Understanding the Issue: When a Tax Agent Messes Up Your Social Security Number
Your experience with a tax preparation agency indicates a complex mix of errors and misunderstandings. A tax preparer put the wrong Social Security number (SSN) on your 2020 tax returns, yet resulted in the payment of your 2021 taxes. Moreover, you have not received the 2020 tax return filing. This situation is far from uncommon, and it's crucial to address such issues promptly.
Examining the Responsibility
Firstly, it's important to clarify the responsibility in tax preparation scenarios. While you may have signed the return, you are indeed responsible for its accuracy. The IRS holds you accountable for any inaccuracies or mistakes on your tax returns. If your tax preparer made the error, it's your duty to correct it promptly.
Fixing the 2020 Tax Returns
Given that your 2020 tax return was filed incorrectly due to a wrong SSN, the first step is to correct this error immediately. Here are the steps you should follow:
Identify the Issue: Confirm the details of the error and determine whether the incorrect SSN resulted in overpayment, underpayment, or no refund. Correct the Return: Use the IRS Form 1040-X to file an amended return. You can do this online or through the mail. Submit Proof of Correct SSN: Include a copy of the correct Social Security card as evidence of the error. Follow Up: Ensure you receive confirmation and follow up with the IRS if necessary.Handling the 2021 Taxes
The payment for your 2021 taxes raises additional questions. Typically, taxpayers who owe taxes would see these taxes reflected on their tax refunds. If you did not receive a refund and the tax was paid, it might indicate a different issue. Here’s what you can do:
Contact the Tax Preparer: Reach out to the tax preparation agent to understand why they made the payment for 2021 taxes when the 2020 return was not yet finalized. Review IRS Records: Use the Where’s Myrefund? service to check the status of your refund. IRS Assistance: If you continue to face issues, contact the IRS directly for assistance. They can provide clarity on the status of your 2020 return and the 2021 tax payments.Conclusion: Ensuring Accuracy and Accountability
When dealing with tax returns, maintaining accuracy and accountability is crucial. While tax preparation agents are responsible for ensuring the form is accurate, as a taxpayer, you still bear the responsibility for its accuracy. By following the steps outlined above, you can rectify the errors and ensure your returns are filed correctly.
Remember, if you ever find yourself in a similar situation, taking prompt action is key to resolving any issues and ensuring accurate tax returns in the future. The IRS offers various resources and services to assist taxpayers, ensuring the process is as smooth as possible.