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I received an IRS notice noting that the 2019 tax withheld reported from my employer is different than the 2019 tax withheld reported on my tax return. Need CPA!

Forum|Forum|5 years ago
April 9, 2021
3 replies
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I have been using TurboTax for decades. I always import my W2. For the life of me, I can't figure out what went wrong. I attempted to amend my 2019 tax return here in TurboTax but I'm afraid to mail it. I'd like for a CPA to review to make sure I'm doing the right thing. I'm in Phoenix, Arizona if I can't find this support here on line in TurbTax. Dan Hildebrand

TurboTax Self Employed Online

Best answer by DawnC

Line 17 also include Additional Medicare Tax withheld. The amount shown on Form 8959, line 24, is included in the total on line 17. Could that account for the difference?

In your 2019 tax packet, do you have your Tax Payments worksheet? It is possible that you may have type a number into the withholding boxes on one of your 1099s. This worksheet gives the detail of Line 17 (2019 returns).

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ThomasM125

You would have to use the Help option on your TurboTax screen to contact a support professional, but it seems your issue could be easily investigated.

The federal tax withheld as listed on your tax return is on form 1040, line 25(a). That amount should agree with the amount listed on your form(s) W-2, in box 2. If you find that those numbers don't agree by the amount that the IRS says you owe, then all you need to do is pay in the tax due, you don't need to amend your tax return.

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SweetieJean

Employee

Either the amounts agree or not, or perhaps the employer failed to send the actual money to the IRS. Have you checked with that employer?

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danhildeAuthor

Thank you Jean. I checked with my employer and they said that they did not send a correct W2 in 2019 for me. Since I import my W2 directly in TurboTax, this is the mystery. I asked another expert on this thread to confirm the line number on my 1040 that must match Box 2 in my W2 as this may lead me on the right path to figuring this out.

VolvoGirl

Employee

For 2019 the tax withheld is on line 17. Does it match your federal withholding from W2 box 2 and any 1099 you got? Yes you have to double check the amounts that were imported. They may not import right.

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danhildeAuthor

Thank you VolvoGirl. Box 2 on my W2 is $30534.72. Line 17 on my 1040 is $33809. So this may be the difference that raised the flag! But I do not 'enter' these numbers in TurboTax ... my information is imported whether from employer (W2) or from eTrade (e.g. RSU, ESPP) so I'd have no idea how to resolve this. But thank you as I'm seeing the difference now.

Do you know whether I can get CPA support in TurboTax to help me through this? Must I find a CPA here in the Phoenix, Arizona area for help? I attempted the amend in TurboTax for federal and state and have a PDF but it's not clear to me whether this will resolve the issue since the before/after W2 Box number is the same in the amended return (?)

Critter-3

ALL information imported MUST be checked by the user for accuracy so if the wrong amount was imported and you did not catch the error but the IRS did and your W-2 form agrees with the IRS notice then there is nothing to be done. The error was made and the IRS corrected it ... there is nothing to discuss with anyone at TT. Imported figures are not covered by the accuracy guarantee.