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  #8  
Old 09-10-2006, 12:01 PM
Tom Russ
Guest
 
Posts: n/a
Default Re: Need suggestions on 1040-X for 2004 (EIC) non-response

Bruiser wrote:

- quote -

> [snip]
> Now, people you say to yourselves this must be some
> right-wing, conspiratorial nut case, consider these facts:
> I'm a PhD electrical engineer who was a senior exec in a
> Fortune 500 company. For the last few months, I have worked
> with enlisted personnel and officer of the U.S. Navy on F/A
> 18 Strike Eagles, and with the Missle Defense Agency (MDA)
> doing specialized work on the old Ronald Reagan Star Wars
> Missle Defense Shield. I write because I was just recently
> victimized by the IRS. My "sin"...the IRS cannot locate a
> one page 'information only' form sent...not to the IRS with
> a 1040...but to a separate DOT address.


Well, suppose we consider those facts and in particular beg
pardon for being extremely picky. [Hmmm, apologizing for
being picky in a group read by accountants, that's a new
one.]

Anyway, it seems that the facts alluded to above tend to
undermine the credibility of the story. The "Strike Eagle"
is not a navy aircraft. It is built for and operated by the
US Air Force. The Navy's F/A-18 in current production is
the "Super Hornet" (and before that the plain "Hornet").

<< ================================================== ===== > << The foregoing was not intended or written to be used, > << nor can it used, for the purpose of avoiding penalties > << that may be imposed upon the taxpayer. > << > << The Charter and the Guidelines for submitting posts > << to this newsgroup as well as our anti-spamming policy > << are at www.asktax.org. > << Copyright (2006) - All rights reserved. > << ================================================== ===== >
  #7  
Old 09-08-2006, 11:29 AM
Harlan Lunsford
Guest
 
Posts: n/a
Default Re: Need suggestions on 1040-X for 2004 (EIC) non-response

Bruiser wrote:

- quote -

> Anyone who suggests the Taxpayer Assistance Office is a fool
> or an idiot or both, particularly a claimed 'tax
> professional'. I have current and direct experience with
> the TAO in Dallas, TX.
> The "case manager" is also an idiot. Do you really think
> the Department of Treasury (DOT) is going to supply you an
> 'advocate' with any authority? If you answer 'yes', you are
> delusional, or on drugs, or need aggressive psychiatric
> therapy. As Lenin said, "Religion is pabulum for the
> masses." Just substitute TAO for Religion and voila!
> The TAO has no authority in law to intercede, advocate,
> propose, or otherwise influence any tax, lien, levy,
> sanction or similar. They cannot help you with a refund or
> other alleged positive adjustment in your favor.
> IRS Revenue Agents (the examiners) have sole jury, judge and
> execution authority for amount to $25,000 per incident!
> They have sole discretion to recommend levies to $500,000
> and prison terms to 5 years. You have no real right of
> appeal. You have no legal access to the unpublished Tax
> Court decisions. You must sign away elements of the 4th,
> 5th and 6th Amendments to the Constitution.
> Now, people you say to yourselves this must be some
> right-wing, conspiratorial nut case, consider these facts:
> I'm a PhD electrical engineer who was a senior exec in a
> Fortune 500 company. For the last few months, I have worked
> with enlisted personnel and officer of the U.S. Navy on F/A
> 18 Strike Eagles, and with the Missle Defense Agency (MDA)
> doing specialized work on the old Ronald Reagan Star Wars
> Missle Defense Shield. I write because I was just recently
> victimized by the IRS. My "sin"...the IRS cannot locate a
> one page 'information only' form sent...not to the IRS with
> a 1040...but to a separate DOT address.
> For that one page, and unable to prove filing (BTW - now, I have to
> send every document to the IRS as USPS Certified Restricted Delivery -
> to make the "mailbox rule".) The end result: the IRS collected one
> year's net salary. You still want to use the TAO? ROTFLOL.
> ==========
> Moderator:
> My deviation from my policy of rejecting ill-temperd
> submiisions should not be seen as precedence. But if it
> is, be aware that precedence means nothing to me.


that's ok, Dick. I got quite a chuckle out of it. We need
some humor now and then. and for the record, I've always
been successful with the TA. In fact she's a fixture at our
society spring seminars every year. She gets results, and
we (AL EA's) respect her and her office.

