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IRS notices, third parties, FOIA, the Advocate and identity theft

SEE 3 Chapter 17 · IRS outline 2F2, 2F4, 2F5, 2F8, 2F9

After filing season, Lantern Street's inbox fills with IRS letters. A math error notice for Lily, a CP2000 for Daniel, a letter saying the IRS will contact Copperline's customers, a client whose refund vanished because someone else filed first, and a family stuck for months with no answer. This chapter teaches Theo to read each kind of notice, what the client's rights are, how to get the IRS's own file, when the Taxpayer Advocate can help, and how to recover from identity theft.

In this chapter

1. Math error notices
2. CP2000 and post-filing correspondence
3. Third-party contacts and third-party records
4. Freedom of Information Act requests
5. The Taxpayer Advocate Service
6. Taxpayer identity theft

This chapter has 6 lessons and 51 practice MCQs with explanations, plus flashcards and a recall sheet.

What this chapter covers

• Math error and CP2000 notices
• third-party contacts and records
• Freedom of Information Act requests
• the Taxpayer Advocate Service and Form 911
• identity theft and the IP PIN

Chapter 16: Statutes of limitations and deadlines · Chapter 18: Paying over time: installment agreements, offers and CNC