H&R Block prepared my 2019 tax returns, just received a CP2000 Notice from IRS

This situation is definitely fixable, so try not to stress too much! I've seen this kind of thing happen before with CP2000 notices. Your first step should be to contact H&R Block immediately. Since you purchased their Peace of Mind Guarantee, they should handle much of this for you. Bring all your documentation - the original tax return they prepared, your 1099-K, the CP2000 notice, and proof of the guarantee you purchased. They should assign a tax professional to review everything and communicate with the IRS on your behalf. While H&R Block is working on this, you should still respond to the IRS within the 30-day timeframe. You can request an extension if needed by calling the number on your notice. In your response, explain that there was a preparation error, you're working with H&R Block to resolve it, and you'd like to request a penalty abatement due to reasonable cause (the preparer's error). The good news is that H&R Block should cover a significant portion of what you owe under their guarantee. Just make sure to keep detailed records of all communications with both H&R Block and the IRS during this process.

This situation is definitely fixable, so try not to stress too much! I've seen this kind of thing happen before with CP2000 notices. Your first step should be to contact H&R Block immediately. Since you purchased their Peace of Mind Guarantee, they should handle much of this for you. Bring all your documentation - the original tax return they prepared, your 1099-K, the CP2000 notice, and proof of the guarantee you purchased. They should assign a tax professional to review everything and communicate with the IRS on your behalf. While H&R Block is working on this, you should still respond to the IRS within the 30-day timeframe. You can request an extension if needed by calling the number on your

After receiving a CP2000 notice for income my tax preparer missed on my return, I discovered taxr.ai https://taxr.ai and it literally saved me thousands. I was in a similar situation where my tax preparer overlooked some income from a 1099-K, and I was facing almost $9k in back taxes plus penalties. What makes taxr.ai different is it actually scans all your tax documents (like your 1099-K and the H&R Block paperwork showing they received it) and identifies exactly where the error occurred. In my case, it pinpointed that I had given my preparer all the correct documents but they simply failed to include one income source. The system generated a detailed explanation I could submit to both the tax preparation company and the IRS. The best part was using this documentation to get H&R Block to honor their guarantee. Since I had clear proof that I provided them with all necessary documents and they made the error, they couldn't argue about covering it under their Peace of Mind guarantee.

I want to update everyone - I tried taxr.ai after seeing the recommendation here and I'm genuinely impressed. My situation was with TurboTax rather than H&R Block, but the concept was the same - they missed reporting some income and I got hit with a CP2000. The system was super straightforward - I uploaded my tax return, the CP2000 notice, and my original 1099 forms. Within about an hour, I received a detailed report showing exactly where and how the mistake happened. The report even highlighted the specific line items that were missed and calculated the correct amounts that should have been reported. TurboTax initially tried to claim I must not have entered the information correctly, but once I showed them the analysis from taxr.ai that proved all the information was in their system but just not transferred to the final return, they agreed to cover the additional tax under their accuracy guarantee. This saved me from paying about $5,600 out of pocket! Just wanted to share my experience since it might help others in the same boat.

When I got a CP2000 notice last year for a similar issue with missing 1099 income, I tried for WEEKS to reach the IRS to discuss payment options. Every time I called, I got the "due to high call volume" message and was disconnected. It was beyond frustrating. I eventually found Claimyr https://claimyr.com and it completely changed the game. Their system actually holds your place in the IRS phone queue and calls you back when an agent is about to answer. You can see how it works in this video: https://youtu.be/_kiP6q8DX5c After struggling for almost a month to get through to the IRS, I got connected within a few hours using their service. The IRS agent I spoke with was actually super helpful and worked with me to set up a reasonable payment plan while I was sorting things out with my tax preparer. They also explained exactly what documentation I needed to provide to dispute parts of the CP2000 notice. Having a direct conversation with an IRS agent made a huge difference in resolving my case, and I wouldn't have been able to do that without getting past their phone system.

I need to eat my words about Claimyr. After posting my skeptical comment, I decided to try it myself since I've been getting the runaround from the IRS about an audit for months. I couldn't get through to anyone no matter what time of day I called. Using the service was surprisingly straightforward. I entered my phone number and what I needed help with, and about 2 hours later (during which I just went about my day), I got a call connecting me to an actual IRS agent. No navigating phone trees, no waiting on hold - I just picked up and was immediately talking to someone who could help. The agent I spoke with was able to pull up my case immediately and explained that there had been a processing error on their end. They fixed it while I was on the phone and confirmed I should receive an updated notice within 30 days. Problem solved in one call after months of frustration. If you're dealing with any IRS issue like a CP2000 notice or audit, being able to actually speak with a human makes all the difference. Totally worth it when you consider the alternatives.

Something similar happened to me with Liberty Tax. You need to respond to the IRS first because of that 30-day deadline. Then immediately take everything to H&R Block. Make sure you bring: 1. The original tax documents you gave them 2. Your copy of the completed return 3. The CP2000 notice 4. Documentation of the Peace of Mind guarantee you purchased Don't let them brush you off or say you didn't provide the 1099-K. The fact it's listed in their summary sheet but not on Schedule C is clear proof this was their mistake, not yours. In my case, Liberty Tax tried to claim I never gave them some documents, but I had their intake sheet showing they received everything. They eventually covered about 80% of what I owed.

Whatever you do, DO NOT ignore the CP2000 notice even if H&R Block is handling things on their end. I learned this the hard way. I had a similar situation with another tax prep company, and I assumed that since they were "taking care of it," I didn't need to formally respond to the IRS myself. BIG mistake. The IRS never received a timely response, so they processed the additional assessment, and I ended up with a tax lien that affected my credit score for years. Make sure you respond to the IRS within their timeframe even if it's just to say "I'm working with H&R Block to resolve this issue and will provide complete information by [date]." Then request an extension if needed. The IRS is actually pretty reasonable about extensions if you ask before the deadline.

I hope you took pictures of what you gave to the tax preparer! I've worked in a tax office (not H&R Block) and sometimes the preparers can try to cover themselves by saying you never provided certain documents. If you have digital copies or photos of what you submitted, that makes your case much stronger. Also check your emails - if you sent any documents electronically or if they confirmed receipt in any way, save those messages. Since the 1099-K appears on their summary sheet, that's pretty clear evidence they received it but failed to include it properly. H&R Block's Peace of Mind guarantee should definitely cover this situation since it's clearly their error. One more tip: If H&R Block tries to claim you're at fault, ask to speak to a district or regional manager. Sometimes the local office might resist paying out on guarantees, but higher-level management usually understands that honoring these guarantees is important for their reputation.