When your CPA screws up?

[ultrarunner]

Wait time estimated 1 hour and 53 minutes...

On hold now keeping fingers crossed.

Interesting when you first call a message played is those with lien or garnishment may not be able to buy, sell real estate or obtain a home mortgage...

 

[riptides]

Good thing we are hiring more IRS agents

We are. But the systems that they feed are still.....antiquated.

 

[ultrarunner]

Nothing to show for my 3.5 hours on the phone this afternoon.

Representative said unable to do a deep dive and transferred me to another at 3:15… at 4:30 a message came on saying to call again on the next business day and hung up.

Seems they cannot find the Pass Through Entity (PTE)payment on my behalf for year 2022 and regular representatives are not able to cross check.

This may end up being how I spend my vacation… representative did caution about liens and garnishments…

Fine kettle of fish I say…

 

[MoKelly]

Nothing to show for my 3.5 hours on the phone this afternoon.

Representative said unable to do a deep dive and transferred me to another at 3:15… at 4:30 a message came on saying to call again on the next business day and hung up.

Seems they cannot find the Pass Through Entity (PTE)payment on my behalf for year 2022 and regular representatives are not able to cross check.

This may end up being how I spend my vacation… representative did caution about liens and garnishments…

Fine kettle of fish I say…

So sorry - not how it should work.

I had a very frustrating time with Social Security folks - rarely answered the phones, never called back and hung up if it was lunch time.

Real gems these folks.

 

[California]

Nothing to show for my 3.5 hours on the phone this afternoon.

If its obviously the CPA's error, I would hand this back to them to make the calls for you.

Let them earn what you paid them.

 

[Jchonline]

CPA short explanation is the amended return has not caught up with with the original return…

It does seem e-filing hasn’t helped.

The notice has no FTB agent name who sent it or to contact if you dispute…

Notice is pay amount billed or contact if there is a hardship paying.

I’m guessing paying under protest isn’t a good option?

IRS typically works in years, not days. Be patient.

 

[garry1p]

When I had a problem with the IRS I received a letter from them threatening with wage garnishment due to non payment.
I sent letter explaining I had sent regular quarterly payments. A month later I received another warning letter, I did not know what to do and was really concerned with how to resolve this without any serious problems with the IRS.
A few weeks later I received a letter from an individual in the IRS explaining he would be overseeing the discrepancy and disregard all previous correspondence and that additional warnings would probably be sent since they were computer generated. He requested I send a copy front and back of my checks as proof of payment. About 5 months later I received a letter form the agent stating my last check they received was credited to the previous year and the mistake was cleared up with no further action needed.

So my suggestion is write a letter and try to get an IRS agent assigned to your case. I think this is something I would have expected your CPA to have done already.

 

[Jstpssng]

I think this is something I would have expected your CPA to have done already.

Several of us have made similar observations.

 

[ultrarunner]

Seems I'm not alone...

Had a quarterly years ago applied to the previous year and a year later I received overpayment refund and deposited it.

About 6 months later I get late note with penalty and some interest.

I was told had I not deposited the refund check I could return it and all would be good.

However, since I deposited the check I did in fact owe penalty and interest...

I readily admit I know little if the tax code and why I have a CPA...

 

[The Gaul]

The problem is that you can never reach anybody at the IRS and there is no single point of contact for specific cases. In case of problems I just pay and send accompanying documentation of my attempts to reach them. Make it clear that they are at fault, but pay. Indicate you seek interests for your, what is that stage, over-payment.
Subsequently, when somebody finally addresses the issue, ask for your money + interests back. That way there can be no possible lean, no worries, and you get some extra money for your suffering. The prerequisite is that you have the cash.

 

[Oaktree]

Nothing to show for my 3.5 hours on the phone this afternoon.

Representative said unable to do a deep dive and transferred me to another at 3:15… at 4:30 a message came on saying to call again on the next business day and hung up.

Seems they cannot find the Pass Through Entity (PTE)payment on my behalf for year 2022 and regular representatives are not able to cross check.

This may end up being how I spend my vacation… representative did caution about liens and garnishments…

Fine kettle of fish I say…

If it were me, I'd be all over that CPA like a cheap suit until they took responsibility for and resolved this. Isn't this what you pay them for?
Maybe it's a bit too soon, but have you tried contacting your senator/congressman? I had an issue with the treasury dept. a few years back and filled out a form on my senator's website. One of her staffers contacted the agency on my behalf and the issue got resolved in relatively short order. Couldn't hurt...it's part of their job.

Glad my finances aren't so complex I need anything more than Turbotax/HR Block software to file.

 

[5030]

CPA responded this morning…

It appears amended tax return not matched with original.

You need to call them.

I would have said to him or her... You need to call them, not me as I'm paying /paid you to get it right in the first place. If I were you. I'd be finding a more competent CPA.

 

[5030]

I've never and would never use a schlock tax service like H&R Block. Those clowns are worthless IMO.

 

[Jstpssng]

Maybe it's a bit too soon, but have you tried contacting your senator/congressman

This reminded me. There is a division within the IRS which is supposed to

https://www.taxpayeradvocate.irs.gov/about-us/

Taxpayers seeking help in resolving tax problems that they have not been able to resolve with the IRS

Again though, you really should be taking this up with your CPA who caused the problem in the first place.

 

[LouNY]

I had a dispute with the IRS 15 years ago it took over 5 years to straighten it out. Thought it was settled 3-4 times then it would start all over again. When it finally ended after amended returns for several years they ended up owing me several hundred dollars, then a year later it started again and after several responses I got another $32 check when they originally want another $30,000+. Haven't heard from them in at least 8 years on that issue so hopefully it has gone to bed. About time to get started on this years return .

 

[5030]

About time to get started on this years return .

We filed long ago and got our refund as well. I never wait until the last minute if we owe or not is irrelevant.

I look at it like having an impacted tooth. It only gets worse the longer you delay it.

Not like ANY governmental agency is fiscally responsible because they ain't.

 

[LouNY]

I always wait to file doesn't matter if I owe (usually) or not, it doesn't get any worse the longer I let it go. Damned thieving government shysters.

 

[Jstpssng]

I try to owe under $100 every year, and it's set up to come out of my checking account on April 15. I don't write interest free loans to anybody, which is all that a big refund is.

 

[5030]

Lou... All distills down to the 'pound of flesh' philosophy. Because our return is pretty complex and we have all the pertinent inputs up to date, all the time. for us, filing as early as possible makes it less painful.

The IRS, like every government alphabet agency is screwed up anyway.

Besides, the government would prefer to not refund anything and that includes state agencies as well.

We would never attempt to file any return without a competent CPA's intervention. Way too complex for my brain anyway. We certainly don't mind paying a CPA to do the paperwork, just like we keep an attorney on retainer, just in case.

If I (we) were individual filers, maybe, but that isn't the case here. Very complex so out of my (our realm) to do and do correctly.

 

[5030]

I try to owe under $100 every year, and it's set up to come out of my checking account on April 15. I don't write interest free loans to anybody, which is all that a big refund is.

Exactly and considering the way the FRN is getting devalued daily, it's even more important to keep any and all refunds to a minimum.