cover letter to irs template

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How to Write a Letter to the IRS

Last Updated: August 9, 2024 Fact Checked

This article was co-authored by Cassandra Lenfert, CPA, CFP® . Cassandra Lenfert is a Certified Public Accountant (CPA) and a Certified Financial Planner (CFP) in Colorado. She advises clients nationwide through her tax firm, Cassandra Lenfert, CPA, LLC. With over 15 years of tax, accounting, and personal finance experience, Cassandra specializes in working with individuals and small businesses on proactive tax planning to help them keep more money to reach their goals. She received her BA in Accounting from the University of Southern Indiana in 2006. There are 16 references cited in this article, which can be found at the bottom of the page. This article has been fact-checked, ensuring the accuracy of any cited facts and confirming the authority of its sources. This article has been viewed 288,710 times.

The IRS is one of the most feared government agencies. However, you have nothing to fear when you need to write them a letter. Format a business letter and remember to get to the point. People usually write the IRS to provide missing information, ask for an abatement, or appeal an IRS decision. Provide all necessary information and remember to keep a copy of the letter for your records.

Letter to the IRS Template

Responding to a Request for Information

• You can use letterhead if you have it. Leave enough space at the top of the letter.

• Name, e.g., “Michael A. Jones”
• Social Security Number, e.g., “111-11-1111”
• Tax period, e.g., “2016”
• Tax form if any was referred to, such as Form 1099-MISC

• For example, you can write, “I am responding to your letter dated 7/3/2017 concerning my 2016 filing.”

• For example, you can write, “I have reviewed your letter carefully, which asks that I provide proof of my self-employment income. Accordingly, I have printed off my PayPal records, which show $22,455 in income for 2016. To help you, I am sending you a copy of these records. Please adjust your records to reflect this fact.” [5] X Research source

• For example, you can write, “Feel free to contact me at the above-listed address if you have questions. The easiest way to reach me is by phone at 555-555-5555. Thank you for your attention to this matter.”
• Remember to sign your letter. Put the word “Sincerely,” and then a few blank lines underneath for your signature. Underneath your signature, type your name. [7] X Research source

• For example, it might read, “Enclosures: copy of 1099-MISC, copy of W-2.”

Asking for an Abatement

• Someone close to you died.
• You had an unavoidable absence, such as being in prison or in rehab.
• Your records were destroyed in fire, flood, or other natural disaster.
• You were getting divorced and couldn’t afford to pay the taxes.
• You couldn’t gather your tax records for some reason.
• A tax professional gave you inaccurate advice.
• The IRS gave you bad advice.
• You made some mistake although you were acting carefully.
• The IRS may provide a first-time penalty abatement if you had no penalties for the 3 tax years prior to the tax year you received the penalty or you didn't previously have a tax filing requirement, you have filed all currently required returns or have filed extensions for any currently required returns, and you have paid or arranged to pay any tax due. [10] X Trustworthy Source Internal Revenue Service U.S. government agency in charge of managing the Federal Tax Code Go to source

• The IRS address (see your IRS notice)
• Your name and address
• A salutation, such as “To Whom It May Concern”

• For example, you can write, “I am writing to request an abatement of $4,512.33 as assessed in the notice sent 7/3/2017.”

• For example, you can write, “The reason why I filed late was because my husband died in early April, right around the time I usually do my taxes. I have included a copy of his death certificate as proof. Please accept this petition for abatement of penalties owed for reasonable cause.” [13] X Research source

• For example, you might write, “Please consider my request for an abatement for reasonable cause. I can be reached at 555-555-5555 during normal business hours if you have any questions. I’ve enclosed payment covering my taxes, except for the penalty amount.” [14] X Research source
• Also remember to sign. Include “Sincerely” and then three or four blank lines. After the blank lines, type your name. Sign using black or blue ink.

Filing an Appeal Letter

• 1 Consult with a tax attorney. If you are dealing with an appeal, it's in your best interest to get advice and guidance from a qualified tax attorney. They can help you navigate this process and draft the appeal letter.

• Item 1: facts, discussion of law, application of facts to the law.
• Item 2: facts, discussion of law, application of facts to the law.

• For example, you might be deducting job hunting expenses. You would need to provide the dates of your trip and what you spent money on.

• Continuing with the job hunting example, you might explain the law as follows: “According to U.S. Internal Revenue Code Section 161, "Taxpayers may deduct for amounts spent ‘for preparing and mailing copies of a resume to prospective employers,’ so long as the Taxpayer is seeking a job in their ‘present occupation.’”

• For example, you might write, “Here, Taxpayer is clearly entitled to deduct the $26.73 for printing and mailing her resume, since all of the jobs she sought were in her current field as a dental hygienist.”

• Put your name and signature underneath this statement.

• Only send copies, never originals, since the IRS often loses documents.

Expert Q&A

• Remember to proofread. Eliminate typos, dropped words, and other errors so that your letter will appear professional. Ask a friend to review the letter for you, or read it backwards, starting with the last sentence. Thanks Helpful 0 Not Helpful 0
• Consult with a tax attorney if you have questions. They can help draft a letter and gather helpful supporting information. You can get a referral by contacting your local or state bar association and asking for a referral. Make sure the lawyer specializes in tax law. Thanks Helpful 0 Not Helpful 0
• Interest will continue to accrue on any tax due as long as there is an outstanding balance on your account. Thanks Helpful 0 Not Helpful 0

You Might Also Like

• ↑ https://www.irs.gov/pub/irs-utl/OC-DidyoureceivealetterornoticefromtheIRS.pdf
• ↑ https://edu.gcfglobal.org/en/business-communication/how-to-write-a-formal-business-letter/1/
• ↑ https://www.tax.ny.gov/pit/letters/
• ↑ https://www.irs.gov/pub/irs-news/at-01-30.pdf
• ↑ https://www.debt.org/tax/penalty-abatement-request/
• ↑ https://www.irs.gov/businesses/small-businesses-self-employed/penalty-relief-due-to-first-time-penalty-abatement-or-other-administrative-waiver
• ↑ https://writingcenter.gmu.edu/writing-resources/different-genres/writing-business-letterse
• ↑ https://www.ftb.ca.gov/pay/penalties-and-interest/one-time-penalty-abatement.html
• ↑ https://revenue.iowa.gov/taxes/tax-guidance/general/abatement
• ↑ https://www.icpas.org/docs/default-source/tax-practice-procedures-files/irs-appeals-amp-writing-an-effective-protest.pdf?sfvrsn=0
• ↑ https://www.uspto.gov/sites/default/files/documents/Letter-of-Protest-2Dec2021.pdf
• ↑ https://sacd.sdsu.edu/student-ombudsman/writing-an-effective-appeal-or-request-letter

About This Article

If you want to write a letter to the IRS to appeal an action or assessment they made, make sure to consult a tax attorney to help you navigate the appeal process. At the beginning of your letter, be direct and state what you are appealing and identify the IRS decision letter by date. For the bulk of your letter, list the items you disagree with separate headings. Under each item, explain the facts accurately, then discuss the law that applies to each fact. After you’ve laid out your reasoning, include a statement that says you are telling the truth to the best of your knowledge. After signing the letter, enclose copies of any documents that support your claims, like proof of income or a death certificate. For more help from our Legal co-author, including how to format your letter, scroll down. Did this summary help you? Yes No

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How to Write a Letter to the IRS: Sample and Guide

The Internal Revenue Service (IRS) is the federal agency responsible for collecting taxes in the United States. At some point, you may encounter an issue that requires you to communicate with the IRS through a letter. Whether you need to request an adjustment, address penalties and interest, or report identity theft or fraud, it is essential to know how to compose an effective letter to the IRS. In this article, we will provide you with a detailed guide on the steps involved in writing a letter to the IRS.

