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Let me refine this, I did put in for direct deposit, however a check was mailed per irs website on the 27th. A. Why they just decide send a check and how does it work if I owe TurboTax? B. How am I suppose to give high marks if every step of way has been inconvience?  Crazy and  unacceptable. 

One more question — if the IRS flags a mismatch because the W-2 income doesn’t match what was reported (due to community property allocation), how does that notice typically come? Would it be: • A physical letter in the mail from the IRS? • A notice inside TurboTax? • Or some other type of communication? And how does the follow-up process usually work — do you respond directly to the IRS by mail, upload documents somewhere, or handle it through TurboTax? Just trying to understand what to expect procedurally if an allocation triggers a review.

Thanks for the clarification on Form 8958. I’d like to confirm a few follow-up points: If we divorced mid-year in a community property state and only one spouse had W-2 income (the other spouse did not work at all), is allocating income 50/50 for the married portion of the year required, or is it optional? Does the allocation need to match or be checked against the divorce decree? In this case, the divorce was a lump-sum buyout to divide community property, and it didn’t specifically address tax allocations. If the non-working spouse must report 50% of the community income for the married portion of the year, does that mean they would owe income tax out of pocket (since no withholding was in their name)? Or is there some adjustment mechanism for that? Just trying to understand whether this is mandatory under community property rules, and how strictly it’s tied to what the divorce decree says. Thank you!

Hi JamesG1, is the community able to receive an update on the new CSV import? Your last message mentioned mid-February and it is March 3rd....its getting a little uncomfortably close to the filing deadline of April 15. Any information would be greatly appreciated! Thank you

Thank you for your detailed help. A couple of followup questions: 1. To deal with my lump sum payment, Turbo Tax asks for my 2024 Tax exempt interest. Do I just use my 2024 adjusted gross and subtract out the taxable income to determine the tax exempt interest? I don't see a specific line that shows that. 2.  Turbo Tax asks for my Taxable Railroad Retirement benefit. What line do I find that on my 1099 or 1099R? 3. Just to be clear, I want to better understand  Line 7  on my wife's 1099 (she gets spousal benefits.) I do not have anything in Line 7 on my 1099. She has an amount in Line 3 (2025), and also has an amount in Line 7 (for 2024).  Line 3 and 7 are both lump sum payments that I enter into Turbo Tax, correct?  Is the purpose of Line 7 to show what prior year she received the lump sum? Thank you again.