twongxhmc
Returning Member

Get your taxes done using TurboTax

Thank you for all the responses.

 

We do have form 1099-divs from Schwab and Merrill that reports the qualified dividends.

 

The IRS notice CP12 makes no reference to any qualified dividends nor any reasons for the change in tax amounts.

 

I will give them a call this week and see if I can get through.