Understanding the Purpose of Your Letter

Before you begin writing your letter, it is crucial to understand the specific purpose of your communication. There are different reasons why you might need to write to the IRS. Some of the common purposes of an IRS letter include requesting an adjustment, addressing penalties and interest, requesting a payment plan or an installment agreement, or reporting identity theft or fraud.

Requesting an Adjustment or Correction

If you believe there is an error on your tax return or an adjustment is necessary, you can request a correction from the IRS via a letter. In your letter, you should provide the necessary details to explain why an adjustment is required. You might also need to provide supporting documents or evidence to back up your claim.

Addressing Penalties and Interest

If you have received a notice from the IRS stating that you owe penalties or interest, you have the right to respond through a letter. In your letter, you should explain your case and provide relevant information that supports your request for a waiver or reduction of the penalties.

Requesting a Payment Plan or Installment Agreement

If you are unable to pay your tax debt in full, you can request a payment plan or an installment agreement with the IRS. In your letter, you should request a specific payment arrangement and include information about your current financial situation.

Reporting Identity Theft or Fraud

If you suspect that your identity has been stolen or you have become a victim of tax-related fraud, you should report it to the IRS immediately. In your letter, you should provide details about the incident and any supporting documentation that you have.

Gathering Necessary Information

Once you understand the purpose of your letter, the next step is to gather all the necessary information. Your letter should include personal identification details, tax return information and any supporting documents or evidence.

Personal Identification Details

Your letter should include your full name, social security number (SSN), contact information, and the tax period or year in question.

Tax Return Information

If your letter is related to a specific tax return, you should provide the relevant details, such as the tax form type, the tax period, and any adjustments or corrections that need to be made.

Supporting Documents and Evidence

If you need to include supporting documents or evidence to back up your claim, make sure to include it with your letter. Examples of supporting documents include receipts, invoices, and bank statements.

Formatting Your Letter

Proper formatting is essential when writing a letter to the IRS. Your letter should have a professional and organized appearance.

Proper Salutation and Addressing

Your letter should be addressed to the appropriate individual or department at the IRS. Use a proper salutation such as "Dear Sir/Madam" or "To Whom It May Concern" if you do not know the recipient's name.

Organizing Your Letter's Content

Your letter should be organized into sections with clear headings and subheadings. Divide the content of your letter into paragraphs and use bullet points or numbered lists when appropriate. Make sure your letter is easy to read and understand.

Closing and Signature

Your letter should end with a proper closing, such as "Sincerely" or "Yours truly." Sign your name below the closing and include your contact information, such as your phone number and email address.

Writing the Body of Your Letter

The body of your letter should be clear, concise, and organized. Make sure to include all the necessary details and information relevant to your specific case.

Clearly State Your Purpose

Your first paragraph should state the purpose of your letter clearly. Make sure to include the specific issue that you are addressing and provide any relevant identification or case numbers.

Provide Relevant Details and Facts

The subsequent paragraphs should provide the necessary details about the issue you are addressing. Be concise and specific, and provide relevant facts and figures.

Explain Your Reasoning and Justification

After you have provided all the necessary facts, provide your reasoning and justification for your request. Explain why you believe an adjustment or correction is necessary or why you require a payment plan or installment agreement.

Include a Call to Action

End your letter with a clear call to action. This should be a specific request or action that you want the IRS to take, such as waiving penalties or correcting an error.

Sample Letter to the IRS

• Dear Sir/Madam,
• I am writing to request a correction to my tax return.
• My social security number is 123-45-6789, and I filed my tax return for the 2020 tax year.
• I received a notice from the IRS stating that I owe additional taxes due to an error in my return.
• After reviewing my return, I discovered an error in reporting my income, which resulted in an overstatement of my tax liability.
• I have attached a corrected tax return and supporting documentation to this letter.
• My corrected tax liability is $2,500, which is $500 less than the amount that the IRS assessed.
• Therefore, I am requesting that you adjust my account and process my refund for the overpayment.
• Please contact me if you require any additional information or documentation.
• Thank you for your prompt attention to this matter.
• 123 Main Street
• Anytown, USA
• Phone: (555) 555-5555

Writing a letter to the IRS might seem daunting, but by following the steps outlined in this guide, you can compose an effective letter that addresses your specific needs. Remember to provide all the necessary information, organize your letter's content, use proper formatting, and include a clear call to action. By doing so, you can effectively communicate with the IRS and achieve a resolution to your tax-related issue.

ChatGPT Prompt for Writing a Letter to the IRS Sample

Chatgpt prompt.

Please compose a letter addressed to the Internal Revenue Service (IRS), which should serve as a sample of the type of letter one might write to this organization. The letter should be written in a clear and concise manner, and should convey any necessary information or inquiries related to taxes, tax returns, or any other relevant financial matters. Please ensure that the letter is of the highest quality possible, with a focus on precision, completeness, and accuracy.

[ADD ADDITIONAL CONTEXT. CAN USE BULLET POINTS.]

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Letter Drafts

Cover Letter to the IRS

A cover letter to the IRS is a formal letter written to accompany documents or information submitted to the Internal Revenue Service (IRS). Its purpose is to provide additional context or explanations for the documents being submitted, or to request specific actions or responses from the IRS.

In this article, we will provide you with templates and examples of cover letters to the IRS. These samples will help you craft a clear and concise letter that effectively communicates your message to the IRS. Whether you’re responding to a notice, requesting an extension, or providing additional information, these templates will guide you in writing a professional and effective cover letter.

By using our samples, you can save time and effort in writing your own cover letter to the IRS. We understand that dealing with the IRS can be intimidating, but with the right tools and resources, you can confidently write a cover letter that effectively communicates your message and helps you achieve your goals.

Sample of a Cover Letter to the IRS

[Your Name]

[Your Address]

[City, State, Zip Code]

[Email Address]

[Phone Number]

Internal Revenue Service

I am writing to provide additional information regarding my recent tax return. Enclosed, please find the requested documents and supporting information for your review.

I believe there was a misunderstanding regarding [specific issue]. I have included [list of documents] to clarify my situation. I apologize for any inconvenience this may have caused and appreciate your prompt attention to this matter.

Please let me know if you need any further information or documentation. Thank you for your understanding and assistance.

How to Write a Cover Letter to the IRS

Writing a cover letter to the IRS may seem daunting, but with the right approach, you can effectively communicate your message and address any issues. Follow these steps to write a compelling cover letter:

1. Understand the Purpose:

Before you begin writing, understand why you are writing the cover letter. Whether you are responding to a notice, requesting an extension, or providing additional information, knowing the purpose will help you tailor your letter accordingly.

