A “Sample Letter to IRS for Missed Filing” is a letter you write to the Internal Revenue Service. You use it when you haven’t filed your tax return by the deadline. Life happens. Sometimes, people miss the filing date.
This letter explains why you missed the deadline. It also includes your plan to file soon. Don’t worry, we’ve got you covered.
We’ll share sample letters. These will help you write your own. Use them as a guide. Make the process easier.
Sample Letter To Irs For Missed Filing
[Your Name]
[Your Address]
[Your City, State, Zip Code]
[Your Phone Number]
[Your Email Address]
[Date]
Internal Revenue Service
[IRS Address – Find on IRS Website]
**Subject: Explanation for Missed Filing – [Your Tax Year] – [Your Social Security Number]**
Dear Internal Revenue Service,
I am writing to explain why I did not file my [Tax Year] tax return by the deadline.
[Choose ONE of the options below and modify it to fit your situation:]
* **Option 1 (General):** Due to [briefly explain the reason, e.g., unexpected personal circumstances, illness, family emergency], I was unable to complete and file my tax return on time.
* **Option 2 (Lack of Information):** I was waiting for [specify the document, e.g., Form W-2, Schedule K-1] and did not receive it until [date]. This prevented me from filing my return by the deadline.
* **Option 3 (Financial Hardship):** I experienced significant financial hardship during [Tax Year] which made it difficult to gather the necessary information and funds to file my tax return.
I understand the importance of filing taxes on time and I sincerely regret this oversight. I have now [state what you have done, e.g., completed and filed my return, hired a tax professional to assist me]. My completed tax return is enclosed/was filed electronically on [date].
I am willing to cooperate fully with the IRS and provide any additional information you may need. I would appreciate it if you would consider waiving any penalties associated with the late filing.
Thank you for your understanding and consideration.
Sincerely,
[Your Signature]
[Your Typed Name]
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How to Write Letter To Irs For Missed Filing
1. Crafting a Compelling Subject Line
The subject line is your initial communiqué; it should be perspicuous and direct.
- Use phrases such as “Late Filing – [Your Name] – [Tax Year]”
- Or, “Explanation for Missed Filing Deadline – [Your SSN/EIN]”
- Avoid overly verbose or ambiguous language. Clarity is paramount.
2. The Salutation: Setting a Professional Tone
Begin with a formal, courteous salutation. A touch of deference goes a long way.
- “Dear Internal Revenue Service,” is acceptable.
- If you know the specific department or agent, address them directly.
- Avoid overly familiar greetings like “Hey IRS!” or “To Whom It May Concern.”
3. Introduction: Acknowledgement and Regret
Acknowledge the missed filing and express contrition promptly.
- State that you are writing to explain the delinquency in filing your taxes for [Tax Year].
- Express genuine regret for the oversight.
- Reference the specific tax form that was not filed (e.g., Form 1040, Schedule C).
4. Elucidating the Reason for the Delay
Provide a candid and plausible explanation for the tardiness. Honesty is often the best policy, but prudence is also advised.
- Be specific and factual. Vague excuses often lack credibility.
- If due to illness, provide relevant dates and a brief description.
- If due to a natural disaster, reference the event and its impact on your ability to file.
- If it was an oversight, acknowledge it forthrightly and take responsibility.
5. Proactive Measures Undertaken
Detail the steps you’ve taken to rectify the situation and ensure future compliance.
- State that you have since filed the return (if applicable).
- Include the date of filing or when you expect to file.
- Describe any changes you’ve implemented to prevent recurrence, such as setting reminders or hiring a tax professional.
6. Expressing Willingness to Cooperate
Convey your readiness to assist the IRS in any further inquiries.
- State your willingness to provide additional documentation or information.
- Provide your phone number and email address for easy contact.
- Indicate the best times to reach you.
7. Closing with Gratitude and Respect
End the letter with a professional valediction, evincing respect and gratitude.
- Use closings such as “Sincerely,” “Respectfully,” or “Yours Truly.”
- Sign your name legibly.
- Type your full name below your signature.
- Include your Social Security Number (SSN) or Employer Identification Number (EIN) and current address.
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Frequently Asked Questions: Sample Letter to IRS for Missed Filing
Navigating tax issues can be complex, especially when facing a missed filing deadline. This FAQ addresses common questions regarding sending a sample letter to the IRS explaining a late tax return.
1. What should I include in my sample letter to the IRS for a missed filing?
Your letter should include your name, Social Security Number (or Employer Identification Number), the tax year for which you missed the filing deadline, a detailed explanation of why the return was filed late, and a statement affirming that you filed as soon as possible once the reason for the delay was resolved.
2. Will sending a letter guarantee the IRS will waive penalties?
No, sending a letter does not guarantee a penalty waiver. The IRS will review your explanation and decide whether or not the reasons for the late filing justify waiving penalties.
3. What if I can’t pay the full amount of taxes owed?
In your letter, acknowledge the outstanding tax liability and indicate your intention to pay the full amount as soon as possible. You may also inquire about setting up a payment plan or an Offer in Compromise if you meet the eligibility requirements.
4. Should I send the letter with my late tax return?
Yes, it is advisable to send the letter along with your late tax return to ensure that the IRS considers your explanation when processing your return.
5. Is there a specific address where I should send my letter and late tax return?
Send your letter and tax return to the IRS address designated for the specific form you are filing. This address can be found on the IRS website or within the form instructions.