1. Identify exactly what arrived
Record the notice or letter number, notice date, tax year or period, taxpayer name, amount, response date, and contact instructions. The IRS notice number is usually shown on the notice and can be searched on IRS.gov for issue-specific guidance.
Verify suspicious correspondence through official IRS channels. Do not call a number, scan a code, or follow a link solely because it appears on an unexpected message.
2. Compare before agreeing or disputing
- Pull the filed return, schedules, payment confirmations, transcripts when appropriate, and the documents supporting the item in question.
- Reconcile the IRS figures with your copy instead of responding from memory.
- Separate what you agree with, what you dispute, and what still requires evidence or professional review.
- Do not send original documents unless the notice specifically requires them.
3. Protect the response and the record
If the notice requests a response, act by the stated due date. Use the response method and address in the notice, include the requested reference information, and keep a complete copy of the submission and proof it was sent or uploaded.
Deadlines and appeal rights can be notice-specific. Bring collection, examination, identity, fraud, penalty, or appeal matters to a qualified tax professional promptly rather than relying on a general checklist.