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See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. Lacerte | ProConnect | ProSeries
See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. Lacerte | ProConnect | ProSeries
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- IRS Not Allowing Credit for Payments with Spouse SSN
IRS Not Allowing Credit for Payments with Spouse SSN
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BobKamman
Level 15
04-17-2023
09:36 AM
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Has anyone else seen this situation?
2020 Form 1040.
Some payments made with husband’s SSN, a couple payments made with wife’s SSN. Return filed on time and full paid.
Out of a clear blue sky, IRS sends notice last week for balance due of five-figure amount, including interest and penalty. The payments not being credited are those made with wife’s SSN.
Checking online account for both spouses, all payments show up, and applied to 2020.
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2 Comments 2
sjrcpa
Level 15
04-17-2023
01:58 PM
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Yes I've seen this.
They eventually allow it after you splain it to them.
Their antiquated systems seem to only record payments on a joint account that were made with the SSN of the person listed first.
The more I know, the more I don't know.