2. Gather Necessary Information:

Collect all relevant documents and information that you will need to reference in your cover letter. This will ensure that your letter is accurate and complete.

3. Address the Letter Properly:

Begin your cover letter by addressing it to the correct department or individual at the IRS. Use the appropriate title and include the full address of the IRS office.

4. Provide a Brief Introduction:

Start your letter with a brief introduction of who you are and why you are writing. Be concise and to the point.

5. Explain Your Situation:

In the body of your letter, explain your situation in detail. Provide any relevant background information and be specific about the issue you are addressing.

6. Include Supporting Documents:

If you are submitting additional documents, be sure to include them with your cover letter. Reference these documents in your letter to ensure that the IRS knows what you are submitting.

7. Close Professionally:

End your cover letter with a professional closing, such as “Sincerely” or “Thank you for your attention to this matter.” Sign your name and include your contact information.

By following these steps, you can write a clear and effective cover letter to the IRS that addresses your concerns and helps you achieve your goals.

Things to Keep In Mind

1. be clear and concise:.

When writing a cover letter to the IRS, be clear and concise in your communication. Avoid using jargon or complex language that may be difficult for the IRS to understand.

2. Provide Relevant Information:

Ensure that you provide all relevant information in your cover letter. This includes your name, address, Social Security number, and any other information requested by the IRS.

3. Address the Letter Correctly:

Make sure to address the letter to the correct IRS office and include the correct address. This will help ensure that your letter reaches the right person.

4. Be Honest and Transparent:

It’s important to be honest and transparent in your cover letter. If you made a mistake on your tax return, admit it and provide an explanation. Being honest can help you avoid further penalties.

5. Follow IRS Guidelines:

Familiarize yourself with IRS guidelines for writing cover letters. This will help you ensure that your letter meets the IRS’s requirements and increases the chances of your request being approved.

6. Proofread Your Letter:

Before sending your cover letter to the IRS, make sure to proofread it carefully. Check for any spelling or grammatical errors, and ensure that all information is accurate and up-to-date.

7. Seek Professional Help if Needed:

If you’re unsure about how to write your cover letter or need assistance, consider seeking help from a tax professional. They can help you draft a letter that meets the IRS’s requirements and increases your chances of a successful outcome.

FAQs about a Cover Letter to the IRS

When writing a cover letter to the IRS, it’s common to have questions about how to approach the process and what to include. Here are some of the most frequently asked questions:

1. How should I address the cover letter to the IRS?

You should address the cover letter to the specific IRS office or department handling your case. Use the address provided in any correspondence you have received from the IRS.

2. What information should I include in the cover letter?

Your cover letter should include your name, address, Social Security number or taxpayer identification number, the tax year or years you are referencing, and a brief explanation of why you are writing.

3. Should I include any supporting documents with my cover letter?

If you are providing additional information or documentation to support your case, you should include copies of these documents with your cover letter. Do not send original documents.

4. How long should my cover letter be?

Your cover letter should be concise and to the point. It should include all necessary information, but avoid including unnecessary details or explanations.

5. What should I do if I have not received a response from the IRS?

If you have not received a response from the IRS within a reasonable amount of time, you should follow up with a phone call or letter to inquire about the status of your request.

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Financial Tips, Guides & Know-Hows

Home > Finance > How To Write A Letter To The IRS Sample

How To Write A Letter To The IRS Sample

Published: October 31, 2023

Learn how to write a well-crafted letter to the IRS with our comprehensive sample guide. Gain valuable tips and insights on navigating finance-related communication challenges.

(Many of the links in this article redirect to a specific reviewed product. Your purchase of these products through affiliate links helps to generate commission for LiveWell, at no extra cost. Learn more )

Table of Contents

Introduction, step 1: gather necessary information, step 2: format your letter, step 3: include your contact information, step 4: address the irs properly, step 5: provide a clear and concise explanation, step 6: attach relevant documents, step 7: request a response, step 8: sign and date your letter, step 9: make copies for your records.

Dealing with the Internal Revenue Service (IRS) can be a challenging and intimidating task. Whether you’re addressing a tax-related issue, seeking clarification on a specific matter, or requesting assistance, writing a letter to the IRS can help you effectively communicate your needs and concerns. However, it’s important to approach the task strategically to ensure your letter is clear, professional, and engaging.

In this article, we will guide you through the process of writing a letter to the IRS. From gathering the necessary information to formatting the letter correctly and addressing the IRS appropriately, we will cover each step in detail. By following this guide, you can maximize the impact of your letter and improve your chances of a prompt and satisfactory response from the IRS.

Before you begin, it’s crucial to understand the purpose of your letter. Whether you’re seeking clarification, disputing a tax assessment, or requesting a payment plan, clearly defining your objective will help you structure and articulate your message effectively. Remember, the goal is to communicate your situation clearly and courteously, providing the necessary information for the IRS to take appropriate action.

Writing a letter to the IRS can be a complex process, but with the right approach, it can yield positive results. In the next few sections, we will break down each step, providing tips and guidelines to help you craft a well-written and persuasive letter. So, let’s get started with the first step: gathering the necessary information.

Before you start drafting your letter, it’s essential to gather all the necessary information related to your tax issue. This will ensure that your letter is comprehensive and accurate, providing the IRS with all the relevant details they need to address your concerns.

Here are a few key pieces of information you should gather:

• Your personal information: Include your full name, address, and contact information. This will help the IRS identify you and respond to your letter promptly.
• Tax-related details: Gather all relevant tax information, including your Social Security Number (SSN) or Employer Identification Number (EIN), tax year(s) in question, and any applicable tax return forms (such as Form 1040).
• Specific issue or inquiry: Clearly define the purpose of your letter. Whether you’re disputing a tax assessment, seeking clarification on a particular matter, or requesting a payment plan, make sure to gather all the necessary details and supporting documents related to your specific issue.
• Prior communication: If you have had any previous communication with the IRS regarding the issue, gather copies of all relevant correspondence, notices, or documentation. This will help provide a context for your letter and demonstrate any efforts you have made to resolve the matter.

Once you have gathered all the necessary information, take the time to review and organize it. Having everything ready will make the writing process smoother and allow you to address all the relevant points in your letter.

Remember, accuracy and completeness are crucial when dealing with the IRS. Double-check your information to ensure there are no mistakes or missing details that could potentially delay the resolution of your issue.

Now that you have gathered all the necessary information, it’s time to move on to the next step: formatting your letter. Creating a well-structured and professional letter is essential for catching the IRS’s attention and making a strong case for your concerns.

When writing a letter to the IRS, it’s important to adhere to certain formatting guidelines to ensure your message is clear and professional. The proper formatting will not only make your letter more readable but also convey a sense of respect and seriousness to the recipient.

