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Client paid taxes owed to the Treasury last year, then paid the state taxes to the Treasury as well.  Account Transcript shows the overpayment, but it has not been returned.  Should the overpayment be applied as estimated taxes for this year even though the transcript clearly marks it as a payment, code 670 or any other thoughts on getting the overpayment back?

Posted
16 hours ago, kathyc2 said:

Have client call IRS and request to move overpayment to estimated.

Good luck with that.  I have a client who just recently received his 2022 Federal tax refund.  We played every card that we could, but they move at their own pace.  Due to recent news, that pace may slow down considerably.😭

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