TurboTax properly reported my nonqualified pension income on Form 1040 Schedule 1 Line 8t per IRS' own requirements given on Page 24 of IRS Form 1040 Instructions. However, I received a CP-11 stating that I was mistaken in reporting my income from my W-2 (which is where my nonqualified pension income is reported in Box 11). I called the number given on the CP-11 but 3 IRS folks could not help me even as I walked them through the IRS requirements. Per their recommendations I sent a detailed explanation along with documents to the Kansas City office showing that my nonqualified pension income was properly reported on Schedule 1 and hence on Line 8 of Form 1040; please correct the IRS mistake. Two weeks later I received a CP 503 with threats to pay up or IRS would consider a levy of my property. Per the instructions for the number given, I talked to 3 different IRS personnel none of whom could help me. All researched the IRS instructions I referred them to and all give various reasons why it was outside their narrow preview of analysis to help me; the last of which told me I was on my own and hung up. Has anyone else encountered this difficulty with the IRS? I would have been nice if TurboTax had cautioned us that a simple change in IRS forms might present a problem for the IRS and that a short note explaining the change should have been included in our tax return.
