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IRS Letter 6475

Forum|Forum|4 years ago
January 31, 2022
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If I filed married filing jointly in the past and will be doing the same this year, is there one Letter 6475 or two, one for me and one for my wife? I thought (most likely mistakenly) since we filed jointly, it would be one letter.

If it is two (one for myself and one for my wife) do I enter the TOTAL amount (my wife's amount added to my amount) on the program where it asked how much stimulus money I received for the 3rd stimulus?

Best answer by Critter-3

If you file a joint return you enter the total you got combined in one amount.

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Bsch4477

Level 15

There will probably be two and the program allows both to be reported.

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dandshall2Author

Level 2

When I entered it, it does not give me an option to enter my wife's separate from mine.

It asks "Does this match the amount on Letter(s) for you and" your spouse?

"Enter the exact payment amounts you received-if they aren't exact, the IRS may delay your return. If you or " your spouse "got multiple payments for either round, enter the total, or 0 if you didn't get a payment."

"Enter your total thrid-round payment (issued March '21 - May '21) as it appears on your Letter 6475 from the IRS."

Critter-3Answer

Level 15

If you file a joint return you enter the total you got combined in one amount.

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Mikestanek1

Level 2

What is the actual answer to this question? It's so confusing. I got a letter addressed to me and my wife got one addressed to her. They both show the same amount. I can't tell how much we got because my online banking won't let me go back that far. Do I add the total on both letters? Or is the total for each letter the total I'm supposed to put in? Very vague instructions. For reference here our payment line shows $2100.00 on EACH letter. So I put in $2100 or do I add both letters to make it $4200?

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FangxiaL

Level 10

Yes, add the two amounts of $2,100 together and enter $4,200 as the amount received.

IRS has been sending taxpayers Letter 6475 reporting one half to each spouse if a joint return was filed.

@Mikestanek1

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DesiLu61

Level 2

@midwestkustoms2701

Which letter are you referring to ? The 6419 or the 6475 ?

The 6475 shows the amount of the third stimulus payment you could have gotten which was a max of $1400 per person listed on the 2020 return so did you have 7 people listed on the 2020 return ? (1400 x 7= 9800 and 1/2 would be 4900).

I'm doing my taxes right now and did not get prompted to input any information on a 2021 Economic Impact payment. Did I miss it somewhere and if so, could someone please tell me which section it's in. This is really frustrating. Thank you.

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jmill1971

Level 2

WHERE in turbotax do I enter the amounts that are on my Letter 6475. I already filed my taxes, and of course, got Letter 6475 today from the IRS. When I go back to try to amend or make changes, I do not see anywhere to enter the $2,100 on my Letter 6475 into Turbotax. Help?

Critter-3

Level 15

First if you already filed there is nothing you need to do now ... if you did not enter the correct amount of the third stimulus payment that you got in advance when asked then the IRS will correct the error if your return has an amount on line 30 of the form 1040.

And if you were married and filed a joint return both years then you should each have gotten one of those "reminder letters". https://blog.turbotax.intuit.com/tax-planning-2/irs-letters-6419-and-6475-for-the-advanced-child-tax-credit-and-third-stimulus-what-you-need-to-know-50686/

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JimM1590

Level 2

Of course, I filed almost 3 weeks ago and got the letter today. Wheres My Refund says they cannot give me info yet.

For this letter, you said Line 30 on 1040. I got a letter saying 3500 and my wife got a letter saying 3500. Line 30 on my return is blank. I entered the amount from our bank statements of what was actually deposited. Am I correct in surmising that I entered the correct amount based off of our bank statements for this stimulus and I am probably fine in the eyes of the IRS (for this instance)?

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ginad2

Level 2

I found this section to be very confusing. My husband I filed married jointly and each received letters saying we received $2100 so initially I thought I should enter $2100, the amount for one of us because if I added them together, it gave us $4200 and that was over the $2800 amount it said we should have received for married jointly. As I thought about it some more, I am thinking they must have added the child credit we received for one dependent onto our totals, and gave each of us half. ($1400 for one child, divided into half, which is $700 - and then added that onto each of our totals - the reason for $2100 each) So we did receive the full amount!

I am glad I caught this, as I was going file saying we only received $2100 and then we would have probably had to do an amendment. Can anyone confirm this? It sounds like this question is going to be a problem for numerous filers if Turbotax doesn't clarify it in easier to understand terms.

VolvoGirl

Level 15

It's not for the Child Tax Credit, that is a separate thing. You got 1,400 for each person on your 2020 tax return. 1,400 x 3 = 4,200. Then you each got a letter for half of it 4,200/2=2,100.

The Child Tax Credit will be covered separately. Did you get any of the Advance Child Tax Credit payments? You get a letter 6419 for that.

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ginad2

Level 2

I guess I meant to say dependent...not child tax credit. Confusing as they don't count the dependent separately, nor did they receive their own letter.

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JOHNSOUP1204

Level 2

You will get two letters and you enter the total of both letters.

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JRS7

Level 3

Okay, but we only got one letter with $1400 which I entered on my tax returns. I understand if the IRS finds a discrepancy they will just adjust your refund and not reject the entire return?

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affordable2020

Level 7

We only got one letter for me my husband never received one however I know we both received the stimulus payment so I indicated $2800. An incorrect amount will result in a long wait while they verify what they sent you.

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Zucca

Level 2

Where is the 6475 amount entered on Turbo Tax? It only asks about the 6419.

