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Irs Form Question

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spacemav

Question

Hello all, first let me begin by stating that this message might be in the incorrect forum but I was unable to locate the proper forum to post my problem. I was medically retired after being diagnosed with MS in Jan 2008, I received retirement payments totalling around 4,000 until my VA compensation kicked in and received a form saying that I was not responsible for taxes on my retirement becuase my VA comp was more than my retirement. I filled my taxes and sent the form to the IRS in Feb of 2009. I received a letter yesterday stating I owe back taxes on this amount and the IRS made no mention of my form I sent in. I know this board is full of knowledgable personal and would like to request what form number I was sent so I can request a new one and send it to the IRS to rectify this situation. I am aware that I should of made a copy of this form but for some reason I did not. If someone could please help me I would appreciate it greatly and moderators if this post is in the wrong forum please feel free to move to appropriate forum and I apologize for my mistake. Thank you

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  • HadIt.com Elder

Contact the department who issued th eletter and ask them for a copy of it.

Send in a rebuttal to the IRS letter and show the copy.

Keep copies of everything.

Otherwise, you will have to pay and re file to get reimbursed.

J

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