What types of IRS tax notices does TaxBandits support?

• Review the list of mismatched/missing TINs in the notice and send the First B Notice with Form W-9 to each affected vendor within 15 business days.
   
• If no response is received within 30 days, send a Second B Notice and initiate 24% backup withholding on future payments.
   
• File corrected 1099 forms with the IRS after receiving updated TINs.

• Check if the return was filed correctly by reviewing your e-file confirmation or certified mail receipt.
   
• If the return was not filed, submit it immediately — include a penalty waiver request if applicable.
   
• If the return was filed incorrectly, use Form 941-X to file an amendment.

The IRS is proposing changes to your business return due to mismatches between your filings and third-party data (like W-2s or 1099s). Common reasons include 

• Underreported income
• Mismatched EIN/SSN
• Disallowed deductions.

• Review the proposed changes and compare them with your internal records.
   
• Gather supporting documents (bank statements, W-2/1099 copies) to verify accuracy.
   
• Respond to the IRS — dispute with Form 941-X and proof, or pay via EFTPS if you agree.

• Check your deposit liability for the lookback period (Form 941, Line 12).
   
• If incorrect, call the IRS (800-829-4933) and submit documentation of timely deposits.
   
• If correct but burdensome, request a payment variance using Form 941-V.

• Review the list of affected vendors in the notice.
   
• Collect valid Form W-9 and start backup withholding using Form 945.
   
• Keep documentation for possible penalty relief.

• Review original W-9s from affected vendors.
   
• Request updated W-9s and use IRS TIN Matching to validate.
   
• File corrections with Form 1096 and updated 1099s.

• Verify filing dates and records in the FIRE System.
   
• Decide to pay or dispute using Form 2848 if authorized.
   
• Request penalty abatement if eligible for first-time errors or reasonable cause.

• Review Form 941 filings and EFTPS payment history.
   
• File Form 2848 and submit proof if disputing.
   
• Request penalty relief or pay via EFTPS to avoid more charges.

• Check the filing status of your W-2s through the SSA Business Services portal and file immediately if missing.
   
• Request penalty relief using First-Time Abatement or by providing reasonable cause documentation.

• Pay the full balance immediately using IRS Direct Pay or call to set up a payment plan.
   
• If paid already, request a levy release from the IRS.

• Review payment history in the EFTPS portal to confirm amounts.
   
• If disputing, submit Form 843 with proof of payment and bank statements showing ACH transfers.
   
• If payment is due, pay in full via IRS Direct Pay or request an installment plan using Form 433-D.

• To resolve, set up an Online Payment Agreement or submit Form 9465 for an installment plan.
   
• If an error is suspected, request an Account Transcript and file an amended return if correction is needed.

• Review the notice amount and ensure it matches your records.
   
• If accurate, pay the balance using IRS Direct Pay or credit/debit card (processing fee applies).
   
• If unable to pay immediately, call 800-829-0922 to request a short-term extension.

• Pay the full amount immediately using Same-Day Wire or cash at an IRS retail payment location.
   
• If disputing the notice, call the IRS at the listed number and fax supporting documentation for review.
   
• Take action while still eligible for a 120-day full payment agreement or temporary delay request.

• Request a Collection Due Process (CDP) hearing immediately by completing Form 12153 and sending it via certified mail with return receipt.
   
• During the appeal period, levy actions are paused, and you can negotiate payment arrangements.
   
• Consider last-resort options like submitting an Offer in Compromise or requesting Currently Not Collectible (CNC) status.

• File Form 12153 within 30 days to stop collection actions and protect your appeal rights.
   
• Explore options like Innocent Spouse Relief and penalty abatement.
   
• Prepare documentation: last 3 years bank statements, asset listings, verified expenses.

• Review the penalty assessment and supporting details in the notice.
   
• Respond to the IRS using Form 14764 to agree or dispute with proof.
   
• Submit your response by the notice deadline to avoid enforcement.

• Review the assessment details in the notice.
   
• If you disagree, submit Form 2751 with supporting proof.
   
• If eligible, request first-time penalty abatement or pay immediately if you agree.

• Compare IRS adjustments with your business records for accuracy.
   
• If correct, pay the balance using IRS Direct Pay.
   
