Find the identifying details
Look for the CP or LTR number, tax year, stated balance or question and due date. Keep every enclosure with the notice when it helps establish timing.
When several years are involved, naming each period prevents the first conversation from becoming a guess. Use the record in front of you as the anchor and ask what should happen next. In Edina, MN, the listed business can explain what the proposed service would involve and what records may be useful.
Decide what needs an answer
The IRS may ask for records, explain a change, show a balance or describe collection action. Compare the letter with your return and payment history, and note what seems wrong or unclear.
When several years are involved, naming each period prevents the first conversation from becoming a guess. Use the record in front of you as the anchor and ask what should happen next. In Edina, MN, the listed business can explain what the proposed service would involve and what records may be useful.
Respect the deadline
If the notice gives a response date, make it the first item in the conversation. Calling a tax-relief service does not extend a deadline or submit a response by itself.
When several years are involved, naming each period prevents the first conversation from becoming a guess. Use the record in front of you as the anchor and ask what should happen next. In Edina, MN, the listed business can explain what the proposed service would involve and what records may be useful.