Wrong info transmitted to IRS?

Forum|Forum|4 years ago
July 15, 2021
2 replies
13 views

A client of mine received a notice that he didn’t pay the total balance that was due on his tax return. Yet, the amount that he paid was equal to his 8879, the balance due on the return, and every e-file status or acknowledgment that I could find in LaCerte.
I’m not sure how to proceed. If I knew what values were on the strange incorrect version the IRS received, I would do an amended return; but I don’t know what is on the version they have.
Thoughts and assistance are greatly appreciated.

Lacerte Tax

This topic has been closed for replies.

qbteachmt

Level 15

"If I knew what values were on the strange incorrect version the IRS received"

You can get a transcript of the filing.

Don't yell at us; we're volunteers

J

JZGilleo11Author

Level 4

Will it provide Form 8615 values? I think this is where the difference lies.

qbteachmt

Level 15

Transcript FAQ:

https://www.irs.gov/individuals/get-transcript-faqs

For the client:

https://www.irs.gov/individuals/transcript-types-and-ways-to-order-them

https://www.irs.gov/individuals/get-transcript

Transcript Delivery Service for you, the professional:

https://www.irs.gov/e-services

Don't yell at us; we're volunteers

BobKamman

Level 15

Did he make estimated-tax payments for 2020? Does the notice make clear that only the final payment was insufficient, or could IRS be concerned about other payments applied to the account?

J

JZGilleo11Author

Level 4

No estimates were due or made, this was caused by unemployment earnings subject to the Kiddie Tax.

Unfortunately, I haven't been able to access the TDS transcript system due to my need of a "Central Authorization File Number"

It seems I can only get this number from the Practitioner Priority Line, and my calls were rejected over and over because they were too busy.

BobKamman

Level 15

A CAF number is a unique nine-digit identification number and is assigned the first time you file a third party authorization with IRS. A letter is sent to you informing you of your assigned CAF number. Use your assigned CAF number on all future authorizations.

Did the return claim the $10,200 exclusion, and he still owes tax?

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