Weirdness on the tax return transcript

I helped a relative file a tax return for 2020. After IRS wrote her about changes (because we deliberately claimed a larger Refund Recovery Credit than she was entitled to as we couldn't find the paperwork on the actual payment she received), I ordered a tax return transcript.

She's over 65 and the box was properly checked. The transcript says "no". It would be nice if the date of birth could be entered and IRS would remember it for future tax years.

No Schedule EIC was filed but somehow there was an entry on the line "Sch EIC disqualified income computer", which I've never seen calculated on other transcripts.

Any number of other amounts are off by $1 because they rounded differently than I had.

The letter gave her a certain amount of time to respond. That deadline is now past. But the details in question weren't on the letter. If there's a reason to write back (because it increased her tax liability which I don't think it does), does that deadline still apply even though the inapplicable items weren't listed in that letter? I really don't want to file a 1040-X for this purpose.

Reply to
Adam H. Kerman
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It sounds like there may be some inaccuracies or inconsistencies on your relative's tax return transcript. It is not uncommon for errors or discrepancies to occur during the tax filing process, and it is important to address them in a timely manner.

Regarding the discrepancy with the "over 65" box, it is possible that the information was not properly entered or transmitted to the IRS. It would be advisable to double-check the original tax return and contact the IRS to inquire about the issue.

Regarding the Schedule EIC and the "Sch EIC disqualified income computer" entry on the transcript, it is possible that there was a mistake made during the tax return preparation or processing. It's recommended to reach out to the IRS to inquire about the error, and to double-check the original tax return to ensure it was filed correctly.

Regarding the deadline, it would depend on the specific letter and the information that was provided in it. If the letter did not specify the inaccuracies and only gave a deadline to respond, it's recommended to reach out to the IRS to inquire about the deadline for addressing the inaccuracies.

It's important to note that if there is an increase in your relative's tax liability, the deadline to file an amended return or pay the additional taxes would be different from the deadline provided on the original letter.

It's important to consult with a professional tax advisor to help navigate the process. It's also important to note that filing an amended return(1040-X) is not always necessary, sometimes it's enough to contact the IRS and provide the necessary information.

Reply to
Smart Bean

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