Hello! Hopefully this is all clear and makes sense, I'm not a tax person lol... My husband and I file married filing separately, but we live in a community property state (WI) so we still have to report each other's income/tax owed. I received a CP23 in the mail stating that they changed my 1040 tax return to "match our record of payments you made." They are now saying I owe a huge chunk of money. (In my original filing, my spouse and I were both supposed to get a 5k return based on tax owed vs our payments). My husband is an independent contractor so he makes quarterly payments to the IRS, he does not have any withholdings. He majorly overpaid for 2025 because he has some 2024 tax debt so wanted to overpay this year. I am a traditional W-2 worker so I have my taxes withheld. The CP23 changed my 1040 to state I only paid half of my tax withholding, NONE of my husband's quarterly payments were counted toward me. We did fill out a form 8958 and submitted this with our taxes showing how half of his federal payments should have applied to me. Meanwhile, he received a CP24 stating he is receiving half of my tax withholding and ALL of his quarterly payments, giving him a massive return. Unfortunately, he is still paying on 2024 taxes (on a payment plan) so a huge chunk of this return would essentially be taken right away to pay off his 2024 tax debt. Meaning, he would not receive the full return and therefore I would be the one strapped with tax debt because the leftover return would not cover what they are now claiming I owe. This would be a non-issue if he didn't have tax debt - I could theoretically just take the return and pay off what they say I owe and we'd still have money left over. I called the IRS today to discuss and dispute my CP23. They were useless and told me to respond to the CP23 with a letter explaining that I am entitled to half of his quarterly payments he made in 2025 just as he is entitled to half of my W-2 withholdings. The person I spoke with did not seem confident when I asked what I could have done to prevent this (beyond what we already did, us both filling out and mailling in a form 8958 that he was able to see and access...), or why this change happened in the first place when these payments are documented on my 1040 and my form 8958. I'm wondering: a) are you in a similar tax situation (MFS in community property state with a W-2 and a 1099 worker)? b) has this happened to you and how did you remedy it? c) how can I prevent this nightmare in the future? We will continue to file MFS because of my student loan burden, it helps with my IDR plan. In the midst of all of this, we also need a new CPA unfortunately, so working with the CPA that filed our original returns is not an option lol Thanks in advance!

Hey everyone I'm hoping someone can give me a hand with the information I got today. So to start this off I had changed my return to add in some amounts I missed last year in 2024 return and got a letter saying a refund of x amount and it is dated for June 8th but when I check my statement of account it shows the refund of the same amount on the same day but it's in the column of amount debited, anything I look up online I don't get any information for my situation so I'm wondering if I'm going to get this refund or not? I don't owe anything to CRA or service Canada so I'm really just wondering if I will get this money or if I'm hoping for something that will never actually come