Last year, I prepared a 2010 amended return for a new client. He received the form letter in the mail saying "we made the changes you requested to your 2011 Form 1040". Uh...NO! We did not amend 2011's return! The IRS apparently processed the 2010 amended as a 2011 amended. How could they do that?
I called the PPL to try and straighten this out. First call, I can get no assistance because I do not have a signed 2848. Unfortunately, I am only a RTRP (now unrecognized) and I could only have my client sign a 8821 (which gives me no power). By the second call, the IRS rep said to send the check back, uncashed, and attach a very simple note of explanation. She also told me that it appeared that the IRS did take note of my first call and "looks like they are sorting it out." She said to wait 6-8 weeks for the correction. That should have been mid-Aug last year. Never heard anything from the client and he never returned my followup messages. I assumed he received the correction or chose to ignore me.
Fast forward to April of this year. He brought his stuff in along with THREE letters from the IRS.
Letter one: dated July - acknowledges receipt of the returned check and an approximate 60 day time frame for the IRS to make the requested adjustments.
Letter two: dated Aug - says the IRS is still researching the matter and taxpayer will receive a response within 45 days.
Letter three: dated Oct - says due to a heavy workload, the IRS has not yet completed its research to resolve the taxpayers inquiry. Please allow an additional 45 days for a response.
The taxpayer did not receive any further communication and no resolution to the problem.
I have account transcripts (dated 4/8/13) for the taxpayer for 2010 and 2011. You can easily see the IRS errors in the transactions.
How do I fix this? My thought at this point is to prepare two amended returns. One for 2011 putting things back to original and the other for 2010 as I originally amended.
Any ideas?
Many thanks!
Debbie
I called the PPL to try and straighten this out. First call, I can get no assistance because I do not have a signed 2848. Unfortunately, I am only a RTRP (now unrecognized) and I could only have my client sign a 8821 (which gives me no power). By the second call, the IRS rep said to send the check back, uncashed, and attach a very simple note of explanation. She also told me that it appeared that the IRS did take note of my first call and "looks like they are sorting it out." She said to wait 6-8 weeks for the correction. That should have been mid-Aug last year. Never heard anything from the client and he never returned my followup messages. I assumed he received the correction or chose to ignore me.
Fast forward to April of this year. He brought his stuff in along with THREE letters from the IRS.
Letter one: dated July - acknowledges receipt of the returned check and an approximate 60 day time frame for the IRS to make the requested adjustments.
Letter two: dated Aug - says the IRS is still researching the matter and taxpayer will receive a response within 45 days.
Letter three: dated Oct - says due to a heavy workload, the IRS has not yet completed its research to resolve the taxpayers inquiry. Please allow an additional 45 days for a response.
The taxpayer did not receive any further communication and no resolution to the problem.
I have account transcripts (dated 4/8/13) for the taxpayer for 2010 and 2011. You can easily see the IRS errors in the transactions.
How do I fix this? My thought at this point is to prepare two amended returns. One for 2011 putting things back to original and the other for 2010 as I originally amended.
Any ideas?
Many thanks!
Debbie
Comment