According to Internal Revenue Manual 21.4.1.3, "State and federal tax processing systems operate independently with no verification requirements between jurisdictions." I've found that checking your federal transcript for TC 150 (return filed) followed by TC 846 (refund issued) is the most reliable method. Per IRS Publication 2043, verification notices are typically issued within 15-21 days of filing if required.

Hey Drake! I totally get the anxiety - waiting for that federal refund is stressful, especially after a tough business year. Just to echo what others have said, your state refund really doesn't indicate anything about your federal return status. They're completely separate systems with different timelines and requirements. Since your transcripts haven't updated yet, I'd recommend checking them again in a few days (they typically update on Wednesdays). If you're still not seeing any movement after 21 days from your acceptance date, that's when you might want to consider calling the IRS or using one of those callback services people mentioned. The fact that you got your state refund quickly is actually a good sign that your basic info is correct, but federal could still require verification for completely different reasons. Hang in there! 🤞

A piece of advice no one has mentioned yet - if your father and stepmom lived in a community property state (Arizona, California, Idaho, Louisiana, Nevada, New Mexico, Texas, Washington, or Wisconsin), the handling of this might be slightly different. In community property states, each spouse automatically owns half of the assets acquired during marriage. This could affect how the refund is treated and who has rights to it. Might be worth mentioning to whatever tax professional you end up working with.

I'm so sorry for your losses, Aria. Dealing with tax issues while grieving is incredibly difficult. From what I understand about your situation, since you're already handling your father's affairs and have dealt with his final tax return, you're in the right position to file Form 1310. One thing I'd suggest is calling the IRS directly to confirm the specifics of your case before filing. I know their phone lines are notoriously difficult to get through, but getting verbal confirmation from an agent about which box to check and what documentation they need can prevent delays or rejections later. Also, make sure to send everything via certified mail with tracking. The IRS has been having significant processing delays, and having proof of delivery and timing can be crucial if there are any questions later about meeting their deadline. Keep trying to reach your dad's CPA too - they may have insights about the original 2018 filing that could be helpful in completing Form 1310 correctly.

Don't forget to check your state tax implications too! K-1 income typically flows through to your state return as well. I made this mistake and had to amend both my federal AND state returns after getting a late K-1. The IRS and most states have a 3-year window to amend returns, so you're still well within the timeframe for 2022. Just make sure you handle both returns correctly to avoid getting confusing notices later.

I went through something very similar with my grandmother's estate in 2023. The key thing to understand is that the Schedule K-1 from an estate (Form 1041) is different from a partnership K-1, and it's reporting income that was earned by the estate during the administration period - not the inheritance itself. Looking at your specific numbers, the $11,356 in Part 3, line 5 is taxable income you need to report. The Section 14 codes are crucial - Code E ($1,432) is likely deductible expenses that will reduce your tax burden, and Code H with the negative amount (-$9,924) could be a distribution adjustment that further reduces the taxable amount. You can definitely handle this with tax software, but I'd recommend double-checking your work or getting a second opinion since K-1s can be tricky. Also, don't forget that you might owe interest and penalties on the additional tax from 2022, though they're usually pretty reasonable if you file the amendment promptly. One more tip: keep all the documentation from the estate - the lawyer's letter, the K-1, everything. You might need it if the IRS has questions later.

I went through this exact mess and tried for WEEKS to get someone at IRS on the phone with no luck. Finally used claimyr.com and got connected to an agent who explained everything and fixed my issue on the spot. My refund was released within days after that call. Best decision I made after spinning my wheels for so long.

I've been dealing with tax issues for years and those codes 570/971 with the same date are actually pretty routine - don't stress too much! The 570 is just a temporary hold while they review something, and 971 means they're sending you a letter explaining what they need. In my experience, about 70% of these cases resolve without you having to do anything - they're just verifying info automatically. The other 30% might need a simple response like confirming your identity or providing a document copy. The key thing is to wait for that notice around 5/22 before taking any action. I've seen people panic and call the IRS prematurely, which just wastes time since the agents can't tell you much more than what your transcript already shows until the review is complete. Keep checking your transcript weekly for updates - you'll see a 571 code when the hold is released, followed by an 846 code with your actual refund date. Hang in there!

Based on those codes, I'm guessing you claimed some tax credits they're verifying. EITC? Child Tax Credit? Education credits? Those tend to trigger these kinds of freezes. Get ready for a long wait unless you can get someone on the phone.

I went through this exact nightmare last year with the same code combination. The 810/570/971 sequence usually means they're doing income verification or reviewing credits you claimed. The frustrating part is the 971 code means they supposedly mailed you a notice but mail delivery has been terrible lately. Here's what worked for me after 5 months of waiting: 1. Check your online IRS account - sometimes notices show up there before arriving by mail 2. Order your wage and income transcript to see if there's unreported income they found 3. If you claimed EITC, CTC, or education credits, gather all supporting documents now The $450 reduction in your refund suggests they adjusted something specific. Don't wait for the notice - be proactive. You can also try walking into a Taxpayer Assistance Center if you have one nearby, though they're usually booked solid. Hang in there - I know how maddening this process is but it will eventually get resolved!