dascpa
Level 12
04-17-2024
09:10 AM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
In my experience the IRS is extremely slow at posting and matching corrected W-2's, 1099's etc. Sometimes this causes a mismatch letter, other times it doesn't.
The extra brokerage account is happening more and more as clients seem to have 2-10-20 brokerage accounts for whatever unknown reason.
I typically add with the reason for the amended return the brokerage house name and account number of the new account, or the name and EIN of the new K-1 or similar.