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The IRS is saying that income was not reported and I'm sure it was..can you verify ?

Forum|Forum|2 years ago
January 13, 2024
2 replies
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We provided all income but received docs from IRS that none were..two were pensions and both our social security incomes were not reported...we know turbo tax would not have purposely filed that way..we went over our filings line by line to ensure accuracy.

TurboTax Online

Best answer by dmertz

Pensions go on Form 1040 line 5a/b, IRA income on line 4a/b. Make sure that the income ended up on the correct line. If it ended up on the wrong line, the IRS could conclude that the income was not reported despite that it was included but on the wrong line, add it to your AGI (without subtracting it from the wrong line) which could result in an increase in the taxable amount of properly entered Social Security income, and an increase in your tax liability.

Some users of TurboTax also make the mistake of using the Simplified Method to calculate an incorrect taxable amount of pension income when the correct taxable amount is shown in box 2a of the Form 1099-R. Again, if the income needs to be added to your AGI it can result in an increase in the taxable amount of Social Security.

X

xmasbaby0

Employee

No one else has access to your tax return. Print them out and review for yourself to make sure that the income was reported completely and correctly. Then have a discussion with the IRS if they have made a mistake.

You have to access your own account and/or print it for yourself using exactly the same account and user ID that you used when you prepared the return.

Start a 2023 return online and enter some personal information so that the menu on the left opens up and lets you access your past year returns.

https://ttlc.intuit.com/community/prior-year-return/help/how-do-i-access-my-prior-year-return/01/27010

Many people have multiple TT accounts and forget how to access them. Log out of the account you are in now.

Account Recovery

https://ttlc.intuit.com/questions/1901535-forgot-your-turbotax-online-user-id-or-password

Or did you use the desktop version of TurboTax? If so, the files are on your own hard drive or any backup device you used like a flash drive.

https://ttlc.intuit.com/questions/1901486-how-many-turbotax-accounts-do-i-have

https://ttlc.intuit.com/questions/1901659-find-your-tax-data-file-in-mac

https://ttlc.intuit.com/questions/1900721-find-your-tax-data-file-tax-file-in-windows

You can get a free transcript from the IRS or for a fee of $43, an actual copy of your tax return.

https://www.irs.gov/individuals/get-transcript

https://www.irs.gov/pub/irs-pdf/f4506.pdf

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

D

dmertzAnswer

Employee

Pensions go on Form 1040 line 5a/b, IRA income on line 4a/b. Make sure that the income ended up on the correct line. If it ended up on the wrong line, the IRS could conclude that the income was not reported despite that it was included but on the wrong line, add it to your AGI (without subtracting it from the wrong line) which could result in an increase in the taxable amount of properly entered Social Security income, and an increase in your tax liability.

Some users of TurboTax also make the mistake of using the Simplified Method to calculate an incorrect taxable amount of pension income when the correct taxable amount is shown in box 2a of the Form 1099-R. Again, if the income needs to be added to your AGI it can result in an increase in the taxable amount of Social Security.