An IRS notice action plan: read, check, respond

Read the letter as a set of instructions

Locate the notice number, the tax period, the amount shown, and the response date. Write these on one sheet. The IRS sends letters for several reasons, including balance changes and questions about a return; a letter is not automatically an audit. Understand an IRS notice or letter ↗

Use the entire document, including the back page. Circle any instruction about sending records or requesting review. If multiple letters arrive, arrange them by date and keep each envelope with its contents. A newer letter may update the balance without replacing an earlier response deadline.

Compare the letter with your own records

Find the filed return for that tax year and the proof of any payments you believe were made. Create a small comparison: IRS amount, your amount, and the document supporting the difference. A note such as “payment made in April” is a lead to investigate; a bank confirmation is better evidence.

• List the specific figure you disagree with.
• Separate a missing payment from a disputed income item.
• Keep copies of documents rather than sending your only originals.
• Write down questions you cannot yet answer.

Choose the next conversation

You can contact the IRS using the instructions on your notice. If you would rather discuss paid help, the call buttons here connect to Republic Tax. Ask who would work on your case, what work is included, and how they would handle the notice deadline. A conversation alone does not file a response or extend a deadline.

Before the call ends, repeat the agreed next action, who owns it, and the date it must happen. Keep a log of the discussion and any reference numbers. If the letter involves hearing or court rights, get qualified advice promptly rather than waiting for a general debt review.