I have received letter from NY Dept of Taxation & Finance that the IRS adjusted my Federal Income Tax return for 2021. Where can I find original amount & amended amount?

[NCperson · Accepted solution]

@nasha73 look at your copy of your 2021 tax return and also review your transcript at the IRS website. 

[xmasbaby0]

When you amended---did you save the original return as a pdf first--as instructed?   If you did not save the original as a pdf, the amended return overwrote the original.   If you did not save it, you may need to get a copy from the IRS.

  You have to access your own account and/or  print it for yourself using exactly the same account and user ID that you used when you prepared the return.

Start a 2023 return online and enter some personal information  so that the menu on the left opens up and lets you access your past year returns.

https://ttlc.intuit.com/community/prior-year-return/help/how-do-i-access-my-prior-year-return/01/270...

Many people have multiple TT accounts and forget how to access them.  Log out of the account you are in now.

Account Recovery

https://ttlc.intuit.com/questions/1901535-forgot-your-turbotax-online-user-id-or-password

https://ttlc.intuit.com/questions/1901486-how-many-turbotax-accounts-do-i-have

Or did you use the desktop version of TurboTax?  If so, the files are on your own hard drive or any backup device you used like a flash drive.

https://ttlc.intuit.com/questions/1901659-find-your-tax-data-file-in-mac

https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/find-last-year-tax-data-file-...

You can get a free transcript from the IRS or for a fee of $30, an actual copy of your tax return.

https://www.irs.gov/individuals/get-transcript

https://www.irs.gov/pub/irs-pdf/f4506.pdf

SAVE YOUR TAX RETURNS !

EVERY year before mid-October you should save a copy of your tax return as a pdf and print a copy of it for your records.  That way you will not be searching online frantically when you need it for a lender, FAFSA forms, your next tax return, etc. 

https://ttlc.intuit.com/questions/1900937-why-should-i-save-a-pdf-copy-of-my-return

https://ttlc.intuit.com/questions/1899779-what-s-the-difference-between-the-tax-data-file-and-the-pd...

https://ttlc.intuit.com/questions/1912466-how-do-i-save-my-return-as-a-pdf-in-the-turbotax-software-... •

NOTE:  TurboTax and the IRS save returns for seven years.  Returns older than seven years are purged.

[xmasbaby0]

And....you say the letter was sent to you by the state----the state would be concerned with your New York State return.  The IRS is concerned with your federal tax return.   Which return is the letter actually about?   

[nasha73]

I've not amended anything. Notification from NY Dept of taxation said IRS had amended my federal income tax return and have given me a list of actions and options. None of which really make sense when I have no indication of the numbers they are even referring too.

[xmasbaby0]

You are the one who used the word "amended"----amended and "adjusted" are not the same thing.   So...it sounds like the state is saying something was changed by the IRS after you filed your tax return.  TurboTax gets no information from the IRS or the state after you file your tax return, so no one at TurboTax will know anything about any sort of adjustment the IRS (or your state) made to your tax return or to your refund/tax due amount.

https://www.irs.gov/payments/your-online-account

Call the IRS: 1-800-829-1040 hours 7 AM - 7 PM local time Monday-Friday
When calling the IRS do NOT choose the first option re: "Refund", or it will send you to an automated phone line.
So after first choosing your language, then do NOT choose Option 1 (refund info). Choose option 2 for "personal income tax" instead.
Then press 1 for "form, tax history, or payment".
Then press 3 "for all other questions."
Then press 2 "for all other questions."
- When it asks you to enter your SSN or EIN to access your account information, don't enter anything.
- After it asks twice, you will get another menu.

Press 2 for personal or individual tax questions.
Then press 3 for all other inquiries
It should then transfer you to an agent.

I RECEIVED A LETTER FROM THE IRS/STATE

TurboTax does not receive any information from the IRS or your state after your return was filed, so no one at TurboTax knows about a letter you received from the IRS or the state.

(what the letters from the IRS mean)

I GOT A LETTER FROM THE IRS   

https://ttlc.intuit.com/questions/3605673-i-got-a-letter-or-notice-from-the-irs

I AM BEING AUDITED

If you purchased Audit Defense:

https://ttlc.intuit.com/questions/2924451-i-bought-max-or-audit-defense-and-now-i-m-being-audited

AUDIT SUPPORT

TurboTax has a special phone number for help with IRS/state tax letters, which will be easier than going through regular Customer Support.   At the page below, click on the blue button that says "Get Help from TurboTax Support".  Then it will ask you what tax year is your letter.  Then it will ask you what the letter concerns. Then it will show you the phone number during posted business hours.

https://support.turbotax.intuit.com/irs-notice/audit-support/

[gramirez123]

The letter is for 2022. The IRS is saying that I owe $27,033.00. Please help.