IRS CP2000 notice - Response

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This case is a little complicated, and I learned a lot from this. First and foremost, I learned that if you want to address an issue that is not included on the IRS Proposed amount due notice, you will need an amended return. We disagree with some changes and agree with others.

Issues involved in this case.
Securities sales (very common)
Retirement distributions (with some we agree, and other we don’t)
Interest income (was already reported as dividend income originally)
There were errors on original return that was not addressed in the IRS Proposed amount due notice, so we filed an amended return
Retirement Distribution was originally reported as taxable, and it wasn’t
Claimed too much in mortgage interest due to the limitation

Looking to learn about how to respond to the IRS Proposed amount due notice, this video can teach a lot!

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🔴 IRS CP 2000 - Response Example - Stocks:    • IRS CP 2000 Notice - Response Example...  
🔴IRS Notice - Proposed Amount Due - Issues to Lower Amount:    • IRS Notice - Proposed Amount Due - Is...  
🔴Playlist - IRS Proposed Amount Due - CP2000    • IRS Proposed Amount Due - CP2000  

00:00 Intro - Case Summary
00:55 Original CP 2000 IRS Letter
02:42 Response to CP 2000 IRS Letter & Docs used
07:36 My error on the original response
7:53 IRS first response
9:28 Lesson learned - Amended tax return
10:49 Final IRS Response
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Disclaimer: The information provided in this video is for informational purposes only and is not meant to take the place of professional legal, accounting, or financial advice. If you have any legal questions about this video or the subjects discussed, or any other legal matter, you should consult with an attorney or tax professional in your jurisdiction (i.e. where you live).

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