Recovery Rebate Credit Worksheet

[carlarcpa]

I have a client with AGI over 150,000 and the worksheet allowed a credit based upon the 5% rule, the return was filed & accepted by the IRS.  Now the client receives CP11 notice disallowing the credit since taxpayer AGI over 150,000!! Is there anything I can do to dispute their denial.

[George4Tacks]

Did they get EIP1 and/or EIP2 in 2020? Did you properly enter those amounts? 

[carlarcpa]

Yes I did report the EIP1 & EIP2 amounts on the worksheet. The notice states the amount was computed incorrectly ( which was derived from the rebate worksheet!!

[Just-Lisa-Now-]

I have one of those, client went ahead and paid it before telling me about it, I haven't tried to chase it down yet...he doesn't seem worried about it, so I guess I shouldn't care more than him.

[George4Tacks]

You can call the practitioner hotline to discuss and resolve this. We well armed and organized to present the case that IRS is wrong. 

Your chances of getting through increase later in the day, when local time East of you gets past 7pm

https://www.irs.gov/tax-professionals/practitioner-priority-service-r