How JustAnswer Works:

  • Ask an Expert
    Experts are full of valuable knowledge and are ready to help with any question. Credentials confirmed by a Fortune 500 verification firm.
  • Get a Professional Answer
    Via email, text message, or notification as you wait on our site.
    Ask follow up questions if you need to.
  • 100% Satisfaction Guarantee
    Rate the answer you receive.

Ask Merlo Your Own Question

Merlo
Merlo, Accountant
Category: Tax
Satisfied Customers: 9783
Experience:  25+ years tax consulting. Specializing in returns for US citizens living abroad
9573734
Type Your Tax Question Here...
Merlo is online now
A new question is answered every 9 seconds

My brother died this year. He had no children, no will, and

Customer Question

My brother died this year. He had no children, no will, and no estate to speak of. We filed his tax return for 2008 just after he passed away 3/21/09, along with his death certificate, a form specifiying me as his next of kin, etc. When the IRS received it, they did a TYPO and entered part of my social security number with part of his and the tax ID#, and of course that was wrong. Instead of correcting their mistake, the IRS said they had to "investigate" and sent it along somewhere else. Instead of actually fixing their mistake, someone at the IRS just closed his tax file. I know this after 4 calls and 2 hours on the phone, the IRS told me they messed up and I would have to get a tax advocate to help me.The advocate told me I should never have been gioven any info on my brother's account without a court order and then hung up on me. Now what?
Submitted: 5 years ago.
Category: Tax
Expert:  Merlo replied 5 years ago.
Hello twin,

Was your brother due a tax refund on the return you filed for 2008?

If so, did you include the Form 1310 will the return you filed on his behalf?

Customer: replied 5 years ago.
Yes, the refund he was due was about $1100 and that is the form that we filed that they messed up with in the first place. They took the first part of his SS#, our middle is the same, and the last part of my SS# XXXXX they entered the information. They are on lines next to eachother on that form, so I can see how it happened, they admitted their mistake, but will now not fix it.
Expert:  Merlo replied 5 years ago.
Hello ag ain twin,

I do understand how difficult it can be at times when dealing with the IRS. Once a mistake has been made (even on their end), it can take forever to get it corrected, and it is very frustrating. Unfortunately there is no quick or magical fix for this.

I have had many, many occasions where I needed to deal with the IRS on various issues involving errors, and I know from personal experience how difficult it can be to even get through to the IRS by phone, and then depending on the representative you finally get connected to, your question may or may not be answered.

If this were me, I would personally try calling the IRS again --- maybe even 2 or 3 times if necessary. Hopefully you will eventually get connected to a rep that is willing to help you over the phone. If that is not successful, then you will have no choice but to write a letter to the service center where you filed his return, and explain in the letter the details of what has happened here. One other suggestion I would make is to go in person to a local IRS office in your area. That would likely be a speedier process than trying to correspond with them through the mail.

If this was helpful please press the Accept button.

Thank you twin

Customer: replied 5 years ago.
Calling again, 2 or 3 times? Going to the office in person or writing a letter? This is the expert advice? NO THANK YOU!

JustAnswer in the News:

 
 
 
Ask-a-doc Web sites: If you've got a quick question, you can try to get an answer from sites that say they have various specialists on hand to give quick answers... Justanswer.com.
JustAnswer.com...has seen a spike since October in legal questions from readers about layoffs, unemployment and severance.
Web sites like justanswer.com/legal
...leave nothing to chance.
Traffic on JustAnswer rose 14 percent...and had nearly 400,000 page views in 30 days...inquiries related to stress, high blood pressure, drinking and heart pain jumped 33 percent.
Tory Johnson, GMA Workplace Contributor, discusses work-from-home jobs, such as JustAnswer in which verified Experts answer people’s questions.
I will tell you that...the things you have to go through to be an Expert are quite rigorous.
 
 
 

What Customers are Saying:

 
 
 
  • I really was impressed with the prompt response. Your expert was not only a tax expert, but a people expert!!! Her genuine and caring attitude came across in her response... T.G.W Matteson, IL
< Last | Next >
  • I really was impressed with the prompt response. Your expert was not only a tax expert, but a people expert!!! Her genuine and caring attitude came across in her response... T.G.W Matteson, IL
  • I WON!!! I just wanted you to know that your original answer gave me the courage and confidence to go into yesterday's audit ready to fight. Bonnie Chesnee, SC
  • Great service. Answered my complex tax question in detail and provided a lot of additional useful information for my specific situation. John Minneapolis, MN
  • Excellent information, very quick reply. The experts really take the time to address your questions, it is well worth the fee, for the peace of mind they can provide you with. Orville Hesperia, California
  • Wonderful service, prompt, efficient, and accurate. Couldn't have asked for more. I cannot thank you enough for your help. Mary C. Freshfield, Liverpool, UK
  • This expert is wonderful. They truly know what they are talking about, and they actually care about you. They really helped put my nerves at ease. Thank you so much!!!! Alex Los Angeles, CA
  • Thank you for all your help. It is nice to know that this service is here for people like myself, who need answers fast and are not sure who to consult. GP Hesperia, CA
 
 
 

Meet The Experts:

 
 
 
  • Wallstreet Esq.

    Tax Attorney

    Satisfied Customers:

    570
    10 years experience
< Last | Next >
  • http://ww2.justanswer.com/uploads/KU/KUMI95/2013-9-30_195031_kumar.64x64.jpg Wallstreet Esq.'s Avatar

    Wallstreet Esq.

    Tax Attorney

    Satisfied Customers:

    570
    10 years experience
  • http://ww2.justanswer.com/uploads/CU/Cuttinggirl/2011-10-29_03719_wcrop2.64x64.jpg Wendy Reed's Avatar

    Wendy Reed

    Enrolled Agent

    Satisfied Customers:

    3052
    15+ years tax preparation and tax advice.
  • http://ww2.justanswer.com/uploads/CATax/2009-08-04_204548_Mark.jpg Mark D's Avatar

    Mark D

    Enrolled Agent

    Satisfied Customers:

    985
    MBA, EA, Specializing in Business and Individual Tax Returns and Issues
  • http://ww2.justanswer.com/uploads/IN/insearchoftheanswer/2013-8-16_0233_attorney.64x64.jpg Richard's Avatar

    Richard

    Tax Attorney

    Satisfied Customers:

    3229
    29 years of experience as a tax, real estate, and business attorney.
  • http://ww2.justanswer.com/uploads/MY/MyVirtualCPA/2012-7-5_44024_cookmegan1.64x64.jpg Megan C's Avatar

    Megan C

    Certified Public Accountant (CPA)

    Satisfied Customers:

    6121
    Licensed CPA, CFE, CMA who teaches accounting courses at Master's Level
  • http://ww2.justanswer.com/uploads/JG/jgordosea/2012-6-7_43138_GordosVeritas.64x64.jpg jgordosea's Avatar

    jgordosea

    Enrolled Agent

    Satisfied Customers:

    2783
    I've prepared all types of taxes since 1987.
  • http://ww2.justanswer.com/uploads/OZ/ozaukeecpa/2012-6-7_193219_Picture1croppedandshrunk.64x64.jpg MequonCPA's Avatar

    MequonCPA

    Certified Public Accountant (CPA)

    Satisfied Customers:

    2231
    CPA, Over 30 yrs experience w/individuals and small businesses. Masters in Tax.
 
 
 
Chat Now With A Tax Professional
Merlo
Merlo
9646 Satisfied Customers
25+ years tax consulting. Specializing in returns for US citizens living abroad