I HAD REQUESTED, FOR MY TURBOTAX FULL-SERVICE TAX PREPARER, TO COMPLETE FORM 8862, BUT HE EXPLAINED THAT IT WAS UNNECESSARY, TO COMPLETE IT, AGAIN, SINCE I HAVE COMPLETED IT, EVERY YEAR (AFTER 2016), AND IT, ONLY, NEEDED TO BE COMPLETED, ONE TIME. APPARENTLY, THE IRS WAS REQUESTING THE FORM, AGAIN, ACCORDING TO THE LOCAL IRS TAX OFFICE, EVEN THOUGH, I HAD NOT RECEIVED A NOTICE/LETTER, FROM THE IRS, NOR DID IT READ THAT MY TAX RETURN HAD BEEN PROCESSED, AS OF YET, ON THE IRS WEBSITE.
THEREFORE, I RETURNED TO TURBOTAX, AND THE TURBOTAX REPRESENTATIVE STATED THAT WE NEEDED TO AMEND MY RETURN, IN ORDER TO INCLUDE THE FORM 8862. MIND YOU, IT READ THAT IT WAS ACCEPTED, ON THE TURBOTAX WEBSITE, BEFORE THE FORM 8862 WAS SUBMITTED, WITH THE AMENDED RETURN, EVEN THOUGH, IT DID NOT REFLECT, "ACCEPTED", ON THE IRS SITE.
MY RETURN WAS AMENDED, AND ACCEPTED (AT LEAST, THE TURBOTAX WEBSITE REFLECTED THE ACCEPTANCE, ON THE DAY, WHICH WE COMPLETING THE AMENDED RETURN). THE NEXT DAY, MY FULL-SERVICE TAX PREPARER, FOR THE AMENDED RETURN (DIFFERENT FROM THE FIRST TAX PREPARER), INSTRUCTED ME TO MAIL MY AMENDED TAX RETURN, TO THE IRS, BECAUSE THE TURBOTAX SYSTEM WAS NSTRUCTING, FOR ME, TO DO SO. THE TURBOTAX WEBSITE, STILL, REFLECTS THAT I SHOULD MAIL MY AMENDED TAX RETURN.
FIRST QUESTION: DID TURBOTAX NEED TO AMEND MY RETURN, IN ORDER TO SUBMIT FORM 8862?
SECOND QUESTION: IF AMENDING MY RETURN WAS THE ACCURATE METHOD, FOR SUBMITTING FORM 8862, THEN, AM I REQUIRED TO MAIL THE AMENDED RETURN, TO THE IRS?
THIRD QUESTION: WHY DID TURBOTAX ASSURE ME THAT MY INITIAL TAX RETURN FILING WAS ACCEPTED, IF THE FORM WAS NEEDED?
FOURTH QUESTION: WAS I INFORMED, CORRECTLY, ABOUT THE 8862 FORM BEING REQUIRED, BY THE LOCAL IRS TAX OFFICE, IF I NEVER RECEIVED A NOTICE, AND MY TAX RETURN NEVER HAD SHOWN TO BE PROCESSED? *I HAD VISITED THE TAX OFFICE, TO INQUIRE ABOUT THE DELAY AND TO INQUIRE ABOUT THE INFORMATION, WHICH MY TAX ADVOCATE HAD PROVIDED (UP NEXT).
AS MENTIONED, ABOVE, HOW I DISCOVERED THAT THE 8862 FORM WAS BEING REQUIRED, WAS BY TAKING A TRIP, TO MY LOCAL IRS TAX OFFICE. MY INCOME TAX RETURN WAS READING THAT IT HAD BEEN RECEIVED, ON THE IRS WEBSITE, BUT NOT PROCESSED, AND I HAD BECOME CONCERNED, AFTER FOUR WEEKS OF PROCESSING, WITHOUT CHANGE IN STATUS. AS WELL, I MADE A TRIP, TO THE TAX OFFICE, BECAUSE MY IRS TAX ADVOCATE (WHEN, I WAS ABLE TO REACH HER, AFTER SOME TIME), HAD TOLD ME THAT THERE WAS AN IRS DEPARTMENT, WHICH WAS QUESTIONING INFORMATION, ON MY TAX RETURN (RIBO, RPO...?). SHE TOLD ME, I WOULD RECEIVE A LETTER, IN THE MAIL, AND TO RESPOND. I EXPLAINED THAT I AM SET-UP, TO RECEIVE ELECTRONIC COMMUNICATION, FROM THE IRS, AND I ATTEMPTED TO STRESS, TO MY ADVOCATE, THAT THERE IS NOT A NEW LETTER, ON THE IRS WEBSITE. SHE INSTRUCTED, FOR ME, TO AWAIT THE LETTER'S RECEIPT, IN THE MAIL...EVEN THOUGH, SHE KNOWS, I WILL NOT RECEIVE IT, FOR I AM HOMELESS AND LIVE IN MY CAR.
