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Old 09-22-2019, 08:31 PM  
petegz28 petegz28 is offline
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Any Tax Lawyers or Accountants on here?
Gots a question to throw out..should be easy just need some confirmation

Got a letter from the IRS saying I owe them $'s.

I transferred an IRA in December of 2017 to another IRA in Jan 2018. Well within the 60 day period. (14 days to be exact)

Problem is, Fidelity didn't report the transfer until I got my 2018 5498. But the bank I cashed out the IRA from accurately reported my distribution in 2017.

So the IRS doesn't have a 5498 for 2017 showing the transfer. They have a 2018 one that either they haven't reviewed or put 1+1 together and obviously are unaware of the actual dates.

Of course I have all the supporting documentation but I just wanted some advice on how to best deal with them?
Last edited by petegz28; 09-22-2019 at 08:43 PM..
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Old 09-22-2019, 09:33 PM   #16
ping2000 ping2000 is offline
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Is the letter from the Nigerian branch of the IRS?
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Old 09-22-2019, 09:39 PM   #17
Buehler445 Buehler445 is offline
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I’d call the company you rolled the ira from. **** punt them. Then tell them what you’ve got. They’ll probably know what paperwork you need.

Then the accountant.

You said former accountant. If he’s not working for you anymore find a new one. Don’t call the IRS alone.
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Old 09-22-2019, 09:40 PM   #18
Buehler445 Buehler445 is offline
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FWIW I’ve never messed with that situation. So take my advice for what it’s worth
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Old 09-22-2019, 09:48 PM   #19
petegz28 petegz28 is offline
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Originally Posted by Buehler445 View Post
I’d call the company you rolled the ira from. **** punt them. Then tell them what you’ve got. They’ll probably know what paperwork you need.

Then the accountant.

You said former accountant. If he’s not working for you anymore find a new one. Don’t call the IRS alone.
Former accountant is a she and I just don't need her anymore. But I am calling her before I call the IRS.
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Old 09-22-2019, 09:58 PM   #20
Buehler445 Buehler445 is offline
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Originally Posted by petegz28 View Post
Former accountant is a she and I just don't need her anymore. But I am calling her before I call the IRS.
I’d pay her to contact the irs.

FWIW the IRS is hilariously undermanned. Don’t expect a quick resolution.
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Old 09-22-2019, 10:00 PM   #21
Beef Supreme Beef Supreme is offline
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Old 09-23-2019, 06:00 PM   #22
BucEyedPea BucEyedPea is offline
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Don’t call the IRS alone.
Yep! I've been audited twice. Hired a pro that deals with a specific issue on the first one, and the other who dealt with audits which the second one was. They wound up owing me money.

Lot less stressful that way even if it may cost you some money.
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Old 09-23-2019, 06:08 PM   #23
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Old 09-23-2019, 07:49 PM   #24
tyecopeland tyecopeland is offline
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I've heard marty and clay have people on the inside of the IRS and CIA and FBI. So check with them.
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Old 09-23-2019, 09:26 PM   #25
2bikemike 2bikemike is offline
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Call Earl Thomas. He eliminates all the big audits.
Since he didn't live up to his promises on Sunday, I would doubt Thomas!
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