Just-Lisa-Now-
Level 15
Level 15

Ive seen this reported in other tax groups as well....IRS really dropped the ball on this one. I havent had any of me clients call me about this, but my advice to them when they do will be to hang onto the money, but don't be surprised if one of these days they ask for it back.

 

If youre in a Community Property state, and its a MFJ return, this could be for the additional exclusion for CP states.  PS should be making this adjustment automatically, so be sure to open the return and see if its still the same as when you filed.


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