Start with the notice itself
Bring or send a complete copy of every page of the IRS notice. The notice usually identifies the issue, amount, tax period, deadline and appeal or response rights.
Common reasons taxpayers receive notices
- Income reported to the IRS does not match the tax return.
- The IRS changed a credit, deduction or payment.
- A balance remains due after processing.
- A tax return has not been filed.
- The IRS needs identity, business or supporting information.
Do not ignore deadlines
Some notices preserve rights only if the taxpayer responds within a stated period. Even when additional time may be available, early review gives more time to collect records and decide on a response.
Representation when needed
Some notices can be handled with a straightforward written response. Others may develop into examination, collections or appeals matters. Roberto E. Ruiz, EA can help determine whether formal representation is appropriate.
Frequently asked questions
Can I bring an IRS letter in for review?
Yes. Call the office and bring the complete notice plus the related tax return and any prior correspondence.
Should I call the IRS before getting help?
You may contact the IRS yourself, but if you are uncertain about the issue or what information to provide, reviewing the notice first can help you prepare.
What if the IRS notice says I owe money?
The balance may be correct, partially correct or based on missing information. The first step is to identify why the IRS assessed or proposed the amount.