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Subject Author Date
IRS Keypunching error Avrum Lapin 09-16-2008
Posted by Avrum Lapin on September 16, 2008, 8:39 pm
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Senior couple files 1040 showing ³married filing jointly²

Husband receives a CP11asking for $655 extra. Tax preparer on vacation
and husband panics and sends $655.

Preparer returns, calls IRS and finds that IRS has keypunched in
³married filing separately² IRS says they canıt do anything about it
(e.g look at original submission). IRS advised couple to submit letter
explaining details including copy of original 1040. Couple complies

IRS sends form 1040X requesting completion. Preparer (AARP Tax Aide)
ready to complete and submit 1040X for couple but what are we
correcting other than the IRS keypunching error.

--
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Posted by Mark Bole on September 16, 2008, 9:01 pm
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Avrum Lapin wrote:
> Senior couple files 1040 showing ³married filing jointly²
>
> Husband receives a CP11asking for $655 extra. Tax preparer on vacation
> and husband panics and sends $655.
>
> Preparer returns, calls IRS and finds that IRS has keypunched in
> ³married filing separately² IRS says they canıt do anything about it
> (e.g look at original submission). IRS advised couple to submit letter
> explaining details including copy of original 1040. Couple complies
>
> IRS sends form 1040X requesting completion. Preparer (AARP Tax Aide)
> ready to complete and submit 1040X for couple but what are we
> correcting other than the IRS keypunching error.
>

You are responding to the IRS letter request. What part of the response
are you asking for help with?

-Mark Bole

--
<< ------------------------------------------------------- >>
<< The foregoing was not intended or written to be used, >>
<< nor can it used, for the purpose of avoiding penalties >>
<< that may be imposed upon the taxpayer. >>
<< >>
<< The Charter and the Guidelines for submitting posts >>
<< to this newsgroup as well as our anti-spamming policy >>
<< are at www.asktax.org. >>
<< Copyright (2007) - All rights reserved. >>
<< ------------------------------------------------------- >>

Posted by Han on September 16, 2008, 9:17 pm
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> Avrum Lapin wrote:
>> Senior couple files 1040 showing ³married filing jointly²
>>
>> Husband receives a CP11asking for $655 extra. Tax preparer on
>> vacation and husband panics and sends $655.
>>
>> Preparer returns, calls IRS and finds that IRS has keypunched in
>> ³married filing separately² IRS says they canıt do anything about it
>> (e.g look at original submission). IRS advised couple to submit
>> letter explaining details including copy of original 1040. Couple
>> complies
>>
>> IRS sends form 1040X requesting completion. Preparer (AARP Tax Aide)
>> ready to complete and submit 1040X for couple but what are we
>> correcting other than the IRS keypunching error.
>>
>
> You are responding to the IRS letter request. What part of the
> response are you asking for help with?
>
> -Mark Bole
>
Dear Mr Bole:

I realze that you may not work for the IRS, but ... Why would a 1040X
be required to correct a data entry eror by the IRS? Seems to me that a
simple letter requesting correction of the error, with a copy of the
original return should be sufficient. Maybe over a notarized signature.

--
Best regards
Han
email address is invalid

--
<< ------------------------------------------------------- >>
<< The foregoing was not intended or written to be used, >>
<< nor can it used, for the purpose of avoiding penalties >>
<< that may be imposed upon the taxpayer. >>
<< >>
<< The Charter and the Guidelines for submitting posts >>
<< to this newsgroup as well as our anti-spamming policy >>
<< are at www.asktax.org. >>
<< Copyright (2007) - All rights reserved. >>
<< ------------------------------------------------------- >>

Posted by Mark Bole on September 16, 2008, 9:46 pm
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Han wrote:


>>> IRS sends form 1040X requesting completion. Preparer (AARP Tax Aide)
>>> ready to complete and submit 1040X for couple but what are we
>>> correcting other than the IRS keypunching error.
>>>
>> You are responding to the IRS letter request. What part of the
>> response are you asking for help with?

> I realze that you may not work for the IRS

You got that right!


> Why would a 1040X
> be required to correct a data entry eror by the IRS? Seems to me that a
> simple letter requesting correction of the error, with a copy of the
> original return should be sufficient. Maybe over a notarized signature.

Well, there is time when the IRS has a question to ask, and there is a
time when the IRS has a statement to make. If their system has gotten
to the "statement" phase, whether it's your fault or not, the path of
least resistance is to amend the return they have on file.

On the other hand, you typically *don't* want to file an amended return
if they are simply asking a question.

In this case, the original question could have been answered instead of
just sending in a payment.

-Mark Bole

--
<< ------------------------------------------------------- >>
<< The foregoing was not intended or written to be used, >>
<< nor can it used, for the purpose of avoiding penalties >>
<< that may be imposed upon the taxpayer. >>
<< >>
<< The Charter and the Guidelines for submitting posts >>
<< to this newsgroup as well as our anti-spamming policy >>
<< are at www.asktax.org. >>
<< Copyright (2007) - All rights reserved. >>
<< ------------------------------------------------------- >>

Posted by Harlan Lunsford on September 16, 2008, 11:32 pm
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Mark Bole wrote:
> Han wrote:
>
>
>>>> IRS sends form 1040X requesting completion. Preparer (AARP Tax Aide)
>>>> ready to complete and submit 1040X for couple but what are we
>>>> correcting other than the IRS keypunching error.
>>>>
>>> You are responding to the IRS letter request. What part of the
>>> response are you asking for help with?
>
>> I realze that you may not work for the IRS
>
> You got that right!
>
>
>> Why would a 1040X
>> be required to correct a data entry eror by the IRS? Seems to me that a
>> simple letter requesting correction of the error, with a copy of the
>> original return should be sufficient. Maybe over a notarized signature.
>
> Well, there is time when the IRS has a question to ask, and there is a
> time when the IRS has a statement to make. If their system has gotten
> to the "statement" phase, whether it's your fault or not, the path of
> least resistance is to amend the return they have on file.
>
> On the other hand, you typically *don't* want to file an amended return
> if they are simply asking a question.
>
> In this case, the original question could have been answered instead of
> just sending in a payment.

When IRS said "look at original submission", they might be referring to
a return atually having been submitted that way, despite what taxpayer's
copy actually shows. Yes, it the return were filed electornically by
AARP, it just might be there that the error occurred.

At any rate, what's done is done, and the simplest way to correct it,
since the return is already in IRS system, is to submit the 1040X
changing to MFJ.

Sometimes we just have to principal on the back seat and do the easiest
thing. right, Mark?

ChEAr$,
Harlan Lunsford, EA n LA

--
<< ------------------------------------------------------- >>
<< The foregoing was not intended or written to be used, >>
<< nor can it used, for the purpose of avoiding penalties >>
<< that may be imposed upon the taxpayer. >>
<< >>
<< The Charter and the Guidelines for submitting posts >>
<< to this newsgroup as well as our anti-spamming policy >>
<< are at www.asktax.org. >>
<< Copyright (2007) - All rights reserved. >>
<< ------------------------------------------------------- >>

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