ChEAr$,
Harlan Lunsford, EA n LA

<< ================================================== ===== > << The foregoing was not intended or written to be used, > << nor can it used, for the purpose of avoiding penalties > << that may be imposed upon the taxpayer. > << > << The Charter and the Guidelines for submitting posts > << to this newsgroup as well as our anti-spamming policy > << are at www.asktax.org. > << Copyright (2006) - All rights reserved. > << ================================================== ===== >
  #6  
Old 09-07-2006, 08:24 AM
Harlan Lunsford
Guest
 
Posts: n/a
Default Re: Need suggestions on 1040-X for 2004 (EIC) non-response

Bruiser wrote:

- quote -

> Anyone who suggests the Taxpayer Assistance Office is a fool
> or an idiot or both, particularly a claimed 'tax
> professional'. I have current and direct experience with
> the TAO in Dallas, TX.
> The "case manager" is also an idiot. Do you really think
> the Department of Treasury (DOT) is going to supply you an
> 'advocate' with any authority? If you answer 'yes', you are
> delusional, or on drugs, or need aggressive psychiatric
> therapy. As Lenin said, "Religion is pabulum for the
> masses." Just substitute TAO for Religion and voila!
> The TAO has no authority in law to intercede, advocate,
> propose, or otherwise influence any tax, lien, levy,
> sanction or similar. They cannot help you with a refund or
> other alleged positive adjustment in your favor.
> IRS Revenue Agents (the examiners) have sole jury, judge and
> execution authority for amount to $25,000 per incident!
> They have sole discretion to recommend levies to $500,000
> and prison terms to 5 years. You have no real right of
> appeal. You have no legal access to the unpublished Tax
> Court decisions. You must sign away elements of the 4th,
> 5th and 6th Amendments to the Constitution.
> Now, people you say to yourselves this must be some
> right-wing, conspiratorial nut case, consider these facts:
> I'm a PhD electrical engineer who was a senior exec in a
> Fortune 500 company. For the last few months, I have worked
> with enlisted personnel and officer of the U.S. Navy on F/A
> 18 Strike Eagles, and with the Missle Defense Agency (MDA)
> doing specialized work on the old Ronald Reagan Star Wars
> Missle Defense Shield. I write because I was just recently
> victimized by the IRS. My "sin"...the IRS cannot locate a
> one page 'information only' form sent...not to the IRS with
> a 1040...but to a separate DOT address.
> For that one page, and unable to prove filing (BTW - now, I have to
> send every document to the IRS as USPS Certified Restricted Delivery -
> to make the "mailbox rule".) The end result: the IRS collected one
> year's net salary. You still want to use the TAO? ROTFLOL.
> ==========
> Moderator:
> My deviation from my policy of rejecting ill-temperd
> submiisions should not be seen as precedence. But if it
> is, be aware that precedence means nothing to me.


that's ok, Dick. I got quite a chuckle out of it. We need
some humor now and then. and for the record, I've always
been successful with the TA. In fact she's a fixture at our
society spring seminars every year. She gets results, and
we (AL EA's) respect her and her office.

ChEAr$,
Harlan Lunsford, EA n LA

<< ================================================== ===== > << The foregoing was not intended or written to be used, > << nor can it used, for the purpose of avoiding penalties > << that may be imposed upon the taxpayer. > << > << The Charter and the Guidelines for submitting posts > << to this newsgroup as well as our anti-spamming policy > << are at www.asktax.org. > << Copyright (2006) - All rights reserved. > << ================================================== ===== >
  #5  
Old 09-06-2006, 07:02 AM
Bruiser
Guest
 
Posts: n/a
Default Re: Need suggestions on 1040-X for 2004 (EIC) non-response

Anyone who suggests the Taxpayer Assistance Office is a fool
or an idiot or both, particularly a claimed 'tax
professional'. I have current and direct experience with
the TAO in Dallas, TX.

The "case manager" is also an idiot. Do you really think
the Department of Treasury (DOT) is going to supply you an
'advocate' with any authority? If you answer 'yes', you are
delusional, or on drugs, or need aggressive psychiatric
therapy. As Lenin said, "Religion is pabulum for the
masses." Just substitute TAO for Religion and voila!

The TAO has no authority in law to intercede, advocate,
propose, or otherwise influence any tax, lien, levy,
sanction or similar. They cannot help you with a refund or
other alleged positive adjustment in your favor.