• If you disagree, contact the IRS and submit supporting documents for review.

• Review IRS calculations and compare with your records.
   
• Respond by either agreeing and paying or disputing with Form 886-A and supporting documents.
   
• If needed, file an amended return to correct errors.

• Review IRS changes and compare with your original return.
   
• If you disagree, call the IRS and submit corrected calculations with supporting details.
   
• If correct, no further action is required.

• Identify missing forms or schedules listed in the notice.
   
• Submit required documents within 20 days, including a signed declaration if e-filed.
   
• Resubmit the corrected return if instructed by the IRS.

• Locate the original signed return or signature authorization.
   
• Complete and submit Form 8453 to the IRS.
   
• Resubmit documents by certified mail to ensure proof of submission.

• Review the IRS changes and compare them with your records.
   
• If you agree, pay the full amount using IRS Direct Pay or set up an Installment Agreement.
   
• If you disagree, call the IRS, submit Form 656 for an Offer in Compromise, and include supporting documentation.

• Verify all estimated tax payments by reviewing your IRS Payment Transcript and matching payment details with your records.
   
• If the IRS made an error, call 800-829-0922 and provide proof of payment.
   
• If the discrepancy is on your end, file an amended return using Form 1040-X to correct it.

• Review your IRS Account Transcript to confirm how the overpayment was applied.
   
• If the offset is incorrect, file Form 843 to request a refund and include documentation proving the prior debt was already paid.
   
• Maintain records to support your refund request if needed.

• Review the notice to identify the specific reason your refund is held.
   
• Take appropriate action based on the issue: File missing returns, complete identity verification, or respond to audit requests.
   
• If you believe the hold is an error, submit Form 843 with supporting documents to request correction.

• File all missing tax returns immediately to resolve the refund hold.
   
• For complex cases or if you owe taxes, submit Form 9465 to request a payment plan or call 866-681-4271 for special assistance.
   
• After filing, allow 6–8 weeks for your refund to be processed and released.

• Explore payment options: set up an Online Payment Agreement or submit an Offer in Compromise if eligible.
   
• To remove the lien, pay the full amount (IRS releases lien within 30 days) or request withdrawal using Form 12277.
   
• If your total debt exceeds $50,000, consider consulting a tax attorney for legal guidance.

The IRS’s response to your audit reconsideration request indicates if your original assessment was adjusted, a refund issued, or if more tax is due.

• If you disagree with the IRS decision, file Form 12203 within 90 days to appeal.
   
• Prepare for Tax Court by hiring a tax attorney, gathering supporting evidence, and filing your petition electronically.
   
• If you agree with the decision, pay any balance due using IRS Direct Pay. You may request penalty abatement if eligible.

• File all missing returns immediately to stop further penalties.
   
• Explore penalty relief options such as First-Time Abatement or Reasonable Cause (with documentation).
   
• Submit Form 843 with a written explanation and any supporting documentation to justify your claim.

• Consult a tax attorney immediately to understand your legal options.
   
• If you disagree, file a petition with the U.S. Tax Court within 90 days.
   
• If you agree, pay the full amount or request a payment plan.

• Check refund status with the “Where’s My Refund?” tool.
   
• Review your return for errors or unusual claims.
   
• If no update after 60 days, call the IRS and request a Tier 2 specialist.

The IRS found a discrepancy between wages reported on Form 941 and amounts on W-2s. This may involve underreported wages, mismatched SSNs, or unreported tips.

• Review IRS figures and compare with your payroll records.
   
• If IRS figures are incorrect, call 800-829-0922, provide supporting documents, and submit corrected W-3 and W-2c forms.
   
• If figures are correct, pay the balance using EFTPS and file Form 941-X to amend the payroll return.

• Check your filing status with SSA to confirm Form 940 submission.
   
• If not filed, submit Form 940 immediately and include a penalty waiver request if eligible.
   
• If filed, provide proof (e.g., certified mail receipt) and call IRS at 800-829-4933 for resolution.

• Review your treaty documentation and withholding records for accuracy.
   
• If you disagree, file Form 1042-X with copies of relevant W-8BEN forms.
   
• If there’s a balance due, pay via IRS Direct Pay or request an installment agreement if over $25,000.

• Review your IRS Account Transcript to verify the overpayment application.
   
