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December 13, 2023
Question

IRS says I overpaid for 2022 and they will refund me - but I didn't overpay

  • December 13, 2023
  • 1 reply
  • 0 views

Hi,

I received a letter saying "Your account shows an overpayment of ...... You will receive a refund in 4 to 8 weeks. "

I'm very sure I didn't overpay. I paid exactly the amount I owed on my 2022 tax return via credit card. I logged into my IRS account and saw the amount IRS claimed I overpaid was marked as "Check/Money Order" and EFT number is "Unavailable", whereas all other credit card payments are normal. 

Did the IRS make a mistake? If so, how can I correct them?

1 reply

December 13, 2023

Turbotax can't help with this so you'll need to call the IRS

  1. Call 1-800-829-1040 between the hours of 7:00 AM – 7:00 PM local time.
  2. Press “1” for English or “2” for Spanish.
  3. Press “2” for “answers about your personal income taxes.”
  4. Press “1” for “questions about a form you have already submitted or a payment or to order a tax transcript.”
  5. Press “3” for “all other questions about your tax history or payment.”
  6. Press “2” for “all other questions about your tax history or payment.”
  7. Do not input your Social Security Number when the recording tells you to.
  8. Press “2” for “personal- or individual-tax related question.”
  9. Press “3” for “all other inquiries.”
  10. Wait to be connected to someone at the IRS.
coolbeanAuthor
December 13, 2023

Right, I wasn't expecting turboxtax to fix it. I was just curious if this is a common mistake IRS makes.

fanfare
Employee
December 13, 2023

If your account shows an overpayment it probably means the IRS adjusted your tax return in your favor

 

@coolbean