An issue with your return, a correction notice, and many other topics may be the reason why the IRS needs to contact you. Here's what the IRS says you should do if you receive a letter from them.
Don’t Ignore It: You can respond to most IRS notices quickly and easily.
Follow Instructions: Read the notice carefully. It will tell you if you need to take any action. Be sure to follow the instructions. The letter will also have contact information if you have questions.
Focus on the Issue: IRS notices usually deal with a specific issue about your tax return or tax account. Your notice or letter will explain the reason for the contact and give you instructions on how to handle the issue.
Correction Notice: If the IRS corrected your tax return, you should review the information provided and compare it to your tax return.
If you agree, you don’t need to reply unless a payment is due.
If you don’t agree, it’s important that you respond. Follow the instructions on the notice for the best way to do that. You may be able to call the IRS to resolve the issue. Have a copy of your tax return and the notice with you when you call. If you choose to write to them, be sure to include information and any documents you want them to consider. Mail your reply to the address shown on the notice and allow at least 30 days for a response.
Respond to Requests about the Premium Tax Credit: The IRS may send you a letter asking you to clarify or verify your premium tax credit information. The letter may ask for a copy of your Form 1095-A, Health Insurance Marketplace Statement.
You Don’t Need to Visit the IRS: You can handle most notices without visiting the IRS. If you have questions, call the phone number in the upper right corner of the notice. Have a copy of your tax return and the notice when you call.
Keep the Notice: Keep a copy of the IRS notice with your tax records.
Watch out for Scams: Don’t fall for phone and phishing email scams that use the IRS as a lure. They normally contact you about unpaid taxes by mail first – not by phone. Be aware that the IRS does not initiate contact with taxpayers by email, text or social media. Learn about common scam tactics and what to do if you think you've been targeted in this previous edition of Tax Tip Tuesday.
If you get a notice, please email us at firstname.lastname@example.org or call 515-225-3141 and we will help you resolve any issues.
Disclaimer: The items included in the Tax Tip Tuesday Video Blog are informational only and are not meant as tax advice. Consult with your tax advisor to determine how any item applies to your situation. IRS Circular 230 disclosure: To ensure compliance with requirements imposed by the IRS, we inform you that any U.S. federal tax advise contained in this communication (including any attachments) is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any transaction or matter addressed herein.