IRS and Tax Filing Issues

Does anyone know the process for updating my registered address with the IRS? I'm a small business owner. Since I’m staying put here in Chicago, I don't technically have to file the change within 30 days, but I want to get it sorted out regardless. Thanks.

Hello everyone!

I was wondering if anyone might have some insight regarding filing forms through the IRS e-file system—specifically concerning the Sales Tax returns. I went to file my return for April, thinking the system would automatically default to the March period (my mistake!), only to realize after hitting submit that I had accidentally filed it for February instead. Since then, I’ve gone ahead and submitted the correct Sales Tax and supplementary forms for March, but I am stuck because I can't seem to cancel or amend that incorrect February filing.

To make matters even more complicated, I just received a notice regarding that erroneous February filing stating that a supplemental report is missing—which makes sense, since I obviously didn't file one for that month.

I tried reaching out to the tax authorities through their online contact portal, but I haven't heard a peep back from anyone.

Does anyone have any advice on who I should reach out to or how I might go about fixing this mess?

Thanks so much!

Hello

My apologies if this belongs in a different thread; moderators, please feel free to move this to a more appropriate section.
It has been a while since I last logged into the IRS website. I am looking to check on my tax refund status and was wondering how you all typically monitor that. Do you receive a notification in your secure message center, or is there another way? If they send a notice, is there a standard timeframe, or do they just reach out once each individual case is processed?

Also, do they mail physical copies of the determinations to your home address? I didn't qualify for a refund the last couple of years, but I should be getting one this time, so I want to know what to look for.

Thanks for the help.

neonfalcon99 said:Hello

My apologies if this belongs in a different thread; moderators, please feel free to move this to a more appropriate section.
It has been a while since I last logged into the IRS website. I am looking to check on my tax refund status and was wondering how you all typically monitor that. Do you receive a notification in your secure message center, or is there another way? If they send a notice, is there a standard timeframe, or do they just reach out once each individual case is processed?

Also, do they mail physical copies of the determinations to your home address? I didn't qualify for a refund the last couple of years, but I should be getting one this time, so I want to know what to look for.

Thanks for the help.

It hits your private inbox on the site, under messages.
Back in 2016, I got mine around mid-May, and in 2018, it was early May.
You can actually go into your settings and set it up so you get an email alert, which lets you know when there's a new message waiting for you on the portal.

Kevin Miller37 said:I’m wondering about this too. The agent at the local IRS office basically told me to just figure it out—implied that if other businesses have pulled it off, I should be able to as well. Typical bureaucracy, right? 🙄

Has anyone here actually navigated this successfully?

You can't offset it from sales tax. It’s strictly for VAT.
Check the Forms section on the IRS site under Offsets and see if they even give you that option.

I’ve got some questions for Nancy—if she can find a moment to reply... though anyone else with similar experience is more than welcome to jump in.
I handle the bookkeeping for several clients, all of whom have authorized me through my SSN (I run my own small business).
The thing is, since the Treasury keeps breathing down my neck for fees—honestly, they’re being fair enough, but still, at least $667 🙂 a year—I really want to cut ties with them.
Since I’ve had to renew my digital certificate multiple times already (my two-year contract expired ages ago), I can revoke my current one immediately for $27. If I do that, it should automatically strip away everyone else who is "linked" to my certificate.
Using my own digital ID, I managed to successfully sign and submit everything to the IRS this month for all my clients—it was honestly such a relief!
I also used my digital health card to log in and view all the clients I’m authorized for, so that part works perfectly fine too.
However, I’ve wasted an entire day trying to deal with the federal health portal, and I still haven't been able to get through via Grants.gov.
1. Is it possible to access the health portal through Grants.gov, or am I stuck dealing with the bureaucratic nightmare at the Treasury just for that?
One more thing—I have about five B2G e-invoices to send out every month. How did Nancy manage to bypass the Treasury for this? I need some advice,
2. Who offers the most affordable and straightforward service for this? If the rates are low enough, I’d love to switch everything over—sending and receiving both B2B and B2G invoices.
At the local branch, the Treasury charges $17 for the initial setup, and then $10 per invoice sent—it’s absolutely highway robbery.

I’ll just leave my question here.... the company was established back in December 2019. The balance sheet shows some liabilities—specifically, two recorded accounts payable invoices. Does this mean we actually have to file a financial report or not?
According to the Finance website: "An entrepreneur who had no business transactions during the fiscal year, and whose business books contain no data regarding assets or liabilities, is required to submit a statement of inactivity for the previous fiscal year to the Registry, or to Finance, by April 30th of the current year."

But we *do* have data on liabilities because of those two invoices...

holloweagle10 said:I’ll just leave my question here.... the company was established back in December 2019. The balance sheet shows some liabilities—specifically, two recorded accounts payable invoices. Does this mean we actually have to file a financial report or not?
According to the Finance website: "An entrepreneur who had no business transactions during the fiscal year, and whose business books contain no data regarding assets or liabilities, is required to submit a statement of inactivity for the previous fiscal year to the Registry, or to Finance, by April 30th of the current year."

But we *do* have data on liabilities because of those two invoices...

definitely

Did you guys use the IRS portal to file your 2019 taxes? I’m trying to fill out the table for loss carryforwards, but it keeps rejecting my 2014 losses... apparently, those can't be carried over anymore or something.
Wait, isn't the carryover allowed for five years?!
I've got several clients where this same thing just won't go through.

Submitting annual financial reports through an online portal?
I'm trying to upload my RGFI documentation** Add attachment! But the damn thing won't let me attach anything. What am I doing wrong here?