Here are some key formatting tips to follow:

• Use a professional tone: Maintain a formal and respectful tone throughout your letter. Avoid using slang or casual language, as it may undermine the credibility of your message.
• Choose an appropriate font and font size: Select a clear and legible font, such as Arial or Times New Roman, and use a font size between 10 and 12 points. This ensures that your letter is easy to read.
• Include clear headings and subheadings: Use headings and subheadings to organize your letter and make it easier for the reader to navigate. This also helps the IRS representatives to understand the structure and content of your letter.
• Keep paragraphs short: Use concise and focused paragraphs to present your points. This enhances readability and makes it easier for the reader to follow your arguments.
• Use bullet points or numbered lists: When presenting a list of items or key points, consider using bullet points or numbered lists. This helps break up the text and makes your information easier to digest.
• Leave white space: Allow for sufficient white space between paragraphs and sections. This improves the overall readability and prevents your letter from appearing cluttered or overwhelming.

By following these formatting guidelines, you can create a well-organized and visually appealing letter that effectively communicates your concerns to the IRS. Remember, clarity and professionalism are essential when dealing with any formal correspondence.

Now that you have formatted your letter properly, it’s time to move on to the next step: including your contact information. This ensures that the IRS can easily reach you for any further communication or clarification.

When writing a letter to the IRS, it is crucial to include your contact information so that they can easily reach you for any necessary communication or clarification. Your contact information should be clearly stated at the beginning or end of the letter to ensure it is easily accessible to the recipient.

Here’s what you should include in your contact information:

• Your full name: Provide your complete legal name as it appears on official documents.
• Your address: Include your current mailing address. Make sure it is accurate and up to date to avoid any confusion or miscommunication.
• Your phone number: Provide a phone number where the IRS can reach you during business hours. Ensure that the number is active and regularly monitored.
• Your email address: If you prefer to communicate via email, include a valid email address where the IRS can contact you. Double-check for any typos or errors in your email address to prevent any potential delivery issues.

Including your contact information is essential for establishing clear communication channels with the IRS. It ensures that they can reach out to you promptly if they have any questions, need additional information, or are ready to offer a resolution to your issue.

In addition to providing your contact information, it may also be beneficial to express your willingness to cooperate and assist them further if needed. This demonstrates your commitment to resolving the matter and fosters open communication between you and the IRS.

Now that you have included your contact information, it’s time to move on to the next step: addressing the IRS properly. Understanding the appropriate way to address the IRS is crucial in ensuring your letter reaches the correct department or individual within the organization.

Addressing your letter to the correct department or individual within the IRS is essential to ensure that it reaches the intended recipient and receives prompt attention. Using the proper format and addressing conventions will help your letter get to the right place and increase the likelihood of a timely response.

Here’s how to address the IRS properly:

• Include the correct IRS address: Start your letter by including the appropriate address for the IRS. The specific address you should use depends on the purpose of your letter, such as tax return filing, payment, or inquiry. Ensure that you have the most up-to-date address by visiting the official IRS website or checking the instructions provided with the related tax form.
• Use the appropriate salutation: Begin your letter with a professional salutation, such as “Dear Sir or Madam” or “To Whom It May Concern.” If you have identified a specific individual or department within the IRS to address your letter, use their name or title along with the appropriate salutation.
• Include any applicable identifiers: If you have a specific IRS case or reference number related to your inquiry or issue, include it in your letter. This will help the IRS identify your case quickly and streamline the handling of your letter.

By following these addressing guidelines, you ensure that your letter reaches the appropriate department or individual within the IRS and facilitates efficient handling. Remember, accuracy and attention to detail are crucial when addressing formal correspondence.

Now that you have addressed the IRS properly, it’s time to move on to the next step: providing a clear and concise explanation of the issue in your letter. This is where you will articulate your concerns or inquiries and provide the necessary details for the IRS to understand your situation.

When writing a letter to the IRS, it’s crucial to provide a clear and concise explanation of the issue you are addressing. This will help the IRS understand your concerns or inquiries and enable them to take appropriate action. Here are some key tips for providing a clear and concise explanation in your letter:

• State the purpose of your letter: Clearly and briefly state the reason for your letter at the beginning. Whether you are disputing a tax assessment, seeking clarification on a specific matter, or requesting a payment plan, clearly identify the purpose of your communication.
• Provide relevant details: Include all the necessary information related to your issue. Be specific and provide details such as dates, amounts, and any relevant supporting documentation to support your claims or questions. The more information you provide, the better the IRS can understand and address your concerns.
• Organize your thoughts logically: Present your explanation in a structured and logical manner. Use paragraphs or bullet points to break down different aspects of your issue, making it easier for the reader to follow your argument.
• Be concise and to the point: Avoid unnecessary details or tangents that may distract from your main message. Keep your explanation focused and relevant, providing only the information that is essential for the IRS to understand your situation.
• Use clear and simple language: Write in plain language that is easy to understand. Avoid complex jargon or technical terms, unless necessary. Use examples or analogies if they can help clarify your explanation.

Remember, the goal is to convey your concerns or inquiries clearly and efficiently. By providing a well-structured and concise explanation in your letter, you increase the chances of a timely and accurate response from the IRS.

Now that you have provided a clear and concise explanation in your letter, it’s time to move on to the next step: attaching relevant documents, if necessary. Supporting your claims with appropriate documentation can strengthen your case and provide the IRS with the necessary evidence to address your issue effectively.

Attaching relevant documents to your letter can provide crucial support for your claims or inquiries. These documents can help the IRS understand your situation more effectively and expedite the resolution process. Here are some guidelines for attaching relevant documents to your letter:

• Identify the necessary documents: Determine which documents are relevant to your issue. This may include copies of previous IRS correspondence, tax returns, receipts, invoices, or any other supporting evidence that can support your claims or inquiries. Be selective and include only the most pertinent documents.
• Organize and label your documents: Arrange your documents in a logical order and label them clearly to indicate their purpose. Use a cover sheet or index to provide an overview of the enclosed documents and their relevance to your letter.
• Make clear copies: Ensure that your attached documents are clear and legible. If needed, make copies or scans of the original documents and keep the originals for record-keeping purposes. Poor quality or illegible copies can hinder the IRS’s ability to review and understand the information.
• Refer to the attached documents: In your letter, refer to the attached documents when necessary. Provide a brief explanation of each document’s significance and how it relates to your issue. This helps the IRS connect the dots and understand the relevance of the provided evidence.
• Keep the original documents: Retain the original copies of the documents you attach to your letter. It’s important to keep a record of all documentation related to your tax matters for your own records.

By attaching relevant documents to your letter, you provide the IRS with supporting evidence and additional context for your claims or inquiries. This can facilitate a faster and more accurate resolution of your issue.

Now that you have attached relevant documents, it’s time to move on to the next step: requesting a response from the IRS. Clearly indicating your request for a response ensures that you receive feedback or clarification on your concerns or inquiries.

