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CP 2000 Question


FDNY

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I'm not exactly sure on handling this first-time issue which would have been a simple task if I was informed before client acted on his own.

Client received a CP 2000 that he failed to open immediately saying he owed $4,300.  When he did open it, he saw a due date of 1/26 so he mails off a check without contacting me.  He later emails me the top sheet so I responded asking for the rest of the notice and explained it may just be for a missing 1099B as he trades from time to time.  He said yes, there was a stock he forgot he sold in 22 that he previously thought was worth pennies.    Well, turns out the gain is $180, tax $27.  Now what do I do?  I thought of calling the hotline or filing a 1040X and include all this info in the explanation area.  He said why not put a stop on the check, something that did occur to me, but I thought that may just create another problem.

What do you think?  I hope this isn't a precursor to the season.

Thank you all,

Bill

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