• If incorrect, file Form 843 to request a refund or correction.
   
• If accurate, no further action is needed.

• File all missing tax returns immediately.
   
• If your business address has changed, submit Form 8822-B to update it.
   
• If the business is active, call 800-829-4933 and provide proof of prior filings.

This notice confirms your new EIN assignment by the IRS, including your business structure, official record date, and other details.

• Verify your business name, structure, and EIN for accuracy.
   
• Keep a copy securely with your formation documents.
   
• Share a copy with your bank, payroll provider, and tax preparer.

• Review the updated information and compare it with your records.
   
• If incorrect, respond within 60 days by calling 800-829-4933 and submitting Form 8822-B.
   
• Update your EIN info with banks, payroll providers, and business partners.

• Compare the details with your original records.
   
• If replacing an outdated copy, securely discard the old one.
   
• Store this notice safely—either digitally (with password protection) or physically in a secure, fireproof location.

• Review the discrepancies by comparing IRS figures with your records using the Wage & Income Transcript.
   
• Gather supporting documents such as bank statements, corrected 1099s, or W-2s.
   
• Respond by signing and returning the form if you agree, or provide a written explanation with documentation if you disagree.

• File any outstanding FinCEN 114 and Form 8938 reports immediately.
   
• Consider applying for Streamlined Filing Compliance (non-willful) or Voluntary Disclosure Program (willful).
   
• Consult an international tax attorney for guidance and resolution.

• Complete identity verification through ID.me.  
   
• Submit Form 14039 along with: valid government-issued ID, proof of current address, and a copy of your prior-year tax return.
   
• Request an Identity Protection (IP) PIN from the IRS and freeze your credit with all three major credit bureaus for added security.

• File your original return with all necessary schedules as soon as possible.
   
• If disputing the IRS’s version, submit Form 1040-X (amended return) with supporting income and deduction documents.
   
• Resolve any balance due through IRS Direct Pay or an Installment Agreement (Form 9465).

• File corrected 1095-C forms through the AIR (Affordable Care Act Information Returns) System.
   
• Submit Form 14764 to respond and request penalty relief.
   
• Maintain documentation supporting reasonable cause, such as technical issues or system failures.

• Retrieve Form 1095-A from your Health Insurance Marketplace account.
   
• Complete Form 8962, focusing on Part IV.
   
• Submit the form along with supporting documents such as proof of income changes and family size verification.

• Review your return for missing forms or math errors.
   
• Wait up to 60 days; most reviews resolve within this period.
   
• If no update after 60 days, call the IRS at 800-829-1040 and track refund via “Where’s My Refund?”.

• Verify the offset by checking the Treasury Offset Program (TOP) and your IRS Tax Account Transcript.
   
• Dispute the offset by contacting the agency listed and submitting proof if paid or an error occurred.
   
• Resolve or repay the debt by arranging payment or requesting a refund if the offset was incorrect.

• Review the proposed changes by comparing IRS adjustments with your original return and request your Wage & Income Transcript.
   
• If you agree, pay the revised amount using IRS Direct Pay or other options.
   
• If you disagree, file Form 1040-X with supporting documents and consider requesting First-Time Penalty Abatement if eligible.

CP134B

This balance due notice alerts you that there is a discrepancy in the amount of federal tax deposits credited to your account from the amount reported on your tax return, and to make payment by the pay-by-date listed on the notice.

•  Identify the creditor agency listed on the notice (e.g., student loans, child support).

• Contact the agency to confirm the debt amount and remaining balance.

• Discuss repayment options or ways to resolve the debt, as the IRS cannot reverse the offset.

• Keep the notice for your records and make sure your tax return was filed correctly.

• Pay the balance in full to avoid additional interest or penalties.

• If you think there’s a mistake, call 800-829-0115. Have your payment details and a copy of your tax return ready. 

 CP171

 The IRS sends this notice to remind you about the amount you owe in tax, penalty, and interest. 

•  Pay the full amount due in order to avoid penalty and interest charges.

• If you are unable to pay the entire amount, you can set up a payment plan (installment agreement) either online or by phone.

• Carefully review the notice to verify that the amount owed and the payments applied are accurate. 

• To clarify or resolve any differences in the amount due, call 800-829-3903.