Sometimes, you need to change your tax filing. This could be due to an error or a change in your situation. You might have filed the wrong status. Maybe you missed a deduction. In these cases, you’ll need a formal request.
This request takes the form of a letter to the IRS. It’s called a “Sample Letter to IRS to Request Change in Filing.” It explains the changes you need. It also provides supporting documentation.
We’ve got you covered. We’ll share sample letters. These templates will help you write your own. They are easy to adapt. Get ready to correct your tax filing with ease.
Sample Letter To Irs To Request Change In Filing
[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 Change Filing Status – [Your Social Security Number]**
Dear Internal Revenue Service,
I am writing to request a change in my filing status for the [Tax Year] tax year. I originally filed as [Original Filing Status]. However, due to [Reason for Change], I now qualify to file as [New Filing Status].
I have attached [Supporting Documents, e.g., marriage certificate, divorce decree, birth certificate, etc.] to support my request.
I understand that changing my filing status may affect my tax liability, and I am prepared to amend my return if necessary.
Thank you for your time and consideration. I look forward to your prompt response.
Sincerely,
[Your Signature]
[Your Typed Name]
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How to Write Letter To IRS To Request Change In Filing
Subject Line: Be Direct and Succinct
The subject line is your initial gambit. It should immediately telegraph the letter’s purpose. Don’t obfuscate; clarity reigns supreme. For instance:
- “Request to Change Filing Status – [Your Name] – [SSN]”
- “Amended Filing Request – Tax Year [YYYY] – [Your Name]”
Salutation: A Formal Overture
Address the IRS with the respect it expects. Avoid overly familiar greetings. A professional tone sets the stage. Consider:
- “To Whom It May Concern:” (If you lack a specific contact)
- “Dear Internal Revenue Service:”
Introduction: State Your Case Immediately
Don’t bury the lede. The opening paragraph should succinctly articulate your request. Identify yourself, the tax year in question, and the change you’re petitioning for.
Example: “I am writing to request an amendment to my filing status for the tax year 2022. My name is John Doe, and my Social Security number is 123-45-6789. I initially filed as Single but am now eligible to file as Head of Household.”
Body Paragraphs: Substantiate Your Petition
This is where you furnish the factual underpinning for your request. Be explicit and provide compelling rationale. Include dates, life events, or any pertinent details that bolster your claim.
- Explain why your initial filing was incorrect.
- Provide supporting documentation, if applicable (e.g., birth certificate, marriage certificate, divorce decree).
- Be methodical and avoid ambiguity.
Justification: Emphasize Eligibility
Elaborate on why you now qualify for the new filing status. Reference specific IRS guidelines or publications if possible. This demonstrates diligence and strengthens your argument.
For example, if requesting Head of Household status, detail the qualifying child, residency requirements, and financial support provided.
Closing: Courteous and Action-Oriented
End the letter with a professional closing that expresses gratitude and indicates your willingness to cooperate further. Provide your contact information for ease of communication.
Example:
“Thank you for your time and consideration. I have enclosed all relevant documentation to support my request and am available to provide any further information needed. You can reach me at (555) 123-4567 or via email at john.doe@email.com.”
“Sincerely,”
[Your Signature]
[Your Typed Name]
Enclosures: Document Meticulously
List all documents included with the letter. This adds a layer of transparency and ensures nothing is overlooked. Examples include:
- Copy of original tax return
- Supporting documents (birth certificate, marriage certificate, etc.)
- Any other relevant paperwork
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Frequently Asked Questions: Requesting a Change in Filing Status with the IRS
This section addresses common inquiries regarding submitting a sample letter to the Internal Revenue Service (IRS) to request a change in your filing status.
Please review these questions and answers for clarification on the process.
1. What reasons are acceptable for requesting a change in filing status?
Acceptable reasons typically involve correcting errors, such as selecting the wrong filing status on your original return due to misunderstanding or misinformation. Changes are generally not permitted solely to minimize tax liability.
2. What information must be included in the letter to the IRS?
Your letter should include your full name, Social Security number (SSN), the tax year in question, the original filing status, the requested new filing status, a detailed explanation of why the change is necessary, and any supporting documentation.
3. Where should I send the letter requesting a change in filing status?
Mail the letter to the IRS service center where you filed your original return. You can find the appropriate address on the IRS website or in the instructions for the relevant tax form.
4. What supporting documentation should I include with my letter?
Include any documents that support your request, such as copies of marriage certificates, divorce decrees, or documentation proving dependent eligibility, depending on the reason for the requested change.
5. How long does it take for the IRS to process a filing status change request?
Processing times vary, but it generally takes several weeks or even months for the IRS to review and process a request. Monitor your IRS account and keep copies of all correspondence.