New Online Option for 9 IRS Notices Resolves Issues Faster
Taxpayers who receive certain notices from the IRS now have the option of submitting their documentation online through IRS.gov, reducing time and effort in resolving tax issues.
For the most part, the IRS sends these notices to individual tax filers claiming various tax benefits, such as the:
Earned Income Tax Credit for low- and moderate-income workers,
Child Tax Credit for families with dependents,
Premium Tax Credit for those who obtain health coverage through the Health Insurance Marketplace, and
Members of the military claiming combat zone tax benefits.
Taxpayers receiving those notices can respond securely to IRS online, regardless of whether they have an IRS Online Account.
How it works
The notice(s) informs the taxpayer to, “Send us your documents using the Documentation Upload Tool within 30 days from the date of this notice.” It includes the link and a unique access code.
The taxpayer can open the link in any browser and then input their unique code, their first and last name, and their Social Security, Individual Taxpayer Identification, or Employee Identification number.
The taxpayer can then securely upload scans, photos, or digital copies of documents (maximum of 15MB per file, up to 40 files).
The taxpayer receives a confirmation that the IRS received their documents, and the IRS employee assigned to the case can manage the transmitted documents.
What notices qualify?
Taxpayers who receive one of the following notices with the link and access code can choose to upload their documents:
CP04, relating to combat zone status.
CP05A, information request related to a refund.
CP06 and CP06A, relating to the Premium Tax Credit.
CP08, relating to the Child Tax Credit.
CP09, relating to claiming the Earned Income Tax Credit.
CP75, relating to the EITC.
CP75a, relating to the EITC.
CP75d, relating to the EITC and other credits.
This new capability reduces the correspondence burden, ensures tax compliance, and improves the customer experience.
For more information, see the fact sheet Resolving cases with secure digital correspondence for taxpayers. If you have any questions about a tax notice you received, give me a call.