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I may even have called them and had Dad yell into the phone that he's still alive and don't kill him off before he's ready!
I had the impression they hired a bunch of newbies who really didn't understand what they were doing.
Anyhow, IRS sent us a letter stating that we owed $ 50,000+. ( Insult to injury, the letter was found by neighbor in their mailbox, after they returned from FL for the season!) It was a 17 page letter (whatever happened to the Paperwork Reduction Act?) IRS assumed the entire proceeds of the sale was the profit, hence all taxable.
So I wrote the IRS a nice letter (snark) telling them that I did not receive the 1099 form, hence I was filing an amended return, which included the sale of the mutual fund shares. However, using the IRS prescribed method of calculating the basis (original cost) of the shares, I calculated that I had a loss on the sale. Given that the loss was a write off against any other income, the IRS owed me money. I also questioned the IRS with regard to their unreasonable assumption that the entire proceeds of a sale was the profit, without regard to the cost (basic accounting.) And that a 17 page letter was unnecessary, since all they had to do was ask me what the cost basis was.
I got a nice letter stating the matter was closed, with a check.
Include information about what form was missing and you will get good, actionable advice.
Bringing it to AARP's attention is the only way to address this.
$11K is a lot to owe in taxes. I wonder if there are some miscalculations or other substantive issues beyond using the wrong forms, unless you're dealing with trusts. Even then, I still wonder about that conclusion.