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Hrblock at home Publication 538 - Additional Material Prev  Up  Next   Home   More Online Publications
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Understanding Your CP2000 Notice

The income and/or payment information we have on file doesn’t match the information you reported on your tax return. This could affect your tax return; it may cause an increase or decrease in your tax, or may not change it at all.


What you need to do

  • Read your notice carefully—it explains the information we received and how it affects your tax return.
  • Complete the notice response form whether or not you agree or disagree with the notice, the response form explains what actions to take. (Your specific notice may not have a response form. In that case, the notice will have instructions on what to do).
  • Contact the business or person reporting the information, if it is wrong. Ask them to correct it, and then provide the corrected information to us.

You may want to…


Answers to Common Questions

Why did I receive the notice?

We received information from a third party that doesn’t match the information you reported on your tax return.

Is the notice a bill?

No. It informs you about the information we’ve received and how it affects your tax.

What do I need to do?

Complete the notice response form. (Follow the notice instructions if your notice doesn’t have a response form.)

What do I do if the information is wrong or if I disagree?

The notice response form has instructions on what to do if the new information is wrong. You also may want to contact whoever reported the information and ask them to correct it.

The information is wrong because someone else is using my name and social security number. What can I do?

Call us and let us know. You also can use this link to go to our Identity theft information webpage to find out more about what you can do.

I reported the information but I reported it incorrectly. Can I call you to correct my return?

We can accept your information over the phone for incorrectly reported information as long as the mistake didn't increase or decrease your tax.

Do I need to amend my return?

If the information displayed in the CP2000 notice is correct, you don't need to amend your return unless you have additional income, credits or expenses to report. If you agree with our notice, follow the instructions to sign the response page and return it to us in the envelope provided.

If you have additional income, credits or expenses to report, you may want to complete and submit a Form 1040-X, Amended U.S. Individual Income Tax Return. You can receive help at an IRS Taxpayer Assistance Center.

I want to check a copy of my original return. I don’t have one. How can I get one?

You can get a transcript of your return on our ”Order a Transcript” webpage at irs.gov. You also can get one by completing and sending us a Form 4506-T, Request for Transcript of Tax Return.

I don’t want a transcript of my return. I want a copy. How can I get one?

Did an accountant or some other person prepare your return? You could ask them for a copy.

I can’t get a copy of my return from a tax preparer. How else can I get a copy of it?

You can get a copy of your return by completing and sending us a Form 4506, Request for Copy of Tax Return. We charge a fee for tax return requests.

How can I find an IRS Taxpayer Assistance Center?

We have centers located throughout the country. Our website has directions on how to find the center nearest to you.

Why did it take you so long to contact me about this matter?

Our computer systems match the information you report on your tax return with information reported by employers, banks, businesses, and others. This matching takes several months to complete.

The notice says my taxes will increase. Will I be charged interest on the money I owe?

Yes, interest accrues on your unpaid balance until you pay it in full.

What happens if I can’t pay the full amount I owe?

You can make a payment plan with us when you can’t pay the full amount you owe.

How can I make a payment plan?

Call us at the toll free number on the top right corner of your notice to talk about payment plans or learn more about them at this web page.


Tips for next year

You can avoid future problems by:

  • keeping accurate and full records
  • waiting until you get all of your income statements before filing your tax return
  • checking the records you get from your employer, mortgage company, bank, or other sources of income (W-2s, 1098s, 1099s, etc.) to make sure they're correct
  • including all your income on your tax return
  • following the instructions on how to report income, expenses and deductions
  • filing an amended tax return for any information you receive after you’ve filed your return

Consider filing your taxes electronically. Filing online can help you avoid mistakes and find credits and deductions you may qualify for. In many cases, you can file for free. Learn more about how to file electronically here.

