Hi everyone,
I recently received an audit notice from the IRS regarding my 2022 tax return. The notice states that there was a "programming error" on their end that resulted in an incorrect calculation of my Net Investment Income Tax.
Specifically, the IRS explains that their system failed to include "Schedule C, Line 31 amount" when calculating Line 4a of Form 8960. This led to an inaccurate Net Investment Income Tax on Line 17 of Form 8960, which then affected Schedule 2, Line 12.
As a result of this error, the IRS states that I received an overpayment of $1441.84 in my refund. They are now requesting that I repay this amount.
My questions are:
- Has anyone else experienced a similar issue with the IRS Net Investment Income Tax calculation for 2022?
- Given that the error was on the IRS's side, is it possible to request a refund for the TurboTax software I used for that year? I paid $120 for TURBOTAX DESKTOP HOME AND BUSINESS TAX YEAR 2022 WIN DOWNLOAD WITH STATE.Since the software may have contributed to the incorrect calculation, I think it's reasonable to request a refund.
Screenshot of Form 886-A
