Got IRS letter re apply to next year.

[VolvoGirl]

What is this letter about and why?  I got my federal refund for the right amount and this is the first time I ever applied some to next year $xxx.

This letter says thank you for your inquiry.  We show credit or payment of $xxx for the tax period ending Dec 31, 2024.  We have no record of receiving your tax return.  

They want another copy or to file a return now.  This is for 2024!  Should I ignore it?  Did Turbo Tax not designate the amount applying to 2024?  Should I call the IRS?  

Oh, is it because my husband died in 2023?  They sent the joint refund to my bank account ok.  

[fanfare]

is $xxx the amount you asked to be applied to 2024?

If so, IRS may be trying to confirm you have a credit for next year.

Obviously, you can't resend your 2024 tax return.

@VolvoGirl 

[VolvoGirl]

I'm going to write them.  I think they can't apply it because they are probably trying to apply it to my husband's ssn who is deceased.  I need to tell them to apply it to my ssn.  

[fanfare]

You'll need a lot of luck getting that straightened out !

You might have more luck going to IRS customer assistance center and talk to a person.

I just went there.

The rep I met was rather ditzy but got the job done.

call 800 :: 830 :: 5084 and ask for an appointment.

@VolvoGirl