Page Last Reviewed or Updated: 28-Feb-2014

The Hrblock At Home

Hrblock at home 3. Hrblock at home   Limit on Annual Additions Table of Contents Ministers and church employees. Hrblock at home Includible Compensation for Your Most Recent Year of ServiceMost Recent Year of Service Includible Compensation The first component of MAC is the limit on annual additions. Hrblock at home This is a limit on the total contributions (elective deferrals, nonelective contributions, and after-tax contributions) that can be made to your 403(b) account. Hrblock at home The limit on annual additions generally is the lesser of: $51,000 for 2013 and $52,000 for 2014, or 100% of your includible compensation for your most recent year of service. Hrblock at home More than one 403(b) account. Hrblock at home If you contributed to more than one 403(b) account, you must combine the contributions made to all 403(b) accounts on your behalf by your employer. Hrblock at home Ministers and church employees. Hrblock at home   If you are a minister or a church employee, you may be able to increase your limit on annual additions or use different rules when figuring your limit on annual additions. Hrblock at home For more information, see chapter 5. Hrblock at home Participation in a qualified plan. Hrblock at home If you participated in a 403(b) plan and a qualified plan, you must combine contributions made to your 403(b) account with contributions to a qualified plan and simplified employee pensions of all corporations, partnerships, and sole proprietorships in which you have more than 50% control. Hrblock at home You can use Part I of Worksheet 1 in chapter 9 to figure your limit on annual additions. Hrblock at home Includible Compensation for Your Most Recent Year of Service Definition. Hrblock at home   Generally, includible compensation for your most recent year of service is the amount of taxable wages and benefits you received from the employer that maintained a 403(b) account for your benefit during your most recent year of service. Hrblock at home When figuring your includible compensation for your most recent year of service, keep in mind that your most recent year of service may not be the same as your employer's most recent annual work period. Hrblock at home This can happen if your tax year is not the same as your employer's annual work period. Hrblock at home When figuring includible compensation for your most recent year of service, do not mix compensation or service of one employer with compensation or service of another employer. Hrblock at home Most Recent Year of Service Your most recent year of service is your last full year of service, ending on the last day of your tax year that you worked for the employer that maintained a 403(b) account on your behalf. Hrblock at home Tax year different from employer's annual work period. Hrblock at home   If your tax year is not the same as your employer's annual work period, your most recent year of service is made up of parts of at least two of your employer's annual work periods. Hrblock at home Example. Hrblock at home A professor who reports her income on a calendar-year basis is employed on a full-time basis by a university that operates on an academic year (October through May). Hrblock at home To figure her includible compensation for 2013, the professor's most recent year of service is her service from January through May 2013 and from October through December 2013. Hrblock at home Figuring Your Most Recent Year of Service To figure your most recent year of service, begin by determining what is a full year of service for your position. Hrblock at home A full year of service is equal to full-time employment for your employer's annual work period. Hrblock at home After identifying a full year of service, begin counting the service you have provided for your employer starting with the service provided in the current year. Hrblock at home Part-time or employed only part of the year. Hrblock at home   If you are a part-time or a full-time employee who is employed for only part of the year, your most recent year of service is your service this year and your service for as many previous years as is necessary to total 1 full year of service. Hrblock at home To determine your most recent year of service, add the following periods of service: Your service during the year for which you are figuring the limit on annual additions, and Your service during your preceding tax years until the total service equals 1 year of service or you have figured all of your service with the employer. Hrblock at home Example. Hrblock at home You were