Received Letter from IRS After Submitting Amended Return - Can't Process Your Claim

tim19889
tim19889 Member Posts: 1 Newcomer
edited June 26 in After you file

Hello!

I am looking for some guidance on how to proceed after receiving a letter back in late May from the IRS saying that, "We can't process your claim for the tax periods listed above. Your wages and withholding do not match our records. Below is a OneDrive link to a scan of the notice I received, unfortunately it wouldn't let me upload it here.

https://1drv.ms/i/c/829055012fba4eb3/IQCWq-3EcbaaSb3bNkMeOZHGAVVqaTUleeBT4OXQuERUPYU?e=Bzb3EF

To give a little bit of the backstory, I filed taxes for my wife and I back in late February. A day after I filed (using TurboTax), we realized we forgot to put in some interest we earned from a savings account. Here is where I made a mistake and filed an amended return right away without waiting for the original return to be processed. I know I messed up there now, but there didn't seem to be much to do after the fact except wait.

Now we received this notice back in late May without any real instructions on what to do. I've tried calling the IRS via phone but the wait times are incredible and it seems almost impossible to get a hold of anyone. The odd thing is that the notice references withholding taxes, but my wife is the only one who receives a paycheck with withheld taxes and I double checked the return and everything I entered matches her W2. I work on a 1099-NIC and pay quarterly taxes.

My question is, how should we proceed from here? Do we just wait for another notice from the IRS with instructions on what to do? Should I send them a letter explaining what happened and asking for clarification on their notice and what we should do? Thanks so much in advance for any guidance on this.

Comments

  • Henry
    Henry FreeTaxUSA Agent Posts: 151 image
    Hi tim19889, I can understand how frustrating it must be to receive a notice like this without clear instructions on what to do next. If the letter indicates that your wages and withholding don't match IRS records, then you would generally just need to send them a copy of your tax forms that include wages and withholding (usually W-2s and any 1099s that have withholding).

    Here's what I'd recommend:

    1. Look at the notice carefully for a specific notice number (such as CP05 or similar) and a response address. The notice should have a phone number and/or mailing address specific to your case.

    2. Write a brief letter to the IRS explaining your situation. Keep it factual and concise.

    3. Include copies of supporting documentation with your letter: your wife's W-2, any 1099s with tax withholding, your original return as filed, and your 1040-X. This gives the IRS what they need to match everything up.

    4. Send the response to the address listed on the notice, not the general IRS filing address.

    5. Check the status of your amended return using the IRS "Where's My Amended Return?" tool at https://www.irs.gov/filing/wheres-my-amended-return. You can also call the amended return hotline at 866-464-2050.

    If you continue to have difficulty reaching the IRS by phone, the Taxpayer Advocate Service (TAS) is an independent IRS organization that can help taxpayers who are experiencing delays or hardship. You can find more information at https://www.taxpayeradvocate.irs.gov/.

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