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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

    If both are on line 5b that is right and it's included.  The IRS doesn't see it included on 5b?  Line 5b should be the total of all pensions.  Or was your post wrong?  It's ok for line 5a to be blank if it is the same as 5b.  That means it is all taxable.  


    Volvo Girl, thank you, very smart! what you said, is exactly what it is!

     YOU and MIKE, have helped a lot! Now, what do I do??? I Understand that People feel they might be held accountable for answers.

    That is NOT the case with me. I've learned a lot here with the answers I've gotten. You, People, are just 

    super!!! Still feeling super stressed, however, the answers I've had are very good.

    NOW,  have to decide what to do next. Not as smart as you all are, so will have to write back to IRS and hope

    they will review everything, so I do not have to pay double the taxes and or even penalties and Interest.