UPDATE: $9000 IRS taxes due
Posted awhile back on receiving a taxes due letter from the IRS for the sum of around $9,000. (See link if interested in more details.)
https://www.reddit.com/r/IRS/s/XyJfvyRt86
To summarize:
I’d accidentally sent in a one time payment for the 3rd quarter to the wrong tax year (2024 instead of 2025). The IRS said they had already issued a overpayment check and the consensus from everyone was to not cash that check, void it, and send it back ensuring the original date of payment was used to avoid interest and late penalties.
UPDATE:
I contacted the IRS as the check in question did not arrive by the deadline they gave. On contacting them they let me know the check had been marked as undeliverable the day after I had called and was then applied to the 2025 balance on my account. They said the payment was recorded from the date of the check issue and NOT from the date of my original payment. They did this automatically and then send me a new check with interest for the remaining balance with interest (about $560 total) instead of issuing a 2025 refund which would have been about $535.
I asked about potential penalties since the payment was for money I made in the 3rd quarter 2025 and they told me they saw no issues and I should be fine but sometimes they payment needed to process and clear before the system triggered potential late fees.
I got the check they sent and a CP-49 form explaining what they’d done. I do not see any mention of late fees or penalties but am concerned about cashing the new check since it sounded like the payment wasn’t applied from the original date and instead later at the time the check had been issued.
Happy to give any additional information if needed. Any pros out there that have had similar situation or advice on if I’m good to cash the new check or if I should wait a bit longer before I do so? It has been 2-3 weeks since my last conversation with the IRS so not sure if that’s been enough time for everything to clear up and me be good.