IRS Revenue Agents (the examiners) have sole jury, judge and
execution authority for amount to $25,000 per incident!
They have sole discretion to recommend levies to $500,000
and prison terms to 5 years. You have no real right of
appeal. You have no legal access to the unpublished Tax
Court decisions. You must sign away elements of the 4th,
5th and 6th Amendments to the Constitution.

Now, people you say to yourselves this must be some
right-wing, conspiratorial nut case, consider these facts:

I'm a PhD electrical engineer who was a senior exec in a
Fortune 500 company. For the last few months, I have worked
with enlisted personnel and officer of the U.S. Navy on F/A
18 Strike Eagles, and with the Missle Defense Agency (MDA)
doing specialized work on the old Ronald Reagan Star Wars
Missle Defense Shield. I write because I was just recently
victimized by the IRS. My "sin"...the IRS cannot locate a
one page 'information only' form sent...not to the IRS with
a 1040...but to a separate DOT address.

For that one page, and unable to prove filing (BTW - now, I have to
send every document to the IRS as USPS Certified Restricted Delivery -
to make the "mailbox rule".) The end result: the IRS collected one
year's net salary. You still want to use the TAO? ROTFLOL.

==========
Moderator:
My deviation from my policy of rejecting ill-temperd
submiisions should not be seen as precedence. But if it
is, be aware that precedence means nothing to me.

<< ================================================== ===== > << The foregoing was not intended or written to be used, > << nor can it used, for the purpose of avoiding penalties > << that may be imposed upon the taxpayer. > << > << The Charter and the Guidelines for submitting posts > << to this newsgroup as well as our anti-spamming policy > << are at www.asktax.org. > << Copyright (2006) - All rights reserved. > << ================================================== ===== >
  #4  
Old 09-06-2006, 07:02 AM
Harlan Lunsford
Guest
 
Posts: n/a
Default Re: Need suggestions on 1040-X for 2004 (EIC) non-response

Bill wrote:
- quote -

> hnslunsford[at]bellsouth.net posted:

> > (OP omitted)
> > > Well, six month's would not be unusual and

> > you gave her right info here. =A0 However she
> > said they sent her another "EIC form" to fill out
> > and return and she did. But you don't know
> > what kind of EIC form this was. it may not
> > have been the schedule EIC sent with the
> > 1040X; might be an EIC specialized
> > questionaire, given the circumstances of the
> > amendment.


> I guess I should have been more explicit; the TP told me it
> was the same form I had filled out for her to submit with
> the 1040-X, and she was surprised since she still had her
> copy of the entire package.


> > However the Taxpayer's Advocate office is not
> > the proper place at this time. She should go
> > through the hoops, 1 800 829 1040 and follow
> > the prompts to check on the status. The TA's
> > office is last resort.


> She said she tried checking on the status via www.irs.gov,
> but found "no record" of the filing. That was when I
> explained to her it might not be available electronically,
> since it was "paper-filed."
> Meanwhile, after the OP and before any responses were
> posted, I ran into her at the supermarket, and added one
> thought: If she had a copy of the letter query which
> requested the EIC Form, she should check it to see if there
> was a reference name or number -- and if she found one, she
> could try phoning or writing to that specific person or
> office.
> That's where the matter stands at the moment, but based on
> Phil Marti's suggestion, I was prepared to suggest the
> Advocate the next time I am in contact. (I actually do not
> retain ID or phone numbers of "clients" from the volunteer
> site, so casual contact is only option -- unless I know them
> personally.)
> What additional hoops would there be via the phone roulette,
> that wouldn't result in the same response she says she got
> from irs.gov -- i.e., "no record found"?


For online inquiries, information is only posted as to
current year's filings. hence nothing would be available
there for previous years' amendements.

Still, she should call the 18008291040 number. Taxpayer
Advocate is for those cases when all else has failed or a
stalemate has occured. Not the case here. (yet!)

ChEAr$,
Harlan

<< ================================================== ===== > << The foregoing was not intended or written to be used, > << nor can it used, for the purpose of avoiding penalties > << that may be imposed upon the taxpayer. > << > << The Charter and the Guidelines for submitting posts > << to this newsgroup as well as our anti-spamming policy > << are at www.asktax.org. > << Copyright (2006) - All rights reserved. > << ================================================== ===== >
  #3  
Old 09-06-2006, 07:02 AM
Phil Marti
Guest
 
Posts: n/a
Default Re: Need suggestions on 1040-X for 2004 (EIC) non-response

"Bill" <an_ordinary_guy_158[at]hotmail.com> wrote:

- quote -

> What additional hoops would there be via the phone roulette,
> that wouldn't result in the same response she says she got
> from irs.gov -- i.e., "no record found"?


