§6401 — Amounts treated as overpayments

14 cases·2 followed·12 cited14% support

(a)Assessment and collection after limitation period.

The term “overpayment” includes that part of the amount of the payment of any internal revenue tax which is assessed or collected after the expiration of the period of limitation properly applicable thereto.

(b)Excessive credits
(1)In general

If the amount allowable as credits under subpart C of part IV of subchapter A of chapter 1 (relating to refundable credits) exceeds the tax imposed by subtitle A (reduced by the credits allowable under subparts A, B, D, and G of such part IV), the amount of such excess shall be considered an overpayment.

(2)Special rule for credit under section 33

For purposes of paragraph (1), any credit allowed under section 33 (relating to withholding of tax on nonresident aliens and on foreign corporations) for any taxable year shall be treated as a credit allowable under subpart C of part IV of subchapter A of chapter 1 only if an election under subsection (g) or (h) of section 6013 is in effect for such taxable year. The preceding sentence shall not apply to any credit so allowed by reason of section 1446.

(c)Rule where no tax liability

An amount paid as tax shall not be considered not to constitute an overpayment solely by reason of the fact that there was no tax liability in respect of which such amount was paid.

  • Treas. Reg. §Treas. Reg. §301.6401-1 Amounts treated as overpayments
  • Treas. Reg. §Treas. Reg. §301.6401-1(a) §301.6401-1(a)
  • Treas. Reg. §Treas. Reg. §301.6401-1(b) An amount paid as tax shall not be considered not to constitute an overpayment solely by reason of the fact that there was no tax liability in respect of which such amount was paid.

14 Citing Cases

Estate of Smith v. Commissioner 123 T.C. 15 · 2004

Section 6401 provides examples of certain types of overpayments. For instance, the term “overpayment” includes “that part of the amount of the payment of any * * * tax which is assessed or collected after the expiration of the period of limitation properly applicable thereto.” Sec. 6401(a). On the other hand, section 6401(c) provides that an “amoun

Sandra L. Andary-Stern, Petitioner T.C. Memo. 2002-212 · 2002

ns prepared by petitioner, and removed the lien. Petitioner did not discover the Federal tax lien until 3 years after it was filed,6 and she blames it for her inability to 6In the IRS Restructuring and Reform Act of 1998 (RRA 1998), Pub. L. 105-206, sec. 6401, 112 Stat. 746, Congress enacted sec. 6320(a), which provides that respondent is required to give notice within 5 business days of the filing of the notice of lien. The notice is required to be left at the taxpayer's (continued...) - 14 - g

Ronald C. Bachner, Petitioner 109 T.C. No. 7 · 1997

445, 449 (1985), we stated that section 6401 contains a description of certain specific items that are statutorily treated as overpayments but that there is no specific statutory definition of the term "overpayment" within the Code.

Bachner v. Commissioner 109 T.C. 125 · 1997

445, 449 (1985), we stated that section 6401 contains a description of certain specific items that are statutorily treated as overpayments but that there is no specific statutory definition of the term “overpayment” within the Code.

Estate of Mueller v. Commissioner 101 T.C. 551 · 1993

Liberty Glass Co., 332 US 524, 531 (1947); see also IRC §§ 6401, 6403 for Code definition of “overpayment,” and note what [that?] it leaves open the possibility of other payments being treated as overpay-ments.

Naftel v. Commissioner 85 T.C. 527 · 1985
Bolnick v. Commissioner 44 T.C. 245 · 1965
Fortugno v. Commissioner 41 T.C. 316 · 1963
United States v. Ernst Jacob GmbH & Co. KG · Cir.
Linvel Bingham v. USA 843 F.3d 181 · Cir.
Duffie v. United States 600 F.3d 362 · Cir.
In Re: Stuart Becker, Debtor. Stuart Becker, Debtor-Appellant v. Internal Revenue Service 407 F.3d 89 · Cir.

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