IRS Notice Triage Deck
Recall the key moves for responding to an IRS notice or letter.
Objection I should pay immediately so the IRS leaves me alone. A proposed adjustment or balance appears on a notice. Your line First compare the notice to the return and records. If it is correct, pay or arrange payment by the due date. If it is wrong, respond with evidence by the deadline. Paying before checking can concede an amount that records might correct. It separates urgency from agreement. Fork Agree versus disagree: what changes? The fork is agreement, not anxiety. Recall What four details do you capture first? Notice number, tax year, issue, and response date. Those details define…
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