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Posted

Is anyone else receiving CP259 Notices from the IRS asking for a 945 form for 2016?

I received copies of the notices from two completely unrelated clients, both of which have plans on a recordkeeping platform in which distributions are processed under the recordkeeper's EIN. 

Since we have a small number clients I thought this might not be just a coincidence.

Thanks.

Posted

We had a client receive this notice for 2016 and 2017. 2016 had some distributions prior to it moving to a recordkeeping platform but they were all rollovers (so no federal withholding). We drafted a response for the client that the Form 945 was not required. The notices made no sense to us so glad to know our client was not the only one that received.

Posted

Thanks for the confirm EMoney.  I've tried now for three days to get through to the number on the notice and do not even get put on hold.  It immediately states that they have heavy call volume and to call back later or the next day.

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