Sometimes, the IRS sends you a refund. But what if you don’t get it? Or maybe the amount is wrong. You might need to contact the IRS. A “Sample Letter to IRS for Returned Amount” helps with this. It’s a formal way to ask about your missing or incorrect refund.
This article is here to help. We’ll give you some great sample letters. They cover different situations. You can easily adapt them to your needs. We want to make the process simple.
We’ll provide you with templates. These samples will guide you. They cover various refund issues. Use them to craft your own letter. Get your money back with ease.
Sample Letter To Irs For Returned Amount
[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: Returned Amount – [Tax Year] – [Your Social Security Number or EIN]**
Dear Internal Revenue Service,
I am writing to inform you that I received a check from the IRS for [Amount] on [Date of Receipt]. This amount was likely a refund or overpayment related to my [Tax Year] tax return.
However, I believe this amount was sent in error. [Briefly explain why you believe the amount was sent in error. For example: “I had already received my refund,” or “I did not claim this credit,” or “I believe this amount is incorrect based on my calculations.”].
I am returning the check (check number [Check Number]) to the IRS. Please investigate this matter and let me know if any further action is required from my side.
Thank you for your time and attention to this matter.
Sincerely,
[Your Signature]
[Your Typed Name]
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How to Write Letter To Irs For Returned Amount
Subject Line: Clarity is King
- Keep it concise. An ambiguous subject line is anathema.
- Example: “Request for Erroneously Returned Refund – [Your Name] – [Tax Year]”
- Include your name and the relevant tax year to expedite processing.
Salutation: Formalities Matter
- Avoid casual greetings; this isn’t a missive to a friend.
- Use “Dear Internal Revenue Service” or “To Whom It May Concern.”
- If you know the specific department or contact person, use their name.
Opening Paragraph: State Your Purpose
- Immediately articulate why you are writing. Ambiguity is your enemy.
- Clearly state that you are requesting re-issuance of a returned refund.
- Example: “I am writing to request the re-issuance of my tax refund for the tax year [Tax Year], which was erroneously returned.”
The Body: Substance and Specificity
- Provide your full name, Social Security number (SSN), and address. This is non-negotiable.
- Mention the tax year for which the refund was issued.
- State the original refund amount. Precision is paramount.
- Explain the reason for the return, if known (e.g., incorrect bank account information). Be forthright.
- Include the date the refund was initially issued, if available.
- Provide correct bank account details (routing number and account number) or request a paper check, explicitly stating your preference.
Supporting Documentation: Substantiate Your Claim
- Include copies of any relevant documents, such as your tax return or a notice from the IRS.
- Do not send originals; photocopies are sufficient.
- If the return was due to a bank error, include a statement from your bank.
Closing Paragraph: A Concise Plea
- Reiterate your request for refund re-issuance.
- Express your anticipation for a prompt resolution.
- Example: “I respectfully request that you promptly re-issue my tax refund. I appreciate your attention to this matter and look forward to a swift resolution.”
Closing: Formal and Professional
- Use a formal closing, such as “Sincerely” or “Respectfully.”
- Sign your name legibly.
- Type your name below your signature.
- Include your phone number and email address for ease of contact.
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Frequently Asked Questions: Sample Letter to IRS for Returned Amount
This section provides answers to common questions regarding the process of writing to the IRS about a returned payment.
Understanding the proper procedure can help ensure your inquiry is processed efficiently.
Why would my payment to the IRS be returned?
Payments are typically returned due to issues like incorrect account numbers, closed accounts, or insufficient funds.
What information should I include in my letter to the IRS?
Your letter should include your name, address, Social Security Number or Employer Identification Number, the tax year, the amount of the returned payment, and an explanation of why you believe the payment was returned.
Where should I send the letter to the IRS?
Consult the IRS website or the notice they sent with the returned payment for the correct mailing address. It varies based on the type of tax and your location.
Do I need to include any proof of payment with my letter?
Yes, including a copy of the check or money order can help the IRS trace the payment and resolve the issue faster.
What happens after I send my letter to the IRS?
The IRS will review your letter and documentation. They may contact you for additional information or provide instructions for resubmitting your payment.