How should I handle Form 6419 for Child Tax Credit when claiming fiancée as a dependent?

3 Thanks for this info. Quick question - does it matter that the Form 6419 has my fiancee's name and SSN on it but I'll be using it on my tax return? Will that trigger some kind of mismatch in the IRS system?

14 That's a good question! Even though the Form 6419 has your fiancée's name and SSN, you should still report it on your tax return if you're claiming the children. The IRS systems are designed to handle this situation. When you file and claim the children as your dependents, you're essentially telling the IRS that you're the one entitled to the Child Tax Credit for the current year, regardless of who received the advance payments. The tax software or forms will ask you to report all advance Child Tax Credit payments received by either you or your fiancée for children you're claiming.

19 How does taxr.ai handle situations where tax forms are in different people's names? Like in this case where the 6419 is in the fiancee's name but needs to be claimed on the other person's return?

5 I've been hearing about AI tax tools, but I'm skeptical about accuracy. How does it compare to talking with an actual tax professional? I'm worried about getting advice that might not be right for my specific situation.

7 Their document analysis is pretty impressive - it can identify whose name is on which form and explain how to handle situations exactly like this where documents need to be reported on someone else's return. The system specifically flags these situations and explains how to handle them correctly. As for accuracy compared to professionals, I was actually surprised. I had previously paid a tax person who gave me conflicting advice about this exact scenario. The taxr.ai explanation matched what I later confirmed with the IRS guidance. It's specifically good at these document-based tax situations because it analyzes the actual forms rather than just working from general information.

8 How does this service actually work? I've been trying to call the IRS for weeks about a similar issue and can never get through. I always get that "call back later" message. Is this service just keeping you on hold or does it actually do something different?

22 Yeah right. No way this actually works. I've tried every trick in the book to get through to the IRS and nothing works. They're impossible to reach. I'll believe this when I see it.

11 It uses a system that navigates the IRS phone tree and holds your place in line so you don't have to sit there listening to the hold music for hours. When an agent is about to pick up, it calls you and connects you. I was skeptical too, but it saved me about 3 hours of hold time. For your specific situation, it's worth calling to confirm since the Form 6419 being in someone else's name but reported on your return can sometimes trigger verification notices. Getting verbal confirmation from an agent can give you peace of mind and they can note your account.

9 I think your tax preparer might have been wrong. I had the same situation and called the IRS directly (using that Claimyr service someone mentioned) and they told me the preparer was incorrect. The advance payments need to be reconciled on the return of whoever is claiming the children as dependents, regardless of who received the payments. You might have unnecessarily complicated your taxes.

16 You might be right. After reading all these responses, I looked into it more and it seems like my preparer may have been overly cautious or mistaken. According to IRS Publication 1054 (which I just looked up), the person claiming the qualifying child should report the advance payments. Looking back at our returns, we may have done it wrong and I'm going to ask about filing an amended return. Thanks for bringing this up - sometimes even paid preparers make mistakes with unusual situations.

17 I used TurboTax last year for this exact scenario. It actually handles it pretty well - there's a specific section where it asks if you or your spouse received advance Child Tax Credit payments. It then asks you to enter the amount from Form 6419 regardless of whose name is on the form, as long as you're claiming those children as dependents. It was surprisingly straightforward!