I filed my tax with TurboTax. It said my estimated refund is $700. I got a letter from IRS saying I actually owe $400. When I looked into it I realized they didn’t account for my 2021 quarterly estimates that I paid with my ex-wife last year. In our divorce decree we agreed to claim half of the credits each. But I guess for their record it’s all under her name. It’s impossible to reach IRS and also I really want to avoid contacting my ex. What would be the best approach for this?

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This happens a million times a year, you have to wait on hold. Try the practitioner line if you have a PTIN.

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Sign a POA to yourself 😂

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Well what does the letter say? Should be a section for disagreement/appeal. Write them a letter stating the facts and include your decree and other evidence. The only problem is it'll take forever for them to process it which leaves your current bill at an issue. I would pay it, write the letter and request the $1k as a refund. Or simpler, spend a few hours on hold while multitasking and get it done through that. OR. Hire an accountant to do it for you.

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Having written numerous of these appeal letters myself, I recommend sending via certified mail also. The confirmation that it has been sent and received does wonders for peace of mind

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I would just pay the $400 and move on. Seems like other options would just be a bigger hassle or cost you more.

She didn’t claim the whole thing because we agreed on the divorce decree. I googled it and it said I can attach the decree but where am I attaching and how would that put in effect after?

You can call the IRS and provide the divorce decree to show that you are splitting the credits. It’s a lot of work but could be worth it.

“They didn’t account for”, no no, you did not actively have the payments transferred to your name and SSN.

You may just want to pay it and recoup your share of the estimated tax payments from your ex.

Is it worse to deal with your ex or the IRS?

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