CP11 for missing Schedule 3

Forum|Forum|4 years ago
September 23, 2021
2 replies
6 views

Recently I received a CP11 stating IRS changed the nonrefundable credit on my tax return because I did not complete or attach the schedule 3 to my tax return, resulting in additional $327 tax due, $48 penalty for "failure to pay proper estimated tax", and $3.02 interest charge.

Considering I filed both my federal and state taxes through TurboTax electronically, I checked my record packet and was able to find the schedule 3.

The letter states I should call if I disagree with the changes IRS has made to my tax return. IRS website also indicated that missing document can be faxed to them while on the phone. (https://www.irs.gov/individuals/understanding-your-cp11-notice)

1st call on 9/14/21. After explaining my situation and holding for a total of approximately 2 hours, was told there were something wrong on their side and the person corrected it. I was told I did not have to do anything more. When I asked how I would reference this call for future records, I was told he will "notate the conversation on my account in their system." I then asked if I can receive something in writing certifying situation has been resolved, I was told I should receive a letter from them in 3-5 working days.

5 working days go by but no letter. I started calling them again on 9/22 but most of the time a recording will say due to the volume of calls at the moment, they can not take any more calls, and to try back later or the next day. I tried 4 more times this afternoon but got the same message.

On 9/23, after trying for nearly 10 times, call got through to my 2nd conversation with IRS. After holding for about 30 minutes, person that answered the call stated she does not see any notes in their system, and that she needs to put me on another hold so she can research my account. After holding for another 10 minutes, the call disconnected (I was on a land line).

Tried calling back many times and have not been able to get anyone on the phone again.

Question: IRS says I didn't attach a schedule 3 to my tax return transmitted electronically via TurboTax.

1. Is it possible that a required form was not transmitted to IRS by TurbuTax?

2. Is the $48 penalty resulting from IRS thinking I didn't pay sufficient taxes, due to missing schedule 3?

3. Should I just mail the schedule 3 to IRS? Where should I send it to, as only address found on the letter appears to be for sending payments.

Thank you.

Critter-3

Level 15

you may want to contact a Taxpayer Advocate in your area. See this IRS website for Taxpayer Advocate in your area and a toll free number - http://www.irs.gov/Advocate/Local-Taxpayer-Advocate

donl73Author

Level 2

will contact the taxpayer advocate. thank you.

fanfare

Level 15

Print out the Schedule 3 that shows your credit.

Get Form 1040-X from the IRS web site.

If you aren’t changing any dollar amounts you originally reported, you don't have to do column A B C.

So leave that all blank.

Just fill out Part III explanation stating that " IRS needs Schedule 3 and here it is."

Include a copy of the CP notice and allow 30-60 or more days for a resolution.

IRS will attach the Schedule to your return and mark it to be processed some more.

GeorgeDenseff

Level 8

Call the IRS between 7:00 and 8:00 AM in your time zone. When you push the buttons and it asks for your social security number put #0 instead of your social security number. That confuses their computer and sends you to the next available live person.

Any electronic transmission can have an error in it and not go through properly. Mailing would most likely be a waste of time. The IRS has trailers of mail in parking lots that they will take months to get to.

Sometimes they seem to hire people to answer the phones that don't know what they are doing. I just keep trying until I find one that does do what they say they will. It sounds like the problem is on their end. I would fax the form even if you are not on the phone with them With the fax include a cover sheet with your name and what is going on. Also fax a copy of the CP11 letter. Number the fax pages like 1 of 3, 2 of 3, etc.