IRS sent me a letter stating that I owed money from a retirement fund. I paid the taxes when I took the money out. How do I fix this?

wilsey32 · ‎June 3, 2019

PaulaM · ‎June 3, 2019

Follow the instructions in the IRS letter. There should be a list of the next steps to take. If you disagree with what the IRS is stating in the letter, respond to the IRS in writing. If you have other questions, contact the IRS at the number provided on the letter.

See link below.

https://www.irs.gov/newsroom/if-you-receive-an-irs-notice-heres-what-to-do

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SweetieJean · ‎June 3, 2019

Did you claim the 1099-R on your return?

wilsey32 · ‎June 3, 2019

no I dont think so. I contacted Fidelity and it shows I paid the taxes. I had moved since I took the money out so I never got the 1099-r and didn't even think about it when I did my taxes

PaulaM · ‎June 3, 2019

Follow the instructions in the IRS letter. There should be a list of the next steps to take. If you disagree with what the IRS is stating in the letter, respond to the IRS in writing. If you have other questions, contact the IRS at the number provided on the letter.

See link below.

https://www.irs.gov/newsroom/if-you-receive-an-irs-notice-heres-what-to-do

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

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IRS sent me a letter stating that I owed money from a retirement fund. I paid the taxes when I took the money out. How do I fix this?