red2 Posted April 15, 2015 Report Share Posted April 15, 2015 Client adopted a child two years ago and the biological mother continues to file a return using child's ssn. My original e-file returned was rejected; we removed dependent and then e-filed again. They needed refund ASAP. Should I just amend their return with an explanation? Or is there specific IRS form I could use to explain and process? I have looked for federal form but can't find one. Does anyone have any suggestions?? Quote Link to comment Share on other sites More sharing options...
MsTabbyKats Posted April 15, 2015 Report Share Posted April 15, 2015 I'd use form 8948 (explanation for not filing electronically)...where you can explain.... and I'd attach a copy of the adoption certificate. Quote Link to comment Share on other sites More sharing options...
Catherine Posted April 15, 2015 Report Share Posted April 15, 2015 Explanation for not filing electronically will not help if the return has been e-filed without the child. 1040X, put the explanation in the appropriate section, and yes absolutely enclose a copy of the adoption certificate. Here's hoping the IRS goes after the bio parent who is committing tax fraud by continuing to claim the child. Check these folks' withholdings, too -- they should not be having so much withheld that they are desperate for that refund. They can pretty much expect this to happen EVERY year until the bio parent is caught and stopped. Their choices are two: file VERY early (to be first, and likely not possible as fraudsters file super-early for that selfsame reason and don't care about waiting for official documents), or file next year while being ready to submit an original paper-filed return (with the EFO form and a copy of the federal rejection and a copy of the adoption certificate). That means fixing withholdings so they are not "desperate" for next year's refund. 3 Quote Link to comment Share on other sites More sharing options...
MsTabbyKats Posted April 15, 2015 Report Share Posted April 15, 2015 Wooops....forgot that the return was filed without the child! Do as Catherine said............ Quote Link to comment Share on other sites More sharing options...
red2 Posted April 15, 2015 Author Report Share Posted April 15, 2015 Thanks so much! 1 Quote Link to comment Share on other sites More sharing options...
Jack from Ohio Posted April 15, 2015 Report Share Posted April 15, 2015 Tell the parents to apply for a new SS# for the adopted child. I was of the mind that the adoption agency involved would have told them this. Problem solved. 3 Quote Link to comment Share on other sites More sharing options...
kcjenkins Posted April 16, 2015 Report Share Posted April 16, 2015 AND NO MATTER WHAT YOU DO, PLEASE URGE THE CLIENTS TO FOLLOW UP ON THIS FRAUD, THAT WOMAN NEEDS TO SEE THE INSIDE OF A JAIL FOR THIS REPEATED CRIME. 2 Quote Link to comment Share on other sites More sharing options...
Catherine Posted April 16, 2015 Report Share Posted April 16, 2015 I forgot about the new SSN request; duh! One of my clients did that this year. But she told me about it more than a day ago, so it was lost in the mists of overwork. Thank you, Jack! Quote Link to comment Share on other sites More sharing options...
Recommended Posts
Join the conversation
You can post now and register later. If you have an account, sign in now to post with your account.