sold to cover taxes. The critical part is in the cost basis adjustment - you need to enter the fair market value on the vesting date as your cost basis for ALL the shares (including the ones sold for taxes), not just the ones you kept. TurboTax gets confused when people only adjust the cost basis for the shares they kept. Also double-check that your total vested shares (1300 in your case) equals sold shares (672) plus delivered shares (628). Sometimes there are small fractional shares that get missed in the count.

According to the IRS website (https://www.irs.gov/individuals/get-transcript), the different transcript types update on different schedules. The Account Transcript is typically the most up-to-date and accurate reflection of your return status. If that shows your return was filed, you should be good. The Wage & Income Transcript can lag behind by several weeks during busy filing seasons.

I experienced this exact same issue last year! It's actually pretty normal - the IRS has multiple database systems that don't sync up in real time. Your account transcript is the authoritative source, so if that shows your return was filed, you're all set. The wage transcript system runs on a different update cycle and can take 2-6 weeks to catch up, especially during peak filing season. Since you mentioned needing the refund for your husband's PCS move, I'd recommend checking your account transcript for processing codes like TC 150 (return posted) and TC 846 (refund issued). If you see those, your return is definitely in the system and processing normally despite what the wage transcript shows.

I'm also stuck with cycle code 0705 and filed in late January! It's reassuring to see so many others in the same boat. From what I'm gathering from everyone's responses, it sounds like Thursday transcript updates are key for our cycle code. I've been checking randomly throughout the week, but I'll focus on Thursday mornings going forward. The waiting is definitely stressful, especially when you have expenses lined up like your home repairs. Fingers crossed we all see some movement soon - this community has been incredibly helpful in understanding what's normal vs. concerning!

I'm in the exact same situation with cycle code 0705! Filed on January 30th and have been checking my transcript obsessively. After reading all these responses, I feel so much better knowing this is normal for our cycle code. I had no idea about the Thursday update pattern - I've been wasting so much time checking randomly throughout the week. It's also really helpful to know what codes to look for (especially that 846 code everyone mentions). I'm dealing with a similar situation where I need the refund for some urgent car repairs, so the waiting has been pretty stressful. But seeing that other late January 0705 filers are starting to get their DDDs this week gives me hope! Thanks everyone for sharing your experiences - this community is incredibly supportive.

Anybody know if its different for people claiming EIC?

Been dealing with the same thing since I filed on 1/30! Super frustrating when you're waiting on that refund. From what I've learned lurking here, it seems like the account transcript showing up is basically the IRS saying "yep, we're officially processing your return now." The wage transcript appearing first just means they've matched your W2s to your return, which is a good sign. Hang tight - sounds like most people are seeing their account transcripts pop up within 2 weeks of filing based on the comments here.