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Level 2
May 8, 2023
Solved

income omission

  • May 8, 2023
  • 1 reply
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A letter from IRS states I did NOT report all income.

However, I uploaded ALL income to Turbo tax. After calling Turbo Tax to ask what's happening,

the *Expert* I paid extra for, would not let me complete my question.

She stated..* If they said they did not get it, then you did NOT send it* So,..you need to Pay!

for 7 years I've been with Turbo Tax, never expected this kind of RUDE horrible answer!

Will be going onto my Neighborhood App. and talk about it.

This is truly a Nightmare!

Tilly Schoppert

 

    Best answer by Mike9241

    how do you know it was submitted! The IRS has a transcript of your return which shows everything that ws reported to it on forms like 1099s vs what its computers show was on the return. so review it.  it's the tax return transcript. you can review online or request a copy by mail using form 4506-T. you'd be surprised by the IRS computers do make errors. on the other habd, we can't see your return so it's possible it was on the return (box 5a)  submitted but miscoded so the wrong amount was shown as taxable (box 5b). 

    1 reply

    Level 15
    May 8, 2023

    You could request a free wage and income transcript from the IRS to see what income was reported to the IRS by your employers and/or financial institutions.  Then compare that to the income you entered on the tax return.

     

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

    **Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**
    terikasAuthor
    Level 2
    May 8, 2023

     IRS Agent told me on the phone today, my late husbands Pension was NOT included!

    I DID upload it, it is showing on the TurboTax  papers I've printed out.

    HOWEVER,..how do I know if it was really submitted?? things happen, but that is not an answer

    for IRS.

       

    terikasAuthor
    Level 2
    May 9, 2023

    how do you know it was submitted! The IRS has a transcript of your return which shows everything that ws reported to it on forms like 1099s vs what its computers show was on the return. so review it.  it's the tax return transcript. you can review online or request a copy by mail using form 4506-T. you'd be surprised by the IRS computers do make errors. on the other habd, we can't see your return so it's possible it was on the return (box 5a)  submitted but miscoded so the wrong amount was shown as taxable (box 5b). 


    Mike, thank you! You had me look at something which had bothered me.

    Line 5a is blank, Line 5b has both, my Pension AND my late husband's Pension!! For some reason, it was

    combined. Now what do I do? When I spoke with the IRS Agent, she looked at THEIR papers and said

    true, it is NOT included. So now I need to respond, say I agree and it will be worked on. That also means

    that I would have to pay this amount of $4,475.00 which they added to the total.

    I am overwhelmed and that is an understatement.

    Mike, since you seem to be very informed, do you have any advice or suggestion please?