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DIY Products

Whether you’re an experienced do-it-yourselfer or doing your own taxes for the first time, this is your place to learn and share. Here you’ll find information and resources for using H&R Block’s online and software DIY solutions. You’ll also find links to more information to assist you on your DIY journey.

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Pioneer
Posts: 1
Registered: ‎04-17-2017
Accepted Solution

CP2000 Tax Year 2015

Obviously with the filing deadline tomorrow, I can't get assistance very easily through H&R Block.  We received a CP2000 notice from the IRS stating that we had severely understated our taxable income.  Looking back at H&R Block 2015, all of the information was entered correctly in the interview process, and the information made it to the 1099-R worksheets that can be viewed from the bottom of the H&R Block interview screen.  The problem is, the numbers did not get translated to the 1040 as taxable income, so we have taxes owed (not arguing that part).  I'm arguing the penalties and interest as there was no ill intent on our behalf, it was a software problem with H&R Block 2015. I need someone from H&R Block to contact me so I can share the .T15 file with them to confirm what I have found.  I need to respond to the IRS by 4/26.  I do have an update pending for H&R Block 2015 that was release after my 2015 taxes were filed, but I want to confirm my findings before I submit an amended return to the IRS.
Associate (Neighbor)
Posts: 60
Registered: ‎04-17-2017

Re: CP2000 Tax Year 2015

Hi eaubut - 

 

 

I've sent you a private message regarding the letter you received from the IRS. Please check your messages to discuss this issue further. 

 

Thanks,

Rachael

H&R Block Associate 

Pioneer
Posts: 1
Registered: ‎05-18-2017

Re: CP2000 Tax Year 2015

I just received a similar letter. 

Tax Pro
Posts: 5,780
Registered: ‎02-23-2016

Re: CP2000 Tax Year 2015

Hi ToveyRN,

 

Welcome to the H&R Block community.

 

I suggest that you take that letter and a copy of your tax return to an H&R Block office to be looked at.  One of the most common IRS-related scams in the past year was fake CP2000 letters, so you shouldn't reply to the letter in any way until a tax professional looks at it with you.  Of course if this is a real IRS letter your tax professional will be able to help you make any necessary corrections to your tax return and/or reply to the letter appropriately.

 

Louis,

Senior Tax Advisor (Tampa, FL)

Pioneer
Posts: 1
Registered: ‎11-03-2017

Re: CP2000 Tax Year 2015

Hello, I received a CP2000 notice indicating that the tax withheld number in my 2015 return does not match IRS records. My return has a higher number and so I am being asked to pay back the amount with interest. I initially thought I entered something wrong in the input screens when I did my taxes, but when I checked my copy of the return, I see all entries I made match the numbers that the IRS had. Yet, I see that the total tax withheld in my return (Line 64) is higher than the sum of the tax withheld in my W-2's which I hadnt realized as that was not flagged during the error check. I am having a very tough time getting through customer service to schedule a second look appointment to see why the total calculated by the software is higher than the numbers I manually inputed. Have others experienced problems with this issue and were able to successfully resolve it through H&R? I live in Central Massachusetts. Thanks.

Tax Pro
Posts: 5,780
Registered: ‎02-23-2016

Re: CP2000 Tax Year 2015

Hi Vkalikiri,

 

 

Welcome to the H&R Block community.

 

You do not have to call customer service to schedule an appointment, and in fact you don't need one.  You can walk-in to any office and request a second look review at any time that they are open.  If you would like to schedule an appointment though you can do so online at the H&R Block website if you would like.

 

Usually when something like this happens it's because you checked an incorrect box or unintentionally duplicated your W-2, or it's possible that you entered your income & withholdings in more the one place.  It's also possible that the software has a glitch that caused this, but unlikely.

 

If you go for a second look review, see if you and your tax professional can make up for the part of your refund that you have to repay with deductions or credits.  Maybe you didn't claim one that you're eligible for.