Solved: Last week CA FTB sends an $1100 refund check to a client that says its for 2016 (maybe an estimated payment we forgot to include on the 2016 return?)

Just-Lisa-Now- · ‎12-07-2019

Seems odd for them to wait for so long, but I guess it could happen.

But then on Saturday client gets a bill for $1100 + $90 in penalty/interest for Tax Year 2018.

Client just called and told me about the refund check and bill this morning so I haven't had a chance to try and track down the discrepancy in 2016.

What the heck CA? Do they have separate computer systems for each tax year that don't communicate with each other?

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

abctax55 · ‎12-07-2019

Lisa, I *sure* you know to emphatically tell the client to NOT cash that check until all is resolved.

It sounds like the FTB coded the payment to the wrong year?

"*******Tax software is no substitute for a professional tax preparer*******
( Generic Comment )"

View solution in original post

abctax55 · ‎12-07-2019

Lisa, I *sure* you know to emphatically tell the client to NOT cash that check until all is resolved.

It sounds like the FTB coded the payment to the wrong year?

"*******Tax software is no substitute for a professional tax preparer*******
( Generic Comment )"

Just-Lisa-Now- · ‎12-07-2019

Its too late, he already deposited the check when he got it....he didn't call me until the bill arrived......ohhh maybe a 2018 estimated payment got coded as 2016 by FTB, thats gotta be it. I guess we'll always be at the mercy of a data entry operator somewhere!

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

abctax55 · ‎12-07-2019

Why am I not surprised...I try to train all clients to NOT cash an unexpected check from the government until they talk to me.

"*******Tax software is no substitute for a professional tax preparer*******
( Generic Comment )"

Just-Lisa-Now- · ‎12-07-2019

Well my client couldn't find the 2018 payment voucher I provided him so he downloaded his own and it was a 2016 voucher DUH! So it wasn't the FTB that screwed up. He's sending payment for the bill he received.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

Last week CA FTB sends an $1100 refund check to a client that says its for 2016 (maybe an estimated payment we forgot to include on the 2016 return?)

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