There isn't going to be any information available on irs.gov
for an amended return. If there's no contact information on
the letter she got, tell her to call 1-800-829-1040. They
will be able to tell her the status. If they show no record
of an amended return, I recommend refiling the 1040-X
certified mail, return receipt requested.

I doubt that they would show no record since she's received
correspondence about the amended return.

The Advocate's current requirements for case-related
inquiries should be in the 1040 instructions.

--
Phil Marti
Clarksburg, MD

<< ================================================== ===== > << The foregoing was not intended or written to be used, > << nor can it used, for the purpose of avoiding penalties > << that may be imposed upon the taxpayer. > << > << The Charter and the Guidelines for submitting posts > << to this newsgroup as well as our anti-spamming policy > << are at www.asktax.org. > << Copyright (2006) - All rights reserved. > << ================================================== ===== >
  #2  
Old 09-05-2006, 11:20 PM
Bill
Guest
 
Posts: n/a
Default Re: Need suggestions on 1040-X for 2004 (EIC) non-response

hnslunsford[at]bellsouth.net posted:

- quote -

> (OP omitted)
> Well, six month's would not be unusual and
> you gave her right info here. =A0 However she
> said they sent her another "EIC form" to fill out
> and return and she did. But you don't know
> what kind of EIC form this was. it may not
> have been the schedule EIC sent with the
> 1040X; might be an EIC specialized
> questionaire, given the circumstances of the
> amendment.


I guess I should have been more explicit; the TP told me it
was the same form I had filled out for her to submit with
the 1040-X, and she was surprised since she still had her
copy of the entire package.

- quote -

> However the Taxpayer's Advocate office is not
> the proper place at this time. She should go
> through the hoops, 1 800 829 1040 and follow
> the prompts to check on the status. The TA's
> office is last resort.


She said she tried checking on the status via www.irs.gov,
but found "no record" of the filing. That was when I
explained to her it might not be available electronically,
since it was "paper-filed."

Meanwhile, after the OP and before any responses were
posted, I ran into her at the supermarket, and added one
thought: If she had a copy of the letter query which
requested the EIC Form, she should check it to see if there
was a reference name or number -- and if she found one, she
could try phoning or writing to that specific person or
office.

That's where the matter stands at the moment, but based on
Phil Marti's suggestion, I was prepared to suggest the
Advocate the next time I am in contact. (I actually do not
retain ID or phone numbers of "clients" from the volunteer
site, so casual contact is only option -- unless I know them
personally.)

What additional hoops would there be via the phone roulette,
that wouldn't result in the same response she says she got
from irs.gov -- i.e., "no record found"?

Bill

<< ================================================== ===== > << The foregoing was not intended or written to be used, > << nor can it used, for the purpose of avoiding penalties > << that may be imposed upon the taxpayer. > << > << The Charter and the Guidelines for submitting posts > << to this newsgroup as well as our anti-spamming policy > << are at www.asktax.org. > << Copyright (2006) - All rights reserved. > << ================================================== ===== >
  #1  
Old 09-05-2006, 03:14 PM
Harlan Lunsford
Guest
 
Posts: n/a
Default Re: Need suggestions on 1040-X for 2004 (EIC) non-response

Bill wrote:

- quote -

> Many of you know me as an occasional Poster and responder
> here, and you may also know that I've been a TaxAide
> volunteer for 13 or 14 years.
> In February of this year, I prepared a 2005 return for a TP
> who was qualified as single HH with a child, and also
> eligible for EIC. I e-filed for her, and she was delighted
> with the $2000+ refund. She had not realized she could
> claim EIC, and asked whether she could also get it for 2004.
> I replied that I didn't see why not, and suggested she
> return with her 2004 return in mid-March, after the rush of
> early filers was completed.
> She did so (reporting that her 2005 refund had been received
> promptly), and I prepared a _paper_ 1040-X (as instructed),
> including all proper forms for the 2004 tax year. The
> computations revealed that she was entitled to an additional
> couple of thousand dollars.
> She says she mailed this, and later received a request that
> she fill out another EIC form (though she had her copy of
> the one I prepared and she submitted with the original
> 1040-X). She said this was in June. Now, September 1 has
> arrived, and she has heard nothing more.
> She attempted to go online, to www.irs.gov, but could find
> no record of her filing. I explained to her that a paper
> return which was still being processed (or possibly sitting
> on a desk) would probably not be entered in the electronic
> system.
> My only thought was to suggest she try contacting the
> Taxpayer Advocate, through the irs.gov site.
> Do any of you have another suggestion? While I had warned
> her it might take several months, _6 months_ does seem
> extreme, particularly with the added folderol of a second
> submission for the EIC form.


