topic Letter from the IRS 2 in After you file

Letter from the IRS 2

tmurphy8078 — Fri, 31 Dec 2021 17:52:05 GMT

I am self employed and filed last March expecting a significant refund. I've yet to receive it. In looking at my return I appear to have paid the full self employment tax although there is an item in Schedule C line 12e as you described above. In August I got a form letter from the IRS (letter3064c) telling me about the employer's share of Social Security tax due, zero for 12/31/21 and $503.88 DUE 13/31/22. It also states I reported a deferral of $503.88 on Schedule H of my return. There is no Schedule H on my return.

I've tried multiple times and avenues to contact the IRS but without success. HELP!

Re: Letter from the IRS 2

fanfare — Fri, 31 Dec 2021 18:44:50 GMT

for best results, stick to one thread on the forum.

Re: Letter from the IRS 2

tmurphy8078 — Fri, 31 Dec 2021 19:49:44 GMT

I wasn't sure anyone got it on the other thread (I didn't get a response) so I thought I'd start fresh. Any thoughts on the question?

Re: Letter from the IRS 2

fanfare — Fri, 31 Dec 2021 20:15:48 GMT

OK you're entitled to start your own thread after trying on some other pre-existing thread.

Re: Letter from the IRS 2

fanfare — Fri, 31 Dec 2021 20:20:11 GMT

one half of the amount on Schedule C line 12e is due now, and the balance next December.

You can pay it all now and be done with it.

there is some ambiguity in the instructions/process so don't rush to pay.

If you do not pay by the 31st, you should be getting a bill.

Re: Letter from the IRS 2

Mike9241 — Fri, 31 Dec 2021 20:28:44 GMT

Turbotax can not and doesn't have the ability to contact the IRS on your behalf. the reference to schedule H is because it's a generic form that covers both schedule H and SE though a taxpayer may have 1 but not the other

look at schedule SE line 26. this is the amount deferred. this carries to schedule 3 line 12e not schedule C line 12e. we can't see the letter. actually, the payment for 21 (50%) was deferred until 1/3/2022 and for 22 (505) until 1/3/24. for further assistance try contacting Turbotax support

5am-5pm Pacific Time (8-8 Eastern) Monday - Friday
https://support.turbotax.intuit.com/contact

800-446-8848

Re: Letter from the IRS 2

Critter-3 — Fri, 31 Dec 2021 23:25:09 GMT

Look at schedule SE line 26... this is the amount that was deferred... this carries to schedule 3 line 12e.

So did you originally have a refund on the return and the IRS kept it ? If so it paid down the deferred SE taxes which could be why the IRS says you don't owe anything this year.

Re: Letter from the IRS 2

fanfare — Sat, 01 Jan 2022 01:02:12 GMT

@Critter-3

"[IRS] paid down the deferred SE taxes"

never heard of that one before.

Re: Letter from the IRS 2

Critter-3 — Sat, 01 Jan 2022 01:07:16 GMT

@fanfare

Early in the season the TT program was incorrectly allowing users defer SE taxes and still get a refund but the IRS stopped the refund and paid down the deferred SE taxes so there was less to defer to 2022.

Re: Letter from the IRS 2

tmurphy8078 — Sun, 02 Jan 2022 22:10:05 GMT

Thanks Mike, this was helpful.

I hate to get so specific but I think I must. Line 26 of Schedule SE shows $8,537. It then refers to Schedule 3 line 12e which shows $5,328.

Neither match up with the IRS letter which refers to $503.88 due 12/31/2022. You are right though, in reading the letter closely the refer to both Schedule H and SE, it really threw me when the letter referred to employer's share of Social Security tax but I guess they're trying to kill two birds with one stone.

At this point I guess I'll just pay the $503.88 and have done with it.

Thanks.

Re: Letter from the IRS 2

Critter-3 — Mon, 03 Jan 2022 13:56:38 GMT

When you are SELF employed you are the employee and the employer and you have to pay the SE taxes for both sides of the equation.

I GOT A LETTER FROM THE IRS

https://ttlc.intuit.com/questions/3605673-i-got-a-letter-or-notice-from-the-irs

I AM BEING AUDITED

If you purchased Audit Defense:

https://ttlc.intuit.com/questions/2924451-i-bought-max-or-audit-defense-and-now-i-m-being-audited

AUDIT SUPPORT

https://support.turbotax.intuit.com/irs-notice/audit-support/