ONE OF THE REASONS, I REQUESTED A TAX ADVOCATE, IS TO ASSIST IN THE RECEIPT, OF MY TAX REFUND...AND IN A TIMELY MANNER. MY TAX REFUND WOULD BE OFFSET, IF I DID NOT OBTAIN THE ASSISTANCE, OF TAS (TAX ADVOCATE SERVICE). THE IRS, INACCURATELY, BELIEVES THAT I SHOULD OWE MONEY, FROM THE 2016 TAX YEAR (THE NEXT TASK TO TACKLE). THE IRS IS UNDER THE MISUNDERSTANDING THAT I SHOULD NOT HAVE CLAIMED MY CHILDREN, IN 2016, AND I HAVE NOT BEEN ABLE TO CLAIM MY CHILDREN, SINCE.
WHAT THE IRS WANTED TO KNOW (DURING THE 2016 TAX YEAR) WAS HOW I WAS SUPPORTING MY CHILDREN, WITHOUT AN ACCEPTABLE INCOME (ACCORDING TO THE IRS). I PROVIDED ALL WHICH WAS REQUESTED, BY THE DEADLINE, TO THE IRS, BUT THE IRS CLAIMS THAT I WAS A FEW DAYS LATE (I HAVE SUPPORTING DOCUMENTATION, FOR WHEN MY TAX ADVOCATE IS ABLE TO ASSIST...). THE ADVOCATE, I AM WORKING WITH, SET INTO PLACE AN OBR (OFFSET BYPASS REFUND); WITHOUT THE OBR, MY REFUND WOULD BE OFFSET, TO THE 2016 TAX YEAR DEBT. I LOST MY APARTMENT, LAST YEAR, WHEN MY REFUND WAS OFFSET, BECAUSE MY FUNDS WERE MUCH NEEDED, FOR LIVING EXPENSES, AND THIS YEAR, I REQUIRE MY TAX REFUND, IN ORDER TO OBTAIN A NEW RESIDENCE.
I CANNOT STRESS THE URGENCY, WITH RECEIVING MY REFUND. I LOST AN APARTMENT OPPORTUNITY, LAST WEEK, WHICH WAS TO BE MY NEW HOME, BUT THE LANDLORD COULD NOT WAIT, ANY LONGER, FOR THE MOVE-IN COSTS, TO BE PAID. ONCE AGAIN, I LOSE A HOME...THIS LEADS TO MY FIFTH QUESTION.
FIFTH QUESTION: WHY AM I REQUIRED, TO COMPLETE FORM 8862, EACH YEAR, WHEN CLAIMING EARNED INCOME CREDIT, WITHOUT A QUALIFYING CHILD?
SIXTH QUESTION: WHY WOULD MY TAX ADVOCATE TELL ME TO WAIT, FOR THE IRS NOTICE LETTER, INSTEAD OF INVESTIGATING WHAT THE CONTENT, OF THE LETTER, COULD BE? TO ADD, I READ THAT A TAX ADVOCATE HAS THE AUTHORITY TO REQUEST AN EXPEDITED TAX REFUND, WHEN THE TAXPAYER IS FACED WITH CERTAIN HARDSHIPS...I WONDER WHY MY TAX ADVOCATE HAS NOT REQUESTED AN EXPEDITED REFUND...
*SUBMITTING, WITHOUT REREADING
*MORE QUESTIONS, TO FOLLOW...
