I received a CP2000 notice from the IRS identifying underreported income related to dividends in 2019.
I thought it was an error on the IRS's part, but after I investigated it it's clear that Turbotax did not import dividend income from Schwab nor Edward Jones. It seems very strange because Turbotax imported all other taxable transactions from the three impacted accounts (two Schwab, one EJ).
The taxes and penalties are over $2000, so it's no small oversight.
What's my best course of action? Can I try to re-import my 2019 tax statements from Schwab and EJ? Or do I need to go back and manually calculate this underreport income?
Thanks in advance.
