Received an IRS letter? Start with these three steps

Identify the notice, check its response date and match it to your records before deciding what to do next.

An IRS letter needs a careful reading. Its notice number and instructions help explain what is being requested.

Identify the letter and deadline

Keep every page and locate the notice or letter number, tax year and response date. You can look up the notice on IRS.gov to understand its purpose.

Compare it with your records

Gather the relevant return, income documents, payment confirmations and prior correspondence. Note what agrees with your records and what needs explanation.

Respond according to the instructions

If a reply is requested, act by the stated deadline. If you disagree, follow the dispute instructions and provide supporting copies. Seek a review promptly when the facts or requested action are unclear.

Official references

This article is for general information only and does not constitute tax or legal advice. Please consult a professional about your specific situation.

Back to Insights

More insights

Leave the taxes to us — focus on your business

Tell us about your situation — we will reply within one business day with clear next steps.