Leaderboard

It is not unusual to have one physical printer, and many "printers" to select from in Windows. For instance, one preset for normal printing, one preset for draft, one preset for double sided, etc. The biggest issue with printing in Windows are "remnants" in the Windows Registry (see above). Windows can and will "substitute" whatever selections and settings it thinks match what you are "asking", even if not exactly what you intended.

Burying the IRS in more mail is counterproductive. Mail is always my last resort when communicating with the IRS. Fax is preferred. Times like this is when I miss the old EAR program (Electronic Account Resolution). We used to be able to handle IRS notices in as little as one day, and at most 3 days.

Go to control panel, devices and printers and delete the duplicate printer. Not even sure why it was added. Windows should have just used the original printer and not even notice the change, since it was identical.

You can delete all of your physical printers (not your PDF and other nonphysical printers) and windows will just re-add the one that is attached. I'd disconnect the printer cable, then when you reconnect, windows will detect and install.

The agent I spoke to said she was able to pull the "amended Q2" return and sent it for reprocessing as the Q3 original. Hopefully they will. She did not ask for a refiling. She said it was a common error and they know how to fix it. As soon as they reprocess that return as an original, timely filed return, and then match the payments up, it will be correct. I may be dealing with this for a while, and since it WAS my fault, I won't bitch about it. Nice to know I am not the only one to make that mistake. Thank you @jklcpa for making me feel like I am in good company. Tom Longview, TX

A few years ago I made that same mistake, and yes, that is exactly what the IRS did with the return I sent in too. If you check further, you will probably find that the IRS thinks you haven't filed for the third quarter yet and should file that one asap. At least that is what I had to do.

Patience. It will work out. Other than the additional time you will spend, as long as deposits were timely received, there should be no problem. Returning the check makes sense, to reduce the chance or underpayment dunning. My customers get notices, usually referring to deposits, where something was applied incorrectly (by the employer or the IRS). Same for forms which were never received, even though there is proof of filing/mailing/receipt. This is one of the reasons I encourage all employers to make deposits every payroll, even if they are not required to. If an employer needs to "use" the trust funds for operation, they need to resolve that issue anyway, or they are already on the verge of ceasing to exist. Also, to never ask for funds to be applied, always wait for a refund. How over payments get applied can be as random as how payments get applied... Waiting for a refund check takes zero effort.

Penalty is 50% of the shortfall of RMD not taken. Correct the shortfall ASAP before the return is filed. See the instructions for part IX of form 5329 "Exceptions to the Penalty and how to fill out lines 52-55 to request the waiver. I've never had the penalty assessed for anyone that made the correction as soon as this was discovered and before the return was filed. By filling in these lines per the instructions, the software will not assess or include the penalty with the return.