Should I believe IRS verbal reply to be followed

[AZ-Tax]

up with a letter. Situation: IRS sent my client notice CP2000 alleging 1099-G state income tax refund was not claimed on line 10 of 1040. I faxed in to the IRS “Form 1040 Line 10 State and Local tax refund worksheet” while on the phone with the IRS. Immediately the IRS then decided to close the notice/case verbally (no balance due) and told me a letter confirming this will follow in 4-6 weeks. I did write down IRS agent’s name and ID # from the “under reporting” IRS dept. Am I safe?

How can I avoid this in the future? Does this worksheet need to accompany the 1040 tax return and if so can it accompany the 1040 tax return if the taxpayer is efiling?

[JohnH]

You probably can't avoid this in the future, nor should you worry about it.
IRS made a mistake of some sort and you helped them fix it.

Out of all the returns you've prepared, how many times has this come up?
No need to try and fix a problem that doesn't exist.

[Kram BergGold]

Chill

Assume the matter is settled unless you hear otherwise.

[AZ-Tax]

I am curious, do you charge when its the IRS mistake?

If you are the tax preparer who prepared that tax return in which the IRS issued a CP2000 form on and its concluded the IRS made a mistake on the balance due.

If so about how much?