What did I do wrong?

[Dave T]

Aside from not checking more closely, what did I do wrong?

Client comes in at end of January. We sit down, do the return and send him on his way with 8879 for he and wife to sign. (along with hard copy of the return)

I tell him when I get the 8879 I'll e-file the return but with the caveat that it can't be filed until 2/11/08 because he has 5695- Claim for Energy credit attached.

On February 11 I update the program, 5695 gets added and I e-file the return. Files get acccepted and everything seems OK.

Client calls me the other day and informs me that his direct deposit went into the bank for $650 more than what what was on the return.

I check the return and notice that wife's W2 wages that were on the original return did not get carried over when file was updated.

Needless to say I had some explaining to do with the client along with a Federal and Sate amended return.

Again, I'll accept responsibility for not checking the return but why wouldn't the wages have carried over when I did the update?

Thanks

Dave T

[MAMalody]

I have that happen a couple of times each filing season. I don't think you did anything wrong...just a program fluke.

[taxtrio]

I have that happen a couple of times each filing season. I don't think you did anything wrong...just a program fluke.

I know what you mean. I've never had that one happen, but I have had others the have "transformed themselves".

So I know at least look at the refund/bal due on the 8879 they bring me back and make sure it matches the return before I efile it. Quick, and easy way to confirm that it is the way I left it.

[Chrisbry]

I had that happen 2 years ago. We never realized it until we got a letter from the IRS about 'missing income'. I never did figure it out.