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TaxSlayer isn't the problem. The IRS is just swamped right now. I'm a tax preparer and clients who filed in January with simple returns are getting paid, but anyone with credits or who filed after Feb 1st is seeing delays across ALL software platforms. Be patient, it'll come!
Filed with TaxSlayer on Feb 5th and still waiting too! I have EIC and ACTC on my return, so sounds like we're all in the same boat with those credits causing delays. My transcript updated yesterday with a 971 notice date but no deposit date yet. At least knowing it's normal processing and not an error makes me feel better. Hang in there - seems like March is when most of us with credits will see movement!
try calling the IRS directly... jk dont waste ur time, been on hold for 3 hrs today and got disconnected š
oof been there done that. its literally impossible to get through these days
Same situation here - filed 2/3 and still getting that exact message. It's frustrating but at least we're not alone! I've been checking every few days but trying not to obsess over it. From what I've read, as long as you don't get any letters or notices, it's just a waiting game. Hang in there!
Ugh, I feel your pain! I've been waiting since March too and it's so frustrating. The "still processing" message is like a broken record at this point. I tried calling so many times I could probably recite their hold music from memory š Have you tried checking if there are any issues with your return that might be causing the delay? Sometimes it's something simple like a form that needs verification. Hang in there!
Quick question about the Schedule 2 (Form 1040) you mentioned - is that required for all dual-status returns or only if you have certain types of taxes? I'm filing my first dual-status return and trying to make sure I include all required forms.
Schedule 2 is only required if you have certain types of additional taxes to report. For dual-status returns, you'd need it if you have self-employment tax, unreported social security and Medicare tax, additional tax on IRAs or other qualified retirement plans, household employment taxes, repayment of the first-time homebuyer credit, etc. If you only have regular income tax from wages and dividends with standard withholding, you probably don't need Schedule 2. But check the specific instructions to be sure!
This is a great question that trips up many dual-status filers! Yes, you should combine all federal income tax withholding from your Forms 1042-S (both resident and non-resident periods) and report the total on Line 25c of Form 1040. For your specific situation with the small amounts, don't worry about the $0.00 showing on one of your 1042-S forms - this is indeed due to rounding. The IRS understands this happens with small withholding amounts. Just make sure to attach both Forms 1042-S to your return. A few key reminders for your dual-status return: - Write "DUAL-STATUS RETURN" across the top of Form 1040 - Attach a statement clearly identifying which income was earned during each residency period - Use Form 1040 for your resident period income and Form 1040-NR as your dual-status statement for non-resident period income The total withholding of $1.72 ($0.32 + $1.40) should all go on Line 25c to ensure you get proper credit for taxes already paid on your behalf. Good luck with your return!
This is exactly the clarification I needed! I was getting confused about whether the rounding issue would cause problems with the IRS, but it sounds like this is a common occurrence they're familiar with. One follow-up question - when you mention attaching a statement identifying which income was earned during each residency period, does this need to be a specific format or can it just be a simple typed explanation? I want to make sure I provide enough detail without overcomplicating things. Also, thank you for confirming the math on combining the withholding amounts. Sometimes the simplest answer is the right one!
The statement doesn't need to follow a specific IRS format - a simple, clear typed explanation works perfectly. I'd suggest something like: "DUAL-STATUS STATEMENT Tax Year 2023 Non-Resident Period: February 1, 2023 - August 31, 2023 Resident Period: September 1, 2023 - December 31, 2023 Income earned during non-resident period: $9.50 dividend income (Form 1042-S) Income earned during resident period: $2.15 dividend income (Form 1042-S) Total federal tax withholding from both periods: $1.72" Keep it straightforward and factual. The IRS just needs to clearly understand your residency timeline and which income belongs to which period. You're absolutely right that sometimes the simplest answer is correct - dual-status returns can feel overwhelming but the basic principle of combining withholding for credit against your total tax liability is standard tax practice.
Tom Maxon
To all those having trouble reaching a human at IRS. I just ran across this video that gave me a shortcut to reach a human. Hope it helps! https://youtu.be/_kiP6q8DX5c
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Amara Okonkwo
Reference 9022 typically indicates a math on your that the needs to correct before processing your refund. This could be something like incorrect calculations on your liability, withholdings, or credits. The will usually send you a notice explaining the specific and either correct it automatically (if it results in a smaller refund) or request additional information from you. You should receive correspondence from the within a few weeks explaining the details of the math they found.
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