employed on a full-time basis from July through December 2011 (1/2 year of service), July through December 2012 (1/2 year of service), and October through December 2013 (1/4 year of service). Hrblock at home Your most recent year of service for computing your limit on annual additions for 2013 is the total of your service during 2013 (1/4 year of service), your service during 2012 (1/2 year of service), and your service during the months October through December 2011 (1/4 year of service). Hrblock at home Not yet employed for 1 year. Hrblock at home   If, at the close of the year, you have not yet worked for your employer for 1 year (including time you worked for the same employer in all earlier years), use the period of time you have worked for the employer as your most recent year of service. Hrblock at home Includible Compensation After identifying your most recent year of service, the next step is to identify the includible compensation associated with that full year of service. Hrblock at home Includible compensation is not the same as income included on your tax return. Hrblock at home Compensation is a combination of income and benefits received in exchange for services provided to your employer. Hrblock at home Generally, includible compensation is the amount of income and benefits: Received from the employer who maintains your 403(b) account, and Must be included in your income. Hrblock at home Includible compensation includes the following amounts. Hrblock at home Elective deferrals (employer's contributions made on your behalf under a salary reduction agreement). Hrblock at home Amounts contributed or deferred by your employer under a section 125 cafeteria plan. Hrblock at home Amounts contributed or deferred, at the election of the employee, under an eligible section 457 nonqualified deferred compensation plan (state or local government or tax-exempt organization plan). Hrblock at home  Note. Hrblock at home For information about treating elective deferrals under section 457 plans as Roth contributions, see Publication 575. Hrblock at home Wages, salaries, and fees for personal services earned with the employer maintaining your 403(b) account. Hrblock at home Income otherwise excluded under the foreign earned income exclusion. Hrblock at home Pre-tax contributions (employer's contributions made on your behalf according to your election) to a qualified transportation fringe benefit plan. Hrblock at home Includible compensation does not include the following items. Hrblock at home Your employer's contributions to your 403(b) account. Hrblock at home Compensation earned while your employer was not an eligible employer. Hrblock at home Your employer's contributions to a qualified plan that: Are on your behalf, and Are excludable from income. Hrblock at home The cost of incidental life insurance. Hrblock at home See Cost of Incidental Life Insurance, later. Hrblock at home If you are a church employee or a foreign missionary, figure includible compensation using the rules explained in chapter 5. Hrblock at home Contributions after retirement. Hrblock at home   Nonelective contributions may be made for an employee for up to 5 years after retirement. Hrblock at home These contributions would be based on includible compensation for the last year of service before retirement. Hrblock at home Cost of Incidental Life Insurance Includible compensation does not include the cost of incidental life insurance. Hrblock at home If all of your 403(b) accounts invest only in mutual funds, then you have no incidental life insurance. Hrblock at home If you have an annuity contract, a portion of the cost of that contract may be for incidental life insurance. Hrblock at home If so, the cost of the insurance is taxable to you in the year contributed and is considered part of your basis when distributed. Hrblock at home Your employer will include the cost of your insurance as taxable wages in box 1 of Form W-2. Hrblock at home Not all annuity contracts include life insurance. Hrblock at home Contact your plan administrator to determine if your contract includes incidental life insurance. Hrblock at home If it does, you will need to figure the cost of life insurance each year the policy is in effect. Hrblock at home Figuring the cost of incidental life insurance. Hrblock at home If you have determined that part of the cost of your annuity contract is for an incidental life insurance premium, you will need to determine the amount of the premium and subtract it from your includible compensation. Hrblock at home To determine the amount of the life insurance premiums, you will