Have a Tax Question? Ask a Tax Expert
There are a couple of things that the problem may be, but I think it may be this.
The return the IRS filed was for you. You then filed a joint return. If you were second on the return, the IRS has now created what they call two modules for you. Basically, the return you filed posted but did not replace the return the IRS did because you were second on the return. If this is the case, a simple call should clarify.
Second. Either you or your spouse did not include all of your income on the return, and they assessed the under reported income. That is why you owe.
Third, you filed a return prior, the IRS assessed you a tax, and you filed another married joint return in 2009. This did not process because, you would have had to of filed an amended return since you had already filed.
Fourth. The IRS did the return for you, you sent an original return, they asked you to provide proof of some expense or you filed the return incorrectly, and they did not process it.
Fifth. It takes 6 to 8 months for them to process an original return when the IRS has already filed for you. They just have not got to it yet.
I suggest you and your spouse call(NNN) NNN-NNNNand ask for a copy of your income transcripts. This will show all income reported to you. Then compare this to your return to ensure all income was reported. Taxpayer Advocate may or may not be able to help. They are suppose to
Did you have a foreclosure, withdrawal from a 401k or IRA in 2007? In my practice, these are the items most often left off a return.
Hope this helps.
The notice was for me, and there were no foreclosure, or 401k withdrawall, it was simply the IRS filed 4549 and a letter advising that I could appeal it to US Tax board in within 150 days, I was not paying attention. My son was in Iraq at the time... I filed the original 2007 late and I am the first one on the joint tax return and it had benn like that for at least ten years. The IRS did not ask for more information as to my deductions...and I am supposed to have a refund but for some reason they keep saying over the phone that I owe the same amount. All income was reported...What is the worse thing that can happen now...?
This is simple. They have simply not processed your original return as of yet. They will refund the money since you filed prior to April 2011. It will just take time. I would call the number on the notice and make sure there is a "control" on that year which will indicate they are working on the return. Tax Advocate will be able to give you a little more info. You should hear from them soon. IRS is very backed up. It is that simple, but they do not communicate well with taxpayers or each other so you have one group saying you owe while another is working on processing the return. It should not be this way, but you need to be the line of communication between the two of them. I hope this helps. I suggest using(NNN) NNN-NNNNto speak to the IRS. These folks are a little smarter and can prevent those letters.
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