I received a CP22A in July for my 2019 taxes for $1045. (I had freefiled Turbotax). The notice said I had amended my return and now owed this money. I didn't amend it. (In 2019 I had done a Roth conversion for about 10,000 and didn't have much else on my taxes.)
I called the 800 number several times. Each time it was like starting over. I was getting nowhere. Eventually I contacted the IRS Tax Advocate Service. They said they couldn't help me, I didn't qualify, but they put me in touch with someone in the IRA division of the IRS.
I spoke with the IRA division rep in August for about 30 minutes. He said I should have filed a 8606 (turbotax didn't ask for that), but that was just a technical mistake. (I immediately sent one in.) He said that if my return was correct to my financial transactions for the year, then it was an IRS mistake. (it was, I just had that conversion and a small bit of gains from my investment accounts, no income).
He told me he had to give it to his boss to fix, he couldn't access all my financial records. He said it should be resolved within 30 days.
30 days later I hadn't heard anything, but I decided to follow up. I had no way to contact him, so I was back to the main IRS line. No one I talked to had any record of my past stuff including the IRA guy. I tried calling several times later, no progress.
A week ago I get a CP504 saying they're going to go into collections. So I guess the guy who was going to give it to his boss didn't or something. That CP504 is dated Dec 21.
Questions:
* If I pay the notice to avoid collections, do I lose my right to dispute it with the IRS?
* I read a few cases of people having better luck doing written correspondence. Is that worth pursuing at this point? (Since phone correspondence was a complete waste)
* If I do written correspondence, any guidelines for how best to proceed?
FYI, I tried using the Tax Audit service through TurboTax (called them this week). They got back to me and said they can't help me due to it being at the CP504 level. (So lesson to me would be to involve a service like that as soon as I get the original notice, instead of trying to work it out with IRS myself.)
Here is a link to my original post on these forums asking about the issue I thought I had done wrong (but don't seem to have) around making a Roth Conversion.