need to know the following information. Hrblock at home The value of your life insurance contract, which is the amount payable upon your death. Hrblock at home The cash value of your life insurance contract at the end of the tax year. Hrblock at home Your age on your birthday nearest the beginning of the policy year. Hrblock at home Your current life insurance protection under an ordinary retirement income life insurance policy, which is the amount payable upon your death minus the cash value of the contract at the end of the year. Hrblock at home You can use Worksheet A, in chapter 9, to determine the cost of your incidental life insurance. Hrblock at home Example. Hrblock at home Your new contract provides that your beneficiary will receive $10,000 if you should die before retirement. Hrblock at home Your cash value in the contract at the end of the first year is zero. Hrblock at home Your current life insurance protection for the first year is $10,000 ($10,000 − 0). Hrblock at home The cash value in the contract at the end of year two is $1,000, and the current life insurance protection for the second year is $9,000 ($10,000 – $1,000). Hrblock at home The 1-year cost of the protection can be calculated by using Figure 3-1, Table of One-Year Term Premiums for $1,000 Life Insurance Protection . Hrblock at home The premium rate is determined based on your age on your birthday nearest the beginning of the policy year. Hrblock at home Figure 3-1. Hrblock at home Table of One-Year Term Premiums for $1,000 Life Insurance Protection Age Cost   Age Cost   Age Cost 0 $0. Hrblock at home 70   35 $0. Hrblock at home 99   70 $20. Hrblock at home 62 1 0. Hrblock at home 41   36 1. Hrblock at home 01   71 22. Hrblock at home 72 2 0. Hrblock at home 27   37 1. Hrblock at home 04   72 25. Hrblock at home 07 3 0. Hrblock at home 19   38 1. Hrblock at home 06   73 27. Hrblock at home 57 4 0. Hrblock at home 13   39 1. Hrblock at home 07   74 30. Hrblock at home 18 5 0. Hrblock at home 13   40 1. Hrblock at home 10   75 33. Hrblock at home 05 6 0. Hrblock at home 14   41 1. Hrblock at home 13   76 36. Hrblock at home 33 7 0. Hrblock at home 15   42 1. Hrblock at home 20   77 40. Hrblock at home 17 8 0. Hrblock at home 16   43 1. Hrblock at home 29   78 44. Hrblock at home 33 9 0. Hrblock at home 16   44 1. Hrblock at home 40   79 49. Hrblock at home 23 10 0. Hrblock at home 16   45 1. Hrblock at home 53   80 54. Hrblock at home 56 11 0. Hrblock at home 19   46 1. Hrblock at home 67   81 60. Hrblock at home 51 12 0. Hrblock at home 24   47 1. Hrblock at home 83   82 66. Hrblock at home 74 13 0. Hrblock at home 28   48 1. Hrblock at home 98   83 73. Hrblock at home 07 14 0. Hrblock at home 33   49 2. Hrblock at home 13   84 80. Hrblock at home 35 15 0. Hrblock at home 38   50 2. Hrblock at home 30   85 88. Hrblock at home 76 16 0. Hrblock at home 52   51 2. Hrblock at home 52   86 99. Hrblock at home 16 17 0. Hrblock at home 57   52 2. Hrblock at home 81   87 110. Hrblock at home 40 18 0. Hrblock at home 59   53 3. Hrblock at home 20   88 121. Hrblock at home 85 19 0. Hrblock at home 61   54 3. Hrblock at home 65   89 133. Hrblock at home 40 20 0. Hrblock at home 62   55 4. Hrblock at home 15   90 144. Hrblock at home 30 21 0. Hrblock at home 62   56 4. Hrblock at home 68   91 155. Hrblock at home 80 22 0. Hrblock at home 64   57 5. Hrblock at home 20   92 168. Hrblock at home 75 23 0. Hrblock at home 66   58 5. Hrblock at home 66   93 186. Hrblock at home 44 24 0. Hrblock at home 68   59 6. Hrblock at home 06   94 206. Hrblock at home 70 25 0. Hrblock at home 71   60 6. Hrblock at home 51   95 228. Hrblock at home 35 26 0. Hrblock at home 73   61 7. Hrblock at home 11   96 250. Hrblock at home 01 27 0. Hrblock at home 76   62 7. Hrblock at home 96   97 265. Hrblock at home 09 28 0. Hrblock at home 80   63 9. Hrblock at home 08   98 270. Hrblock at home 11 29 0. Hrblock at home 83   64 10. Hrblock at home 41   99 281. Hrblock at home 05 30 0. Hrblock at home 87   65 11. Hrblock at home 90       31 0. Hrblock at home 90   66 13. Hrblock at home 51       32 0. Hrblock at home 93   67 15. Hrblock at home 20       33 0. Hrblock at home 96   68 16. Hrblock at home 92       34 0. Hrblock at home 98   69 18. Hrblock at home 70                       If the current published premium rates per $1,000 of insurance protection charged by an insurer for individual 1-year term life insurance premiums available to all standard risks are lower than those in the preceding table, you can use the lower rates for figuring the cost of insurance in connection with individual policies issued by the same