When writing a letter to the IRS, it’s important to clearly request a response to ensure that your concerns or inquiries are addressed in a timely manner. By requesting a response, you indicate your expectation for the IRS to provide feedback, clarification, or resolution to your issue. Here are some tips for requesting a response in your letter:

• State your request explicitly: Clearly indicate that you are requesting a response from the IRS. Use a direct and polite language to convey your expectation for feedback or resolution. For example, you can use phrases like “I kindly request a prompt response” or “I look forward to hearing from you regarding this matter.”
• Specify the preferred method of response: If you have a preference for how you would like to receive the IRS’s response, such as via mail or email, mention it in your letter. However, keep in mind that the IRS may have its own protocols for communication, so be open to alternative methods of response.
• Provide your contact information again: Reiterate and double-check that your contact information is accurate and up-to-date. This ensures that the IRS can reach you easily if they need to follow up or provide a response.
• Express your appreciation: Conclude your letter by expressing your gratitude for the IRS’s attention to your concerns or inquiries. A polite and thankful tone can help establish a positive and cooperative atmosphere for further communication.

By requesting a response in your letter, you set clear expectations for the IRS to address your issue promptly. It also demonstrates your proactive approach and commitment towards resolving the matter.

Now that you have requested a response from the IRS, it’s important to finalize your letter. This involves signing and dating your letter to authenticate your communication and make it legally valid.

Signing and dating your letter is a crucial step when communicating with the IRS. It serves as a way to authenticate your communication and demonstrate your agreement and commitment to the content of the letter. Here’s what you need to keep in mind when signing and dating your letter:

• Sign your full name: Sign the letter using your full legal name as it appears on official documents. This adds a personal touch and ensures that your identity is clearly established.
• Use a consistent signature: Aim to use a consistent signature across all documents to avoid any confusion or discrepancies. It’s important to sign your name in a way that is legible and matches previous signatures.
• Date the letter: Include the date of writing the letter. This serves as a reference point for both you and the IRS and helps maintain a chronological record of communication.
• Consider using a formal closing: After signing your name, you may include a formal closing such as “Sincerely” or “Best regards.” This adds a courteous and professional touch to your letter.

Signing and dating your letter is a simple yet crucial step to ensure the authenticity and validity of your communication. It signifies your commitment to the content of the letter and signifies that you are the one responsible for its contents.

Now that you have signed and dated your letter, it’s important to make copies for your records. Keeping copies of all correspondence with the IRS helps you maintain an organized documentation trail and enables you to refer back to it if needed.

Making copies of your letter and all relevant documents is a critical step to maintain a comprehensive record of your communication with the IRS. By keeping copies for your records, you have a reference to refer back to, track the progress of your case, and ensure that all necessary documentation is readily available if needed. Here’s what you should do when making copies for your records:

• Make copies of the complete letter: Copy the entire letter, including all pages, attachments, and enclosures. This ensures that you have an exact replica of the original letter and all supporting documents.
• Label and organize your copies: Clearly label and organize your copies in a systematic manner. Consider using a filing system that works for you, such as organizing by date or by different tax-related categories.
• Create a digital backup: In addition to physical copies, it’s recommended to create a digital backup of your letter and documents. This can be done by scanning or photographing them and saving them on your computer or a secure cloud storage service.
• Keep a record of important dates: Make note of the dates when you sent the letter and any subsequent correspondence or responses from the IRS. This helps maintain a timeline of events and aids in tracking the progress of your case.
• Store copies securely: Store your copies in a safe and secure place to protect them from being lost, damaged, or accessed by unauthorized individuals. Consider using a locked filing cabinet or a password-protected digital storage system.

By making copies for your records, you create a well-organized and easily accessible documentation trail of your communication with the IRS. This can prove invaluable if you need to refer back to specific details, provide additional information, or resolve any potential discrepancies in the future.

Congratulations! You have now completed all the necessary steps to write and submit your letter to the IRS. By following this comprehensive guide, you have increased your chances of receiving a prompt and satisfactory response to your concerns or inquiries. Remember to keep copies of all your correspondence for your records, and should you need further assistance, do not hesitate to reach out to the appropriate IRS department or seek professional advice.

Crafting a well-written and effective letter to the IRS requires careful thought, attention to detail, and a strategic approach. By following the step-by-step guide outlined in this article, you can enhance your chances of effectively communicating your concerns or inquiries and receiving a prompt response from the IRS.

From gathering the necessary information to formatting your letter correctly, addressing the IRS properly, and providing a clear and concise explanation, each step plays a crucial role in ensuring your letter is impactful and informative. Attaching relevant documents, requesting a response, and signing and dating your letter add further credibility and professionalism to your communication.

Remember, accuracy, professionalism, and courtesy are paramount when dealing with the IRS. Be thorough in organizing your information, follow the proper formatting guidelines, and be concise and specific in your explanation. Always maintain a respectful tone, clearly articulate your expectations, and provide the necessary supporting documents to strengthen your case.

Making copies for your records is not only a practical step but also a necessary one. Retaining copies of your letter and all relevant documents will serve as an invaluable resource, allowing you to track the progress of your case and access important information when needed.

By adhering to these guidelines, you can navigate the process of writing a letter to the IRS with confidence and increase the likelihood of a satisfactory outcome to your tax-related matters.

Remember that the IRS receives a large volume of correspondence, so it’s important to exercise patience while awaiting a response. If you do not receive a timely reply, it may be appropriate to follow up or seek further assistance from the appropriate IRS department or a tax professional.

Writing a letter to the IRS can feel daunting, but with the right preparation and approach, you can effectively convey your concerns and engage in a productive dialogue with the IRS. Stay organized, be clear and concise, and maintain a professional and respectful tone throughout the process. Your efforts will help ensure that your tax-related issues are addressed in a timely and satisfactory manner.

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Letter Templates & Example

Top Cover Letter Examples for IRS Applicants: Impress Your Potential Employer

Are you struggling to write a cover letter that will stand out to the IRS? We’ve got you covered! In this article, we’re going to provide you with some fantastic cover letter examples for the IRS that you can use as a guide. Whether you’re applying for a tax examiner, revenue agent, or any other position related to taxation, our examples will help you craft a cover letter that will impress your potential employer. You can easily edit them as needed to personalize your application. So, let’s dive in and start writing a cover letter that will help you land your dream job with the IRS!

The Best Structure for Cover Letter Examples for IRS

When it comes to applying for a job at the IRS, a well-written cover letter is essential. Your cover letter is the first thing that an employer will see, and it is your chance to make a great first impression. But what is the best structure for a cover letter when applying to the IRS? Here are a few tips to help you create an effective cover letter.

The first paragraph of your cover letter should introduce yourself and explain why you are interested in the job. Make it clear that you understand what the IRS does, and how your skills and experience make you a good fit for the position. This is your chance to grab the employer’s attention and make them want to read on.

In the next few paragraphs, explain why you are the best candidate for the job. Use specific examples to highlight your skills and experience, and make sure to tie them back to the job requirements. If you have any certifications or training that are relevant to the position, be sure to mention them.

Make sure your cover letter is well-organized and easy to read. Use bullet points to break up long paragraphs, and keep your sentences short and to the point. Avoid using jargon or technical terms that the employer may not understand.

In your final paragraph, make a strong call to action. Let the employer know that you are excited about the opportunity to work for the IRS, and that you would be happy to provide additional information or answer any questions they may have. Thank them for their time and consideration, and let them know that you look forward to hearing from them soon.

In conclusion, the best structure for a cover letter when applying to the IRS is one that is well-organized, easy to read, and tailored to the job requirements. By following these tips, you will be able to create a compelling cover letter that will help you stand out from the competition. Good luck!

