Just received 2022 tax refund!

[audreyh1]

Quote:

Originally Posted by bltkmt I finally received my 2021 refund on Friday. I filed on 4/18/22.

Wow!

[Koolau]

Quote:

Originally Posted by bltkmt I finally received my 2021 refund on Friday. I filed on 4/18/22.

Heh, heh, guess that'll teach you to file before the big rush in April.




I'm sure there's a story to go with your post, but maybe it's better to just let the post speak for itself. It's a good story without any pesky details. Thanks for making our day.

[aja8888]

Still waiting on Schwab's 1099's and also a couple of K-1's (late March). Lots of time to review any data I have now....

[audreyh1]

Gosh, I’m so glad I don’t have to wait to receive K-1s!

As estate executor I issued some this January.

[Koolau]

Quote:

Originally Posted by audreyh1 Gosh, I’m so glad I don’t have to wait to receive K-1s! As estate executor I issued some this January.

Yeah, got my last one last year. Businesses own you - not the other way around.

[audreyh1]

Finally! E-filed and accepted this afternoon.

No refund - applied overpayment to 2023 taxes. And I scheduled all 4 estimated tax payments for 2023 via EFTPS.

Fidelity got the 1099s out in record time this year which was nice.

[W2R]

Got my 2022 Louisiana tax refund yesterday! I usually complain about how slow they are with refunds, but I guess now I need to take that back. I will use it to help pay for my new roof.

[RobbieB]

I estimated pretty good this year. Federal refund $75 and State refund $218. Both applied to 2023 estimated taxes.

[jollystomper]

I filed my Federal on 3/6 via H&R Block. It stayed pending until 3/10, when it was rejected by the IRS. The reason for rejection, according to H&R Block:

Quote:

Problem: Your return was rejected because of a problem with our e-file process. We apologize for this inconvenience. Solution: The problem has been identified and will be corrected in an update that will be available for download the end of the day on 3/13/2023 . After you download and install the update, you can resubmit your return for e-file again.

However, the next planned update is actually scheduled (according to the software) for 3/17. I will just wait until then and try again. I owe money on the Federal return, so I can be patient about this .

[Koolau]

Quote:

Originally Posted by RobbieB I estimated pretty good this year. Federal refund $75 and State refund $218. Both applied to 2023 estimated taxes.

That's amazing!

We typically receive several $K refund (or apply to next year.) Back when cash paid nothing, that didn't hurt so badly, I'm thinking we need to mend our ways and estimate a bit better. Problem is, we really don't understand our own taxes and just let the CPA take care of stuff. Only real "lever" we understand is how much withholding we allow when we take RMDs.

[RobbieB]

I don't have anything withheld, just complicates my stuff. I'll do the estimates and send it all in quarter by quarter.

[GalaxyBoy]

Submitted efile on 3/7 using HRB software and it's still pending acceptance by IRS as of this morning, 3/15. It's never taken this long before.

I applied my little refund to next year's taxes, so I'm not waiting on money. But I am holding off filing my state return until the feds accept my 1040 since my state uses federal AGI as a starting point.

[Koolau]

Quote:

Originally Posted by RobbieB I don't have anything withheld, just complicates my stuff. I'll do the estimates and send it all in quarter by quarter.

Not dealing with taxes several times a year (IOW only once in April) is worth losing some interest on my withholding - though I'm rethinking that now that interest rates are rising. I admire folks who can stay on top of such things to their own advantage. Guess I'm too lazy - er, unmotivated.

[jollystomper]

Quote:

Originally Posted by jollystomper I filed my Federal on 3/6 via H&R Block. It stayed pending until 3/10, when it was rejected by the IRS. The reason for rejection, according to H&R Block: However, the next planned update is actually scheduled (according to the software) for 3/17. I will just wait until then and try again. I owe money on the Federal return, so I can be patient about this .

Well, the update finally showed up today. After installing it I resubmitted my Federal return. This time it was accepted within 10 minutes.

I filed my state taxes via the state's free efile system on 3/10, and received the refund today. Now I can set aside some of the refund to cover my federal tax payment .

[GalaxyBoy]

Quote:

Originally Posted by jollystomper Well, the update finally showed up today. After installing it I resubmitted my Federal return. This time it was accepted within 10 minutes.

I had that exact experience with HRB this year, as well, except I never received the rejection email until today, which is ten days after originally submitting my return. Ah, well, it's all done and wrapped up now.

[Timeisprecious]

Quote:

Originally Posted by DrRoy I never have all my info until about mid-late Feb.

You can get it earlier if you chase some of it a bit - a few phone calls. I had my tax meeting at the Federal Tax Prep on Feb. 8 (had it done for free - I hate doing taxes!); I had all my info by then.

[RetiredHappy]

We filed our tax returns on 3/6/23 and we got an email immediately that it was accepted. However, checking "where's my refund'', it is still pending approval. It is getting me a little worried. It is a huge refund amount and we may be flagged to mail in all of our hardcopies, which is a pain in the butt.

[RetMD21]

Quote:

Originally Posted by RetiredHappy We filed our tax returns on 3/6/23 and we got an email immediately that it was accepted. However, checking "where's my refund'', it is still pending approval. It is getting me a little worried. It is a huge refund amount and we may be flagged to mail in all of our hardcopies, which is a pain in the butt.

I think you are still good. It was 21 days for me with a fairly complicated return. Twelve days for MIL with a simple return. Filed 3/1

[street]

Refund? What is that?

[Dawg52]

Quote:

Originally Posted by street Refund? What is that?

Most years.... same here. But I did a poor job of estimating last year and do have refunds this time. E-filed on the 19th and received my State refund yesterday. Federal should arrive on April 7th according to TT estimator.