ndrosen

The income tax issue is resolved. Fortunately, there is no reason to think that an illegal alien is working under my Social Security number; unfortunately, I did owe money. The issue was with my 2023 income tax return; I unintentionally omitted some of my income, and also omitted the money that was withheld and sent to the Treasury during 2023. I looked through my papers for 2023, which was possible because I save a big envelope of tax-related papers for each year. There was one statement from my broker, involving certain transactions and dividends, but I didn’t find something else, which should have been there, showing interest income and money withdrawn from my inherited IRA, which is taxable. Either I never received that statement, or it got lost somehow.

So I did owe the IRS a non-trivial amount of money, with interest added, although no other penalties. I made an online payment this morning from my bank account, and received a confirmation that payment had been made. I then walked to the Post Office, and sent a certified letter to the IRS, filling out the form they had sent me by agreeing that they were right; I did not dispute it.

This was a bit worrisome and embarrassing, but payment has been made, and that should be the end of it.