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Question

I recently filed my taxes and was due a refund. I contacted the IRS and they said that the reason why I haven't received it is because my return is under review. My tax preparer file a schedule A when they should have done a Schedule C for business deductions. Is it possible for me to do a 1040X to amend the form with a schedule C rather than a schedule A? Would that prevent the need for an examination of my return and get them to release my refund?

Submitted: 15 days and 20 hours ago.
Category: Tax
Value: $25
Status: CLOSED
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State/Country relating to question: Alabama

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Posted by Merlo 15 days and 20 hours ago.

Info Request

Hello tmason,

 

When you say you had business deductions, was this from a business that you actually own or from self employment?

 

Or were these business expenses you had on a regular job that were not reimbursed by your employer?

 

Where did your accountant report your earnings?

 

 

15 days and 20 hours ago.

Reply

The business deductions were from a business that I owned but I also get paid a salary from that same business. My preparer put these deductions under unreimbursed employee expenses. They reported the earnings as wages that I received from the business that I own.

Posted by Merlo 15 days and 20 hours ago.

Info Request

Hello again tmason,

 

One more question please. How exactly is your business set up? Are you established as a single member LLC, partnership, S Corp, C Corp?

 

 

15 days and 20 hours ago.

Reply

My business is established as a C Corp

Posted by Merlo 15 days and 19 hours ago.

Answer

Hello again tmason,

 

If you paid business expenses for your C Corp out of your own personal funds, and you were not reimbursed for those expenses, then these would be deducted on Schedule A of your return, and not on Schedule C. Schedule C is only used for unincorporated businesses such as sole proprietors, and they report both their income and their expenses on that schedule.

 

If you have a C Corp, then the C Corp itself should have filed a tax return on Form 1120 and reported all income and expenses of the business, and paid taxes on its net profits. Wages that were paid to you by the C Corp should have been reported on a W-2 form and then reported on line 7 of your Form 1040. Any business expenses you had which were not reimbursed by the C Corp would be claimed on Schedule A of your tax return.

 

If this is not how your returns were handled, then you should amend your returns to reflect the proper procedures. If your returns were filed in this manner, then you will just have to wait until the IRS finishes their examination, at which time they will either issue your refund or they will notify you if additional information is needed to process your return.

 

If this was helpful please press the Accept button.

 

Thank you tmason.

 

 

15 days and 19 hours ago.

Reply

I understand that I need to file a schedule A instead of a schedule c. Under the examination, do they normally require to produce the receipts of the unreimbursed expenses or the checks where I paid the unreimbursed expenses? I'm just asking so that I can go ahead and have that information already gathered.

Accepted Answer

Hello again tmason,

 

Whatever expenses that you had which were not reimbursed, you should have receipts for. I am not sure what types of expenses you are claiming, but this might be things such as mileage expenses you had for personal use of your vehicle, or office supplies you purchased. Whatever the expenses are that you claimed, you would just need to have receipts to cover those expenses.

 

You may also use things such as cancelled checks or credit card statements, however, it is helpful to have the actual receipt for the expense, otherwise there is a chance some of your deductions could be disallowed, if it is not clear from the cancelled check or credit card statement just exactly what expense was covered. As an example -- if you purchased office supplies from WalMart, you would need a receipt detailing the purchase, rather than just a credit card receipt for a WalMart purchase which could have been for anything from clothing to a TV set.

 

If this was helpful please press the Accept button.

 

Thank you tmason

 

 

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Expert: Merlo
Pos. Feedback: 99.8 %
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Answered: 11/5/2009

Accountant

25+ years tax consulting. Specializing in returns for US citizens living abroad

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