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My client received a " tax credit notice" from the IRS for Form 1040 for 2019 that was timely e-filed. It stated the IRS had NOT received a 2019 tax return from the client. How best to resolve? I have the SBM ID number from Pro Series and simply asking for the easiest resolution? My client is asking if I even e-filed the return in the first place.
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The latest from IRS:
If you got a notice for 2019, send them a copy of the return.
If you got one for 2020, do nothing and wait.
There are a lot of these notices for 2019. Seems like the IRS lost the returns in their system. I don't know how this happens.
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"I don't know how this happens."
With paper returns, when they get too far behind, an employee gets frustrated and throws a few piles in the garbage. Evidently now when they get too far behind, they just delete files. 🤔
Slava Ukraini!
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♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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Be sure to send the 9325 showing the return was accepted by IRS. You should have that on your end when you efile returns.
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Yup.
Last thing I do with each client is mail them the 9325 and a copy of the signed 8879 for their records. That shows that I filed the return. Also if information the client needs in case I am not doing the tax work a couple of years in the future. (Copies in my file as well.)
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I just wish there was one for the business returns too. We may be needing them, shortly if this issue blows up there next.
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I always print the filing history report for the federal and state return and put it in the client's file. I have never had to go back for something like this, but I sleep better at night knowing I have that info.
Slava Ukraini!
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Beat me to it IRonMaN I do the same thing. I probably should be sending one to the client, but I don't generally take that step.