Home |IRS Tax Return |
I got an accountant instead of doing taxes myself back in 2021. Never got my federal taxes, just state. Is there any way to reclaim them?
I got an accountant instead of doing taxes myself back in 2021. Never got my federal taxes, just state. Is there any way to reclaim them?
Share
Robert James, 20+ years of experience in IRS mattersAnswered on September 15,2023
First, find out what is going on. Pull your account transcript. That will tell you if they received it, processed it, etc. From there you can get a clearer picture of what you need to do.
If you see an unpaid refund, I would fill out Form 843.
1 views
Related Questions
-
Robert James
20+ years of experience in IRS matters .I got CP 2000 notice from the IRS saying that I owe 10k from 2021.Is it possible that the information on my IRS.gov account, which shows I owe $0 as of yesterday, could be a scam? Should I contact the IRS directly to confirm this?
This is the IRS notice for unreported income. Look inside - it should tell you what type of income ...
1
0
5
-
Robert James
20+ years of experience in IRS matters .Is there any general advice for filing three years' worth of IRS taxes, especially if I anticipate getting a decent refund and don't expect to owe anything? Should I consider hiring a tax attorney, using a tax preparation service like H&R Block, or are there other recommended options for this situation?
You may qualify for free filing through Get Your Refund: GetYourRefund They can still e-file 2020 - 2022 returns this year ...
1
0
0
-
Robert James
20+ years of experience in IRS matters .Is there any other way to contact IRS besides phone call?
Call the IRS Innocent Spouse toll-free line: 1-855-851-2009 M - F 7:30am - 3:30pm ET Inquiries / Claims you can also schedule ...
1
0
4
-
Robert James
20+ years of experience in IRS matters .Is there any way my boyfriend can protect himself from the IRS freezing his bank account, which has caused financial difficulties and an eviction notice due to unpaid rent? What steps can he take to address this situation and potentially resolve it?
Generally, a bank account is not levied simply for an audit. An account must be in collections (usually) to ...
1
0
1
-
Robert James
20+ years of experience in IRS matters .Is there an alternative way to create an IRS account for my dad to check his total owed amount without a face scan, given that he lives far away and is not tech-savvy? Could scanning a picture of him be a viable option for this purpose?
The video selfie part of the ID.me verification is required to make sure the actual taxpayer is the person ...
1
0
0
-
Robert James
20+ years of experience in IRS matters .Is it advisable for my 68-year-old retired mother in Virginia, who only has Social Security as income, to take up gig work for additional earnings while staying below the income threshold to minimize taxes? Should we consider filing IRS taxes quarterly, and does Social Security count towards this threshold?
People who do gig work have to calculate at least two taxes: Self-employment tax, which is their contribution to ...
1
0
1
-
Robert James
20+ years of experience in IRS matters .Does the custodial parent have a legal obligation to offer the non-custodial parent the opportunity to claim the child on their IRS taxes, especially if the custodial parent hasn't filed taxes in six years and wants to allow the child's grandmother to claim the dependent instead? Do the parents typically have the primary right to claim the child over other relatives, aside from the custodial parent?
There's no IRS rule that says the custodial parent has to release the claim to the non-custodial parent if ...
1
0
6
-
Robert James
20+ years of experience in IRS matters .I entered my crpto and stock information incorrectly on my 2021 taxes and recently received a letter for the IRS stating that I need to send them the correct 1099 along with an attached 8949 and schedule D form? Is there something online where I can just drag my 1099 so it’ll auto populate onto a 8949 form?
I think Coinledger will do this. I've never used it though. If you traded on Robinhood they issue separate 1099s ...
1
0
0
-
Robert James
20+ years of experience in IRS matters .Is there a way to prevent my sister's estranged father, who hasn't been involved in her life since she was 12, from claiming her and her baby on his IRS taxes this year, potentially leaving her with nothing? He never formally relinquished parental rights, and we're looking for guidance on how to handle this situation.
Your sister can try to get an Identity Protection PIN for herself; it will be harder to get one ...
1
0
5
-
Robert James
20+ years of experience in IRS matters .I received a notice about unreported income in 2021, but I'm sure I reported it, especially regarding stock taxes. I'm willing to pay the IRS taxes, but there's an additional $4k in interest and fees. Is there a way to have those charges removed? Can the $10k owed be rolled over into my 2023 taxes?
They will not waive interest on the tax, but you may get the penalty abated through "First Time Abatement" ...
1
0
1
-
Robert James
20+ years of experience in IRS matters .Is it possible for me to catch up on my tax payments and avoid accumulating more debt if I'm self-employed, make around $40,000 annually, and have struggled to pay estimated taxes due to living expenses, especially since I don't receive refunds like individuals with regular jobs, and what steps can I take to improve this situation?
It's really easy to get deeper and deeper in debt in this situation. When you are self-employed you are ...
1
0
0
-
Robert James
20+ years of experience in IRS matters .Do I need to file taxes for my 7-month employment at Walmart, which started on November 15th, 2022, and ended on May 6th, 2023, especially considering that I never received any communication from them regarding my taxes and faced difficulties in reaching them after quitting? If I do need to file, what steps should I take given the circumstances?
Yeah, this is actually a pretty common situation. I wouldn't count on anyone at Walmart getting back to you ...
1
0
0
-
Robert James
20+ years of experience in IRS matters .Is there a way to resolve the issue of not being able to verify my identity on ID.me due to my phone number being under my parent's name, without changing my phone number, and if not, what steps should I take to address this situation effectively?
ID.me is a private company - they have a contract with IRS and other govt agencies to provide verification ...
1
0
0