After filing my Federal tax return, I have received several notices from the IRS advising me that there was a delay in processing my return and each notice announced a 60-day delay. M was expecting a refund of $3692. The last notice I received was dated July 28, 2025. About a month ago while cleaning the interior of my wife's car, I found an unopened envelope between the seats that contained a 1099-Misc from Metropolitan Life Insurance for $4238.39 for NY paid family leave which did not get included in my Federal return. My wife is a Delta Airlines flight attendant who at the time was based in New York when she went on paid family leave due to foot surgery. We live in Illinois and filed an Illinois state return. do you think the delay in processing my return from the IRS in due to the omission of this 1099-Misc? Should I wait for the IRS to process m y return before taking action on this latest find of the 1099? Do I now have to file a state return with New York?
Separate from this issue, I completed a Roth conversion for the tax year 2024 late in the 4th quarter (last week of December) 2024 and Turbo Tax accessed a $589 penalty which I believe was in error as I paid my estimated 4th quarter tax liability for this conversion in early January 2025 prior to the due date. I contacted Turbo Tax when I filed my Federal return and the agent agreed that the penalty should not have been accessed. Not sure how to rectify this issue?
