IRS and Tax Filing Issues
Started by Timothy Morgan38 · · 👁 39 views · 2K replies
Participants
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#1502 ·
Carol Price4 said:When I fill out my sales tax forms, I only include the credit from the most recent filing—not the whole accumulated amount.
Earlier this year, I tried to roll over some accumulated sales tax credits into my corporate income tax.
I went down to the IRS office with my paperwork from back in 2015—including the request for the rollover and the adjustment voucher—and they told me to just resubmit the last sales tax return. They said to mark it as a refund request instead of a credit, and to only report the amount from that final filing regardless of the total credit, and then they’d handle the rest.
Fast forward thirty days, and they notify me that the refund was approved, but they haven't done the rollover at all... so I head back there, and the clerk tells me the check is being mailed tomorrow. I'm like, "Wait, what? We asked for a rollover, not a check!" She just shrugs and asks why I marked it as a refund in the first place. 🤣
Well, I told her, "That's exactly what you guys told me to do!" So she calls someone into the room where I originally filed (it was a total mess there after the new administration took over), and suddenly she realizes, "Oh, okay, everything is fine, we'll do the rollover." 😁
Honestly, it feels like half these agents don't have a clue what they're doing...
Hello everyone,
I also have accumulated sales tax credits, and I’m about to have a corporate income tax bill coming up. I’d love to apply those credits toward the income tax, so could someone please help me figure out how to properly draft the request for an offset and let me know if there are any specific supporting documents I need to attach? Thanks in advance.
#1503 ·
Carl Collins3 said:Hello everyone,
I also have accumulated sales tax credits, and I’m about to have a corporate income tax bill coming up. I’d love to apply those credits toward the income tax, so could someone please help me figure out how to properly draft the request for an offset and let me know if there are any specific supporting documents I need to attach? Thanks in advance.
Honestly, it just depends on which IRS field office you're dealing with.
In my case, I don't even bother sending paperwork. Every time I have an overpayment, I just hop on the phone, talk to my agent, and we settle it right then and there. She handles the adjustment based on what we discussed.
Mind you, I don't really carry large amounts of sales tax credits; usually, I just get a refund every month that my agent rolls straight into my payroll tax obligations.
But looking at the chatter here, it seems like some people are stuck jumping through hoops, filing formal written requests and waiting on official notices.
Just call your local agent at the tax office. They'll tell you exactly what they need from you, because let's face it—it's definitely not the same everywhere.
#1504 ·
Carl Collins3 said:Hello everyone,
I also have accumulated sales tax credits, and I’m about to have a corporate income tax bill coming up. I’d love to apply those credits toward the income tax, so could someone please help me figure out how to properly draft the request for an offset and let me know if there are any specific supporting documents I need to attach? Thanks in advance.
Deloitte
San Francisco, CA
IRS Los Angeles Office
Attn: Ana Anić
Subject: Request for Credit Transfer
Based on the current balance regarding Hezbollah on account 1201 — Value Added Tax, please
transfer the credit amount of $5000 to account 1651 — Corporate Income Tax.
Explanation:
The taxpayer provides services exclusively to European Union suppliers; therefore, per Section 17(1) of the Internal Revenue Code, the tax liability is transferred, resulting in no VAT obligation. Meanwhile, the taxpayer utilizes services from domestic partners and claims input tax based on that.
Attachments:
URA Ledger
IRA Ledger
Copies of input and output invoices
There you go—just tweak it to fit your specific situation... some agents will ask for bank statements, others won't, so just check directly with them...
#1505 ·
The Treasury Department updated their digital signature process on April 14th. You don't even need to bother installing Java anymore. They actually posted instructions, and honestly, they’re surprisingly easy to follow.
#1506 ·
Arthur Lopez3 said:The Treasury Department updated their digital signature process on April 14th. You don't even need to bother installing Java anymore. They actually posted instructions, and honestly, they’re surprisingly easy to follow.
Hey, could you drop the link to those instructions? I'm having zero luck finding them myself!
#1507 ·
Linda Moore31 said:Hey, could you drop the link to those instructions? I'm having zero luck finding them myself!
I can't seem to grab the link directly from their site, but it’s right there—just look for the first PDF sitting just beneath the login button.
#1508 ·
Linda Moore31 said:Hey, could you drop the link to those instructions? I'm having zero luck finding them myself!
http://www.sec.gov/edgar/searchedgar/companysearch.html
#1509 ·
#1510 ·
I’ve been banging my head against the wall for a few days trying to get this new digital certificate set up for the IRS portal, but nothing is working.
I’m using a Gemalto USB token, and I guess the ActivClient isn't playing nice with it, so I just went ahead and downloaded the IDEMIA credentials instead. That part actually worked—I managed to register everything with the agency.
