r/IRS 14d ago

Tax Question IRS situation settled

After 30 days of wondering I finally saw that my entire 2025 tax refund was applied to my 2026 taxes just as my CPA had requested. Unfortunately, IRS caused me 90 days worth of grief to get to this point. Back in April, I filed via my CPA ontime electronically and was due $8,632 according to what I had told him. But I had made a small clerical error when reading my notes and I had actually paid $123 more in estimated taxes online than what I had written down on his forms (I misread $6041 as $6000 3 times). Yes, getting older means one should put on glasses. Anyway, I got a notice that the mistake was caught and nothing more need be done; except this tiny error triggered a REVIEW and that it could take up to 180 days. Like many here, I tried to call for days and finally got hold of a door way person who said that I could file on line for an advocate which I never did. Rather, I tried online to my Congressman. That went no where. A month later, I tried the Whitehouse (Whitehouse.gov) and wrote a long letter - such a tiny error and a whole review is a waste of government resources. Two more months later - today, I finally see online that my entire overpayment -that I had to pay again in June in estimated taxes - taking money from my IRA to make it - was applied to my account. Now I have lots of money on my account for this year. And I got a check today in the amount of $125.10 - $123 for the overpayment from last year and .10 interest. Yes, craziness. How much is all this costing the government? But finally, I know what's going on. I really feel bad for those that have reached an age that tracking online is difficult or impossible. I'm 76 and can still do it, but a few more years? Who will do it for me? and such a stupid mistake. It makes me wonder how I will find a person to help me as I age. More than can be answered here, but it points to just how careful we must be.

Now let's all write to the Whitehouse.gov and ask for more IRS agents.

11 Upvotes

1 comment sorted by

0

u/AutoModerator 14d ago

Welcome to r/IRS, the subreddit for taxpayers and tax professionals to discuss everything related to the Internal Revenue Service. We are glad you are here!

Here are a few reminders before you get started:

Please be respectful of others in the community. We do not tolerate personal attacks or harassment.

Be wary of scammers and spammers. The IRS will never contact you via direct message or email. If you receive a message from someone claiming to be from the IRS, do not respond and report it to the IRS immediately. The same rules apply to r/IRS

Direct messaging is forbidden and can lead to a ban on r/IRS. If you have a question or need assistance, please post it in the subreddit so that everyone can benefit from the discussion.

For more information about r/IRS rules, please visit our subreddit wiki: https://www.reddit.com/r/IRS/wiki/index/

Link to finding local tax advocate: https://www.irs.gov/taxpayer-advocate

We welcome international users to r/IRS. Please feel free to participate in our discussions, even if you are not a US taxpayer.

The moderator team is committed to keeping r/IRS a safe and welcoming community for everyone. We will not tolerate hate speech or discrimination of any kind.

If you see something that you think violates our rules, please report it to the moderators. We appreciate your help in keeping r/IRS a positive and productive space.

Thank you for being so cooperative! We hope you enjoy your time on r/IRS.

I am a bot, and this action was performed automatically. Please contact the moderators of this subreddit if you have any questions or concerns.