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Steps to Take If the IRS Sends a Letter

Steps to Take If the IRS Sends a Letter - by Hedley & Co CPAs Saratoga

What to do you do if the IRS send you a letter?

When the IRS needs to communicate with taxpayers about details with their taxes, it will most commonly send a letter in the mail. If you receive a letter from the IRS, you do not need to panic. Instead, here are some steps to take: 

Read everything thoroughly: Your letter will probably contain specific details and necessary actions. So be sure to read the whole letter.

Reply only if requested: You typically do not need to respond to a letter unless the IRS asks you to provide information or make a payment. Further, avoid calling the IRS. Instead, follow the preferred outreach as detailed in the letter.

Store the letter: Save any letters or notices that the IRS sends you along with your tax files for the year specified.

Respond with discrepancies: Contact the IRS if you believe that the details in the letter are incorrect. To do so, mail the IRS a letter detailing the discrepancy.
Other details may apply, and you can find more information on the IRS website.

* This information is not intended to be a substitute for specific individualized tax advice. We suggest you discuss your specific tax issues with a qualified tax advisor.

Tip courtesy of IRS.gov

Edit from Hedley & Co CPA’s – Call us!  Call our office if you receive a communication from the IRS that you are uncomfortable or confused about.  We will walk you through whatever process is needed.