I see Finance has rolled out a COVID score. Has anyone actually dealt with this yet? Apparently, it's used to rate entrepreneurs when they're applying for bank loans, or whatever... Is it free, I guess?

Ryan Garcia3 said:Hello everyone!

I was wondering if anyone might have some insight regarding filing forms through the IRS e-file system—specifically concerning the Sales Tax returns. I went to file my return for April, thinking the system would automatically default to the March period (my mistake!), only to realize after hitting submit that I had accidentally filed it for February instead. Since then, I’ve gone ahead and submitted the correct Sales Tax and supplementary forms for March, but I am stuck because I can't seem to cancel or amend that incorrect February filing.

To make matters even more complicated, I just received a notice regarding that erroneous February filing stating that a supplemental report is missing—which makes sense, since I obviously didn't file one for that month.

I tried reaching out to the tax authorities through their online contact portal, but I haven't heard a peep back from anyone.

Does anyone have any advice on who I should reach out to or how I might go about fixing this mess?

Thanks so much!

I hope you've managed to sort this out by now, but if not: just file an amended Sales Tax return for February with zeros... basically, just resubmit the correct version for February. And make sure the March ones are right too. For Sales Tax, Sales Tax summaries, and other standard filings, the way you "fix" them is simply by resubmitting the corrected data.
If you act fast before they process everything, you might be able to get ahold of someone at the local Police Department—or rather, the local tax office representative—and see if they can reject the erroneous filing while it's still pending.

Does anyone have any idea why I’m having such a hard time signing documents through the Bureau of Labor Statistics website? I have that January extension installed on both Chrome and Mozilla, but nothing seems to work. When I try using Chrome, it just sits there spinning indefinitely like it's processing the signature, and over on Mozilla, once I click sign and the prompt for my password should appear, the dialog box just vanishes entirely, leaving me stuck...

I don't have any issues signing things for the IRS on Internet Explorer, so everything works fine there, but the Census Bureau site won't cooperate even with that browser—it just keeps throwing an error saying, "An error occurred during the signing process."

Does anyone know what else I might be able to try? I've gone through all the official instructions from the Census Bureau and tried every single step they suggested, but I'm still getting nowhere. Thanks in advance!

Samuel Sanders8 said:Does anyone have any idea why I’m having such a hard time signing documents through the Bureau of Labor Statistics website? I have that January extension installed on both Chrome and Mozilla, but nothing seems to work. When I try using Chrome, it just sits there spinning indefinitely like it's processing the signature, and over on Mozilla, once I click sign and the prompt for my password should appear, the dialog box just vanishes entirely, leaving me stuck...

I don't have any issues signing things for the IRS on Internet Explorer, so everything works fine there, but the Census Bureau site won't cooperate even with that browser—it just keeps throwing an error saying, "An error occurred during the signing process."

Does anyone know what else I might be able to try? I've gone through all the official instructions from the Census Bureau and tried every single step they suggested, but I'm still getting nowhere. Thanks in advance!

Just shoot an email to their tech support. Give them your cell number and they'll usually call you back within a few minutes. They can just hop on via TeamViewer and fix the whole thing in a heartbeat.

I just finished filling out the CDC form, but the system keeps throwing these errors at me:
Data point 4.3.1., Total, column 7: The amount doesn't match the difference between total income and total loss.
Table 4.3.1., Table, column 8: The amount doesn't match the sum of the amounts per row, column 8.
Data point 4.3.3., column 7: The amount doesn't match the difference between the total income in field 4.3.1. column 7 minus the carried-over loss in field 4.3.2.
Data point 4.3.3., column 8: The entered amount doesn't match the amount under Total 4.3.1., column 8.
Anyone have any clue how to fix this mess?

Scott Robinson17 said:I just finished filling out the CDC form, but the system keeps throwing these errors at me:
Data point 4.3.1., Total, column 7: The amount doesn't match the difference between total income and total loss.
Table 4.3.1., Table, column 8: The amount doesn't match the sum of the amounts per row, column 8.
Data point 4.3.3., column 7: The amount doesn't match the difference between the total income in field 4.3.1. column 7 minus the carried-over loss in field 4.3.2.
Data point 4.3.3., column 8: The entered amount doesn't match the amount under Total 4.3.1., column 8.
Anyone have any clue how to fix this mess?

Have you tried double-checking the math in the specific fields where the error popped up? It’s basically just an Excel spreadsheet telling you which sums are off. Just work through them one by one. 😉

Henry Edwards33 said:Have you tried double-checking the math in the specific fields where the error popped up? It’s basically just an Excel spreadsheet telling you which sums are off. Just work through them one by one. 😉

Appreciate the tip.
The whole thing was actually just me forgetting to plug in the income and tax figures under section 4.3.1, so everything's fine now.
It's pretty damn annoying how the system throws out all these other errors alongside the one under 4.3.1, just to throw you off the scent of the actual issue.

Hey, I could really use some help here... So, I was looking over my tax records on the IRS website, and I noticed one account shows an overpayment while another one shows a balance due. I sent in a request to transfer that credit over to the account with the debt, and I actually got a response saying the form was received, processed, and closed (as of yesterday). But now I'm back on the IRS site looking at everything again, and absolutely nothing has changed. The same amount is still showing as an overpayment on the first account, and the second account—the one I asked to move the money to—still shows the exact same debt... I'm just lost. Does it usually take some time for the system to actually update and show the changes, or what the hell is going on?

It usually takes them a little while to process account transfers, and they typically handle that batch work overnight. As long as the transfer hasn't been officially rejected, just hang tight and be patient.

Oh, so it’s finally processed. I honestly thought I had messed something up somewhere, but since it says it was approved, I guess it just takes a little while for everything to actually show up online