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The same thing happened to me with a different tax issue! My CPA claimed my home office incorrectly for 2 years and when I questioned it he got super defensive. I ended up reporting him to the state board and got a new accountant who fixed everything. Make sure you document EVERYTHING - save emails, write down details of phone conversations right after they happen (including date, time, who you spoke with), and keep all your receipts and tax documents organized. The state board took my complaint seriously and actually suspended his license for 6 months because they found multiple similar complaints. If you're within the 3-year window, definitely get those returns amended. I got back almost $8,200 after my corrections.
Did the state board help you get any compensation for the extra taxes you paid or did they just discipline the CPA? I'm worried about the time and expense of going through the complaint process if we don't get any actual money back.
The state board only handled the disciplinary action against the CPA - they don't have the authority to order financial compensation. However, filing the complaint created documentation that helped when I filed amended returns with the IRS. It strengthened my case that the errors weren't my fault. For getting money back, that happens entirely through filing amended returns with the IRS. My new accountant handled that process. I did end up suing the original CPA in small claims court for the fees I paid him plus the costs of having the returns corrected, and I won that case. The disciplinary action from the state board was helpful evidence in that lawsuit.
Make sure you check the statute of limitations! Generally you only have 3 years from the original filing date to amend a return and claim a refund. If any of those years are approaching the 3-year mark, file a protective claim immediately even before you have all the documents ready. One option worth considering is having the CPA firm pay for the cost of amendments since it was their error. Some firms have policies for this. Even though your experience with them was terrible, consider sending a formal letter to the managing partner (not the CPA you dealt with) outlining the errors and requesting they cover the costs of amendments.
Another option to consider is the Tuition and Fees Deduction which lets you deduct up to $4,000 from your taxable income. Course materials can qualify if they're paid directly to the educational institution as a condition of enrollment. But since you bought them separately, this might not apply. The American Opportunity Credit is better than Lifetime Learning if you're eligible (must be in first 4 years of post-secondary education), since it's worth up to $2,500 and 40% is refundable even if you don't owe taxes. But again, you need to be paying some tuition yourself usually.
The Tuition and Fees Deduction expired after 2020. It's no longer available for current tax years.
Has anyone actually had success claiming computer equipment for the Lifetime Learning Credit? I tried this last year and got flagged for review because my laptop wasn't specifically listed as "required" in my course syllabus, just strongly recommended.
I successfully claimed a graphics tablet and specialized software for my digital media courses last year. The key was that my professor wrote me a letter stating these items were necessary to complete the coursework, even though they weren't explicitly listed as "required" in the official course catalog. I attached that letter to my return when I filed.
Another option to consider - you can request a transcript of your account. Go to irs.gov and search for "Get Transcript Online." The transcript will show if they've processed your overpayment and whether a refund has been scheduled. If the transcript shows the adjustment but no refund, that might indicate something is stuck. If it shows nothing about the adjustment, then they haven't processed your response yet.
Thanks for this suggestion! I just checked my transcript online and it shows the full payment I made, but nothing about any adjustment or pending refund. Does this mean they haven't processed my response yet, even though they sent me the revised amount in September? Should I be worried?
That indicates they haven't yet processed the adjustment to your account, even though they acknowledged the correct amount in their September notice. It's not unusual for there to be a delay between them determining the correct amount and actually adjusting your account. I'd give it another 2-3 weeks and check the transcript again. If you still don't see an adjustment by then, that would be the time to call them. When you call, specifically mention that you received a revised CP2000 determination showing you only owed $2,300, but your transcript doesn't show an adjustment for the $2,500 overpayment.
Just a heads up - when you do get your refund, make sure they include interest! By law, the IRS has to pay interest on overpayments. The current rate is around 7% and it should be calculated from the date you made the payment.
Is that interest taxable? I got a refund with interest last year and wasn't sure if I needed to report it.
You can also request an "Account Transcript" from the IRS which will show if they've received your return. Go to irs.gov, create an account (or log in), and request a transcript for 2025. It updates pretty quickly after filing - usually within 24-48 hours. Even if you don't get a refund, it'll show that your return was received and processed. Also, despite what TurboTax says, the IRS considers a return filed on the date it was electronically transmitted. If TurboTax sent it while it was still April 14th in the US, you're good regardless of your local date.
Does that Account Transcript show if you still owe money or if payments were applied correctly? My online account shows I owe $0 but I know that's not right since I just filed yesterday and owe around $3,500.
Yes, the Account Transcript shows your balance due and any payments applied. If you just filed yesterday, there might be a delay before the $3,500 shows up on your account. The transcript will show codes for return filed, assessments, and payments. It usually takes 2-3 business days after your return is accepted for the amount due to appear in your account. Don't worry if it still shows $0 right after filing - that's normal. Just make sure to submit your payment by the deadline even if the balance isn't showing yet.
TurboTax actually has a way to check this too! Log into your account on desktop (not mobile app), go to your tax return, and click "View E-file Status." It should show if your return was accepted or rejected by the IRS. Sometimes the emails get filtered to spam or delayed. As long as you submitted while it was still April 14th in the US, you're considered on time regardless of your local date.
I checked my TurboTax and didn't see any "View E-file Status" option. Is this only available in certain versions? I used the Premier version but only see a general status that says "Filed" with no details about IRS acceptance.
Amara Oluwaseyi
One thing nobody has mentioned yet - make sure you keep proof that you mailed your return! I learned this the hard way last year when the IRS claimed they never received my mailed return. Since I just dropped it in a regular mailbox with no tracking, I had zero proof. I'd recommend calling USPS to see if they can provide any tracking for your mail even after the fact. Or if you have the receipt from the post office with the date stamped, take a photo of it right now before you lose it!
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Carmen Diaz
β’Oh crap, I just used a regular stamp and dropped it in my apartment complex's outgoing mail slot. I don't have any tracking or proof of mailing. What should I do now?
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Amara Oluwaseyi
β’Don't panic, but definitely learn from this for next time. For now, I would wait about 8-10 weeks since that's how long paper returns typically take to process. Mark that date on your calendar, and if you haven't received your refund by then, use the "Where's My Refund" tool on the IRS website to check the status. If there's no record of your return at that point, you might need to resend it. Next time, always use certified mail with return receipt or at minimum get a tracking number when sending anything to the IRS. It's worth the extra few dollars for the peace of mind and proof of submission.
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CosmicCaptain
Quick tip from someone who's worked in tax prep - if you're concerned about your return, print another copy and take it to your local IRS Taxpayer Assistance Center. You can schedule an appointment online and they can stamp your return as received and submit it internally. This gives you immediate proof that your return was filed.
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Giovanni Rossi
β’Does this actually work? My brother tried to get an appointment at our local IRS office last month and they said they were booked solid until June!
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