Write a formal letter of protest that includes all the relevant details: the taxpayer's name, address and contact information, a statement expressing your desire to appeal the IRS's findings to the Office of Appeals, the tax period in question, a list of the items you disagree with, and the corresponding reasons. Remember that the supporting documentation you provide must be new information that has not been reviewed before. It must be for the fiscal year in question. If you've already been paid the amount due in full, you'll need to file a formal claim using Form 1040X instead of a request for reconsideration.
If you are using IRS Form 12661, complete the sections to provide information relevant to your request. The form has sections to highlight the contested evaluations and explain the reasons why you disagree with them. IRS Form 4549, also known as the letter of changes in the income tax exam, provides a summary of the changes proposed by the department for its tax return, in addition to the penalties and interest determined as a result of the audit. You will need to provide a copy of IRS Form 4549 along with your request for reconsideration.
It will justify the disputes you have raised. There is no direct number from the IRS reconsideration department that you can call to talk to someone about your case. However, you can call the toll-free phone number 1-877-777-4778 to talk to your local Taxpayer Advocate if you are facing significant difficulties due to a tax problem. Tax laws do not provide a specific time frame for processing refunds.
Even if your return has been audited, it's very likely that you'll still receive your refund as long as there are no problems with the return. It usually takes 4 to 8 weeks to receive your refund. If you want to write a letter to the IRS to appeal an action or evaluation they have taken, be sure to consult a tax lawyer to help you manage the appeal process. At the beginning of your letter, be direct and indicate what you are appealing and identify the IRS decision letter by date.
In most of your letter, list items that you don't agree with in separate headings. Below each point, explain the facts precisely and then analyze the law that applies to each fact. After stating your reasoning, include a statement that says that you are telling the truth to the best of your knowledge and understanding. After you sign the letter, attach copies of any documents that support your claims, such as proof of income or death certificate.
For more help from our legal co-author, including the format of your letter, scroll down. If you want to expedite your request, write to the Office of the Taxpayer Advocate and ask them to expedite your case. It's up to you to respond to any letter that the IRS sends you, even if you have an accountant who must keep your records in order. People often write to the IRS to provide missing information, request a reduction, or appeal an IRS decision.
The reconsideration letter you send should adequately address the details of your case and present all information in a way that helps the department make a favorable decision in your case. We've created this IRS audit reconsideration letter template to help taxpayers looking to challenge audits get started right away. Rocket Lawyer's free IRS notification response form provides a step-by-step interview process that makes it easy to write a letter to the IRS. At a minimum, this letter should highlight the reasons why you are requesting a reconsideration, the evaluations it challenges, and provide an overview of the new information on which it is based.
The IRS Audit Reconsideration Form 12661 is the official letter that taxpayers can fill out to request a reconsideration. If you choose to write a letter instead, make sure you provide all the relevant information to support your case. Most taxpayers who decide to take this route try to find an audit reconsideration letter template that they can adapt, as they are often unsure how the letter should be structured. It is not necessary to use Form 12661, since your request for reconsideration can also be made through a simple letter addressed to the IRS.
When you write a letter of difficulty to the IRS, be sure to include all the relevant information about your situation. The objective is for the reader to have the impression that the writer is experienced and has mastered the content. .
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