Filing a return a second time, due to problems with first filing


B

bm30003700

I am having problems getting resolution on a year 2002 tax
return filed long ago. IRS incorrectly identified taxpayer,
rather than taxpayer's spouse, as decedent when they entered
the return at their end, etc, etc.

I am getting ready to have the client send another copy of
the return prior to April 17.

I know filing a second copy of the return can cause delays
in processing the return, but I am concerned about the
statute of limitations on filing for the refund, due to the
nature of the problems on the return originally filed. I
would like to have at least one copy of the filing for
refund timely filed with all the "t's crossed and i's
dotted".

Other than possibly introducing further delay of the refund,
has anyone here experienced any other problems with this
sort of situation?
 
Last edited by a moderator:
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D

D. Stussy

I am having problems getting resolution on a year 2002 tax
return filed long ago. IRS incorrectly identified taxpayer,
rather than taxpayer's spouse, as decedent when they entered
the return at their end, etc, etc.

I am getting ready to have the client send another copy of
the return prior to April 17.

I know filing a second copy of the return can cause delays
in processing the return, but I am concerned about the
statute of limitations on filing for the refund, due to the
nature of the problems on the return originally filed. I
would like to have at least one copy of the filing for
refund timely filed with all the "t's crossed and i's
dotted".

Other than possibly introducing further delay of the refund,
has anyone here experienced any other problems with this
sort of situation?
Why is this needed? Are you saying that the surviving
spouse did not get the refund from the original return?
Regardless, you should not need to amend for an IRS error.
 
Last edited by a moderator:
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L

LTSLLC

You can call the toll-free IRS help number and ask the
person that takes your call to fix the entity portion of the
account.

That is, explain to them that the IRS entity record for the
taxpayers incorrectly shows the wrong person as being
deceased. The IRS person should be able to easily correct
the information, which takes about 2 to 3 weeks to post on
the IRS computers.

After that, you can file the amended return or the refund
claim showing the correct information and the refund check
should then be issued with the correct taxpayers' info as
the surviving spouse on it.

Rudy
www.LizcanoTaxServicesLLC.com
 
Last edited by a moderator:

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