IRS protecting privacy ???

[AnnieR]

Client who did not file in 2006 got one of those infamous 2269 letters. The amount they are wanting included in his AGI is the amt. they have on file from a 1099R, which is coded, according to their printout as a G. OK, I'll do the return, show the IRS the retirees owe no money, but if the IRS wants to they can give them their telephone rebate. Now for the real screw-up. As I was going through the printouts, I came across one for a woman in Bronx, NY. (we're in OH). Of course, it had her name, address SS#, plus the amt. on her 1099R from 2006 that they wanted claimed. These were all sorted by hand, had the "important" parts highlighted in yellow along with written notation. Anybody have any idea what to do with the one my client shouldn't have, shouldn't have seen, and violates the NY lady's privacy???

AnnieR

[Gail in Virginia]

Sell it on E-bay! Just kidding!

[GeorgeM]

I would forward it to the correct jperson. Add a note that it was mailed to you in error.

OR if there is an IRS office nearby take it there and tell them about it.

[kcjenkins]

I'd mail it to her, since she really does need it, in an envelope marked 'Important Tax Information'. And add a cover letter suggesting that she complain to her congressman, local IRS office, and Taxpayer Advocate, and anyone else she can think of!