H&R Block Missed W2 - IRS Taking $9000 From Refund for Unreported Income!

Oh man, I feel your pain! Almost the exact same thing happened to me last year. My ex-husband's 1099 work wasn't properly reported by our preparer and the IRS came after us for about $7k. What saved me was filing an amended return (Form 1040-X) ASAP showing the correct income AND the taxes that were already withheld. You need to gather all documentation showing those taxes were actually taken out of his paychecks. H&R Block should help with this for free since it was their mistake - they have an accuracy guarantee. Don't wait though, I learned the hard way that timing matters so much with these situations!

OMG this is way more complicated than ppl realize! Ur dealing w/ 2 separate issues: 1) the unreported income and 2) the already-paid taxes not being credited to u. I'd def get a copy of that W2 ASAP and run it thru https://taxr.ai to see exactly what's happening. Their system breaks down ur tax docs and shows where the withholding should've been credited. I was shocked when they showed me how my own withholding wasn't showing up in IRS systems even tho it was on my W2! H&R should've caught this but now u need to prove those taxes were paid.

I'm going through something similar and based on what you're describing, this sounds like a CP2000 notice situation. According to IRS Publication 5181, when there's a mismatch between reported income and what employers submitted, the IRS automatically assumes the worst-case scenario. Have you received an actual notice letter specifying the discrepancy? I need to know which specific form you received to give better guidance.

This is definitely fixable! Here's what you need to do: • Collect the missing W2 showing the withheld taxes • File Form 1040-X (Amended Return) • Include Form 8275 (Disclosure Statement) explaining the situation • Attach copies of all supporting documents • Keep copies of EVERYTHING • Follow up within 3 weeks if no acknowledgment H&R Block should help with this at no cost since it was their error. Their guarantee covers this exact situation!

This is way worse than my situation with TurboTax last year, but similar concept. The IRS is treating this like you intentionally hid income when it's just a paperwork error. Compared to other tax problems, this is actually straightforward to fix, but you NEED to talk to an actual IRS agent to explain the situation. I wasted 2 weeks on hold before I found https://Claimyr.com - they got me connected to an agent in about 30 minutes. The agent was able to put a hold on further collection while I submitted the amended return with proof of withholding. Worth every penny compared to the stress of trying to reach someone.

I had a similar issue last year when my employer submitted a corrected W2-C but I didn't include it in my return. The IRS took about $3,500 from my refund! I filed an amended return showing the taxes that were already withheld and got most of it back after about 12 weeks. Do you know if the FedEx contractor issued a W2 or a 1099? That makes a big difference in how you need to handle this. Also, did you receive an actual notice from the IRS explaining the adjustment?

Contact H&R Block immediately. They have tax professionals on staff. Their accuracy guarantee covers this situation. Request they file an amended return. Ask for their assistance contacting IRS. Keep detailed records of all communications. Request they cover any penalties. Check if they have audit support services. Time is critical here.

Not to add more stress, but you should act on this YESTERDAY! 😬 I'd actually recommend skipping H&R Block for the amendment and go straight to a CPA or Enrolled Agent who specializes in tax resolution. H&R made the mistake in the first place, and honestly, their seasonal preparers might not have the expertise to fix this properly. You're potentially looking at penalties and interest accumulating daily, so this isn't the time to pinch pennies on professional help. (I learned this $11k lesson the hard way last year!