2009 form 1065 processed by IRS as 2010 return

[Y2KEA]

That's right. 2009 1065 return paper filed late in early 2011.
IRS processes as a 2010 return.
Partnership 2010 efiled 1065 return rejected as already filed.
Members 2010 transcript shows 2009 K1 info reported as 2010 income.
How would you fix this mess?
I think I know, but need some input & comfort from my professional brethren.
What say you?

[appelman]

Surely you jest!

But I guess you don't. Here's my suggestion, for what it may be worth: If you don't already have a POA on file, get one. Then talk to the hot line people and ask how THEY would suggest you proceed to help them clean up the mess. They will almost certainly want you to write a letter explaining the situation. It will take them months to get it straightened out, but ultimately, reason will prevail. In the meanwhile, you better send in a paper 2010 return RIGHT NOW to protect your client against the September 15 deadline. (In principle, the e-file reject should have this effect, but I wouldn't rely on it.)

[S T]

Oh My

Well that is JUST Wrong!

Can't the paper processor read the date on the forms in the upper right corner. How much more obvious could it be.

Agree with prior post - it is going to take a phone call - and also agree that you will probably need a POA in place for 2009 and 2010

I have had great success in solving "strange issues" for business.

Try the Tax Practitioner Priority Service at 866-860-4259 or the Business Speciality Tax Line at 800-829-4933

Good Luck and keep us posted on this!

Sandy

[jimmcg]

Well that is JUST Wrong!

Can't the paper processor read the date on the forms in the upper right corner. How much more obvious could it be.

Agree with prior post - it is going to take a phone call - and also agree that you will probably need a POA in place for 2009 and 2010

I have had great success in solving "strange issues" for business.

Try the Tax Practitioner Priority Service at 866-860-4259 or the Business Speciality Tax Line at 800-829-4933

Good Luck and keep us posted on this!

Sandy

Agree,Tax Prac number is your best bet. Let them clean up their own mess.

[Davc]

Well that is JUST Wrong!

Can't the paper processor read the date on the forms in the upper right corner. How much more obvious could it be.

I had a clients late 2006 1040 get processed as a 2008 return I now highlight the year on any return filed after the year it was due.

[DaveO]

Might also try the advocates office. I had a new payroll client a few yeas ago. Out of the first 14 941 returns we filed for him the IRS posted 12 to the wrong quarter. It took years for it all to be resolved.

[JG EA]

It fits with how things are going. I posted earlier about a client receiving a CP notice because he didn't report his K-1 info. But the K-1 info was said to be in his SS# and it was not. It was in his relative's number. It was pretty easy to fix. We wrote our explanation on the CP notice and returned it. They answered in just a few weeks."Sorry for the inconvenience."

[S T]

Agreed JG, I have had more IRS notices, and State notices the last few months - guess they hired some people, and figured the "dust" would settle.

All of the State notices - I have been succesful in having them reversed - it is so bad the fax line we had acccess to "shut down" - too many erroneous notices, and now what they are doing is only giving us a phone call - to let us know it is reversed - they can't even send the notices out acknowledging reversals (of course this is Calif)

IRS notices - well maybe 50/50 - - still a lot of time delay - I find --- so 30 days becomes 60 days becomes 90 days. But at least I have a fax # - Just is irritating that something has to "collect dust" on my desk - to finalize

Sandy

[DTS]

This happened to one of my clients.The screw-up involved a past and current year and it took 7-8 months and several calls before that mess was settled. Seemed when something was fixed, something else was messed up.

Good luck and be patient. It'll get settled.

[Y2KEA]

Before my original post, I had called PPS.
Explained the problem & asked now what.
Of course they said to write a letter & resubmit copy of 2009.
So I had 1065 partner sign both returns & mail to IRS with cover letter saying to fix the IRS mess. Included copy of 2010 efile reject notice.
Also had them sign 2848 for 2009 & 2010 & mailed it.
We can only wait & see how long this takes to play out.

[Questionguy101]

I agree with the poster who said the best way is to call the practitioners hotline and ask for direction to deal with the mess.

[luke]

I aqree that Practitioner Priority Service could probably help YOU get this resolved BUT since it was not YOUR error I think I would probably turn this over to Taxpayer Advocate Office (and let THEM & IRS straighten it out!) of course you will still be somewhat involved with providing info and maybe duplicate returns etc