Thanks for bringing this up - it's possible I didn't actually pay after responding. I sent back the response form agreeing to the amount, but now that I think about it, I don't remember if I included a check or if I was supposed to wait for a payment instruction. That could definitely be the issue. Has anyone here paid after responding to a CP2000? Did you include payment with your response or wait for them to send payment instructions?

You generally have two options: you can include payment with your CP2000 response, or you can wait for the IRS to send you a bill after processing your response. If you chose the second option and they haven't processed your response yet, that's likely why you received the CP3219A. I'd recommend calling the IRS (using one of the methods others suggested to get through) and ask about the status of your case. Tell them you agreed to the CP2000 and want to pay the amount due immediately. They should be able to take your payment over the phone or give you instructions for paying online. Make sure to get a confirmation number for any payment you make.

This happened to me too. My company's stock admin platform reported the sales to my brokerage but the cost basis information didn't transfer correctly. The IRS only saw the proceeds and thought I made way more profit than I actually did. What a mess.

Does the IRS send any notification if there's an SSN mismatch or do they just silently delay your refund? I'm paranoid I made a typo now.

They typically don't notify you immediately about the SSN mismatch. What usually happens is your return gets flagged for manual review, and your refund gets put on hold without any specific explanation. Sometimes you'll eventually get a letter in the mail explaining the issue, but that might come weeks after you file. The Where's My Refund tool will just show "still processing" with no details about why. That's why it's so important to triple-check those numbers before filing.

That's actually not a good strategy. Amended returns take MUCH longer to process - we're talking 16-20 weeks minimum instead of the 3-4 weeks for a delayed CTC refund. Plus, you'd have to pay to file twice. Just wait the extra couple weeks.

Thanks for saving me from a bigger headache! I'll just be patient and file everything correctly the first time. Good to know amendments take that much longer - definitely not worth it just to get part of my refund a little sooner.

22 Is there a way to check if this happened? I'm not aware of owing anything, but I guess it's possible something slipped through the cracks.

11 You can usually see this on your state's "Where's My Refund" tool - it would say something like "refund offset" or "refund applied to outstanding debt" instead of just "refund issued." You can also call your state's offset program directly - most states have one that handles when refunds are diverted to pay debts. If it just says "refund issued" then it's likely not an offset issue but rather something went wrong with the deposit. Another thing to consider is if you had tax preparation fees taken out of your refund - sometimes this can cause delays or issues with the final deposit.

20 Good point, I'll give my bank a call. Though wouldn't they typically notify you if they were holding a deposit for review?

8 That's interesting. So if I had moved into the house instead of selling my share to my brother, I could have potentially sold it tax-free later? Do you know if the 2-year clock would start from when my dad passed away or would time he spent there count too?

10 The 2-year clock would start when you actually owned the house, so from the time you inherited it. Your father's time living there wouldn't count toward your ownership period. And yes, if you had moved in and lived there for at least 2 years, you could have potentially excluded up to $250,000 of gain when selling. But remember, with inherited property, your basis is stepped up to the fair market value at date of death anyway, so you'd only pay taxes on appreciation that occurred after you inherited it.

11 Good point! I live in California and don't think we have a state inheritance tax, but I'll double check. Does anyone know which states have inheritance taxes?

25 Only six states still have inheritance taxes: Iowa, Kentucky, Maryland, Nebraska, New Jersey, and Pennsylvania. Each state has different rates and exemptions. Some exempt close relatives entirely while others have lower rates for them. If you're in California, you're right that there's no state inheritance tax there. But always good to verify based on where the property was located, not just where you live. The tax typically applies based on where the deceased person lived or where the property is located.

That's a great point! I did move about a year and a half ago, and while I used my new address on last year's return, I never submitted the specific change of address form. Maybe that's why I didn't get the PIN letter. Would updating my address now help me get this year's PIN, or is it too late for that?

Updating your address now won't get them to automatically send a new PIN letter for this year, unfortunately. The system doesn't work that way. But it's still worth updating your address for future communications. For your current situation, your best bet is still to retrieve the PIN online using the "Get an IP PIN" tool or contact the specialized unit as others have suggested. The PIN exists in their system assigned to you - you just need to retrieve it since the letter didn't reach you.

Same here! Never got my letter but retrieved it online. Just make sure you create an ID.me account first if you don't already have one - that's required for accessing the IRS online account services now.