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Level 3
posted Mar 17, 2020 2:21:02 PM

TT tax calculation 2018 tax year

IRS challenged the capital gain in my 2018 TT prepared return, baffling my CPA. Am still waiting for IRS to say exactly where they say I (=TT) is wrong so I can AGREE/DISAGREE.  Am out $2500 over the delta at the moment. 

0 4 1607
4 Replies
Level 13
Mar 18, 2020 12:49:55 PM

Do you have a question here?

 

I assume the government wants more money and if your CPA is baffled, (why use TT if you have a CPA?), then I'd guess the government is wrong in their assertion or you really did leave something off your income tax return and haven't told your CPA about it.

 

One item that comes to mind here that could cause this situation is a "same day" sale of employer stock - maybe a sale of stock for taxes due to the compensation created by you receiving the stock - that resulted in a 1099-B that you figure you didn't need to enter because the gain indicated there was "already reported on my W-2."

Level 15
Mar 18, 2020 4:29:03 PM

Any chance the capital gain was from selling real estate?  If so, the IRS started off with incorrect directions, so all software was wrong in certain situations, and the IRS is correcting those situations.

 

As was mentioned before, if you have a question (such as if TurboTax was correct or not), you need to give ALL of the details about the situation.

Level 3
Mar 19, 2020 8:57:10 AM

thanks for answer.  I only consult CPA if I have a problem otherwise always using TT.  No same day stock sales

Level 3
Mar 19, 2020 8:59:27 AM

No real estate sale.  I cannot give more detail b/c I do not know (yet) exactly what the IRS is challenging other than their statement that the cap gains are not calculated correctly.  TT does the calc.