Webinar Replay - How to Prepare Your IRS Appeals Request

Kristy S. Maitre
August 23, 2016
  • If you disagree with the IRS's determination, you may request an Appeals conference by filing a written protest. To decide if you should appeal the tax dispute, consider the following:
    • If you believe the IRS made an incorrect decision based on a misinterpretation of the law, check the publications discussing your issue(s), or refer to Tax Topics.
    • If you believe the IRS did not properly apply the law due to a misunderstanding of the facts, be prepared to clarify and support your position.
    • If you believe the IRS is taking inappropriate collection action against you, or your offer in compromise was denied and you disagree with that decision, be prepared to clarify and support your position.
    • If you believe the facts used by the IRS are incorrect, then you should have records or other evidence to support your position.
  • You determined that an appeal is necessary, so where do you begin?  Is there a format or a form that can assist? What documentation is needed to support the position taken on the return? How do you structure your request?  These and more are discussed.

2016 Preparing Your Appelas 3 per page.pdf

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