IRS Notices & Letters
“The IRS sent me a CP2000 notice proposing a massive tax increase based on stock sales I already reported, how do I clear up this severe matching error?”
A CP2000 notice like this often points to a mismatch between IRS records and the return, even when stock sales were already reported. The key details usually include the brokerage 1099 forms, the amounts and basis shown on the return, and whether the IRS is comparing the correct tax year or account. In many cases, the response turns on reconciling each sale line by line and explaining any timing differences, duplicate reporting, or missing cost basis information. The notice language and enclosed worksheet also help show what the IRS believes was omitted or mismatched. Walking the details through with a CPA is the fastest way to know what truly applies here.
In your 60-minute session, the KGOB advisor handling it will:
- Read your exact situation and tell you, in plain English, what’s actually going on.
- Lay out your options and the trade-offs — no jargon, no judgment.
- Give you a clear next step you can act on, whether that’s with us or on your own.
This page is a prompt to start a conversation, not tax or legal advice, and states no tax-law specifics as fact. A consult session does not by itself create an ongoing engagement. We do not promise specific outcomes or savings. Kohari Gonzalez Oneyear & Brown PLLC — Charlotte, NC.
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