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New Member
posted Jun 30, 2024 11:11:32 AM

Response to IRS Notice

Several months after filing my taxes and expecting a refund of about $390, I received a notice from the IRS saying that I owed about $800 more.  In fact it said that it was a collection notice, claiming that they had sent a previous notice, which I had not received.  I contacted Turbo Tax and was put in touch with their Audit Defense service.  I had paid extra money for Audit Defense.  

 

Although my notice was not named an "Audit", it was a Collection.  After looking at my situation, Audit Defense simply said I should what the IRS said I owed.  They said they didn't handle collections, only audits.  I wonder how the IRS might conclude I owed more with doing an audit.

 

Since I trusted what the Turbo Tax system, I believed I didn't owe anymore money.

 

I spend some very stressful time on the phone with several people at the IRS who in the end concluded that I didn't owe anymore money.  They essentially said it was their error.  I have since received my original refund amount, plus interest.

 

I don't think I will use Turbo Tax or their Audit Defense again because they gave me bad advice.  I saved myself $800 by handling it myself, which I don't believe I should have had to do.

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2 Replies
Level 15
Jun 30, 2024 11:50:39 AM

Your contacting the IRS for an explanation was the correct response. 

New Member
Jun 30, 2024 2:22:40 PM

The advice I received was NOT ‘contact the irs’.  It was ‘pay what the irs wanted to collect’. If I followed that advice I would have paid $800+ that I did not owe.  It seems Turbo Tax wants to take the easiest simplest answer without analyzing.