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Hi, there. You are on the right track. I see you are a regular on Justanswer.com. At some point, if you want to upload your proposed letter I can review it for you. But you are right. You want to prepare an amended return that reflects all of their concerns but also includes the deductions you did not include. You would send them a cover letter, a copy of their notice and the amended return, and explain that your amended return is a refund (I hope) and that therefore no interest or penalties should be assessed.
you are correct. i was moving from wisconsin to nebraska. house did sell, then i got into a discussion about residency requirements, etc.... I was using Tax Act and compared two different scenarios and sent the wrong one in. thank you for you help and i will send you a sample of the letter. i also have one other question on this, so i will send it as a separate question.
Just put attn: TaxWhisperer in the line.