What can we do if there was a mistake on our tax form?

We received a notice from the IRS (CP2000), dated June 6, 2011, on Saturday, June 11, 2011, saying that "income and payment information (they) have on file does not match entries on (our) 2009 Form 1040". And, if the information they have is correct, that we will owe them $9,179. We find that there were some items reported on 1099B forms that we did not include, through accidental oversight. However, since the IRS did not get the full information on most of these items (stock sales), that we accidentally didn't include on Schedule D, their income information is greatly inflated. We have the information we need to back up our appeal of this, and would like some help, so that all our bases are covered. Our 2009 taxes were done by us, using the an online program. The notice gives us until July 6, 2011 to return the response form. We hope you can help us.
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Answered By: Steven J. Fromm
You need to recompute your taxes and attach the Form 1040 along with the related Schedule D in response to the correspondence letter. If you do not know how to do this retain a tax attorney to assist you.

Answer Applies to: Pennsylvania
Replied: 9/10/2011

Disclaimer: The response above does not form an attorney-client relationship. This answer may or may not apply to you and should not be relied upon as legal advice. LawQA does not make any representation as to the expertise or qualifications of this attorney. This attorney may or may not be admitted to state bar of your state.

Answered By: The Schreiber Law Firm
You need to file an amended return to correct the amount of income, deductions and taxes. The IRS will assess an accuracy penalty and failure to fully pay the total tax if an amount is still due. There is a specific form you use to amend returns, you do not just change the numbers on a regular 1040 form and call it amended.

Answer Applies to: California
Replied: 9/9/2011

Disclaimer: The response above does not form an attorney-client relationship. This answer may or may not apply to you and should not be relied upon as legal advice. LawQA does not make any representation as to the expertise or qualifications of this attorney. This attorney may or may not be admitted to state bar of your state.

Answered By: Eranthe Law Firm
As soon as you became aware of the oversight you should have filed an amended return. If you have not done so yet, file the amended return correcting the information. Include a copy of the amended return with your response to the IRS. You don't say why you have ignored the deadlines. If you have a good reason like illness, death in the family, hurricane and so forth explain this to the IRS as well.

Answer Applies to: California
Replied: 9/9/2011

Disclaimer: The response above does not form an attorney-client relationship. This answer may or may not apply to you and should not be relied upon as legal advice. LawQA does not make any representation as to the expertise or qualifications of this attorney. This attorney may or may not be admitted to state bar of your state.

Answered By: Law Offices of Sally Amirghahari
You can amend your tax returns by making the necessary corrections. However, you indicated that your response date was July 6, 2011 which is already past due. Therefore, I suggest to consult with a tax attorney or a CPA regarding your case immediately to avoid any lien or levy by the IRS for failure to response timely.

Answer Applies to: California
Replied: 9/9/2011

Disclaimer: The response above does not form an attorney-client relationship. This answer may or may not apply to you and should not be relied upon as legal advice. LawQA does not make any representation as to the expertise or qualifications of this attorney. This attorney may or may not be admitted to state bar of your state.

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