Register a SA Forums Account here!
JOINING THE SA FORUMS WILL REMOVE THIS BIG AD, THE ANNOYING UNDERLINED ADS, AND STUPID INTERSTITIAL ADS!!!

You can: log in, read the tech support FAQ, or request your lost password. This dumb message (and those ads) will appear on every screen until you register! Get rid of this crap by registering your own SA Forums Account and joining roughly 150,000 Goons, for the one-time price of $9.95! We charge money because it costs us money per month for bills, and since we don't believe in showing ads to our users, we try to make the money back through forum registrations.
 
  • Post
  • Reply
Peyote Panda
Mar 10, 2019

Ne Cede Malis posted:

Wow what the gently caress! I signed up for ID.me (and probably consented to sell my biometric data to anyone online, forever) and tried to pull my transcript for last year and it sure looks like my loving tax guy never loving filed a return for 2022. I have his copy of the completed return, but the IRS transcript only shows that he filed an extension. I can see from previous years the completed returns being submitted. What the gently caress!!!

Should I try and file an extension to try and sort out this poo poo first? Can I do that online ASAP? Should I just print out the 2023 return and pray? I was already not on speaking terms with this rear end in a top hat and now I'm just livid. gently caress this poo poo.
Each year's return is generally treated separately for processing purposes, so if you have your 2023 return ready now there's no reason not to file and then go back and get 2022 sorted out.

For the PIN/AGI e-filing issue, since you currently don't have a 2022 return on file, just enter 0 for your's and your spouse's prior year AGIs. The system is comparing it to what is actually on file, not what it was supposed to be.

Some e-file vendors will let you file prior year returns electronically. Were you expecting to owe money for 2022, get a refund, or were you breaking even? Late penalties for filing are based on a percentage of what you owe, so if you don't owe anything there shouldn't be any penalties charged.

If your preparer said they filed the return and didn't, you can submit a complaint against them via Form 14157: https://www.irs.gov/tax-professionals/make-a-complaint-about-a-tax-return-preparer.

Adbot
ADBOT LOVES YOU

Peyote Panda
Mar 10, 2019

Epi Lepi posted:

Yes the government will cash your check and just hold it and apply it eventually when the return is filed.
The bright side to that as a taxpayer is that if you paid the full amount due by the original due date you shouldn't have any penalties for the late filing because those are calculated as a percentage of any tax liability that was still unpaid after the original due date.

Ne Cede Malis posted:

I checked our previous year's correspondence and he mentioned filling 250 extensions the same day as he filled mine, so I am just assuming he filed an extension and just forgot to file the actual return before october. I'll email him and ask him to fix this poo poo. As much as I would like to attribute malice to this it's probably just a stupid mistake.
Hopefully he'll just need to resubmit and make sure it goes through this time. If you've already paid in full, that should sort it out.

BTW, once a return with an amount due finishes processing you may get a CP14 notice that only shows a balance due without reflecting your full payments. If you do get that, log back in to the IRS website and check Balance Online and/or pull a 2022 account transcript to see if there's an actual balance before doing anything else.

Peyote Panda
Mar 10, 2019

DTaeKim posted:

My father works part time for a company and apparently they gave him W-2s, which effectively doubled his income and disqualified him for a number of elder assistance programs. They told him to wait for the IRS to acknowledge receiving a corrected W-2 but he owes a significant sum in the meantime. I told him he needs to get the company to send HIM the corrected W-2 ASAP, is that correct? I think his CPA already has filed for an extension.
There is an IRS form 4852 you can use as a substitute for the incorrect W2 for filing purposes as long as you know the correct figures, along with any supporting documentation and a statement of explanation.

Peyote Panda
Mar 10, 2019

Ne Cede Malis posted:

I tried calling the 800-829-1040 number on the transcript letter to try and talk to a human but I after going through five layers of phone tree it hangs up on me due to high call volume. What the gently caress am I supposed to do here? Is there another number to call?
Yeah, the standard toll-free line is pretty jammed most of the time. Here's a couple of possible steps.

1) The phone lines are open 7am to 7pm in your time zone (as long as you are in the continental US) Monday through Friday. Calling at the very beginning or toward the end of that time range is usually the best way to get through.

2) Call the IRS appointment line at 844-545-5640. Let them know you want an appointment, they'll ask some questions to verify your identity (basics like your Social Security number, name, address). They might also ask some additional questions from one of your tax returns for ID purposes. It doesn't have to be for the same year as the issue you're caling about so feel free to use your 2023 info since that may be easier to remember. Have the return info with you when you call if possible (this goes for option #1 as well). The assistor setting the appointment is supposed to research your account as part of the process and might be able to provide some info/help during the call in addition to setting up an appointment.

These are not mutually exclusive. You can set up an appointment and still try to call the standard toll-free line when you have the chance.

  • 1
  • 2
  • 3
  • 4
  • 5
  • Post
  • Reply