Sample Cover Letter for IRS

Sample cover letter for irs – hr department.

Dear Hiring Manager,

I would like to recommend for the position of HR Manager at IRS. With over 10 years of experience in this field, has shown exceptional talent in managing HR operations of the organization.

With excellent communication and interpersonal skills, has shown the ability to work effectively with employees from different departments. is highly organized, demonstrating attention to detail and remarkable problem-solving skills.

Please feel free to reach out to me for additional information. I believe would be an excellent addition to the IRS team.

Best regards,

Sample Cover Letter for IRS – Audit Department

Dear Audit Manager,

I am writing to recommend for the position of Auditor at IRS. has shown exceptional abilities in auditing and financial analysis, and I believe that will be a great asset to your team.

With over five years of experience in the field, has demonstrated exceptional abilities in examining financial records, ensuring legal compliance, and evaluating operations for efficiency. pays attention to detail, has a great work ethic, and is a team player.

I strongly recommend for this role, and believe that would be a valuable addition to the IRS Audit team.

Sample Cover Letter for IRS – Collections Department

Dear Collections Manager,

I am writing to recommend for the position of Collections Officer at IRS. With over 10 years of experience in the field, has demonstrated exceptional abilities in collection management, efficient organization and great communication skills.

has an innate ability to manage collections and collections teams, ensuring that all tasks are carried out in an efficient manner. has demonstrated the ability to maintain an upbeat and positive attitude whilst dealing with a wide variety of challenging situations.

I believe that will be a great addition to your team and an asset to IRS. Please do not hesitate to contact me if you require any further information.

Sample Cover Letter for IRS – Enforcement Department

Dear IRS Enforcement Manager,

I am writing to recommend for the position of Enforcement Officer at IRS. is a true leader in the field of enforcement, with exceptional knowledge of the laws and regulations relating to enforcement at IRS.

With over a decade of experience in the field, has demonstrated an unwavering work ethic, attention to detail, and great communication skills. has the ability to think critically, managing cases effectively from the beginning to the end.

I believe that will be a great asset to your team. Please feel free to contact me for additional information.

Sample Cover Letter for IRS – Taxpayer Advocate Office

Dear IRS Taxpayer Advocate Office,

I am writing to recommend for the position of Taxpayer Advocate at IRS. With over 10 years of experience in advocacy, has demonstrated exceptional abilities in advocating for taxpayers with the utmost professionalism and care.

is a great communicator and has shown the ability to understand and navigate complex tax matters. has a keen attention to detail, and will take the additional time to understand complex tax issues, ensuring that the advocacy is presented in the best possible light.

I believe that will be a great addition to your team and an asset to the IRS. Please do not hesitate to contact me if you require any further information.

Sample Cover Letter for IRS – Criminal Investigation Division

Dear Criminal Investigation Manager,

I am writing to recommend for the position of Criminal Investigator at IRS. With over 15 years of experience in the field, is an expert in investigations, evidence handling and criminal prosecution.

is an exceptional communicator with the great ability to bring people together and collaborate to solve complex criminal cases. has demonstrated the ability to work under pressure whilst delivering reliable and accurate results.

I strongly recommend for this role, and believe that would be an asset to the IRS Criminal Investigation team.

Sample Cover Letter for IRS – Tax Law Specialist

Dear Tax Law Division Manager,

I am writing to recommend for the position of Tax Law Specialist at IRS. With over a decade of experience in law and legal compliance, has demonstrated exceptional knowledge and expertise in all aspects of tax law.

is an expert legal researcher with the ability to analyze and interpret complex legal issues. has the excellent ability to reason and analyze facts, making sound decisions and reflecting ethical, professional, and independent viewpoints.

I strongly recommend for this role, and I am confident in ‘s ability to deliver results from the beginning to the end.

Cover Letter Examples for IRS: Tips and Tricks

When it comes to applying for a job with the IRS, having a well-crafted cover letter is just as important as having a strong resume. A cover letter gives you the opportunity to showcase your skills and experience, and explain why you are the perfect candidate for the job. Here are a few tips and tricks to help you create an effective cover letter:

• Research the job requirements: Take the time to read the job description carefully and make note of the key skills and qualities that the IRS is looking for. Incorporate these requirements into your cover letter and explain how you meet them.
• Show your enthusiasm: Express your interest in the position and why you want to work for the IRS. Be passionate about the role and explain why you are a good fit for the organization.
• Use specific examples: Back up your claims with concrete examples of your accomplishments and experience. Use numbers and data to quantify your achievements.
• Customize your cover letter: Tailor your cover letter to the specific job and organization. Avoid using generic language and show that you have done your research.
• Be professional: Your cover letter is a representation of you as a professional. Make sure it is well-written and free of errors. Use a formal tone and avoid using slang or informal language.

Following these tips and tricks can help you create a cover letter that catches the attention of the hiring manager and sets you apart from other applicants. Remember to keep it concise, highlight your relevant experience, and demonstrate your enthusiasm for the role.

FAQs related to Cover Letter Examples for IRS

What is a cover letter for IRS?

A cover letter for IRS is a document that accompanies your tax form and is used to introduce yourself and provide a brief explanation of the document you are submitting.

What should be included in a cover letter for IRS?

A cover letter for IRS should include your name, address, the date, your social security number, and a brief explanation of the document you are submitting.

What is the purpose of a cover letter in an IRS application?

The purpose of a cover letter in an IRS application is to provide an introduction to the document you are submitting and explain why you are submitting it.

What are some important tips for writing a cover letter for IRS?

Some important tips for writing a cover letter for IRS include keeping it concise and to the point, including all necessary information, and using a professional tone.

What are some common mistakes to avoid when writing a cover letter for IRS?

Some common mistakes to avoid when writing a cover letter for IRS include providing too much unnecessary information, using informal language, and making errors in spelling or grammar.

What are some cover letter examples for IRS?

Some cover letter examples for IRS include introducing yourself and briefly explaining the document you are submitting, thanking the IRS for their time and attention, and expressing a willingness to provide additional information if needed.

Is it necessary to include a cover letter with every IRS submission?

It is not always necessary to include a cover letter with every IRS submission, but it is generally a good idea to do so, as it can help ensure that your submission is properly processed and understood by the IRS.

Thank You for Reading!

I hope this article has helped shed some light on writing an effective cover letter for the IRS. Remember to always personalize your letter to the specific job and employer, highlight your relevant qualifications and experience, and showcase your enthusiasm for the position. Don’t forget to proofread and ask a friend or mentor to review your letter before submitting it. Good luck on your job search and make sure to visit us again soon for more helpful tips and advice!

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IRS Agent Cover Letter Examples & Writing Tips

Use these IRS Agent cover letter examples and writing tips to help you write a powerful cover letter that will separate you from the competition.

Table Of Contents

• IRS Agent Example 1
• IRS Agent Example 2
• IRS Agent Example 3
• Cover Letter Writing Tips

IRS agents are responsible for investigating tax crimes, such as tax evasion and fraud. They also work to ensure that taxpayers are in compliance with tax laws.

