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Amended returns were filed in late March after the initial returns had been acknowledged as received and the clients were advised to pay the reduced balance along with Form 1040-V by April 15. The IRS notices were claiming the difference between the original balance due and the amount paid as the shortfall.

Obviously, the amended returns hadn't made it through the system yet. A phone call to the IRS confirmed this suspicion and the agent was able to put an activity hold on the account pending processing of the amended return.

The agent couldn't suggest how to avoid this problem again in the future (short of delaying filing until the last possible moment). Any suggestions from anyone else?

Not a good way, without paying the higher balance due, and then waiting for the refund on the amended return.

An amended return filed in late March or early April isn't going to be processed until after April 15, at which time the client has an assessed balance due.

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