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  #9  
Old 04-05-2006, 08:31 AM
Mike Gant
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Posts: n/a
Default Re: IRS disputing my refund amount

- quote -

> > The IRS is claiming that my refund is approx. $1000 less
> > than what I calculated on my 1040A form for this year. I
> > double-checked all my numbers and I still get the same
> > results. What's the best way to deal with this problem?


> What are the reasons they gave for disputing your
> calculations?
> In your reply, point out each and everyone of their errors,
> backing up your reasoning with documentation. Assuming of
> course, that they are their errors, not yours.


Yes, I did call the IRS yesterday, believe it or not, the
guy who answered the phone, he checked out my return and
told me it was a computer glitch on their part, and there
was not a problem with my 1040A which was originally correct
as I thought.

The IRS is going to send me a second check to cover the
underpayment of their refund from the first check, which I
just received in the mail today.

They don't know how it happened, but I offered a possibility
-- I used to use 1040EZ for many years, until I recently
became a head-of-household with 1 dependent, so maybe that
confused the computer somehow.

<< ================================================== ===== > << The foregoing is intended for educational purposes only > << and does NOT constitute legal OR professional advice. > << > << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org. > << Copyright (2006) - All rights reserved. > << ================================================== ===== >
  #8  
Old 04-05-2006, 08:12 AM
Harlan Lunsford
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Posts: n/a
Default Re: IRS disputing my refund amount

ngant17[at]gmail.com wrote:

- quote -

> The IRS is claiming that my refund is approx. $1000 less
> than what I calculated on my 1040A form for this year. I
> double-checked all my numbers and I still get the same
> results. What's the best way to deal with this problem?


When you filed return figures are changed by IRS you are sent
a letter detailing the changes.

Many times a refund check is sent but the letter of
explanation is delayed by another 10 days. perhaps this is
what happend, so wait for the letter.

ChEAr$,
Harlan Lunsford, EA n LA

<< ================================================== ===== > << The foregoing is intended for educational purposes only > << and does NOT constitute legal OR professional advice. > << > << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org. > << Copyright (2006) - All rights reserved. > << ================================================== ===== >
  #7  
Old 04-04-2006, 08:19 AM
PeterL
Guest
 
Posts: n/a
Default Re: IRS disputing my refund amount

ngant17[at]gmail.com wrote:

- quote -

> The IRS is claiming that my refund is approx. $1000 less
> than what I calculated on my 1040A form for this year. I
> double-checked all my numbers and I still get the same
> results. What's the best way to deal with this problem?


What are the reasons they gave for disputing your
calculations?

In your reply, point out each and everyone of their errors,
backing up your reasoning with documentation. Assuming of
course, that they are their errors, not yours.

<< ================================================== ===== > << The foregoing is intended for educational purposes only > << and does NOT constitute legal OR professional advice. > << > << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org. > << Copyright (2006) - All rights reserved. > << ================================================== ===== >
  #6  
Old 04-04-2006, 08:19 AM
Bob Sandler
Guest
 
Posts: n/a
Default Re: IRS disputing my refund amount

- quote -

> The IRS is claiming that my refund is approx. $1000 less
> than what I calculated on my 1040A form for this year. I
> double-checked all my numbers and I still get the same
> results. What's the best way to deal with this problem?


The IRS will send you a letter explaining why they reduced
your refund. When you know specifically what the issue is,
then you can decide whether you have any reason to take
further action, and if so, what action to take. The most
common reason that a refund is reduced is that it was offset
to pay some outstanding debt such as unpaid child support,
back taxes, or student loan arrears.

Bob Sandler

<< ================================================== ===== > << The foregoing is intended for educational purposes only > << and does NOT constitute legal OR professional advice. > << > << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org. > << Copyright (2006) - All rights reserved. > << ================================================== ===== >
  #5  
Old 04-04-2006, 07:39 AM
Bill Brown
Guest
 
Posts: n/a
Default Re: IRS disputing my refund amount

ngant17[at]gmail.com wrote:

- quote -

> The IRS is claiming that my refund is approx. $1000 less
> than what I calculated on my 1040A form for this year. I
> double-checked all my numbers and I still get the same
> results. What's the best way to deal with this problem?


It would be helpful to know what the problem actually is.
Why does the IRS say your tax bill is $1,000 higher than you
believe it is?

<< ================================================== ===== > << The foregoing is intended for educational purposes only > << and does NOT constitute legal OR professional advice. > << > << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org. > << Copyright (2006) - All rights reserved. > << ================================================== ===== >
  #4  
Old 04-04-2006, 07:38 AM
San Diego CPA
Guest
 
Posts: n/a
Default Re: IRS disputing my refund amount

<ngant17[at]gmail.com> wrote:

- quote -

> The IRS is claiming that my refund is approx. $1000 less
> than what I calculated on my 1040A form for this year. I
> double-checked all my numbers and I still get the same
> results. What's the best way to deal with this problem?


