IRS Notice

[Terry D EA]

I filed a 7004 extension for form 5227 for a CRUT. That extension was transmitted and accepted on April 15, 2013 at 3:30 PM. I used OneDesk software for this return only simply because I didn't have to pay for it. Some forms had to be manually completed because One Desk was not able to calculate and properly allocate the capital gains. My client mailed the return to the IRS in early June. My client has recieved a notice from the IRS that he failed to file the return. Don't know if he mailed the return certified with return receipt or not. He has also received a notice of a 2k penalty for failure to timely file. Using this OneDesk software, how does one print the transmission and acceptance results to prove the return was indeed extended? I have called OneDesk support and got a recording so I left a message. I hope someone here has more knowledge of this software than I.

[Jack from Ohio]

I filed a 7004 extension for form 5227 for a CRUT. That extension was transmitted and accepted on April 15, 2013 at 3:30 PM. I used OneDesk software for this return only simply because I didn't have to pay for it. Some forms had to be manually completed because One Desk was not able to calculate and properly allocate the capital gains. My client mailed the return to the IRS in early June. My client has recieved a notice from the IRS that he failed to file the return. Don't know if he mailed the return certified with return receipt or not. He has also received a notice of a 2k penalty for failure to timely file. Using this OneDesk software, how does one print the transmission and acceptance results to prove the return was indeed extended? I have called OneDesk support and got a recording so I left a message. I hope someone here has more knowledge of this software than I.

I have been exactly where you are. 7004 is not the correct extension. Form 8868 is the correct one.

I took care of a CRUT for 5 years and filed extension form 7004 for four of them. No problems with the first 4. 2011 tax year, the last year (owners died of old age in early 2012) I did it, filed the 7004. Filed return August 2012. Clients estate received the same notice with over $4K of penalties. I wrote a response with all the documentation of the previous 4 years, and IRS abated the penalties. Not sure if this information will help.

[Terry D EA]

Thanks jack you know that form number sounds famaliar and I am wondering if I got the wrong information from OneDesk as I dealt with them and had them walk me through the process. Can't remember back that far but now I am scratching my head about that form. I will wait to see what the client comes up with. I guess the fact that we made some kind of attempt to be timely even though it seems to have been wrong, may have some merit to it.