No3Jacks
Returning Member

Deductions & credits

Renee, thanks.  I'll try to be brief.  I had previously gone through the same steps with a TT expert , without resolution.  I repeated the steps you suggested and low and behold, my 1040SR had been changed. Line 30 on the 1040SR is now blank (previously $958), and now there is no Rebate Recovery Worksheet in my summary documents. My total tax due went from $108 to $1066 an increase of $958, which is the sum the IRS is trying to recover.  My feeling is that I filed so early, 01/20/21 that a subsequent change was made to the worksheet to correctly populate line# 16 ($1200 vs the correct amount which should have been $2400).  I don't know whether the change was made as a result of my conversation with the agent or whether it was changed after I filed.  I guess it doesn't matter as I was never entitled to the credit in the first place.  Thanks again.