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So, the next round of questions:

1. When did you file your 2006 return?

2. If your original 2006 return showed a refund/balance due, did you receive/pay it?

3. Please give a detailed breakdown of how they're coming up with the $4,293 they say you owe.



I filed on time, (April '07). And I got the refund I expected.

The amount of withholding they say they got equals the with-held amount on the 1099-DIV.
The amount they say is under-reported on the 1040 ($3933.) equals the amount of withholding on the 1099-B; the additional $360 they would like is interest.

I believe sending in the 1099's from the brokerage to the IRS will take care of this; The only thing the tax person at EJones suggested was that I send it by registered mail (too late) and that another time I enclose a copy of the 1099's with my 1040. I thought they didn't want the taxpayer to enclose them: she thought it was necessary in the case of back-up withholding payments.

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