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most efficient way to claim a refund

  • 1.  most efficient way to claim a refund

    Silver Most Valuable Member
    Posted 20 days ago

    Taxpayer filed an extension for the 4/15/19 filing deadline. When return was prepared and filed credit was not claimed for the payments made with the extensions. Therefore the tax was paid twice. Anyone have any insight as to the most efficient way to claim this refund? Options seem to be file a 1040X, a 1045, or write a letter.



  • 2.  RE: most efficient way to claim a refund

    Platinum Most Valuable Member
    Posted 20 days ago
    Barry:

    There is no need to amend. The IRS will automatically refund the overpayment,

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    Robert Brown
    ROBERT N. BROWN, CPA
    Jericho NY
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  • 3.  RE: most efficient way to claim a refund

    Silver Most Valuable Member
    Posted 20 days ago
    Just concerned with the time frame.

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    Barry Stein
    CPA
    BARRY H. STEIN, CPA
    Plainview NY
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  • 4.  RE: most efficient way to claim a refund

    Platinum Most Valuable Member
    Posted 20 days ago
    Filing an amended return or writing a letter will not expedite it.

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    Robert Brown
    ROBERT N. BROWN, CPA
    Jericho NY
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  • 5.  RE: most efficient way to claim a refund

    Silver Most Valuable Member
    Posted 20 days ago
    Thanks

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    Barry Stein
    CPA
    BARRY H. STEIN, CPA
    Plainview NY
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  • 6.  RE: most efficient way to claim a refund

    Posted 19 days ago
    Barry
    I think the easiest thing to do,in order to find out the status of the refund or initiate a request for the refund, is to obtain a POA from your client and call practitioners hotline. 866 860-4259.
    I had a similar problem when a state forwarded my client’s refund to the IRS, after the IRS had been paid by my client.
    Jerry

    Sent from my iPhone




  • 7.  RE: most efficient way to claim a refund

    Posted 15 days ago
    Just call the IRS aren't you at least an authorized representative on the tax return. You Don't even need to get a POA. Good Luck that is the quickest method.
    Elliot I. Ratner, CPA
    516-316-7258