I received a letter from the IRS notifying me of a Tax Withheld difference between my 2019 Form 1040 and information from other sources (i.e. my employer). Process?

[danhilde]

When I did my 2019 taxes, I uploaded my employer W2 automatically in TurboTax.  Line 17 has 33,808.  The letter indicates that 30,534 was reported.  How could a difference have happened?  The IRS guided me to submit a 1040X.  Is this straight forward to resolve?

[Irene2805]

Check your copy of the 2019 return to see what was reported.  Line 17 of the W-2 is State Income Tax and I'm surprised that the IRS would look at that number.  

TurboTax will guide through the process of amending your return.  Please see  this TurboTax Help article for guidance:  How to amend (change or correct) a return you already filed

[danhilde]

Thank you very much for your reply.  On my 2019 W-2, Box 2 (Federal income tax withheld) has $30,534.72.  This is what the IRS letter says as well.  But on my actual 2019 1040 (prepared using TurboTax and W-2 uploaded using TurboTax), line 17 (and line 20) has $33,808.  How this might have happened is one thing (?) but my main question is how I should resolve the issue.  Is the 1040X process straight forward?  Thank you.  Dan

[Irene2805 · Accepted solution]

Sometimes when forms are imported mistakes in transmission can occur and it's always a good idea to double check the form entries.

Yes - amend your 2019 return to include the correct withholding amount.  Please follow the steps in this TurboTax Help article:  How do I amend a 2019 return in TurboTax?

[danhilde]

Thank you again.  What a 'bummer' but I will begin the (TurboTax) online amend process right away.  Dan