The IRS letter will give a detailed explanation of what
their adjustment is and a calculation of the tax effect of
their adjustment(s). Reply within the given timeframe with
support for items claimed on your return that justify why
your return as filed was correct.

<< ================================================== ===== > << The foregoing is intended for educational purposes only > << and does NOT constitute legal OR professional advice. > << > << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org. > << Copyright (2006) - All rights reserved. > << ================================================== ===== >
  #3  
Old 04-04-2006, 07:19 AM
Bill
Guest
 
Posts: n/a
Default Re: IRS disputing my refund amount

ngant17[at]gmail.com posted:

- quote -

> The IRS is claiming that my refund is approx.
> $1000 less than what I calculated on my
> 1040A form for this year. I double-checked all
> my numbers and I still get the same results.
> What's the best way to deal with this problem?


If the IRS is claiming a deficiency, they must have written
to you. Using the notice letter, simply reply to the
address/individual who wrote and enclose your explanation
and documents to support your point of view (e.g., copies of
the 1040A filing with numbers highlighted and a calculator
tape).

Actually, most notices usually include a specific reference,
explaining why your taxes were underpaid (or your refund
overclaimed).

If you get no satisfaction from a direct response, you can
always try the Advocate -- reachable through www.irs.gov,
with a link provided somewhere on the site.

Bill

<< ================================================== ===== > << The foregoing is intended for educational purposes only > << and does NOT constitute legal OR professional advice. > << > << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org. > << Copyright (2006) - All rights reserved. > << ================================================== ===== >
  #2  
Old 04-04-2006, 07:19 AM
Phil Marti
Guest
 
Posts: n/a
Default Re: IRS disputing my refund amount

<ngant17[at]gmail.com> wrote:

- quote -

> The IRS is claiming that my refund is approx. $1000 less
> than what I calculated on my 1040A form for this year. I
> double-checked all my numbers and I still get the same
> results. What's the best way to deal with this problem?


Call them and ask them to explain.

--
Phil Marti
Clarksburg, MD

<< ================================================== ===== > << The foregoing is intended for educational purposes only > << and does NOT constitute legal OR professional advice. > << > << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org. > << Copyright (2006) - All rights reserved. > << ================================================== ===== >
  #1  
Old 04-04-2006, 07:18 AM
Paul Thomas, CPA
Guest
 
Posts: n/a
Default Re: IRS disputing my refund amount

<ngant17[at]gmail.com> wrote

- quote -

> The IRS is claiming that my refund is approx. $1000 less
> than what I calculated on my 1040A form for this year. I
> double-checked all my numbers and I still get the same
> results. What's the best way to deal with this problem?


They generally send a notice explaining their computations.
Take that notice and compare it line by line to your return
information. Only then can you identify the area that is
causing the difference. Once you identify the difference,
then you can either understand what happened, or you are
armed with the knowledge needed to address the issue toward
being resolved in your favor.

--
Paul Thomas, CPA
paulthomascpapc[at]bellsouth.net

<< ================================================== ===== > << The foregoing is intended for educational purposes only > << and does NOT constitute legal OR professional advice. > << > << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org. > << Copyright (2006) - All rights reserved. > << ================================================== ===== >
 
Old 04-04-2006, 07:18 AM
Herb Smith
Guest
 
Posts: n/a
Default Re: IRS disputing my refund amount

ngant17[at]gmail.com wrote:

- quote -

> The IRS is claiming that my refund is approx. $1000 less
> than what I calculated on my 1040A form for this year. I
> double-checked all my numbers and I still get the same
> results. What's the best way to deal with this problem?


Call the number shown on the letter you received, and ask
them to explain the difference.

<< ================================================== ===== > << The foregoing is intended for educational purposes only > << and does NOT constitute legal OR professional advice. > << > << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org. > << Copyright (2006) - All rights reserved. > << ================================================== ===== >
  #-1  
Old 04-03-2006, 04:33 AM
ngant17@gmail.com
Guest
 
Posts: n/a
Default IRS disputing my refund amount

The IRS is claiming that my refund is approx. $1000 less
than what I calculated on my 1040A form for this year. I
double-checked all my numbers and I still get the same
results. What's the best way to deal with this problem?

<< ================================================== ===== > << The foregoing is intended for educational purposes only > << and does NOT constitute legal OR professional advice. > << > << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org. > << Copyright (2006) - All rights reserved. > << ================================================== ===== >
 

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