A client contacted me, he mailed in balance due Form 1040-V payment on extension filing deadline a few weeks ago, return was efiled. He got an IRS letter today stating he has an unpaid balance due.
That part is not my question, I understand that IRS, California FTB, and maybe other agencies all share this fault in their service. They need to wait until the paper check processed amounts wend their way into the system.
The question or observation I'm posting about, is that he checked his bank register against the IRS letter, and he paid over $400 more than what the letter stated was due. (I confirmed this was the correct balance due I calculated for him). He asked me if he would get a refund of the difference (which, if true, would imply I screwed up on the return).
I determined that the discrepancy was due to the ACA Shared Responsibility Payment not being included in the IRS balance due notice. True or false?
That part is not my question, I understand that IRS, California FTB, and maybe other agencies all share this fault in their service. They need to wait until the paper check processed amounts wend their way into the system.
The question or observation I'm posting about, is that he checked his bank register against the IRS letter, and he paid over $400 more than what the letter stated was due. (I confirmed this was the correct balance due I calculated for him). He asked me if he would get a refund of the difference (which, if true, would imply I screwed up on the return).
I determined that the discrepancy was due to the ACA Shared Responsibility Payment not being included in the IRS balance due notice. True or false?
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