- quote -

She can get her own transcript of account directly from the
IRS at no charge.

http://www.irs.gov/taxtopics/tc156.html

Bob Sandler

--
<< ------------------------------------------------------- > << 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 (2007) - All rights reserved. > << ------------------------------------------------------- >

"Larry Israel" <VSLARRY[at]weizmann.ac.il> wrote in message
news:23768CC8S86.VSLARRY[at]weizmann.ac.il...
- quote -

1) It is NOT an estimated payment for 2008.

2) File form 843, since you're not adjusting a tax.

--
<< ------------------------------------------------------- > << 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 (2007) - All rights reserved. > << ------------------------------------------------------- >

Paul Thomas, CPA wrote:
- quote -

was that interest and/or penalties she paid?

Lastly, is it worth pursuing? I would quibble just a tad with Paul and
suggest that 30 minutes of professional time to get a transcript won't
be worth much.
But you never know.

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 (2007) - All rights reserved. > << ------------------------------------------------------- >

"Larry Israel" <VSLARRY[at]weizmann.ac.il> wrote
- quote -




I see it as causing more problems if you try to "self-correct" the issue
between years using the returns to do so.

KISS = Keep It Separate and Simple

File this years (2008) as it is without trying to fix an issue with a prior
year.




Then keep after them about the problems with 2007. If necessary, go down to
your local IRS office (or call) and get a "transcript of account" which will
show what happened as it appears in their computers. Then you can begin to
address the discrepancies with your version of what they say happened and
try to get back any overpayment.

If there is no "local" office, see if a local CPA or EA will be willing to
pull a transcript of account for you (it's 30 minutes of their time).
They'll need her 2007 return info (at least) to do so. And think of doing
that in May if you expect them to be reasonably priced (or free).




--
Paul Thomas, CPA
Watkinsville, Georgia

--
<< ------------------------------------------------------- > << 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 (2007) - All rights reserved. > << ------------------------------------------------------- >

My daughter's 2007 payment was late, and she owed interest. She paid with
a check, but days later she got a statement for the stimulus payment, and
the interest owed had also been deducted from that.

I asked on this list what to do, and was told that the IRS would fix the
problem, and refund the interest.

So far they have not done so. Now for the 2008 return should this extra
interest payment be included in estimated tax paid, or could that cause
even more problems?

--
<< ------------------------------------------------------- > << 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 (2007) - All rights reserved. > << ------------------------------------------------------- >