Sometimes, the IRS makes a decision you disagree with. You might need to reopen your case. This could be due to new information. Perhaps there was an error. Maybe you missed a deadline. You might have received a notice about taxes.
Writing to the IRS can feel overwhelming. You need a clear, concise letter. We can help. We will provide sample letters. These are templates you can use.
Our samples cover different situations. Find the one that fits your needs. We will help you navigate the process. Let’s get started.
Sample Letter To Irs To Reopen Case
[Your Name]
[Your Address]
[Your City, State, Zip Code]
[Your Phone Number]
[Your Email Address]
[Date]
Internal Revenue Service
[IRS Address]
[IRS City, State, Zip Code]
**Subject: Request to Reopen Case – [Your Name/Business Name], [Tax Year], [Case/Notice Number]**
Dear Sir/Madam,
I am writing to request that you reopen my case concerning [briefly describe the issue, e.g., an audit, a tax assessment]. The case number is [Case/Notice Number] and it pertains to the tax year [Tax Year].
I believe reopening the case is warranted because [clearly explain the reason for reopening the case. Examples include: new evidence has become available, a significant error was made, a change in circumstances affects the outcome, etc.].
I have attached the following documents to support my request:
* [List of documents, e.g., W-2 forms, receipts, bank statements, legal documents]
I am confident that a review of this new information will lead to a more accurate resolution of this matter.
I am available to discuss this further at your convenience. You can reach me at [Your Phone Number] or [Your Email Address].
Thank you for your time and consideration.
Sincerely,
[Your Signature]
[Your Typed Name]
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How to Write Letter To IRS To Reopen Case
1. Subject Line: Clarity is Paramount
Avoid obfuscation. Your subject line should be concise and directly address the purpose of your missive. For instance:
- Subject: Request to Reopen Case – [Your Name] – [Tax Year] – [Case or Notice Number]
This ensures your correspondence is routed expeditiously to the appropriate agent.
2. Salutation: A Formal Overture
While familiarity breeds contempt, a modicum of respect is always judicious. Shun casual greetings.
- “Dear Internal Revenue Service,” – A safe and universally accepted option.
- If you know the specific agent: “Dear Mr./Ms. [Agent’s Last Name],” – Demonstrates diligence.
If you’ve previously corresponded with an agent, referencing their name is prudent.
3. Introduction: State Your Intent Immediately
Brevity is the soul of wit, and the IRS appreciates conciseness. Immediately articulate your objective.
- “I am writing to formally request a reopening of case [Case Number] pertaining to my [Tax Year] tax return.”
- “This letter serves as a petition to reconsider the closure of case [Case Number] related to the [Tax Year] tax assessment.”
Clearly state the tax year, case number, and your explicit desire for the case to be reopened.
4. Body Paragraph 1: Elucidate the Rationale
Provide a compelling justification for reopening the case. What new information has come to light? What extenuating circumstances warrant reconsideration?
- “Since the closure of this case, I have obtained [new evidence/documentation] that substantiates my original claim for [deduction/credit].”
- “I was previously unable to provide [required documentation] due to [reason – e.g., unforeseen medical circumstances, natural disaster]. I am now in possession of these documents.”
Be specific and avoid vague assertions. Substantiate your claims with concrete details.
5. Body Paragraph 2: Present Supporting Documentation
Merely asserting your case is insufficient. Include copies (never originals) of all relevant documentation.
- “I have enclosed copies of [List of Documents – e.g., amended W-2, receipts, medical records] as supporting evidence.”
- “These documents corroborate my assertion that [explain how the documents support your case].”
Ensure the documentation is organized and clearly labeled for ease of review.
6. Body Paragraph 3: A Plea for Reconsideration
Articulate the desired outcome and express your willingness to cooperate fully.
- “I respectfully request that the IRS reconsider my case in light of the aforementioned evidence. I am confident that a thorough review will vindicate my original tax filing.”
- “I am available to provide any additional information or documentation required to facilitate the reopening of this case. Please contact me at [Phone Number] or [Email Address].”
Demonstrate a cooperative attitude and a willingness to resolve the matter amicably.
7. Closing: Courteous and Professional Demeanor
End with a formal closing and your contact information.
- “Sincerely,” or “Respectfully,”
- [Your Full Name]
- [Your Address]
- [Your Phone Number]
- [Your Email Address]
Maintain a professional tone throughout the letter. Accuracy and clarity are your greatest allies.
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Frequently Asked Questions: Reopening an IRS Case
This section addresses common inquiries regarding the process of requesting the Internal Revenue Service (IRS) to reopen a previously closed case. These FAQs provide guidance on preparing and submitting a sample letter to the IRS.
When is it appropriate to request the IRS to reopen a case?
A case can be reopened if new information becomes available that could significantly affect the outcome, or if there was an error or misrepresentation during the initial investigation.
What information should I include in my letter to the IRS?
Include your name, address, Social Security number or Employer Identification Number, the tax year in question, the case number (if known), and a detailed explanation of the new information or error that warrants reopening the case.
How should I address the letter to the IRS?
Address the letter to the specific IRS office or agent that handled the original case. If that information is unavailable, address it to the IRS service center that handles your tax returns.
What documentation should I include with my letter?
Include copies of any supporting documents that substantiate your claim, such as receipts, bank statements, or amended tax forms. Do not send original documents.
What happens after I submit my letter to the IRS?
The IRS will review your request and the supporting documentation. You will typically receive a response within a few weeks, either granting or denying your request to reopen the case.