Identify the exact penalty before seeking relief
Separate the penalty type, tax period and assessed amount from the rest of the bill.
Read the guideLearn how penalty categories, current administrative relief procedures, and reasonable-cause documentation fit into a careful review of an IRS charge.
Tax relief referral line · Confirm provider identity and fees directly.
For taxpayers identifying and documenting possible penalty relief. Read at your own pace, then confirm the details with a qualified professional.
A selection of guides for taxpayers identifying and documenting possible penalty relief.
Separate the penalty type, tax period and assessed amount from the rest of the bill.
Read the guideCompare filing dates and payment dates with the relevant requirements.
Read the guideRead the current AEP transition rules and the returns to which they apply.
Read the guideBuild a timeline of the relevant earlier returns and tax payments.
Read the guideConnect the event, affected obligation and efforts to comply.
Read the guideExplain the timing and practical effect on filing or payment tasks.
Read the guideKeep the notice, dates, account information, and supporting records together. A little organization makes the next conversation more useful.
Every guide points to primary resources. Use those links to check the requirements and ask how they apply to your circumstances.
Confirm a provider’s identity, qualifications, fees, and scope before agreeing to services or sharing personal tax information.
Use the referral line to make an inquiry. Ask who will provide the service, what it costs, and which options apply to your situation.
Independent referral contact. No outcome or eligibility is guaranteed.