Looking for some help!
Mom's taxes:
2023 QRTLY taxes to be paid were $940
So, this is what she paid:
June 3, 2023 pd $1880
Spouse passed away and the bank account closed before the IRS processed the check June 3, 2023 check.
Return check fee & interest. $58.20. Sent payment to IHC to cover.
June 15, 2023 pd $1880
Sept 11, 2023 pd $940
Feb 14, 2024 pd $940
March 13 2024 $877.60 refund from IRS
April 15, 2024 filed taxes for 2023 using Turbo Tax. Indicated $4.019 refund
April 26, 2024 $369.00 refund from IRS
May 15, 2024 IRS notice she owed $576.20.
Payments made $2,553.00
Taxes owed $3.071.00
May 19, 2024 pd $576.20 to IRS
June 11, 2024 IRS refund $577.46
Questions
1- Is this calculation by the IRS correct?
2- How do I report this on my taxes this year as the refund was not $4,019.00
Thank You
The first thing I would do is check to see if the IRS has those estimated payments credited under the deceased spouses social security number and not your mother's.
Thank You for your suggestion.
Other than on "eternal hold" with the IRS, is there a way to verify online?
On each of the checks, mom wrote her SSN, not that it is extremely possible the IRS put the payments under Dad's SSN.
There are multiple issues. Why did the IRS make an $800+ refund in March when the return wasn't filed until April? What year was it for? Why did Turbotax show a $4K refund, but the IRS says there was a tax liability of $2.5K? Was a proper joint return filed for 2023? That would only include mom's income and dad's through the date of his death, which I assume was in 2023. Trancrispts are available either by registering online or filing form 4506-T.
https://www.irs.gov/individuals/get-transcript
finally, you don't report a federal income tax refund on a taxpayer's return.