DS and DDIL receive $6500 IRS check in error!!

[Cheshire Figment]

I think the best thing to do is go to the IRS office in the nearest city that has one. Ask to speak to a "Revenue Agent". This person can look in the system and get a complete trianscript of the return online and also a repoort that shows all adjustments and payments related to the return. If there is an error it can be trzcked down and corrected on the spot. And if the check does have to be returned it canbe taken care of right there.

And if it was an error by the preparer, I would ask for reimbursement of out of pocket expenses, such as mileage, to get this straightened out. And then I would never use that preparer again.

Mike (CPA Retired)

 

[Traveliz]

I think the best thing to do is go to the IRS office in the nearest city that has one. Ask to speak to a "Revenue Agent". This person can look in the system and get a complete trianscript of the return online and also a repoort that shows all adjustments and payments related to the return. If there is an error it can be trzcked down and corrected on the spot. And if the check does have to be returned it canbe taken care of right there.

And if it was an error by the preparer, I would ask for reimbursement of out of pocket expenses, such as mileage, to get this straightened out. And then I would never use that preparer again.

Mike (CPA Retired)

I agree with this - I have taken the trouble to send back misdeserved checks to various agencies before only to be accused of having never done so...and signed receipts don't seem to matter...they can't seem to trace who that really was that took the check back.

Liz

 

[Green Tea]

I didn't have to sign my forms, our accountant told us the numbers over the phone and submitted electronically.

Your "electronic signature." Any tax returns you submit, paper, electronic, whatever, by sending them you are 'signing; them and taking responsibility for them.