What do I do about CP2000?

[DoninGA · Accepted solution]

See this IRS website concerning the CP2000 notice you received - https://www.irs.gov/Individuals/Understanding-Your-CP2000-Notice

[pazct7]

Go to H&R Block and you can talk to a human being and save the time jumping thru the hoops.

[George89]

I need to talk with someone about a CP2000 just received

[blashar]

it looks like they are trying to tax my social security income

[DoninGA]

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@blashar wrote:

it looks like they are trying to tax my social security income

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Up to 85% of Social Security Retirement/Disability/Survivors benefits becomes taxable when all your other income plus 1/2 your social security reaches:

• Married Filing Jointly - $32,000
• Single or Head of Household - $25,000
• Married Filing Separately - 0

Go to this IRS website for a CP2000 notice - https://www.irs.gov/individuals/understanding-your-cp2000-notice

[Critter]

@blashar 

If they are "trying to tax your SS" then unless you failed to enter the SS in the program altogether the IRS must have changed some of your income ... read the notice carefully ... what income are they adding that is affecting the taxability of your SS benefits. 

[VolvoGirl]

@blashar  For what year?   If the IRS says more of your SS is taxable it might be because they changed and increased some other income on your return.  Read the letter again.  A common change is they increased the taxable amount of any 1099R you got for Pensions, and 401k or IRA withdrawals or conversions.  

And if you reported your pension or IRA on the wrong line for 2017 or prior, the IRS might miss it and say you didn't report it.  I would check for those.  IRAs go on 1040 line 15 (1040A line 11) and Pensions and 401k go on 1040 line 16 (1040A line 12).  And Make sure you got the right taxable amount on the “b” line.