IRS QRTLY Taxes

[4Cordelia]

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 

[KrisD15]

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. 

[4Cordelia]

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. 

[Mike9241]

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.