An “IRS Audit Reconsideration” letter is a formal request. It asks the IRS to re-evaluate a past audit. You might need this letter if you disagree with the audit’s outcome. Perhaps you have new information. Maybe you feel the IRS made an error.
Writing to the IRS can feel daunting. Getting the wording just right matters. This article can help.
We’re sharing sample letters. You can use these templates as a starting point. They’ll make writing your “IRS Audit Reconsideration” letter easier. Let’s get started.
Sample Letter To Irs For Audit Reconsideration
[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 for Audit Reconsideration – [Your Social Security Number] – Tax Year [Year]
Dear Sir/Madam,
I am writing to request reconsideration of the audit findings for the tax year [Year]. The audit resulted in a [Deficiency/Adjustment] of [Dollar Amount].
I disagree with the audit results and believe there were errors made during the audit process. My reasons for requesting reconsideration are as follows:
[Clearly and concisely explain your reasons for disagreeing with the audit findings. Provide specific details and supporting arguments. For example:
- Key documents were not available at the time of the original audit but are now available.
- The auditor misinterpreted certain facts or misapplied the tax law.
- I have additional information that was not previously presented to the auditor.
- I believe the original assessment was incorrect based on [mention specific point]. ]
I have attached copies of [List the documents you are including to support your case. Examples: corrected Form 1099, receipts, bank statements, amended tax return]. These documents support my position and I believe they will clarify the issues raised in the audit.
I am confident that a review of this additional information will result in a more accurate assessment of my tax liability for the year [Year].
I request that you reconsider my case and contact me at your earliest convenience to discuss this matter further. I am available to provide any additional information or documentation that may be required.
Thank you for your time and consideration.
Sincerely,
[Your Signature]
How to Write Sample Letter To Irs For Audit Reconsideration
1. Subject Line: Precision is Paramount
The subject line isn’t merely an afterthought; it’s your clarion call. A nebulous subject line is a disservice to your cause, potentially consigning your missive to the bureaucratic abyss.
- Be succinct: “Request for Audit Reconsideration – [Tax Year] – [Your Taxpayer Identification Number (TIN)]”
- Include the tax year in question. This eliminates any ambiguity and ensures your request lands in the correct queue.
- Always, always include your Taxpayer Identification Number (TIN), whether it’s your Social Security Number (SSN) or Employer Identification Number (EIN). This is non-negotiable.
2. Salutation: A Formal Overture
Begin with decorum. While familiarity breeds contempt, formality breeds attention, especially when dealing with the IRS.
- “Dear Internal Revenue Service” is a perfectly acceptable, albeit impersonal, start.
- If you have a name of a specific agent or department, by all means, utilize it. “Dear [Agent’s Name]” carries more weight.
- Avoid overly casual greetings like “Hello” or “To Whom It May Concern.” These are red flags for a lack of seriousness.
3. Introduction: Articulating Your Grievance
The introductory paragraph should be a concise encapsulation of your predicament. Don’t meander; get straight to the crux of the matter.
- State your name, TIN, and the tax year under scrutiny. Repetition, in this case, is your ally.
- Clearly express your disagreement with the audit findings and your desire for reconsideration.
- Briefly allude to the reasons for your disagreement. Tease, but don’t reveal all your cards just yet.
4. Body Paragraphs: Substantiating Your Claims
This is where you meticulously dismantle the IRS’s assertions. Provide concrete evidence, cogent arguments, and unassailable documentation.
- Address each specific point of contention raised in the audit report individually.
- Present your evidence logically and systematically. Chronological order often works best.
- Reference specific documents, such as receipts, invoices, or bank statements. Don’t just claim; prove.
- If the IRS made a factual error, highlight it with precision. Point to the incontrovertible truth.
- If you’re citing legal precedent, ensure it’s relevant and properly cited. This adds gravitas to your argument.
5. Supporting Documentation: Fortifying Your Position
Your letter is only as strong as the evidence it presents. Assemble a comprehensive arsenal of supporting documents to bolster your claims.
- Include copies of all relevant documents. Never send originals.
- Organize your documents logically and label them clearly. A well-organized packet speaks volumes.
- Create a table of contents or a document index for easy navigation.
- If you’re submitting a large volume of documents, consider scanning them into a single PDF file for ease of handling.
6. Conclusion: Reiterating Your Plea
The conclusion is your final opportunity to leave a lasting impression. Reiterate your request for reconsideration and express your willingness to cooperate.
- Reiterate your disagreement with the audit findings in a concise manner.
- Restate your request for audit reconsideration. Clarity is key.
- Express your willingness to provide further information or documentation, if required.
- Thank the IRS for their time and consideration. Civility goes a long way.
7. Closing: A Professional Sign-Off
The closing is your final flourish. Choose a sign-off that conveys professionalism and respect.
- “Sincerely” or “Respectfully” are always safe bets.
- Include your typed name, followed by your signature.
- Provide your contact information, including your phone number and email address.
- Retain a copy of the letter and all supporting documentation for your records. This is crucial for future reference.
Frequently Asked Questions: IRS Audit Reconsideration Sample Letters
This section addresses common inquiries regarding sample letters for requesting an audit reconsideration from the Internal Revenue Service (IRS).
Understanding these frequently asked questions can assist in preparing a comprehensive and effective reconsideration request.
1. What is an Audit Reconsideration?
Audit reconsideration is a process by which the IRS reviews a previously conducted audit to determine if the findings should be changed, typically due to new information or a misunderstanding of facts.
2. When should I request an Audit Reconsideration?
You should request audit reconsideration if you disagree with the audit results and have new information, supporting documentation, or believe the IRS made an error in its initial assessment.
3. What information should be included in an Audit Reconsideration letter?
The letter should include your name, address, Social Security number or Employer Identification Number (EIN), the tax year in question, a detailed explanation of why you believe the audit results are incorrect, and any supporting documentation.
4. Where should I send my Audit Reconsideration letter?
Send the letter to the address provided on the notice you received from the IRS regarding the audit. If you do not have the notice, contact the IRS to obtain the correct address for your case.
5. What happens after I submit my Audit Reconsideration request?
The IRS will review your request and supporting documentation. They may contact you for further information or clarification. You will receive a response detailing their decision, which may uphold, modify, or overturn the original audit findings.
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