ngl i miss santa barbara tpg their website was way better at tracking stuff

Just filed with TurboTax last week and can confirm it's First Century Bank now. The transition was pretty smooth but you're right that their tracking interface isn't as user-friendly as TPG was. One thing I noticed is the account numbers are longer now and the deposit notifications come through differently. Make sure to update any auto-save info you might have from previous years since the routing numbers changed too.

I'm a little confused about who actually needs to report these benefits for tax purposes. Aren't SSA survivor benefits to a child not taxable to the child? I thought they were only potentially taxable if the child's other income plus half the benefits exceed the filing threshold?

This is a really complex situation, and I appreciate everyone sharing their experiences and solutions. As someone who works with families dealing with SSA benefits, I wanted to add a few practical points: First, the advice about only reporting what you actually received is correct. The IRS Publication 915 specifically addresses this type of situation where the SSA-1099 doesn't match who actually received payments during the year. One thing I'd suggest is documenting the exact dates when custody changed and when SSA was notified. This creates a clear paper trail. Also, keep records of any communications with SSA about the payee change - this can be helpful if questions arise later. For the written explanation, be very specific: include your son's name and SSN, the total amount on the 1099, the exact months and amounts you received vs. what your sister received, and the date custody officially changed. Both parties should reference the same details in their explanations to avoid any inconsistencies. Finally, if your son doesn't have other significant income, he likely won't owe any tax on these benefits anyway. But getting the reporting right is still important for your records and to avoid future IRS notices.

WMR is down for me too. Tried all morning. Can't check my refund status. Need this money ASAP. Bills due next week. IRS should fix their systems. This happens every year. Unacceptable during tax season. Try again later tonight.

I encountered this exact issue last tax season when checking on my business amendment. The WMR tool was down for nearly 3 days straight during the second week of April. I called the IRS practitioner hotline and they confirmed it was a system-wide issue affecting multiple online services. What's concerning is that even when the tool came back online, it showed incorrect information for about 48 hours - told me my return wasn't received when it had actually been processed. I'd recommend waiting until tomorrow before getting too worried about your specific situation.

wait so ur telling me these random numbers actually mean something? 🤔 ive been ignoring mine lmaooo

Congrats on getting the 811! That's the code we all want to see 🎉 For anyone else confused by transcript codes, here's a quick breakdown: 424 = under review, 810 = account frozen, 811 = freeze released. The cycle dates and DDD (Direct Deposit Date) are what really matter for timing. Dylan, you should definitely see that money hit your account on 2/24!

Just went through this exact same situation! Had 424/810/811 codes show up in January. The 424 freeze lasted about 2.5 weeks for me before it cleared and I got my 846 code. From what I've learned lurking here, the Feb 24 date you're seeing is probably just when they processed the freeze codes, not necessarily your refund date. Keep checking your transcript every few days - once that 424 disappears and you see an 846 code, that's when you'll have your actual refund date. Hang in there!

I had a similar situation last year with these same codes! From my experience, the 424 code means they're doing a manual review of your return - could be anything from income verification to checking deductions. The 810/811 combo usually means they put a temporary hold on your refund and then released it, which is actually good news. The tricky part is that 424 can take anywhere from 2-8 weeks to clear depending on what they're reviewing. I wouldn't rely on that Feb 24 date unfortunately - that's likely just a processing date. Keep checking your transcript weekly and look for that 424 to disappear. Once you see an 846 code with a date, that's your actual refund date. The waiting sucks but try not to stress too much!