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Dan Beyer's avatar

This is a great article. Thank you. I also wanted to share that the IRS may also claim a state refund if you have past due IRS balances due. We had a situation arise where a 2024 NY refund was claimed by the IRS from an old 2018 balance due. Cheers

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Thomas A. Gorczynski's avatar

Yes — they absolutely can levy a state income tax refund if a CP504 has been issued on the account.

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