To be successful in this role, you need to be able to handle complex investigations and have a strong understanding of tax law.

Use these examples and tips to write a cover letter that will show hiring managers that you’re the perfect candidate for the job.

IRS Agent Cover Letter Example 1

I am excited to be applying for the IRS Agent position at the Internal Revenue Service. I have more than 10 years of experience as a federal law enforcement officer and I possess the skills and qualifications necessary to be a successful IRS Agent. I am motivated to join the IRS and use my skills and experience to help protect the American people and enforce the tax laws.

I have a proven track record of success in law enforcement. I have been a member of the FBI for more than six years and have worked in a variety of roles, including as a member of the Joint Terrorism Task Force and as a member of the SWAT team. I have extensive experience in conducting criminal investigations and in working with federal, state, and local law enforcement agencies. I am also proficient in using a variety of law enforcement databases and tools.

I am committed to using my skills and experience to serve the American people. I am motivated to work hard and to be a part of a team that is dedicated to protecting our country and enforcing the tax laws. I am eager to learn more about the IRS Agent position and to discuss how my skills and experience would be a valuable addition to your team. I look forward to hearing from you soon.

IRS Agent Cover Letter Example 2

I am writing to apply for the open IRS Agent position that I saw on your website. I am confident that I have the skills and qualifications that you are looking for, and I am eager to put my experience to work for your company.

As an IRS Agent for the past three years, I have developed a strong understanding of the tax code and the various regulations that govern the IRS. I am also familiar with the different types of audits and investigations that the IRS conducts. My experience has taught me how to handle difficult and sensitive situations with professionalism and tact.

In addition to my experience, I have a strong academic record that demonstrates my dedication to my profession. I have a Bachelor’s degree in Accounting from the University of Michigan, and I am a Certified Public Accountant. I also have a Master’s degree in Taxation from the University of Florida.

I am confident that I have the skills and qualifications that you are looking for, and I am eager to put my experience to work for your company. I would like to schedule a time to discuss this position with you in more detail. Thank you for your time and consideration.

IRS Agent Cover Letter Example 3

I am writing to express my interest in the IRS Agent position that you have posted. I believe that I would be a great fit for this position due to my extensive experience as an IRS agent, my education and my ability to work well with others.

I have been working as an IRS agent for the past five years. During that time, I have gained extensive knowledge of tax laws and regulations, which has allowed me to become proficient at performing audits on individuals and businesses. My experience has also taught me how to effectively communicate with taxpayers and other agents, which is essential when conducting audits.

My education has also played a key role in my success as an IRS agent. I hold a Master’s degree in Taxation from the University of Michigan, which has given me the skills necessary to perform complex audits. Additionally, I have taken several courses on tax law and regulations, which has helped me gain a better understanding of how taxes work.

I believe that my ability to work well with others would make me a valuable addition to your team. I enjoy working with people and helping them learn new things. I am confident that I would be able to work well with your existing staff and help them improve their skills.

I would love the opportunity to meet with you in person so we can discuss how my skills and experience could benefit your organization. Thank you for your time and consideration.

IRS Agent Cover Letter Writing Tips

1. show your passion for the job.

When applying for a job as an IRS agent, it’s important to show your passion for the job. This can be done by highlighting your experience in tax law, your understanding of the IRS’s mission, or your dedication to helping taxpayers.

2. Customize your cover letter

Just as you would with any other job application, it’s important to customize your cover letter to match the specific position you are applying for. This means paying close attention to the job requirements and making sure that your skills and qualifications are clearly outlined.

3. Highlight your problem-solving skills

As an IRS agent, you will be responsible for solving complex tax problems. To show hiring managers that you have the skills necessary for the job, highlight your problem-solving skills in your cover letter. This can be done by providing specific examples of how you’ve solved difficult problems in the past.

4. Proofread your cover letter

Just as with any other job application, it’s important to proofread your cover letter for mistakes. This is your chance to make a good first impression, so make sure everything is perfect before submitting your application.

Risk Officer Cover Letter Examples & Writing Tips

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• Sample Abatement Letter

Sample IRS Penalty Abatement Request Letter

You can write a letter to the IRS to request penalty abatement. To help you out, we have provided sample letters that you can use to request waivers of several different types of IRS penalties. Simply copy these letters into a word processing program. Then, customize them with your own details, print, add attachments, and send to the IRS. 

To get guidance through the process, use TaxCure to find a local tax professional today. 

Key Takeaways

• You can write a letter to the IRS to request relief from late filing, late payment, late deposit, and late information return penalties.
• Make sure you meet the payment and compliance requirements before sending your letter.
• Use a sample penalty waiver letter to ensure you include the right information.
• Copy a sample penalty waiver letter into your word processing software and then customize the letter with your details. 
• If you don't want to write a letter, call the IRS or file Form 843.

Table of Contents

• What to Do Before Requesting IRS Penalty Abatement
• Sample Letter for First-Time Penalty Abatement
• Sample Letter to Request Penalty Abatement for Reasonable Cause
• Sample Letter for Partnership Late Filing Penalty
• Frequently Asked Questions About Abatement Letters
• Other Ways the IRS May Forgive Taxes Owed
• Help With Tax Penalty Abatement

What to Do Before Requesting Penalty Abatement

The IRS will only give you penalty abatement if you are currently compliant with your tax requirements. Before writing a letter to request a penalty waiver, do the following:

• File unfiled returns - Generally, the IRS will not approve your request for penalty abatement if you have outstanding tax returns. Make sure to file your old returns . If you are several years behind, you usually only have to file the last six years but talk with a tax professional to learn about the best option in your situation. 
• Make a plan to avoid penalties in the future - Typically, you incur penalties when you're unable to pay your taxes in full or you file late. To avoid a tax bill at filing time, increase how much your employer withholds from your check by filing a new W4. If you're self-employed, make larger quarterly payments and talk with a tax pro to make sure you're optimizing your tax situation. If you filed late, pay closer attention to the deadlines next year and find strategies to help you avoid procrastination. 
• Set up a payment plan - You don't necessarily need to set up a payment plan to get penalty relief. As of 2023, the IRS ended this requirement. However, if you don't set up payments or pay off the balance in full, penalties will continue to accrue on your account, and you won't get the full effect of the waiver. Setting up a payment plan will reduce the failure to pay penalty to just 0.25% per month. 

In almost all cases, you should make payment arrangements on the tax debt before you request penalty waivers, even if you're not required to. To give you an example, imagine that you incurred failure-to-pay penalties for $1,000 on your account. You requested first-time penalty abatement, and the IRS waived the penalties. However, you didn't make payment arrangements on your tax debt, and thus, the IRS continued to assess the failure-to-pay penalty at a rate of 1% per month. On a $10,000 tax bill, that's $100 per month, and it will continue to get added to your account until you make payment arrangements. 

Sample Letter for Requesting First-Time Penalty Abatement (FTA)

You can request first-time penalty abatemen t on the following penalties:

• Failure to file penalties (aka late filing penalties)
• Failure to pay penalties (aka late payment penalties)
• Failure to deposit penalties (penalties applied to employers who deposit payroll taxes late)

Here is a sample letter that you can use. Replace the notes in brackets with your info. Note that when you say you have not incurred any penalties for the last three years, that does not include penalties for underpaying estimated tax payments . 

