Recently I received a CP11 stating IRS changed the nonrefundable credit on my tax return because I did not complete or attach the schedule 3 to my tax return, resulting in additional $327 tax due, $48 penalty for "failure to pay proper estimated tax", and $3.02 interest charge.
Considering I filed both my federal and state taxes through TurboTax electronically, I checked my record packet and was able to find the schedule 3.
The letter states I should call if I disagree with the changes IRS has made to my tax return. IRS website also indicated that missing document can be faxed to them while on the phone. (https://www.irs.gov/individuals/understanding-your-cp11-notice)
1st call on 9/14/21. After explaining my situation and holding for a total of approximately 2 hours, was told there were something wrong on their side and the person corrected it. I was told I did not have to do anything more. When I asked how I would reference this call for future records, I was told he will "notate the conversation on my account in their system." I then asked if I can receive something in writing certifying situation has been resolved, I was told I should receive a letter from them in 3-5 working days.
5 working days go by but no letter. I started calling them again on 9/22 but most of the time a recording will say due to the volume of calls at the moment, they can not take any more calls, and to try back later or the next day. I tried 4 more times this afternoon but got the same message.
On 9/23, after trying for nearly 10 times, call got through to my 2nd conversation with IRS. After holding for about 30 minutes, person that answered the call stated she does not see any notes in their system, and that she needs to put me on another hold so she can research my account. After holding for another 10 minutes, the call disconnected (I was on a land line).
Tried calling back many times and have not been able to get anyone on the phone again.
Question: IRS says I didn't attach a schedule 3 to my tax return transmitted electronically via TurboTax.
1. Is it possible that a required form was not transmitted to IRS by TurbuTax?
2. Is the $48 penalty resulting from IRS thinking I didn't pay sufficient taxes, due to missing schedule 3?
3. Should I just mail the schedule 3 to IRS? Where should I send it to, as only address found on the letter appears to be for sending payments.
Thank you.
