The Internal Revenue Service (IRS) will send a notice or a letter for any number of reasons. It may be about a specific issue on your federal tax return or account or may tell you about changes to your account, ask you for more information, or request a payment.
Before you proceed, check where the notice came from.
The first thing to do is to check the return address to be sure it’s from the IRS and not another agency.
If it’s from the IRS, the notice will have instructions on how to respond. If you want more details about your tax account, you can order a transcript.
If it’s from another agency, such as a state tax department, you’ll need to call that office for an explanation.
Understanding Your Notice
IRS notices and letters are numbered and provide contact information for questions. Both are usually shown in the upper right corner. The notice or letter will explain the reason for the contact and give instructions on how to handle the issue.
Each Notice Normally Tells You:
- What the IRS is changing on your return or account, or needs more information about
- Why the IRS is making a change or needs that information
- Where to send your reply and by when (if a reply is needed)
Claiming certain tax credits and other interactions with the IRS may lead the IRS to send you a notice. Most of the time, they are just for your records and you don’t need to reply.
Notices About Changes To Your Tax Return Or Account
The IRS may have already made a change or be looking at your return to see if there was a mistake. The notice will have instructions on if or how you need to reply.
If you are unable to resolve or need additional help with the IRS or state correspondence, please contact our Pro Advisor I Tax Resolution.
Clergy Financial Resources serves as a resource for clients to help analyze the complexity of clergy tax law, church payroll & HR issues. Our professionals are committed to helping clients stay informed about tax news, developments and trends in various specialty areas.
This article is intended to provide readers with guidance in tax matters. The article does not constitute, and should not be treated as professional advice regarding the use of any particular tax technique. Every effort has been made to assure the accuracy of the information. Clergy Financial Resources and the author do not assume responsibility for any individual’s reliance upon the information provided in the article. Readers should independently verify all information before applying it to a particular fact situation, and should independently determine the impact of any particular tax planning technique. If you are seeking legal advice, you are encouraged to consult an attorney.
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