What to Do With an IRS Notice

Do not panic and do not ignore the deadline. Work from the complete notice.

First actions

Read every page and attachment
Identify the notice number, tax year and response date
Confirm the name and taxpayer identification details are correct
Compare the proposed change with the filed return
Keep the envelope and a complete copy

Before responding

Gather the filed return and supporting records
Obtain transcripts if needed
Do not send original documents unless specifically required
Avoid making unsupported statements by phone
Decide whether professional representation is needed

Submission and follow-up

Use the response method listed in the notice
Keep proof of fax, upload or certified mailing
Calendar the expected response period
Retain copies of everything submitted
Follow up when the IRS response is overdue or incomplete

This checklist is general information. Your return or matter may require additional records. Do not email sensitive documents unless you are using an approved secure method.