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carlarcpa
Level 2
September 8, 2021
Question

Recovery Rebate Credit Worksheet

  • September 8, 2021
  • 4 replies
  • 21 views

I have a client with AGI over 150,000 and the worksheet allowed a credit based upon the 5% rule, the return was filed & accepted by the IRS.  Now the client receives CP11 notice disallowing the credit since taxpayer AGI over 150,000!! Is there anything I can do to dispute their denial.

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4 replies

George4Tacks
George4Tacks
Level 15
September 8, 2021

Did they get EIP1 and/or EIP2 in 2020? Did you properly enter those amounts? 

Answers are easy. Questions are hard!
    C
    carlarcpaAuthor
    Level 2
    September 8, 2021

    Yes I did report the EIP1 & EIP2 amounts on the worksheet. The notice states the amount was computed incorrectly ( which was derived from the rebate worksheet!!

      Just-Lisa-Now-
      Just-Lisa-Now-Intuit Community Champion
      Intuit Community Champion
      September 8, 2021
      I have one of those, client went ahead and paid it before telling me about it, I haven't tried to chase it down yet...he doesn't seem worried about it, so I guess I shouldn't care more than him.
      ♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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