Cp63 Notice Questions

Question

I have recently received a cp63 notice. Filed feb 3 and the irs received it the 4th.
I did not work or have any taxes in 2021 but did in 2022, a 1099. I did not file in 2022, but am able to e-file it now. My questions are, while doing my 22 return when it asks for information about me should I put my previous information or past information (ex:different address,new dependents…)? I am filing married filing joint now but then I was just filing separate/single because we weren’t married. Do I file this one as married or single? When I get my 22 1099 taxes filed and they go through will they take money out of my W-2 refund from this year? Or will they just charge me separately? I had only worked at that job for a few months that year.
My last question is, since I did not work in 2021 and had no taxable income how can I let the IRS know I did not work and there is nothing to file? I have tried before and it would not let me as there was absolutely 0 forms or anything to file. So that’s why I did not file that year

BillM223 · Accepted Answer

On your 2022 return, when you are asked for your mailing address (i.e. what goes at the top of the 1040), give the IRS your current address. This is in case the IRS needs to contact you.

But on forms like W-2 and 1099, just use what is on the form, i.e., your address from 2022.

As for dependents and the like, use the information that would have been valid in 2022.

As for will they take money out of your current W-2, it's hard to say, but they generally tend to treat different years as different (i.e., refund some money for this year, then send a separate letter taking money for another year).

But sometimes the timing is such that when they see that you owe some money, they happen to have some of your money in house (like for a refund), and so they take it from there instead of billing you separately. But, of course, if they do this, they will send you a letter saying that they did this.

The IRS asked you to file the 2021 return on the CP63. You should be able to reply to them that you had no income in 2021 and therefore did not file a return. Since they get copies of forms like W-2s and 1099s, they should know pretty quickly if this is true. Be sure to reply to the CP63 in the timeframe and to the address that they give you.

xmasbaby0 · Answer

It seems that you are very confused about how and when to file tax returns.

https://www.irs.gov/individuals/understanding-your-cp63-notice

If you had no income in 2021 then you do not need to file a 2021 tax return.

For 2022----you cannot e-file a 2022 tax return. E-filing has been permanently closed for a 2022 return since October of 2023. The only way to prepare or file a 2022 return is to use downloaded desktop software and mail the return. You use the information that would have been accurate for 2022 on a 2022 tax return. If you were single in 2022, then that is the filing status you must use for a 2022 return. Only 2022 income can be entered on a 2022 return.

You have not mentioned 2023. Did you have income in 2023? Were you single or married for 2023? If you were married by the end of 2023 your filing choices for 2023 were married filing jointly or married filing separately. Only 2023 income can go on a 2023 tax return.

And that brings us to 2024. It sounds like you filed "something" recently and sent it in--which is likely what caused you to get the IRS notice. Only income for 2024 should have been entered on a 2024 tax return. You cannot include income from 2022 or any other year on a 2024 tax return. And.....if you were legally married at the end of 2024, your filing status must be married filing jointly or married filing separately. Not single.

Do you have your W-2's or any 1099's from 2022 or 2023? Are you able to prepare tax returns for those years? If it is too confusing you could seek local paid tax help. If you want the software for the past year returns, here is how to do 2022 and 2023:

Online preparation and e-filing for 2021, 2022, and 2023 is permanently closed.

Note: The desktop software you need to prepare the prior year return must be installed/downloaded to a full PC or Mac. It cannot be used on a mobile device.

To file a return for a prior tax year

If you need to prepare a return for 2021, 2022, or 2023 you can purchase and download desktop software to do it, then print, sign, and mail the return(s)

https://turbotax.intuit.com/personal-taxes/past-years-products/

You may also want to explore purchasing the software from various retailers such as Amazon, Costco, Best Buy, Walmart, Sam’s, etc.

Remember to prepare your state return as well—if you live in a state that has a state income tax.

https://ttlc.intuit.com/turbotax-support/en-us/help-article/state-taxes/contact-state-department-revenue/L9qVToi02_US_en_US?uid=m6e06um0

When you mail a tax return, you need to attach any documents showing tax withheld, such as your W-2’s or any 1099’s. Use a mailing service that will track it, such as certified mail so you will know the IRS/state received the return.

Federal and state returns must be in separate envelopes and they are mailed to different addresses. Read the mailing instructions that print with your tax return carefully so you mail them to the right addresses.

If you get those two years prepared, mail them to the IRS, wait a few weeks and then call the IRS to see what your next steps should be to fix whatever happened with 2024.