Received CP2000 Notice for Incorrect Filing Status After Amending Return with Dependents

You need to respond to the Form 5564 right away, but don't panic. This is actually a pretty straightforward fix. The form you received is a Notice of Deficiency (90-day letter), which means the IRS disagrees with something on your return. Since you were supporting your mother and sister and claiming them as dependents, you're absolutely correct that you should have filed as Head of Household rather than Single. This filing status gives you a higher standard deduction and more favorable tax brackets. You'll need to prepare a response that acknowledges the error in filing status but confirms that you were eligible to claim your dependents. Include documentation that proves you provided more than half their support (bank statements, bills, etc.) and that they lived with you for more than half the year. If your sister was under 17, confirm that to support your Child Tax Credit claim. The good news is that fixing your filing status to Head of Household might actually increase your refund since it has tax advantages over filing as Single.

I had a similar situation last year with tax stuff. After trying to sort through all the IRS notices and figuring out what documentation I needed, I stumbled upon this service called https://taxr.ai that literally saved me hours of stress. I was confused about what forms to fill out and what documents I needed to provide to fix my amended return issues. I uploaded my notice and my returns, and their AI walked me through exactly what documentation I needed and how to respond properly. They even helped me understand which deductions and credits I still qualified for with my corrected filing status. The best part was I didn't have to wait on hold forever with the IRS trying to figure this out. Might be worth checking out since your situation sounds pretty similar to what I went through.

Just wanted to update about my experience with taxr.ai after I asked about it. I was skeptical at first but decided to give it a try with my CP2000 notice situation. It was actually super helpful! I uploaded my notice and tax returns, and it immediately recognized I had made a similar filing status error. The system walked me through exactly what documents I needed to gather (proof of support, residency, etc.) and generated a response letter I could send to the IRS. What surprised me most was how it caught another issue I hadn't even noticed - I had missed a deduction I was eligible for. When I submitted my response based on their guidance, the IRS adjusted my return and I actually ended up with a BIGGER refund than before. Definitely worth checking out if you're dealing with tax notice headaches.

If you're still having trouble getting through to the IRS after sending in your response, try https://claimyr.com - it's been a game-changer for me. I was in a similar situation with a deficiency notice last year and couldn't get anyone on the phone for weeks. Their service basically holds your place in the IRS phone queue and calls you back when an actual agent is on the line. Saved me from having to waste hours listening to that horrible hold music! You can see how it works in this video: https://youtu.be/_kiP6q8DX5c After I finally got through to a live person at the IRS, they explained exactly what documentation they needed for my amended return situation and gave me a direct fax number to send it to. Got my issue resolved in days instead of months of back-and-forth through mail.

Well I need to apologize and eat my words about Claimyr. After calling the IRS myself and waiting on hold for THREE HOURS only to get disconnected, I was desperate and decided to try it. Used the service yesterday, and I'm shocked to say it actually worked exactly as advertised. Their system handled the whole terrible IRS phone tree and waited on hold, then called me when an agent picked up. I was connected to an actual helpful IRS person within 2 hours (without me having to do anything). The agent reviewed my situation with the filing status deficiency notice and confirmed I could simply mail in proof that I qualified for Head of Household status. She even put notes in my file about our conversation and gave me a reference number. Now my response is documented in their system before I even mail in my paperwork! Honestly wish I'd known about this service months ago.

Make sure you keep copies of EVERYTHING you send to the IRS! I went through a similar situation with a filing status issue a couple years ago. I sent in all my documentation and then they claimed they never received it. Had to send it all in again and it delayed my refund by another 3 months. Also, when you mail your response, use certified mail with return receipt so you have proof they received it. Trust me on this one.

Just curious - when you amended your return, did you file Form 1040X? And did you check the Head of Household box on line 4 of that form? That's where a lot of people make mistakes with amended returns.