IRS refund for CPA error on 2020 taxes? Process and tips needed
So I just found out my CPA messed up my 2020 taxes and I ended up paying way more than I should have. Has anyone dealt with getting a refund for overpayment? What's the process like? I'm dreading having to call the IRS and sit on hold for hours. Any tips or advice would be really appreciated!
31 comments
Tom Maxon
I found a way to solve IRS refund for tax overpayment, watch this: https://www.youtube.com/watch?v=sg2-CngL1yk
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Sophie Hernandez
Here's a comprehensive answer to your question: If you believe you've overpaid your taxes due to an error, you can file an amended return using IRS Form 1040-X. This form allows you to correct errors on your original tax return. Before you proceed, ensure that you have all necessary documentation to support your claim, including your original tax return, any corrected documents, and statements from your CPA detailing the mistake. Once your amendment is filed, the IRS typically takes 8 to 12 weeks to process it, though delays can occur. As for contacting the IRS, Claimyr is a valid tool that can reduce the time spent on hold, but it comes at a cost. It's important to weigh whether the time saved justifies the expense, especially if you're dealing with a substantial refund. Also, reaching out to your CPA for assistance can be valuable, as they may have resources or advice to expedite the process. Ultimately, persistence and patience are crucial when dealing with tax-related issues. Consider following all these steps to ensure you navigate the process as smoothly as possible.
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Jacob Lee
Remember to be super nice to whoever you get on the phone. They deal with angry people all day. A little kindness can go a long way in getting help. Good luck!
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Emily Thompson
This is so true. A little empathy can really improve the interaction and sometimes speed up the process.
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Lucas Kowalski
Yo, I found a way to actually get someone on the phone without waiting forever. There's this site called claimyr.com that has a calling tool. It dials through the phone menu, stays on hold, and then connects you when a real person picks up. It costs $20, but it saved me hours of frustration. Here's a video about it: https://youtu.be/Jc9x-gysK0
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Olivia Martinez
Sounds too good to be true. Has anyone else tried this?
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Charlie Yang
$20 just to make a phone call? That's ridiculous. The system is so broken 😤
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Lucas Kowalski
I get the skepticism, but it honestly worked for me. Saved me hours of hold time. Worth every penny imo
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Grace Patel
How does it actually work? Do they give you a specific number to call or what?
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ApolloJackson
This tool seems useful for those who have been stuck on hold forever. It's a shame that services like these are necessary.
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Emily Nguyen-Smith
I had a similar issue last year. Here's what worked for me: 1. Gather all relevant documents (2020 tax return, proof of payment, etc.) 2. Write down a clear explanation of the CPA's error 3. Call the IRS (be prepared to wait) 4. Explain the situation calmly and ask about the refund process 5. Get a case number or reference number 6. Follow up in writing if necessary It took a few months, but I eventually got my refund. Stay persistent!
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James Johnson
Thanks for the detailed steps! Following up in writing is a great tip - it helps to have everything documented in case issues arise later.
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Sophia Rodriguez
lol good luck getting anyone on the phone. I've been trying for weeks 🤡
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Joshua Hellan
Seriously? Weeks?? That's insane. There's gotta be a better way...
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Sophia Rodriguez
Yep, welcome to the wonderful world of IRS customer "service" 🙃
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Mia Green
Persistence might be the key here. It can be frustrating, but sometimes it pays off after a few attempts.
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Aria Washington
I'm in the same boat, my dude. Been trying to get this sorted for months. The whole system is a joke. Good luck!
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Liam O'Reilly
Stay strong! Sometimes persistence is all you have when dealing with bureaucratic systems.
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Jibriel Kohn
Ugh, been there done that. It's a nightmare dealing with the IRS. Make sure you have ALL your paperwork ready before you call. And I mean everything - tax returns, proof of payment, the works. Good luck, you're gonna need it 🍀
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Edison Estevez
This is great advice. Being organized can save you a lot of time and frustration when dealing with the IRS. Preparation is key!
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Emma Bianchi
Have you considered hiring a tax attorney? They can sometimes navigate the system faster than we mere mortals can.
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Joshua Hellan
I hadn't thought of that. Any idea how much that might cost?
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Emma Bianchi
It varies, but expect to pay a few hundred bucks an hour. Might be worth it tho if ur dealing with a big refund
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Ava Harris
idk man, maybe just chalk it up as a loss and move on? Sometimes the hassle ain't worth it 🤷♂️
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Joshua Hellan
Nah, it's too much money to just let go. I'm gonna keep fighting 💪
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Ava Harris
Respect. Go get that bread! 🍞💰
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Isabella Russo
Have you tried reaching out to your CPA? They should be willing to help fix their mistake without charging you extra. If they refuse, you might want to report them to the state board of accountancy.
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Rajiv Kumar
Holding your CPA accountable is a smart move. They should take responsibility for the error they made.
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Chloe Delgado
Pro tip: call right when they open in the morning. You'll have a better chance of getting through quickly.
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Joshua Hellan
What time do they open? I'll try anything at this point lol
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Chloe Delgado
7am Eastern Time. Set that alarm clock! ⏰
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