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can I find that information?I received an IRS Notice CP2057 and need to verify the amount of withholding, interest paid, HSA contributions on my last year's tax return.

 
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2 Replies
BillM223
Employee Tax Expert

can I find that information?I received an IRS Notice CP2057 and need to verify the amount of withholding, interest paid, HSA contributions on my last year's tax return.

It sounds like you need to get a copy of your Transcript. Your transcript - depending on the one you ask for - will contain most of the information that was on your filed tax return along with IRS information on the same topic.

 

It sounds like you will want to ask for a "record of account transcript". See Get Transcript.

 

Note that the IRS appears to have gotten different information about withholdings, HSA contributions, etc, than what you reported in your tax return. So you are looking more for what the IRS knows than what was on your 2023 tax return (which, presumably, you already know).

 

Understanding your CP2057 notice.

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can I find that information?I received an IRS Notice CP2057 and need to verify the amount of withholding, interest paid, HSA contributions on my last year's tax return.

A CP2057 means the IRS has more information on file for you than you reported.

https://www.irs.gov/individuals/understanding-your-cp2057-notice

 

The notice says what you failed to report.  If you want to get a copy of your return to see if you really left off those items, your turbotax account has your return if you filed online.  If you used the desktop program, only you have a copy of what you filed.

 

You can get your IRS transcript to see what they have on file for you. both in terms of the return you filed and your other income (but that's also in the notice).  If the return you think you filed does not match the transcript, that might mean the IRS made an error, or it might mean you accidentally filed a return that was not complete.  If there is income in your account history that does not belong to you (if your SSN was stolen and is being used by someone else) you can write a letter explaining that issue.

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