Got a letter from the IRS? Read this before you do anything
Most letters are routine and many can be answered by mail. Here’s what to do in the first week.
A letter from the IRS or your state is stressful, and it’s almost never as bad as it looks. Here’s what we tell clients.
Read what it says it is
The notice has a code in a corner, a date, and a reason. Many are about a number that doesn’t match, or a balance that does.
Look for the reply date
Most letters give you a date to respond by, often about 30 days out. Missing it can cost you options, so don’t put the letter in a drawer.
The IRS starts by mail
The IRS usually first contacts people by mail. A text, a social media message, or a call that demands gift cards or a wire transfer is a scam.
Bring it to us
Bring the letter to a free first call, or put it in the client portal. Please don’t email it. If we answer it for you, the price is quoted first.
This is general information, not tax advice for your own situation. A short call with us can tell you what applies to you.