IRS Forms & Letters

Notice CP05A: “We completed our initial review and need more information.”

June 18th, 2013 by Lapekas Law Staff

A Notice CP05A may follow a Notice CP05. A Notice CP05A indicates that the IRS wasn’t satisfied with its initial review of your tax return. In short, a Notice CP05A means that the IRS is continuing to audit your return, the IRS continues to hold your refund pending a final decision, and you need to provide certain documentation to support the items listed in the prior notice, most likely, the Notice CP05. The Notice CP05A—unlike the Notice CP05—requests that you respond to the IRS so that the IRS can determine whether you:

  • Incorrectly reported income
  • Incorrectly reported income tax withholding
  • Incorrectly claimed tax credits
  • Incorrectly claimed withholding on your Social Security benefits
  • Incorrectly claimed “Household help” and/or
  • Incorrectly claimed Schedule C income

The Notice CP05A should never be put in the “to do when I get around to it” pile. The consequences of failing to respond can be costly and time consuming. Read the rest of this entry »

Notice CP05: “We’re reviewing your tax return.”

June 18th, 2013 by Lapekas Law Staff

The dreaded audit often starts with a letter from the IRS stating, “We’re reviewing your tax return.” There are generally two types of “audit letters”: ones that ask you respond to the IRS, and ones that don’t. Regardless of which type of letter you receive, you need to act. How you respond to the letter and the actions you take (or don’t take) will largely determine how long and how complicated the audit may last. Read the rest of this entry »