IRS / Social Security Question

[blume357]

I've been trading letters with the Social Security Administration for the last 2 years. My wife's accountant made a mistake on my 2021 federal tax form and the S.S. folks decided to not pay me in 2023. We filed an amended tax declaration in March or April of 2023 and actually got a refund a few months later... but it seems the Social Security people can't find or retrieve this information even though they had no problem getting the first incorrect information. I have sent them a copy of the amended form, my part, three times but it seems they don't want that now. What they want is proof from the IRS.

Their latest letter says this:
" Please provide us with proof that you filed this amended tax return. It cannot be a copy of the 2021 amended tax return, since it does not prove that the amendment was filed and the IRS has not yet updated your earning record with us. Please obtain proof for the IRS and submit the proof to us with in 30 days."

does anyone know how you do this?

 

[GunnyGene]

No. Don't want to know either.:eek: ;)

 

[Kevin]

Have you called the IRS to ask them? That might be a place to start.

If they do decide to reimburse you for the payments they have withheld, do they pay interest?

 

[MaxMan]

Prove something by a document that they lost? At least you know you're dealing with the irs and not a scammer. Would a letter from your accountant work?

 

[jimbo1096]

Do you have a walk-in office for the IRS?
Take it in person

 

[Danjet500]

Either call the IRS or visit your local office.

 

[NC FNS]

If you efiled, a submission id should be available from the preparer or software company. If you paper-filed, it should show on the available IRS transcript, but it seems like IRS could just look at that, so not sure…

 

[Mobuck]

Fortunately, I haven't had any confrontations with either since we got crosswise over blind Son's hoorah. Locally, the SS folks seem to feel they're royalty and everyone who walks in their door is a liar/cheat/scammer. The 'armed guard' at the door is ludricrous and insulting to those honest folks who have good reason to enter.

 

[rkrcpa]

Get a copy of the transcript from the IRS and send it to Social Security.

That should be sufficient evidence of the amended return.

 

[Fox Mike]

If you have an IRS office near you I would gather all the paperwork you can and take it there to explain your situation then take all that to the SS office. Dealing via phone call leaves you nothing to back up anything you may say whereas person to person you can. I can't speak for your SS office but the one near me was a joy to work with when I have a problem.

 

[blume357]

After sitting on it for a night I realized the simple answer is to just ask mine and my wife's accountant. Now to explain a little more... since 2019 my wife has convinced me for us to file jointly.... the IRS tax form every year is between 49 and 52 pages her accountant sends into them electronically. My part is 3 pages of that. Oh and in the letter the S.S. folks say they will not accept a copy of anything..... I just went online with the IRS and can't find any record of the amended 2021 declaration. I do know the old accountant had us electronically sign some stuff and she says she sent it in... I'm going to turn it over to our new guy and see what he can do. Hopefully he will charge us for this and get it fixed.... but I'm so crazy I'm thinking we will get a check from Allstate in the next month or so for 3-400,000 dollars..... I think the government is going to have to bail out the insurance companies after Helene. I don't get a lot from S.S. because I did not pay that much in over the years, creative accounting. This is more the principle of the thing....

 

[thinckley]

I've been trading letters with the Social Security Administration for the last 2 years. My wife's accountant made a mistake on my 2021 federal tax form and the S.S. folks decided to not pay me in 2023. We filed an amended tax declaration in March or April of 2023 and actually got a refund a few months later... but it seems the Social Security people can't find or retrieve this information even though they had no problem getting the first incorrect information. I have sent them a copy of the amended form, my part, three times but it seems they don't want that now. What they want is proof from the IRS.

Their latest letter says this:
" Please provide us with proof that you filed this amended tax return. It cannot be a copy of the 2021 amended tax return, since it does not prove that the amendment was filed and the IRS has not yet updated your earning record with us. Please obtain proof for the IRS and submit the proof to us with in 30 days."

does anyone know how you do this?

You can create a log in for irs,gov and retrieve the information SS is looking for. I agree it is BS that two government agencies can't collaborate enough to pull the info themselves.

 

[Hawk-in-Wi]

We filed an amended tax declaration in March or April of 2023 and actually got a refund a few months later


shouldn't the fact that you got a refund be proof enough that you filed

 

[rotor]

When getting stonewalled like this it is sometimes helpful to contact your local congressman's office. They bailed me out once when a quarterly payment check was lost in the mail and IRS wanted to penalize me.

 

[Klondike Mike]

I'd call your State Senator's office. My wife had issues when she filed and every phone call ended with an SS employee saying she was all set. After months and months she called, don't laugh, Elizabeth Warren's office. She explained her circumstances to an aid and within 30 days the monthly checks started rolling in and the first check contained the retroactive amount she was due. You're their constituent so let them work for you. Can't hurt to try and best of luck.

 

[RonandJanet]

You should see the amended form when you go to your IRS on-line account. If you don't that is why the SSA doesn't see it. As mentioned about you will need to talk to IRS now.

 

[blume357]

yes, that is the weird part... I can see the numbers from the original form but not the amended one.... there is a notice that some items can't be viewed at this time.
Like I said, I'm going to turn it over to our accountant and let him figure it out.