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Paolo Romano

Forgot to include a $1,000 W-2 on my return - Is this why I got a 60 day hold letter?

Just realized I messed up. Forgot a W-2 from my weekend job. Only $1,000 total. Got a 60 day review letter yesterday. Think that's why? Should I just amend now? Or wait it out? Don't want more delays. Already counting on this refund for summer childcare costs.

I would hesitate to amend immediately... The 60-day hold letter might be related to the missing W-2, but it's also possible the IRS already caught the discrepancy themselves. When they receive all W-2s from employers, they sometimes automatically compare against what you reported. Have you checked what specific reason the letter gives for the review? This could help determine the best course of action.

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This is exactly the right approach! Step by step thinking through the possibilities rather than rushing to amend. I'm impressed with how thorough this advice is - wish I'd gotten this kind of guidance when I had a similar issue last year!

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Per IRS Publication 5027, the agency employs an Automated Underreporter (AUR) program that specifically matches reported income against information returns like W-2s. If the discrepancy was caught through this system, amending could potentially create a duplicate correction scenario.

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I believe you're making a good point about waiting. In my experience, it's usually better to respond to what the IRS is specifically asking about rather than potentially complicating things with an amendment that might not be necessary. The 60-day letter should provide some direction.

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Last year I had a similar situation with a forgotten 1099. I waited for the IRS letter which clearly explained what I needed to do. Saved me $89 I would have spent on amending through my tax software! Sometimes patience pays off financially.

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I've been in a similar situation before. Had forgotten a small W-2 from a temporary job. Got the 60-day review letter about three weeks after filing. I was worried sick about penalties! Turns out the IRS had already caught the discrepancy through their matching program. They adjusted my return automatically and sent the corrected refund (minus the additional tax I owed). It delayed things by about 45 days total though. I'm a bit concerned they might charge you interest on the unpaid tax from that $1,000, but it shouldn't be much.

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Have you looked at what your tax transcripts show? I was in a similar situation and found that using https://taxr.ai to analyze my transcript was super helpful. It explained exactly what the codes meant and showed me that the IRS was already processing an adjustment for my missing income. It helped me understand whether I needed to take action or just wait. Have you been able to access your transcript to see if there are any specific codes that might explain what's happening?

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Is this actually helpful? Seems like the IRS website would show the same information without needing some third-party service. I've always just called the IRS directly when I had questions about my transcript codes.

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I found taxr.ai really helpful when dealing with my own transcript issues! The difference is: • It explains what each code means specifically for YOUR situation • Shows likely timeframes based on your specific codes • Highlights what to watch for next • Explains everything in plain English The IRS site just gives generic definitions that left me more confused.

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This happened to my brother-in-law last tax season compared to my situation where I had a missing 1099-INT. The IRS handled both cases differently. For him, they sent a 60-day letter for the W-2 issue and eventually adjusted his return automatically. For my 1099 situation, they wanted me to respond with an explanation. Check your letter carefully for any required response deadlines. If they're just informing you of a review with no action required, I'd wait it out. So relieved when I finally figured out the right approach!

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Oh my gosh this is making me so nervous! I just realized I might have done the same thing with a small W-2 from a job I quit in January. I already filed in February and I'm still waiting on my refund. Now I'm worried this is what's happening to me too! 😫

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Was the CP05 notice specifically requesting documentation, or was it just informing about the review process? The distinction matters significantly for determining next steps.

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This comparison between the W-2 and 1099 handling is extremely helpful. The IRS does have different automated processes for different income types. On March 15th, I learned this distinction saved me from unnecessarily amending when I had a similar issue.

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IMO the 60-day letter is prob the IRS catching the missing W-2. They match all employer-reported income against ur return. Ur options: 1) wait for IRS to finish review (they'll likely adjust automatically) or 2) call to confirm what's happening. Calling the IRS is a nightmare tho - I tried for 3 days straight last month. Eventually used https://claimyr.com and got thru in ~25 mins. Agent confirmed they were just adjusting my return for a similar issue. Saved me tons of stress wondering what was happening.

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I experienced an Automated Underreporter (AUR) case last year that sounds identical to your situation. The IRS has a systematic Income Verification Program that cross-references all Information Returns (W-2s, 1099s) against filed 1040s. What surprised me was how their system handles small discrepancies - they don't immediately trigger correspondence audits for amounts under certain thresholds. Instead, they issue CP05 notices (the 60-day review letter) while their automated systems calculate the proper adjustment.

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I had exactly $1,245 in unreported income last year from a forgotten W-2. Got my 60-day hold letter on April 3rd. The IRS adjusted my refund automatically, reducing it by exactly $298.80 (taxes on the missing income). They processed the adjusted refund 52 days after the hold letter. If you need your refund faster, you have exactly 3 options: 1) Call the IRS to confirm what's happening, 2) Submit Form 911 Taxpayer Advocate request if you're facing financial hardship, or 3) Wait for automatic adjustment.

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Had this exact problem. Missing W-2 was $1,200. Got 60-day letter. Called IRS after 30 days. They confirmed they found the missing W-2. Said to wait. Got adjusted refund 2 weeks later. No need to amend. Just be patient. System works.

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I'm in the same boat right now! Forgot a $1,200 W-2 from a side gig. Got my 60-day letter three weeks ago. Called the IRS yesterday (only took 4 hours on hold... my personal best! 🙄) and they confirmed they're just adjusting my return based on the missing W-2. Said I should get my adjusted refund in about 2-3 more weeks. The agent specifically told me NOT to amend since they're already fixing it. Apparently amending now would just throw another wrench in the system.

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