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Level 1
April 11, 2024
Question

Filed wrong name for Client and IRS already accepted the return. HELP!

  • April 11, 2024
  • 3 replies
  • 11 views

I accidentally filled client A name to client B and IRS already accepted the return. Will this affect client A return? Also how do I correct client B's filling? Clients are siblings with same addresses but differect SSN.

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    3 replies

    Level 10
    April 11, 2024

    Call the IRS on the IRS Practitioner Priority Line.

    sjrcpa
    Level 15
    April 11, 2024

    @strongsilence If you get them on the phone, what would they do?

    The more I know the more I don’t know.
    Level 10
    April 11, 2024

    add notes to the taxpayer accounts about the errors. 

    dkh
    Level 15
    April 11, 2024

    For return already filed - amend income to match the name/SS# on the return

    For return not filed - change income to match the name/SS# on the return

     

    George4Tacks
    Level 15
    April 11, 2024

    The clients TRUE name is a set of numbers. If you only screwed up the first name, that will likely not create a problem. Report back when you find out for sure. 

    Answers are easy. Questions are hard!