insurer. Hrblock at home Example 1. Hrblock at home Lynne Green, age 44, and her employer enter into a 403(b) plan that will provide her with a $500 a month annuity upon retirement at age 65. Hrblock at home The agreement also provides that if she should die before retirement, her beneficiary will receive the greater of $20,000 or the cash surrender value in the life insurance contract. Hrblock at home Using the facts presented we can determine the cost of Lynne's life insurance protection as shown in Table 3-1. Hrblock at home Lynne's employer has included $28 for the cost of the life insurance protection in her current year's income. Hrblock at home When figuring her includible compensation for this year, Lynne will subtract $28. Hrblock at home Table 3-1. Hrblock at home Worksheet A. Hrblock at home Cost of Incidental Life Insurance Note. Hrblock at home Use this worksheet to figure the cost of incidental life insurance included in your annuity contract. Hrblock at home This amount will be used to figure includible compensation for your most recent year of service. Hrblock at home 1. Hrblock at home Enter the value of the contract (amount payable upon your death) 1. Hrblock at home $20,000. Hrblock at home 00 2. Hrblock at home Enter the cash value in the contract at the end of the year 2. Hrblock at home 0. Hrblock at home 00 3. Hrblock at home Subtract line 2 from line 1. Hrblock at home This is the value of your current life insurance protection 3. Hrblock at home $20,000. Hrblock at home 00 4. Hrblock at home Enter your age on your birthday nearest the beginning of the policy year 4. Hrblock at home 44 5. Hrblock at home Enter the 1-year term premium for $1,000 of life insurance based on your age. Hrblock at home (From Figure 3-1) 5. Hrblock at home $1. Hrblock at home 40 6. Hrblock at home Divide line 3 by $1,000 6. Hrblock at home 20 7. Hrblock at home Multiply line 6 by line 5. Hrblock at home This is the cost of your incidental life insurance 7. Hrblock at home $28. Hrblock at home 00 Example 2. Hrblock at home Lynne's cash value in the contract at the end of the second year is $1,000. Hrblock at home In year two, the cost of Lynne's life insurance is calculated as shown in Table 3-2. Hrblock at home In year two, Lynne's employer will include $29. Hrblock at home 07 in her current year's income. Hrblock at home Lynne will subtract this amount when figuring her includible compensation. Hrblock at home Table 3-2. Hrblock at home Worksheet A. Hrblock at home Cost of Incidental Life Insurance Note. Hrblock at home Use this worksheet to figure the cost of incidental life insurance included in your annuity contract. Hrblock at home This amount will be used to figure includible compensation for your most recent year of service. Hrblock at home 1. Hrblock at home Enter the value of the contract (amount payable upon your death) 1. Hrblock at home $20,000. Hrblock at home 00 2. Hrblock at home Enter the cash value in the contract at the end of the year 2. Hrblock at home $1,000. Hrblock at home 00 3. Hrblock at home Subtract line 2 from line 1. Hrblock at home This is the value of your current life insurance protection 3. Hrblock at home $19,000. Hrblock at home 00 4. Hrblock at home Enter your age on your birthday nearest the beginning of the policy year 4. Hrblock at home 45 5. Hrblock at home Enter the 1-year term premium for $1,000 of life insurance based on your age. Hrblock at home (From Figure 3-1) 5. Hrblock at home $1. Hrblock at home 53 6. Hrblock at home Divide line 3 by $1,000 6. Hrblock at home 19 7. Hrblock at home Multiply line 6 by line 5. Hrblock at home This is the cost of your incidental life insurance 7. Hrblock at home $29. Hrblock at home 07 Figuring Includible Compensation for Your Most Recent Year of Service You can use Worksheet B in chapter 9 to determine your includible compensation for your most recent year of service. Hrblock at home Example. Hrblock at home Floyd has been periodically working full-time for a local hospital since September 2011. Hrblock at home He needs to figure his limit on annual additions for 2014. Hrblock at home The hospital's normal annual work period for employees in Floyd's general type of work runs from January to December. Hrblock at home During the periods that Floyd was employed with the hospital, the hospital has always been eligible to provide a 403(b) plan to employees. Hrblock at home Additionally, the hospital has never provided the employees with a 457 deferred compensation plan, a transportation fringe benefit plan, or a cafeteria plan. Hrblock at home Floyd has never worked abroad and there