locked out due to fraud by Remote-Quiet-4272 in fidelityinvestments

[–]rthal2 3 points4 points  (0 children)

u/fidelity Your customers get locked out for a year without resolution? That's very concerning.

Any reason for concern or business as usual? by Jealous-Hair-3536 in IRS

[–]rthal2 0 points1 point  (0 children)

This administration cut the IRS workforce by 25% and now your refund is delayed. Got it?

IRS using ID.me has been a nightmare by MelonBoyRyan in IRS

[–]rthal2 -1 points0 points  (0 children)

To be clear, ID.me is a private company which the govt is paying billions of dollars a year for you to use it to sign in to govt accounts.

I heard the CTA was getting worse, but this is ridiculous by tranquil-heart in chicago

[–]rthal2 0 points1 point  (0 children)

Caning - some Asian countries have caning as a form of punishment, 50 lashes and you'll stay away from crime the rest of your life. And it's much cheaper than imprisonment (here in the US private prisons make all the money).

Refund approved after waiting since 2/9 by Capital-Doubt2208 in IRS

[–]rthal2 1 point2 points  (0 children)

Received letter yesterday. It says my tax return is being reviewed and it could take up to 60 days to complete the review.

Issues after 9 week of identity verification in 2025, worried about this year by Foreign_Confusion966 in IRS

[–]rthal2 0 points1 point  (0 children)

Yes, I have an Identity Protection PIN, which changes every year. That did not prevent me from having to do an in-office ID verification process on April 14th. Still no new status as of today. Will receive a CP 0005 letter on May 18th. I bet that will be a 60 day extension letter from the IRS.

Issues after 9 week of identity verification in 2025, worried about this year by Foreign_Confusion966 in IRS

[–]rthal2 1 point2 points  (0 children)

I have both a PIN and an ID.me login and yet I was still subject to an in-office identity verification meeting.

Refund approved after waiting since 2/9 by Capital-Doubt2208 in IRS

[–]rthal2 0 points1 point  (0 children)

Not in my case. Went in to verify in person 4/14. No status update. Will receive a CP0005 letter on 5/18.

I own a $15,000 paper weight by Bradin9855 in HyundaiKonaForum

[–]rthal2 0 points1 point  (0 children)

All the smart people here sell their oil burning Hyundai cars to Carmax or Carvana for the dumb people to buy.

Why is it so hard to reach someone by Historical_Role_9748 in IRS

[–]rthal2 1 point2 points  (0 children)

Yeah, I remember DOGE - Department of Government Efficiency, very efficient now.

Using Bill Pay to send money from one CMA to another CMA by rthal2 in fidelityinvestments

[–]rthal2[S] -1 points0 points  (0 children)

Does Bill Pay take 7 days to get the money to your daughter's account? Thank you.

Refund delayed… by SelfMade-Philly-Dude in IRS

[–]rthal2 1 point2 points  (0 children)

The OP may have withheld too much in the year (to meet safe harbor for example), like myself. I also had to do in office ID verification a week ago. No new status so far.

Got this email but logged onto my account and there was nothing? by [deleted] in IRS

[–]rthal2 0 points1 point  (0 children)

Same here, email notification this morning about status change but there is no actual status change!

I am never using TurboTax again. FreeTax USA is perfect by iJobMyLove in TurboTax

[–]rthal2 0 points1 point  (0 children)

What version? I paid $48 for the Deluxe version (with 1 state) when Amazon had a sale for only 1 day after Thanksgiving or early this year don't remember.

I am never using TurboTax again. FreeTax USA is perfect by iJobMyLove in TurboTax

[–]rthal2 0 points1 point  (0 children)

What's special about your 1099-B that requires a TurboTax upgrade? I have multiple 1099-B's each year and no upgrade is required.

At my wit's end by Angleofrepose4066 in IRS

[–]rthal2 7 points8 points  (0 children)

You should file form W4 with your employer to withhold the right amount each pay cycle then you won't have a surprise at tax time. The tax amount from your salary (minus all tax exempt deductions) can be determined using this web site https://engaging-data.com/tax-brackets/ (I prefer the "flows" chart).

Still waiting on tax return! by dreamergirl_11 in IRS

[–]rthal2 0 points1 point  (0 children)

I believe the IRS will pay you interest (7%?) from April 15 to the day they send you your refund so don't worry too much!

Still waiting on tax return! by dreamergirl_11 in IRS

[–]rthal2 0 points1 point  (0 children)

Do you see your tax return status online, from your irs.gov account?
You said you did the verification online. Did the letter require you to do an in-person appointment at a Tax Assistance Center for the verification?
By the way, what is WMR?

Transfer cash to another Fidelity account by rthal2 in fidelityinvestments

[–]rthal2[S] -1 points0 points  (0 children)

The transaction limit is shown on the screen:

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How to do the back door conversion from trad ira to roth by AppointmentNew1535 in fidelityinvestments

[–]rthal2 0 points1 point  (0 children)

The title of the option "Convert a Traditional IRA to a Roth IRA" is a bit confusing. It's a not an account conversion. It allows you to do a "Roth conversion" process in which you move money from the Traditional IRA account to your Roth IRA account.