Bert0611
Level 3
05-28-2024
09:01 AM
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Returned was filed and acknowledged on 2/8/2024. The taxpayer has not yet received the refund as shown on the return. On 3/18/2024 the taxpayer received Notice 5071C requesting ID verification. That was taken care of immediately. The taxpayer still has not received the refund.
I have now found what might be the cause of the holdup. Taxpayer took the energy credit for windows and doors. I have now found that the door was not purchased and installed until 2024.
The amended return shows the taxpayer owes $250. Since the taxpayer has not received the refund how do I indicate that he does not "owe" but that the refund should be reduced.
Suggestions would be helpful.
Thanks
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