Additionally, in cases where you were not required to file for all of the last three years, you just need to be compliant during the period when you were required to file. For example, if you are a business owner who's only been required to deal with payroll taxes for the last two years, you can just note two years instead of three. 

Internal Revenue Service

[Address 1]

[Address 2]

[City, State ZIP]

[Taxpayer name] 

Taxpayer identification number]

[Tax form and tax period]

To Whom It May Concern,

[I/We] [am/are] writing to request the [failure to file, failure to pay, or failure to deposit] penalty be abated based on IRM 20.1.1.3.6.1 . This is in reference to the [type of penalty] in the amount of [amount] related to Form [tax form number] for the [year or quarter] tax period.

[I/We] believe [I/we] meet the criteria for requesting FTA in regards to the [failure to file, failure to pay, or failure to deposit] because of the following reasons: 

1) Compliant with Filings - [I/We] have filed all required returns or extensions and do not have any outstanding tax returns. 2) Three-Year Clean Penalty History - [I/We] have not incurred tax penalties for the three prior years. 3) Compliant With Payments: [I/We] have paid all my taxes due, or set up an installment agreement.

Thank you for your consideration. If you have any questions or need any additional information, you can reach me at [phone number].

Best, 

[Your Name]

Sample Letter to Request Penalty Waiver for Reasonable Cause

You can apply for penalty waivers based on reasonable cause for failure-to-file penalties, failure-to-pay penalties, penalties related to informational returns, and accuracy-related penalties . The IRS is willing to entertain different "excuses" for each of these penalties. 

For failure to file or pay (aka late filing and late payment penalties), the IRS considers events like fires, natural disasters, deaths, serious illnesses, unavoidable absences, inability to get records, and system issues that prevented e-filing as reasonable cause. 

If you're dealing with an accuracy-related penalty which occurs when you significantly understate your income on your tax return, the IRS will consider the complexity of the tax issue, your knowledge/experience about tax law, steps you took to understand your obligations, and what you did to correct the issue. 

For information return penalties, you may be able to get a reasonable cause waiver if you acted in a responsible manner by requesting extensions, correcting the issue as quickly as possible, and making efforts to avoid this issue in the future. You must also prove that mitigating circumstances such as lack of access to records, actions from the IRS, or economic hardship caused you to file late.

Here is a sample letter that you can use to request penalty relief for reasonable cause. 

To Whom It May Concern:

I am writing to request an abatement of [type of penalty] in the amount of [amount] as assessed in the attached notice that is dated [month/day/year]

The reason why I _________(pick one)

• failed to deposit
• received an accuracy-related penalty

was because ____________ (pick one)

• I had a serious medical condition
• my house burned down
• my documents were stolen
• a close family member died
• Any other reason that prevented you from complying with the IRS requirements. If dealing with an accuracy-related penalty, consider having a tax pro help you write the reasons.

Please find the enclosed______ (describe your supporting documents)

• death notice of a family member
• letter from a doctor stating the conditions of your illness that prevented you from filing or paying
• picture of the house burned down in the fire
• insurance notice of theft of private property and documents
• Any other proof or supporting documents

Please accept my petition for abatement of penalties owed for reasonable cause based on IRM 20.1.1.3.2. If you have any questions or need any additional information, you can reach me at [phone number].

Your signature

Note: You do not need to include a tax payment with your letter. However, if you have the money, it is a good idea. It may even help your case. When you send your supporting documents, make sure to only send copies. The IRS is known for “losing” documents.

Partnership Late Filing Penalty Abatement Letter Sample

If you file your Form 1065 partnership return late, you will incur a penalty for late filing of an information return. Most IRS penalties for filing late are based on the amount of tax due on the return. However, partnership tax returns don't have a balance due (they just show income that ultimately gets reported on each partner's individual tax return), and thus, rather than charging a percentage of the tax, the IRS assesses a flat penalty on these late returns. 

You cannot request first-time abatement on partnership late filing penalties. However, you can request abatement for reasonable cause. Use the reasonable cause sample penalty abatement letter above if you need a sample letter for a partnership late filing penalty. 

When modifying the sample letter, be sure to note that the IRS considers different factors when it comes to partnership late penalties. If you filed late due to a natural disaster, death, or illness, please note that, but then, also explain other factors such as what you did to avoid being late and how you're going to ensure that you file on time next year. 

FAQs About IRS Sample Letters to Waive Penalties

How do you write a letter to the irs so they waive penalties.

Explain which penalties you want removed. Outline why you qualify for first-time abatement or reasonable cause. Attach documents that support your statements, if relevant. To make the process easier, start with a sample letter to the IRS to waive penalties and then customize it with your own details.

What is an example of a penalty abatement request letter?

The two letters above show you a sample of what you should write if you want the IRS to remove penalties for your account. To get help with the process, talk with a tax professional who has penalty abatement experience.

How do I get the IRS to waive penalties?

You can write a letter to the IRS, you can call and ask for abatement, or you can file Form 843 to request penalty relief. A tax pro can also contact the IRS on your behalf.

Are there tips to help with penalty abatement?

On Quora , a former IRS employee weighed in on the best way to get penalties abated. She simply said to be nice. She wrote that if people call in and are rude, the IRS employee will fill out the penalty abatement request, but she continued to say that if the taxpayer is polite, the employee will fill out the request and also look for loopholes to help the taxpayer. Keep this tip in mind when writing your letter and/or if you call the IRS about the penalty waiver.

Are there other ways the IRS will forgive taxes owed?

The IRS doesn't necessarily advertise forgiveness programs, however there are some solutions that allow the taxpayer to pay less than the total amount owed. Below is a brief overview of these options.

• Offer in Compromise : To qualify, you need to meet specific requirements, and even then, the IRS still may deny your offer. Generally, with this option, you must prove to the IRS that you will never have the means to pay them the taxes you owe before the statute of limitations expires. 
• Partial Payment Installment Agreement : This option allows you to pay a lower monthly amount than a standard installment agreement. Generally, the amount that is paid monthly will not pay off the entire balance of the taxes due before the statute of limitations expires on the debt .
• Currently Not Collectibe Status : You can prove to the IRS that you don't have the means to pay the taxes owed. If you did pay what you owed, even in an installment agreement, this would cause financial hardship. Once in this status, the IRS does not require you to make payments. The taxes are still technically owed, but no collection actions will happen other than a possible lien filed and penalties and interest accruing. The statute of limitations may expire before someone gets out of this status. The IRS will require taxpayers to pay if their financial situation improves. 

Help With Penalty Abatement Using TaxCure

At TaxCure, we have a large network of professionals from around the country who can help with a wide variety of tax problems. We have a unique algorithm to help display only professionals who have the experience to help with your particular problems. If you are looking for assistance from a tax professional who has penalty abatement experience, you can use this link to view the top-rated pros who can help, or you can start a search below:

Disclaimer: The content on this website is for educational purposes only. It does not serve as legal or tax advice. For specific help regarding your tax situation, contact a licensed tax professional or tax attorney.

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