Topic Thread

Watch NYS Notices to Clients

  • 1.  Watch NYS Notices to Clients

    Posted 10 days ago
    Just had a situation where 2018 NYS tax return was e-file accepted March 30, 2019, client paid the balance due on Apirl 5th.
    NYS sends notice dated April 9 of balance due, not crediting 2017 overpayment appied, nor crediting the balance due payment that
    cleared the bank on April 9th.

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    EVAN S. GOLAR, CPA
    15 MURRAY DRIVE
    AIRMONT, NEW YORK 10952-3816
    TEL 845-357-8770
    FAX 845-357-1437
    E-MAIL; golarcpa@aol.com
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  • 2.  RE: Watch NYS Notices to Clients

    Posted 7 days ago
    I have a client who received the identical NYS notice on a 2018 trust. They also failed to credit the amount that was applied and did not credit the 2018 balance due payment because it had not yet been processed. It looks like they have problem with their software.

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    David Racker
    DAVID M. RACKER, CPA
    Huntington NY
    631-271-5733
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  • 3.  RE: Watch NYS Notices to Clients

    Posted 7 days ago

    Well - there's a followup to my story - What my client DIDN'T tell me was NYS adjusted/corrected the 2017 overpayment and sent her an additional bill for 2017 - apparently there was a shortage on the estimate claimed to have been paid from prior year. So the overpayment I had showing from prior year didn't exist. But the balance due that WAS paid, hasn't cleared the account, although NYS does acknowledge payment - just hasn't cleared the account - and won't be until end of month.

    --  Evan S. Golar, CPA, EA, NTPI Fellow, ARA 15 Murray Drive Airmont, New York 10952-3816 work 845-357-8770 fax   845-357-5731 www.golarcpa.com  Enrolled Agents-America's Tax Experts     E.A.???s do CPR for taxpayers, Consultation, Preparation and Representation  If you are satisfied with our services, please refer us to your friends, family and colleagues  This e-mail is intended only for the confidential use of the recipient named above.  If you are not the intended recipient, you are hereby notified that any review, dissemination, distribution or copying of this message is strictly prohibited.  If you have received this communication in error, please notify us immediately by e-mail or telephone and delete the original message.