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Level 1
May 26, 2020
Question

How can I "Add more space if needed" for my 'reasonable error'? When I click the button no extra lines are added.

  • May 26, 2020
  • 1 reply
  • 0 views
I wasn't sent my RMD and I don't have enough room to explain the error. The "Add more space" button doesn't work.

1 reply

Critter
Level 15
May 26, 2020

You don't need to write a novel ... cut the explanation down to brass tacks  or  attach a complete letter with a mailed in form. 

fanfare
Level 15
May 27, 2020

When "explaining", IRS wants to know what you did. Include dates and amounts.

In some situations , it could be complicated. this is unusual.

Critter
Level 15
May 27, 2020

Keep it short, simple and to the point.   The data input operator/processor  really doesn't care about a long drawn out story ... just tell them you made the mistake, fixed it and promise it will not happen again.  

 

For instance : 

 

Adding form 5329 for forgotten RMD distribution due to misunderstanding with the account custodian ... the error has been corrected and will not happen again in the future.