An IRS letter can concern a proposed change, missing information, a balance, or another account issue. Identify the notice number, tax period, response instructions, and deadline before deciding what to do.

Compare the notice with the filed return and supporting records. Some issues are resolved by providing documentation; others involve payment, a correction, or a formal response. A notice does not always mean a full audit, and an incorrect notice should not simply be accepted without review.

Provide the preparer with every page and any envelope or online account information relevant to timing. Verify suspicious communications through official channels and keep copies of what you send, when you send it, and any delivery confirmation.

Your next steps

• Read all pages and record the response deadline.
• Compare the notice with the return and payment records.
• Keep a complete response and correspondence file.

General education, not individualized tax or legal advice. Illustrations use stated assumptions and do not promise a refund or tax saving.