Records & preparation3 min read
First identify what part of the tax balance you dispute
Separate an incorrect tax calculation, a missing payment and inability to pay.
Read the guideDisputing an IRS Tax Balance
Take a wider view of your tax options.
Think an IRS proposed change or assessed balance is incorrect? Start by comparing the records and understanding which response route fits the issue.
Tax relief referral line · Confirm provider identity and fees directly.
Notes for the next step01 / 18
Clear information.
More useful questions.
Plain-language explainersPrimary sources linkedNo promised tax outcomesMade for informed questions
The reading room
Useful answers start with a good question.
A selection of guides for taxpayers who believe an IRS proposed change or assessed balance is incorrect.
Records & preparation3 min read
CP2000 series: proposed changes rather than a bill
Match each proposed item to your return and third-party information.
Read the guideRecords & preparation3 min read
A payer reported an incorrect amount
Ask the payer to investigate and preserve records showing the correct transaction.
Read the guideRecords & preparation3 min read
Look for duplicate income before accepting a proposal
Trace reported amounts to actual receipts and the return's reporting location.
Read the guideRecords & preparation3 min read
When sale proceeds are mistaken for gain
Organize the documents that establish proceeds and relevant basis information.
Read the guideWork & business3 min read
A proposed business-income adjustment needs full reconciliation
Compare payer totals with gross receipts and supported business reporting.
Read the guideThe way we approach it
Know more before you decide.
01
Start with the facts in front of you.
Keep the notice, dates, account information, and supporting records together. A little organization makes the next conversation more useful.
02
Read the source, then ask a question.
Every guide points to primary resources. Use those links to check the requirements and ask how they apply to your circumstances.
03
Choose support with care.
Confirm a provider’s identity, qualifications, fees, and scope before agreeing to services or sharing personal tax information.
A conversation can help
Ready to ask about tax relief options?
Use the referral line to make an inquiry. Ask who will provide the service, what it costs, and which options apply to your situation.
Tax relief referral line
(855) 494-5639Republic Tax company profile ↗Promoted referral contact. No outcome or eligibility is guaranteed.