How to Handle Requests for IRS Interviews on Short Notice

How to Handle Requests for IRS Interviews on Short Notice

Getting a request from the IRS for an interview can be intimidating; however, with some preparation, you can handle the process smoothly. This article provides tips on how to respond professionally when you receive short notice of an IRS interview.

Don’t Panic

It’s understandable to feel anxious if you get a letter from the IRS requesting an interview with little advance warning. Try to stay calm and remember that an interview does not necessarily mean you’re in trouble. The IRS conducts interviews for many reasons, including routine audits and verification of information. Don’t assume the worst.

Notify Your Tax Professional

If you used a tax preparer to file your return, contact them right away about the interview request. They can help you gather relevant documentation and may be able to attend the interview with you. See if they have experience with IRS interviews and can provide guidance on what to expect.

Reschedule If Needed

If the IRS gives you very short notice – less than a week or two – you may be able to reschedule the interview if the date they give you does not work. Call the number on the notice to ask for a postponement. However, the IRS does not have to grant your request, so don’t count on being able to change the date.

Gather Your Records

The interview notice should indicate what documentation you need to bring. This may include prior tax returns, forms like W-2s and 1099s, bank statements, receipts, and records of income and expenses. Organize everything neatly and make copies. For tips on what records to keep, see IRS: What Records Should I Keep?

Review Your Return

Carefully review the tax return that is being audited, as well as any related documents you submitted. Refresh your memory on what you reported and be prepared to explain how you calculated figures like income, deductions, credits, etc. Make sure you have the documents to back up the numbers.

Know Your Rights

Familiarize yourself with your rights as a taxpayer during an IRS audit or interview. The IRS has published an overview of the process and your rights, including the right to professional representation. See IRS: IRS Audits.

Dress Professionally

You don’t need to wear a suit, but dress professionally and conservatively. This gives the impression that you take the matter seriously. First impressions matter.

Be On Time

Arrive early – at least 15 minutes before the scheduled interview time. You want to reduce unnecessary stress by being punctual. Being late will not get things off on the right foot.

Bring an Advocate

Consider asking your tax preparer, lawyer, or another representative to attend the interview with you. They can help answer questions and provide moral support. Just be sure to complete IRS Form 2848 if someone else will represent you.

Be Cooperative

You can be firm in defending your tax return while also being polite, professional, and cooperative. Answer questions directly and honestly. Provide clear explanations if you’re asked about figures or discrepancies. Don’t argue with the IRS agent.

Take Notes

Take detailed notes during the interview. Jot down the questions you’re asked, key points from your responses, and any additional documentation the agent requests. These notes will be helpful if you need to follow up.

Review Your Notes After

Immediately after the interview, review your notes to make sure they are clear and complete. Note any actions the IRS agent says you or they will take as next steps. Double check that you understand what is required of you.

Submit Follow-Up Documents

If the IRS asked you to provide additional documents or information after the interview, compile what they requested right away. Send it soon after the interview while everything is still fresh.

Get Representation If Needed

If it becomes clear during or after the interview that you may need legal advocacy, get representation. A tax attorney can handle negotiations with the IRS on your behalf. See Tips for Hiring a Tax Attorney, CPA, or Enrolled Agent to Represent You Before the IRS.

Don’t Miss Deadlines

Keep track of any deadlines or next steps discussed during your interview. Missing deadlines could cause additional problems, so calendar important dates.

Get a Copy of the Interview Notes

You have the right to request a copy of the IRS’ notes and recorded transcript from your interview. Review these to ensure accuracy and clarity. See IRS Electronic Reading Room for details.

Follow Up in Writing

After the interview, consider sending a follow-up letter to the IRS agent summarizing your understanding of what was discussed and any agreements made. This creates a written record.

Getting summoned for an IRS interview with little notice can be stressful. However, going in prepared, cooperating fully, and following up appropriately can help you get through the process with the best possible outcome.