Well, six month's would not be unusual and you gave her
right info here. However she said they sent her another
"EIC form" to fill out and return and she did. But you
don't know what kind of EIC form this was. it may not have
been the schedule EIC sent with the 1040X; might be an EIC
specialized questionaire, given the circumstances of the
amendment.

However the Taxpayer's Advocate office is not the proper
place at this time. She should go through the hoops, 1 800
829 1040 and follow the prompts to check on the status. The
TA's office is last resort.

ChEAr$,
Harlan

<< ================================================== ===== > << The foregoing was not intended or written to be used, > << nor can it used, for the purpose of avoiding penalties > << that may be imposed upon the taxpayer. > << > << The Charter and the Guidelines for submitting posts > << to this newsgroup as well as our anti-spamming policy > << are at www.asktax.org. > << Copyright (2006) - All rights reserved. > << ================================================== ===== >
 
Old 09-04-2006, 05:21 AM
Phil Marti
Guest
 
Posts: n/a
Default Re: Need suggestions on 1040-X for 2004 (EIC) non-response

"Bill" <an_ordinary_guy_158[at]hotmail.com> wrote:

- quote -

> My only thought was to suggest she try contacting the
> Taxpayer Advocate, through the irs.gov site.


Since the amended return is a claim for refund and the
taxpayer can bring suit if there's no action after 6 months,
I think a call to the Advocate would be in order.

--
Phil Marti
Clarksburg, MD

<< ================================================== ===== > << The foregoing was not intended or written to be used, > << nor can it used, for the purpose of avoiding penalties > << that may be imposed upon the taxpayer. > << > << The Charter and the Guidelines for submitting posts > << to this newsgroup as well as our anti-spamming policy > << are at www.asktax.org. > << Copyright (2006) - All rights reserved. > << ================================================== ===== >
  #-1  
Old 09-03-2006, 03:00 AM
Bill
Guest
 
Posts: n/a
Default Need suggestions on 1040-X for 2004 (EIC) non-response

Many of you know me as an occasional Poster and responder
here, and you may also know that I've been a TaxAide
volunteer for 13 or 14 years.

In February of this year, I prepared a 2005 return for a TP
who was qualified as single HH with a child, and also
eligible for EIC. I e-filed for her, and she was delighted
with the $2000+ refund. She had not realized she could
claim EIC, and asked whether she could also get it for 2004.
I replied that I didn't see why not, and suggested she
return with her 2004 return in mid-March, after the rush of
early filers was completed.

She did so (reporting that her 2005 refund had been received
promptly), and I prepared a _paper_ 1040-X (as instructed),
including all proper forms for the 2004 tax year. The
computations revealed that she was entitled to an additional
couple of thousand dollars.

She says she mailed this, and later received a request that
she fill out another EIC form (though she had her copy of
the one I prepared and she submitted with the original
1040-X). She said this was in June. Now, September 1 has
arrived, and she has heard nothing more.

She attempted to go online, to www.irs.gov, but could find
no record of her filing. I explained to her that a paper
return which was still being processed (or possibly sitting
on a desk) would probably not be entered in the electronic
system.

My only thought was to suggest she try contacting the
Taxpayer Advocate, through the irs.gov site.

Do any of you have another suggestion? While I had warned
her it might take several months, _6 months_ does seem
extreme, particularly with the added folderol of a second
submission for the EIC form.

Any help would be appreciated.

Bill

<< ================================================== ===== > << The foregoing was not intended or written to be used, > << nor can it used, for the purpose of avoiding penalties > << that may be imposed upon the taxpayer. > << > << The Charter and the Guidelines for submitting posts > << to this newsgroup as well as our anti-spamming policy > << are at www.asktax.org. > << Copyright (2006) - All rights reserved. > << ================================================== ===== >
 

Tags
1040x, 2004, eic, nonresponse, suggestions
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