What to Do If You Receive an IRS Notice

An unexpected letter from the IRS can be unsettling—but it doesn’t always mean there’s a major problem. Every year, millions of taxpayers receive IRS notices for reasons ranging from minor math errors to missing documentation. Responding calmly, clearly, and on time can help you resolve the issue efficiently—and avoid further complications.

Why You Might Get an IRS Notice

The IRS sends notices for a variety of common reasons:

• A mismatch between your tax return and IRS records

• A missing or incorrect tax form (such as a 1099, W-2, or K-1)

• A balance due or an overpayment

• Questions about deductions or credits claimed

• Notification of an audit or a request for more documentation

Each notice outlines what the IRS believes needs to be addressed and what steps you should take.

First Steps: Stay Calm and Get Organized

Start by reading the notice thoroughly. Look for the letter number in the upper right corner (e.g., CP2000, LT11)—this code tells you what kind of issue you're dealing with.

Key steps to take:

1. Don’t ignore it. Missing the response deadline can result in penalties or enforcement actions.

2. Compare the notice to your records. Review the tax year in question, and double-check numbers and documents.

3. Assess the IRS’s claim. Some notices involve simple corrections; others may require a deeper review.

4. Note the response deadline. In most cases, you’ll have 30 days from the notice date to reply.

   
   

If You Agree With the Notice

If the IRS is correct:

• Follow the instructions in the notice to submit payment or forms

• Use the IRS online payment system or mail a check with the included payment voucher

• Keep detailed records of what you send, including dates and copies

Responding promptly can help you avoid interest charges and additional penalties.

If You Disagree With the Notice

If you believe the IRS made an error:

• Gather your documentation (W-2s, 1099s, receipts, account records, etc.)

• Write a clear explanation of why you disagree

• Send your response and supporting documents by the listed deadline

Use certified mail or the IRS online portal (if applicable) to ensure your response is tracked.

Know When to Get Help

Some notices can be handled on your own—but others benefit from professional insight. Consider getting help if:

• The notice involves an audit

• You owe a significant amount

• You’re unsure how to respond or document your case

• Your tax situation involves business or self-employment income

Certainty Tax Advisors helps individuals and businesses respond strategically and confidently to IRS communications.

Resolve the Stress, Not Just the Notice

Receiving an IRS letter may feel stressful—but it doesn’t have to derail your financial stability. The key is to act early, stay organized, and seek help when needed.

If you’ve received a notice and want clarity on what to do next, call Certainty Tax Advisors at 718-676-4185 or use the contact form to schedule a confidential consultation.