VolvoGirl

Level 15

To get to the stimulus questions in TurboTax at any time, you can search for stimulus or recovery rebate credit then hit ENTER and there should be a Jump to link

If you are trying to trigger it,

Click on Other Tax Situations at top

Click on Let's get started

Answer some questions then Continue

Then click on Let's keep going

Next screen is for the Third Stimulus, if you qualify

If you did not get prompted to enter your stimulus information, that means you either:

Filed as a dependent being claimed on another tax return, or
have an AGI too high to claim the recovery rebate

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Lf03

Level 2

So, with a family of 5 x $1400 that equals $7000. I received payments of $750 starting in July (750x6=4500) leaving the balance at $2500 that should be added to this refund 2021. Both my spouse and I received our 6475 form and both had the divided $7000 totals on it of $3500. I log onto my irs app to see about or refund and it updated stating that they have made adjustments and now we will be receiving $2500 less than we were expecting Bc of the Recovery Rebate Credit. Which makes zero sense. It stated that the reason is one or more of the following and then proceeds to list possibilities that don’t apply to us such as the children’s social security #’s could be wrong (isn’t the case), our combined income is over $150k (also not the case), a dependent may be aged out (also not the case). So I’m extremely confused as to what the issue is. We obviously qualified for the third stimulus being that we received the $750 for 6 months and got our 6475 with a combined $7000. So I’m at a loss.

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Lf03

Level 2

@JohnW152 please help me understand this. I 100% believe that there has been an error made on the irs side.

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xmasbaby0

Level 15

@Lf03 You are confusing the letters from the IRS. Letter 6475 is about the 3rd EIP payment---the one for $1400 per person.

Letter 6419 is about the child tax credit payments. Those are the advance child tax credit payments you would have received between July and December.

Be very careful about which letter you are looking at when you enter the amounts.

Letter 6475 is entered in Federal Review for the recovery rebate credit.

Letter 6419 is entered for the child tax credit:

Federal>Deductions and Credits>You and Your Family>Child Tax Credit

The IRS is sending out letter 6419 to you. It will show the amount of advance child tax credit that you received during 2021. Enter the information from that letter carefully.

The remaining amount of CTC that you can receive will show up on line 28 of your 2021 Form 1040. Then it will calculate down to the refund you see on line 35a or the tax due on line 37.

PREVIEW 1040

https://ttlc.intuit.com/questions/1901539-how-do-i-preview-my-turbotax-online-return-before-filing

Click on Tax Tools on the left side of the screen. Click on Tools. Click on View Tax Summary. Click on Preview my 1040 on the left side of the screen.

NOTE: The CTC is indeed a “credit” that can be applied toward any tax liability that you would otherwise have to pay as “tax due” to the IRS.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

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Rob1223

Level 2

What if I already filed and was unaware that my wife would receive a letter as well. Would I need to make an Anne Denny or will it’s amend it for me? What would be next steps?

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Bsch4477

Level 15

Don’t amend. The IRS will correct that for you but any refund will be delayed.

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alhle

Level 2

When I entered the sum of the two(2) 6475 letters my wife and I received my tax due increased from zero(0) to $1400. Filing joint, retired. Why do I now owe money?

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xmasbaby0

Level 15

@alhle

What you may not realize is that as soon as you began to prepare your tax return, the software was giving you the $1400 and it was shown on that "refund monitor" -----but when you entered that you received it already, the software had to reconcile the payment you received, You cannot get it twice---so it looked to you like you "lost" $1400. You did not lose it nor were you taxed on it---you just cannot receive it twice.

You owe for some other reason--like perhaps not having enough tax withheld during the year.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

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shfoos01

Level 2

Is it just me or does it seem like TurboTax just glossed over several important clarifications this year? Why on Earth would it not just say what to do right in the software? Does the number on the letter(s) match? No, the number the software shows does not match the number shown on my letter(s). Would it have killed them to say "If you received more than one letter, use the total from all letters"? Instead of TurboTax giving CLEAR instructions, we get 11 pages of people going back and forth asking about what they should do; and the answers all come from "contributors" who may or may not be experts. I can see where users see the information given and assume their total doesn't match and enter the total that shows on the letter; especially since the number on each letter is the same. While it's nice that we have the community as a reference, but this year's software is ridiculously incompetent compared to previous iterations.

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SDun12

Level 5

Does it match WHAT? TT can't guess at what the number should be - this isn't supposed to be a "matching" excercise. TurboTax needs to know what the letters say, so that it can calculate your remaining tax credit. If you got the full amount for all 6 months then you got exactly 50% of the credit. In that case, it might match the remaining credit, but that is coincidence. TurboTax isn't asking you to confirm anything matches, it needs for you to enter a number. Possibly two numbers.

This is a straight input question. What is on your letter, what is on your spouse's letter if filing jointly? That's the question, and it's asking exactly that. It's not asking you if something or other matches. Enter what is on your letter, just like the program asks.

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shfoos01

Level 2

This answer could not be more incorrect. It says does it match your letter; it doesn't say "does it match the total of both letters?" Just because you know the answer in advance of seeing my question doesn't mean it's not ambiguous. It literally says Does 4200 match what is on your letter(s). 4200 does not match what is on my letters. Why is that so hard to comprehend? Nowhere in the software does it say "Add together if you got two or more letters." It ONLY says "does this number match what is on your letter(s) and it most certainly does not (and in my case not even if I add them together.) So when nothing matches, adding them or not, how do I know for certain that the software intends for me to add the total of each letter? I'm not the only one who was confused by this so please don't just call people stupid because the software isn't clear on the matter.