Other financial discussions

Well, I just got off the phone with an IRS agent. It took about three hang ups and four transfers but I got one in the end.

 

After lecturing me for a while and refusing to listen, she came back with the same answer we all know.

The fact that the "Spouse Can Be Claimed As A Dependent" is checked on my taxes, disqualified me from the  Recovery Rebate Credit.  Apparently, there is nothing that she could do. Even though it was clear on her end that the box was checked for my spouse and not for me. Nobody can claim me as a dependent and in fact, I am Head of Household.

 

Add insult to injury, she lectured me on how I cant file Head of Household since I am legally married. She told me that whoever does my taxes (TurboTax) does not know what they are doing. She said that I should use the IRS Filing Status tool to determine the correct filing. Well I used it while she kept me on hold and guess what it told me? Yeah, it said that I should use Head of Household.

 

So apparently the only option that I have is to "write" the IRS explaining what happened. When I do, I should provide something from TurboTax admitting the mistake and take it from there. I am pretty much giving up on this fight. My mom just passed away from Covid two months ago and its not healthy for me to be going through this stress now.