What to gather before calling

A short checklist can turn a stressful tax call into a focused conversation.

Start with the facts

Write down the notice date, tax year, amount shown, and the deadline. Keep the original letter and any account transcripts or filing records nearby.

Questions to bring

• What response does the notice request?
• Which payment or relief options might be worth discussing?
• What documents would support the request?

Educational information only. IRS decisions depend on your specific facts. Honest is independent and is not affiliated with the IRS.