Level 15
Level 15

@zanie wrote:

I have a client that is self employed and chose the SE deferral. When she got her refund it was exactly shorted the amount of the deferral. She called the IRS and they told her that she didn't qualify and that they needed some kind of documentation. I filed her taxes on February 12 and the Proseries program automatically put the data in for the deferral. They told her that their mess up was that she should have gotten a letter. Anyone having this experience?

No, it didnt automatically put it in for deferral, you entered the wages that taxes could be deferred on, and then you didnt opt out.

If they had a refund, you cant defer, the money was already paid in, so they reduced the refund.

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