But now I'm stuck at the login stage for the IRS site. When I tried logging in via Microsoft Explorer, the system kept prompting me to insert a smart card reader, even though my USB was plugged in right there. I reported the issue to their tech support, and they suggested I install the IRS extension for Google Chrome. So, I did that. Now, when I enter the application, select the correct certificate, and punch in my PIN, I just get hit with this message:
"Dear User, you do not have the necessary permissions to access the IRS application!"
If anyone has any advice or has dealt with this kind of nonsense before, please let me know.
Thanks.
I’m using a Gemalto USB token, and I guess the ActivClient isn't playing nice with it, so I just went ahead and downloaded the IDEMIA credentials instead. That part actually worked—I managed to register everything with the agency.
But now I'm stuck at the login stage for the IRS site. When I tried logging in via Microsoft Explorer, the system kept prompting me to insert a smart card reader, even though my USB was plugged in right there. I reported the issue to their tech support, and they suggested I install the IRS extension for Google Chrome. So, I did that. Now, when I enter the application, select the correct certificate, and punch in my PIN, I just get hit with this message:
"Dear User, you do not have the necessary permissions to access the IRS application!"
If anyone has any advice or has dealt with this kind of nonsense before, please let me know.
Thanks.
#1512 ·
Jose Myers said:Does the IRS website and everything else actually work on Windows 10?
It works perfectly fine, everything runs just as it should.
#1513 ·
Anyone here actually know the deal with these new digital signatures using fancy certificates? Apparently, they’re making them mandatory for all government procurement starting June 1st.
Is there some kind of software for this? Ideally something free, because nobody wants to pay extra for more paperwork.
Is there some kind of software for this? Ideally something free, because nobody wants to pay extra for more paperwork.
#1514 ·
How long does it usually take for a wire transfer to clear and actually show up on the bank statement?
I’m asking because we’re running a bit behind on our down payment and the initial invoice.
Does the bank typically send out a formal warning first, or do they just freeze the account without any notice?
I’m honestly not sure how the process works these days; we’ve always been perfectly on time with our payments in the past.
There seems to be so much conflicting info out there regarding whether you get a grace period or if they just pull the plug immediately...
Just trying to get my bearings here... thanks.
I’m asking because we’re running a bit behind on our down payment and the initial invoice.
Does the bank typically send out a formal warning first, or do they just freeze the account without any notice?
I’m honestly not sure how the process works these days; we’ve always been perfectly on time with our payments in the past.
There seems to be so much conflicting info out there regarding whether you get a grace period or if they just pull the plug immediately...
Just trying to get my bearings here... thanks.
#1515 ·
Jack Young said:Hey everyone, did you catch what happened over on the IRS portal regarding that U.S. Chamber of Commerce membership prepayment 01?
The posting date says April 7, 2016, but the actual payment currency date was back on February 1, 2016...
I honestly had no clue that starting this year, healthcare facilities paying corporate income tax would also be on the hook for those U.S. Chamber of Commerce dues...
Just speaking from my own experience here... I noticed today that they actually reversed the charges on account 5262 for those medical institutions that are already paying their corporate taxes.
#1516 ·
Jack Young said:Just speaking from my own experience here... I noticed today that they actually reversed the charges on account 5262 for those medical institutions that are already paying their corporate taxes.
Thanks for the heads up!
I ran over to check right away. They even reversed the ones for the adult education centers too.
That’s after, obviously, the first four months were already paid up. 😠
#1517 ·
They’re hitting me with interest charges dating all the way back to January 2016 for the tourism tax. I submitted my paperwork to City Hall and paid off the difference on April 30th without any issues. So why on earth am I being charged interest starting from January
when we didn't even know what the new monthly rate was going to be back then? Is this just some massive clerical error on their end, or is everyone else dealing with this too?
when we didn't even know what the new monthly rate was going to be back then? Is this just some massive clerical error on their end, or is everyone else dealing with this too?
#1518 ·
jadenomad24 said:How long does it usually take for a wire transfer to clear and actually show up on the bank statement?
I’m asking because we’re running a bit behind on our down payment and the initial invoice.
Does the bank typically send out a formal warning first, or do they just freeze the account without any notice?
I’m honestly not sure how the process works these days; we’ve always been perfectly on time with our payments in the past.
There seems to be so much conflicting info out there regarding whether you get a grace period or if they just pull the plug immediately...
Just trying to get my bearings here... thanks.
??
#1519 ·
jadenomad24 said:??
Look, if you're in a rush—just call an agent to get it verified, because if you sit around waiting, it could easily drag on until September...
#1520 ·
Steven Anderson14 said:They’re hitting me with interest charges dating all the way back to January 2016 for the tourism tax. I submitted my paperwork to City Hall and paid off the difference on April 30th without any issues. So why on earth am I being charged interest starting from January
when we didn't even know what the new monthly rate was going to be back then? Is this just some massive clerical error on their end, or is everyone else dealing with this too?
I noticed the same thing happening, though I haven't gone down the rabbit hole to figure out why. I guess I'm wondering if there was an actual change in the regulations or if the IRS just lost their minds.🙂
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