-15-
that will help us resolve this matter.”
When petitioner transmitted his 1998 Federal income tax
return to the IRS, he did so with a cover letter dated October 4,
2000, which states as follows:
Reference - 1998 taxes (Ramzy Kopty - SSN * * *)
The error in the 1099-R was discovered during the tax
preparation in December 1999 which would have added an
additional income of $42,695.14. Immediately I
contacted JD Edwards for the problem & did not receive
any correction or attention to this date.
April, 2000 - with no correction from JD Edwards/their
bank, and in avoidance of delay of payments I did a
rough calculation without the $42,695.14 & immediately
I forwarded a check on April 17, 2000 for the amount of
$13,529.00 (copy attached)
June 2000 - and still, with no correction from JD
Edwards/their bank I sent a detailed explanation to the
IRS on June 6, 2000 [i.e., above-quoted letter dated
May 27, 2000] with all the supporting documents
(Attached) & requested any suggestions that will help
resolve the matter. I did not get a response from the
IRS on this issue, and contrary, I received a letter
dated September 18, 2000 (cover sheet attached for your
reference) which included name & a contact of Robert
Stathntan (telephone - 215- * * *)
Upon Receipt and on September 26, 2000 I called the IRS
& talked to Ms. Kazlauskas who was very understanding
to the issues and we agreed that I file the tax return
(attached) citing the error & the pervious
correspondence
Under the circumstance I would like you to consider all
the above points while reviewing this situation and
confirm to me your finding. Additionally there was a
medical factor involved in this time frame (attached
medical report). In view of my health situation I have
also applied for long term disability with the Social
security (Social security confirmation attached).
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Last modified: March 27, 2008