Category Archives: IRS Notices

Income Not Reported

Today TaxMama® hears from Ninja in the TaxQuips Forum who got an IRS notice. Since her problem is universal, let me generalize her situation.  “This is the time of year IRS starts sending out the CP2000 notices. These letters are computer-generated. The IRS computer compares your income to the information it has received from W-2s, […]

IRS Offers Last-Minute Tweets As April 17 Deadline Nears

Courtesy of the IRS WASHINGTON — As the final stretch of the 2012 tax filing season unfolds, the Internal Revenue Service reminds taxpayers that they can get valuable last-minute tips by following the IRS on Twitter. The IRS Twitter news feed, @IRSnews, provides the latest federal tax news and information for taxpayers. The focus of […]

IRS is Wrong

Today TaxMama hears from Bret in the Tax Quips Forum, with an IRS rejection letter. To make a long story short – “IRS rejected his Lifetime Learning Credit  for 2009 because the Form 1098-T showed –0- in box 1. And because his employer paid the expense – even though he paid taxes on the education […]

Unclear on the Concept

Today TaxMama hears from Cliff in the TaxQuips Forum, who dropped the ball. “Filing your income tax return is due April 15th, or with an extension, 10/15. However, the instructions also say that you have three years (plus any extension) to file a claim for any refund due. Which rule takes precedence?  The IRS cannot […]

Double Mortgage Deduction

Today TaxMama hears from CL in the TaxQuips Forum, who is upset. “We rented out our home and I used TurboTax for our taxes. Due to the questions posed on TurboTax, i.e., “Do you own a home?”  “What is your mortgage interest?” Then moving on in Turbotax in Rental Properties, the question is asked again […]

Adopting Step-Child

Today TaxMama hears from Kelly in the TaxQuips Forum who is doing something unusual. “I tried to claim the adoption credit on this year’s taxes.  It was denied because “I can not use this credit for the adoption of a step-child”.  After my divorce was final, I began adoption proceedings for my son. They were […]

Trustworthy Tax Negotiator

Today TaxMama hears from Judy in the TaxQuips Forum who needs help.  “I am struggling to maintain my household, have four years of back taxes to file and settle and my home was just foreclosed on. I was contacted by someone claiming that they can help negotiate a reduction in tax liability and stop any […]

275,000 Organizations No Longer Tax Exempt

Courtesy of IRS: IRS Identifies Organizations that Have Lost Tax-Exempt Status; Announces Special Steps to Help Revoked Organizations WASHINGTON –– The Internal Revenue Service today announced that approximately 275,000 organizations under the law have automatically lost their tax-exempt status because they did not file legally required annual reports for three consecutive years. The IRS believes […]

Injured Spouse Details

Today TaxMama hears from Karaya in the TaxQuips Forum who is frustrated. “I have filled an Injured Spouse form 8379 because part (a huge part) of my refund was retained to pay a student loan (debt by my spouse before we were married).  IRS sent me a notice that they couldn’t process the request because […]

W-2 all Messed Up

Today TaxMama hears from Linda in the TaxQuips Forum who is helping her daughter. (You can read about the whole mess here.) In short, through some amazing incompetence on the part of her daughter’s employer, her daughter is now facing tax debt she does not owe – and possibly credit problems, too. How can this […]