asked

I received an IRS notice indicating I took out $65,000 from my See's Candies Retirement account in 2020. I don't recall getting a 1099R from Wells Fargo Retirement Services and have requested a copy from Principal, who now owns our Retirement accounts. The IRS is proposing that I now owe an additional $21,718 in taxes and penalties for 2020. My husband and I have a payment plan with the IRS for another year, automatically deducted every month from our checking account. Can you provide me with what our balance is on that account? I also want to know if I can add this balance for 2020 to the payment plan. We are struggling now paying back a student loan for my daughter of over $80,000.

May 18th, 2023

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