is no life insurance provided under the plan. Hrblock at home Table 3-3 shows the service Floyd provided to his employer, his compensation for the periods worked, his elective deferrals, and his taxable wages. Hrblock at home Table 3-3. Hrblock at home Floyd's Compensation Note. Hrblock at home This table shows information Floyd will use to figure includible compensation for his most recent year of service. Hrblock at home   Year Years of Service Taxable Wages Elective Deferrals 2014 6/12 of  a year $42,000 $2,000 2013 4/12 of  a year $16,000 $1,650 2012 4/12 of  a year $16,000 $1,650 Before Floyd can figure his limit on annual additions, he must figure includible compensation for his most recent year of service. Hrblock at home Because Floyd is not planning to work the entire 2014 year, his most recent year of service will include the time he is planning to work in 2014 plus time he worked in the preceding 3 years until the time he worked for the hospital totals 1 year. Hrblock at home If the total time he worked is less than 1 year, Floyd will treat it as if it were 1 year. Hrblock at home He figures his most recent year of service shown in the following list. Hrblock at home Time he will work in 2014 is 6/12 of a year. Hrblock at home Time worked in 2013 is 4/12 of a year. Hrblock at home All of this time will be used to determine Floyd's most recent year of service. Hrblock at home Time worked in 2012 is 4/12 of a year. Hrblock at home Floyd only needs 2 months of the 4 months he worked in 2012 to have enough time to total 1 full year. Hrblock at home Because he needs only one-half of the actual time he worked, Floyd will use only one-half of his income earned during that period to calculate wages that will be used in figuring his includible compensation. Hrblock at home Using the information provided in Table 3-3, wages for Floyd's most recent year of service are $66,000 ($42,000 + $16,000 + $8,000). Hrblock at home His includible compensation for his most recent year of service is figured as shown in Table 3-4. Hrblock at home After figuring his includible compensation, Floyd determines his limit on annual additions for 2014 to be $52,000, the lesser of his includible compensation, $70,475 (Table 3-4), and the maximum amount of $52,000. Hrblock at home Table 3-4. Hrblock at home Worksheet B. Hrblock at home Includible Compensation for Your Most Recent Year of Service1 Note. Hrblock at home Use this worksheet to figure includible compensation for your most recent year of service. Hrblock at home 1. Hrblock at home Enter your includible wages from the employer maintaining your 403(b) account for your most recent year of service 1. Hrblock at home $66,000 2. Hrblock at home Enter elective deferrals excluded from your gross income for your most recent year of service2 2. Hrblock at home 4,4753 3. Hrblock at home Enter amounts contributed or deferred by your employer under a cafeteria plan for your most recent year of service 3. Hrblock at home -0- 4. Hrblock at home Enter amounts contributed or deferred by your employer according to your election to your 457 account (a nonqualified plan of a state or local government, or of a tax-exempt organization) for your most recent year of service 4. Hrblock at home -0- 5. Hrblock at home Enter pre-tax contributions (employer's contributions made on your behalf according to your election) to a qualified transportation fringe benefit plan for your most recent year of service 5. Hrblock at home -0- 6. Hrblock at home Enter your foreign earned income exclusion for your most recent year of service 6. Hrblock at home -0- 7. Hrblock at home Add lines 1, 2, 3, 4, 5, and 6 7. Hrblock at home 70,475 8. Hrblock at home Enter the cost of incidental life insurance that is part of your annuity contract for your most recent year of service 8. Hrblock at home -0- 9. Hrblock at home Enter compensation that was both: Earned during your most recent year of service, and Earned while your employer was not qualified to maintain a 403(b) plan 9. Hrblock at home -0- 10. Hrblock at home Add lines 8 and 9 10. Hrblock at home -0- 11. Hrblock at home Subtract line 10 from line 7. Hrblock at home This is your includible compensation for your most recent year of service 11. Hrblock at home 70,475 1Use estimated amounts if figuring includible compensation before the end of the year. Hrblock at home 2Elective deferrals made to a designated Roth account are not excluded from your gross income and should not be included on this line. Hrblock at home  3$4,475 ($2,000 + $1,650 + $825). Hrblock at home Prev  Up  Next   Home   More Online Publications