Internal Revenue Service
P.O. Box 9019
Holtsville, NY 11742-9019
Reference 1: My S.S. No. 521-80-7454.
Reference 2: Your Notice Numbers CP23 dated April 28, 2008, CP 1378 dated May 12, 2008, and
CP21B dated May 19, 2008.
I am writing to you in reference to a confusion (and double error) in regards
to my 2007 return and economic stimulus payment.
I will relate to you the facts as I know them:
Clearly, there is a confusion here that must be resolved.
From the 2007 return, I am still owed a refund of $1189.30.
For the economic stimulus payment, I was entitled to $1200, but I received only $884.45 due to a confusion, and subsequent error,
by the IRS.
Therefore, I am still owed the difference (of the economic stimulus payment, with no late payment applicable), which amounts to $315.55.
- On or about April 1, 2007, I filed my 2007 tax return, claiming an amount overpaid and to be refunded to me, of $1189.30.
- On or about April 28, I received a letter (Notice Number CP23), from the IRS saying that I owed
$312.91, including $2.21 of penalty and interest.
Upon examination, I found out that the IRS had not credited an estimated payment of $1500
made by me on or about December 24, 2007. This check has cleared my bank (Washington Mutual Bank, Check 4531, $1500, paid on 12/24/07)
and written proof of it is attached.
The estimated payment of $1500 was to be applied to my 2007 tax liability.
When I called your 800-829-8374 phone number on May 9, 2007, seeking clarification of the matter,
I was told by the IRS agent (with ID No. 8904996) that you had erroneously credited the $1500 estimated payment to the 2006
return instead of the 2007 return,
and that they would fix the error. I am still waiting for the refund of $1189.30 from the IRS.
- At the same call, I was told by the said agent that my economic stimulus payment would only be $884.45, and not having any supporting documents on hand,
I did not dispute that statement. That amount was deposited to my bank account (of record) on May 9, 2008.
- On or about May 12, 2007, I received a note from the IRS (Notice Number CP 1378) stating that my wife Jane and I, having filed a 2007 return jointly,
were eligible to receive an economic stimulus payment of $1200, as stated by law.
- On or about May 19, 2007, I got a letter from the IRS (Notice Number CP21B) stating that my economic stimulus payment had been reduced to
$884.45, because of my previous debt of $312.91, and that $884.45 was to be refunded to me. This amount was credited to my
bank account on May 9, 2008.
The total amount due to me at this time by the IRS, amounts to $1189.30 from the 2007 return, that I should have received as a refund,
and I did not,
plus $315.55 still owed to me from the
economic stimulus payment, for a total of $1504.85.
Please send a check to my name for the stated amount of $1504.85, or else, deposit the amount directly
into my bank account, with Bank Routing No. 322271627 and Savings Account No. 0861-679-591-6.
Thanks for your attention to the matter.
Victor M. Ponce
13386 Samantha Ave
San Diego, CA 92129-2151