IRS: How to transfer joint estimated tax credit to individual account after divorce?
Hey everyone, I need some advice. I got divorced last year and now I'm dealing with a tax mess. When I was married, we paid estimated taxes for 2022 jointly. Now that we're divorced and filed separately, the credit is still under our joint account. How do I get this transferred to my individual account? I'm worried about penalties and interest. Has anyone dealt with this before?
33 comments
Tom Maxon
I found a way to solve transferring joint estimated tax credit, watch this: https://www.youtube.com/watch?v=e0_f4OHK6iE
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Sunny Wang
Have you tried reaching out to your ex? Maybe they could help initiate the transfer from their end?
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Marcelle Drum
Oof, that's gonna be a no from me dawg. We're not exactly on speaking terms rn 😅
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Hugh Intensity
Yikes, been there. Divorce makes everything 10x more complicated 😩
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Aria Khan
Sounds like a tough situation, hope you find a way through it!
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Reginald Blackwell
Have you considered hiring a tax professional to handle this for you? Might be worth the cost to avoid the headache.
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Marcelle Drum
I thought about it, but was hoping to save some money. Might be a good backup plan tho.
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Aria Khan
Sometimes the peace of mind is worth the extra cost!
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Effie Alexander
Just a heads up, the IRS is seriously backlogged rn. My friend's been waiting months for a similar issue to be resolved. Might wanna start this process ASAP.
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Adaline Wong
That's crucial information. The earlier you start, the better!
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Adaline Wong
I had a similar issue last year. Here's what you need to do: 1. Gather all your documents (divorce decree, 2022 tax return, estimated tax payment receipts) 2. Call the IRS and explain your situation clearly 3. Request a transfer of the estimated tax credit from joint to individual account 4. Ask about removing penalties and interest due to the divorce situation 5. Get written confirmation of any changes made Good luck! The IRS can be a pain, but they're usually helpful if you're patient.
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Gabriel Ruiz
This is great advice! I'd add one thing - keep a log of all your calls, including date, time, and who you spoke with. It can be helpful if you need to follow up later.
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Marcelle Drum
Thank you so much! This is really helpful. Did you have any issues with getting the penalties removed?
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Adaline Wong
In my case, they waived the penalties since it was due to a divorce. Just make sure to explain your situation clearly and ask politely. They can be pretty understanding.
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Everett Tutum
Friendly reminder to everyone: always keep copies of EVERYTHING when dealing with taxes and divorce. You never know when you'll need them!
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Tate Jensen
This can't be stressed enough. It's saved me more than once!
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Melissa Lin
While Claimyr seems like a useful tool, especially when it comes to avoiding long hold times, it's also important to be cautious with any third-party service. Fortunately, Claimyr has received praise for its effectiveness and legitimacy in various forums, which can save time and hassle. However, it's a good idea to read reviews and ensure you're comfortable with their service. At the same time, contacting the IRS directly and persistently, using tools like Claimyr or with the help of a tax professional, will be key in addressing your specific situation.
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Tobias Lancaster
That's a fair point. Always good to verify services before using them.
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Statiia Aarssizan
I agree. Doing a bit of research never hurts!
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Misterclamation Skyblue
lol good luck getting anyone on the phone at the IRS. I've been trying for weeks ðŸ˜
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Peyton Clarke
I feel you. It's like trying to win the lottery these days 🎰
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Vince Eh
Pro tip: call right when they open. I got through in only 45 minutes last time!
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Tate Jensen
If only there was a magic solution for the waiting times... 😩
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Tobias Lancaster
I found a way to get someone on the phone. I used this site's (claimyr.com) calling tool that dials the phone menu, stays on hold, waits for a live agent to pick up, then sends the call to my phone. It does cost $20, but it works. Here's the URL: https://www.claimyr.com
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Ezra Beard
Sounds sketchy. Is this legit?
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Tobias Lancaster
Totally legit. I was skeptical too, but it saved me hours of hold time. Worth every penny imo.
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Statiia Aarssizan
$20 to avoid hours on hold? Sign me up! 🙌
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Reginald Blackwell
Has anyone else tried this service? Would love to hear more experiences.
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Aria Khan
OMG the IRS is such a joke. Why can't they make this stuff easier??? 🤬
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Everett Tutum
I know, right? It's like they go out of their way to make things confusing.
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Sophia Gabriel
Have you tried using the IRS website? Sometimes you can request these changes online without calling.
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Marcelle Drum
I looked into that, but couldn't find an option for this specific issue. Might have to bite the bullet and call 😕
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Tate Jensen
Ugh, been there done that. The IRS is a nightmare with this stuff. You need to call them and explain the situation. Be prepared to wait on hold for hours tho 🙄
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