8 Facts to Know if You Receive an IRS Letter

Let me start this article by saying that if you receive a letter form the IRS, please don’t hestitate to contact me – that’s what I’m here for.
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Getting a letter from the IRS or the state is never a fun experience.  Keep in mind however, that the IRS sends millions of letters and notices to taxpayers for a variety of reasons. Many of these letters and notices can be dealt with simply, without having to call or visit an IRS office.

Here are eight things you should know about IRS notices and letters.

1. IRS notices and letters are sent by mail. The IRS does not correspond by email about taxpayer accounts or tax returns.
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2. There are a number of reasons why the IRS might send you a notice. Notices may request payment, notify you of account changes, or request additional information. A notice normally covers a very specific issue about your account or tax return.
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3. Each letter and notice offers specific instructions on what action you need to take.
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4. If you receive a correction notice, you should review the correspondence and compare it with the information on your return.
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5. If you agree with the correction to your account, then usually no reply is necessary unless a payment is due or the notice directs otherwise.
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6. If you do not agree with the correction the IRS made, it is important that you respond within a timely manner.  In some instances I – or the person who prepared your taxes – may be able to assist you with responding.   You should call, or in some cases, prepare a written explanation to send to the IRS of why you disagree and make sure it includes any information and documents the IRS should consider that support your case. You should hear from the IRS within 30 days regarding your correspondence.
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7. Most correspondence can be handled without calling or visiting an IRS office. In order to handle any issues that arise more quickly, we ask that that you please have a copy of your tax return, as well as any correspondence from the IRS available when you speak to us.
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8. It’s important to keep copies of any correspondence with your other tax records.
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Again… if you do receive a letter or notice from the IRS and have questions or concerns don’t hesitate to contact me.

Written on July 02, 2013.