Letter from IRS 2025

[edlarissa]

I received a Billing Summary
If you agree with our change(s), you don’t need to respond to this notice. If you haven’t already received a refund for $2,065.00, you
should receive it within 4-6 weeks as long as you don’t owe other tax or debts we’re required to collect.
Be sure to report any interest we owe you as taxable income on your return for this year.
Description
Payments you made
Tax you owed
Refund due
Note: The above summary may not reflect transactions within the last 21 days.
What we changed on your return
Amount-$4,730.00
$2,665.00
$2,065.00
We made the following correction(s) to your return:
· We changed the amount of taxable Social Security benefits on your tax return because there was an error in the computation of
the taxable amount.
NOTE: Publication 915, Social Security and Equivalent Railroad Retirement Benefits, has more information on computing your
taxable Social Security Benefits. You can download Publication 915 at irs.gov/forms or call 800-TAX-FORM [phone number removed]) to
order it.
What to do if you disagree with our changes
• If you disagree with the change(s) we made to your return, contact us at 800-TAX-FORM (800-829-3676) and we will reverse the changes. To
resolve your case more quickly, be prepared to provide information to support your original return when you call. If we do not receive
information that supports your original return, we may forward your case for audit, in which case you will be contacted by audit staff within 6
weeks to explain the process and your rights, including your rights to appeal any tax deficiency determined in the audit to the U.S. Tax Court.
Alternatively, you can send a letter to the address shown below indicating your disagreement. If you choose to respond in writing, be sure to
include your taxpayer identification number as well as the tax year and tax form number and allow for additional processing time.
Internal Revenue Service
Kansas City, MO 64999-0010
• If you do not contact us by June 26, 2026, you will lose formal rights to have the change(s) reversed, as well as your right to
appeal our decision to the U.S. Tax Court. However, if you contact us and send supporting documentation after June 26, 2026, we will
still consider that information and we may reverse the change(s) to your return if we agree with you.
More information about our changes
Your tax calculations
Description
Adjusted gross income
Taxable income
Your calculations
$60,174.00
$21,074.00
IRS calculations
$76,820.00
$37,720.00
Total tax
$723.00
Tax Year 2025
$2,665.00letter from the IRS stating that. 

Where did they get the additional $10.000+

I work and receive SS retirement checks, but as I understand SS is not taxable. What should I do.

[JotikaT2]

Since this is a public forum, we do not have access to your return as filed.  However, if you feel the notice was sent in error or if you are confused about the changes, you should have an option to contact the IRS directly using the information they provided on the IRS notice.  They will be able to explain exactly what the issue is. 

From what you have typed above, it sounds like some of your Social Security benefits were taxable but on your return, some of it (or all), was not included in the tax computation.  Typically, if your Modified Adjusted Gross Income exceeds $32,000 if you file jointly, or over $25,000 for any other filing status, then some of your Social Security income would be taxable.  Please see this link for more details.

I would recommend reviewing line 6a/6b on your tax return as filed.  If your income exceeds the threshold amounts, then some of your Social Security income should be listed on this line as being taxable on line 6b.  Please see how do I get a PDF of my return to see a copy of your return as filed.