Wrong info transmitted to IRS?

[JZGilleo]

A client of mine received a notice that he didn’t  pay the total balance that was due on his tax return. Yet, the amount that he paid was equal to his 8879, the balance due on the return, and every e-file status or acknowledgment that I could find in LaCerte. 
I’m not sure how to proceed. If I knew what values were on the strange incorrect version the IRS received, I would do an amended return; but I don’t know what is on the version they have. 
Thoughts and assistance are greatly appreciated. 

[qbteachmt]

"If I knew what values were on the strange incorrect version the IRS received"

You can get a transcript of the filing.

[JZGilleo]

Will it provide Form 8615 values? I think this is where the difference lies. 

[BobKamman]

Did he make estimated-tax payments for 2020?  Does the notice make clear that only the final payment was insufficient, or could IRS be concerned about other payments applied to the account?

[qbteachmt]

Transcript FAQ:

https://www.irs.gov/individuals/get-transcript-faqs

For the client:

https://www.irs.gov/individuals/transcript-types-and-ways-to-order-them

https://www.irs.gov/individuals/get-transcript

Transcript Delivery Service for you, the professional:

https://www.irs.gov/e-services

[JZGilleo]

No estimates were due or made, this was caused by unemployment earnings subject to the Kiddie Tax.

Unfortunately, I haven't been able to access the TDS transcript system due to my need of a "Central Authorization File Number"

It seems I can only get this number from the Practitioner Priority Line, and my calls were rejected over and over because they were too busy.

[JZGilleo]

Unfortunately, I haven't been able to access the TDS transcript system due to my need of a "Central Authorization File Number" 

It seems I can only get this number from the Practitioner Priority Line, and my calls were rejected over and over because they were too busy. I will try again on Monday.

[BobKamman]

A CAF number is a unique nine-digit identification number and is assigned the first time you file a third party authorization with IRS. A letter is sent to you informing you of your assigned CAF number. Use your assigned CAF number on all future authorizations.

Did the return claim the $10,200 exclusion, and he still owes tax?  

[qbteachmt]

So, you now consider this is a return that was adjusted by the IRS? Have you been reading this topic:

https://proconnect.intuit.com/community/proseries-tax-discussions/discussion/good-news-in-limbo-refu...

[JZGilleo]

Yes, they received more than $10,200 in unemployment compensation.

This is my first tax season alone as my own accounting firm, so unfortunately, I've never had the pleasure of submitting a third party authorization with the IRS. I've filled out Form 2848, sent to client for signature, and upon receipt, I intend to submit the form online via the IRS site.

[JZGilleo]

Interesting, thank you for the link.

My client's tax liability increased quite a bit, and they received a Notice CP14 for the remaining balance.
The CP14 makes me think it wasn't just a correction, but rather some sort of error.