01 / Four details to find first.
Four details to find first.
The exact code
Include any letters after the number. Similar-looking notices can serve different purposes.
The tax period
Check which return, year or business tax period the notice concerns.
The requested action
Is the IRS asking for payment, records, agreement with a proposal or a response about appeal rights?
The response date
Use the date and instructions on your letter. An appointment request does not pause an IRS deadline.
02 / Keep the complete letter together.
Keep the complete letter together.
Retain every page, the envelope, related notices and proof of any response or payment. A cropped photograph of the balance can leave out the instructions that matter.
For an initial conversation, the code, tax period, general issue and stated response date are usually enough to explain why you are calling. Wait for an agreed secure channel before sending tax returns, identification or complete financial records.