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Florida Sample Letter for Request for IRS not to Off Set against Tax Refund

State:
Multi-State
Control #:
US-0838LTR
Format:
Word; 
Rich Text
Instant download

Description

This form is a sample letter in Word format covering the subject matter of the title of the form.

Subject: Request for IRS Not to Offset Tax Refund Against Outstanding Balance Dear [IRS Representative/IRS Department], I am writing to request your assistance in preventing the offsetting of my tax refund against an outstanding balance I owe to the Internal Revenue Service. My intention is to resolve this matter and fulfill my financial obligations without jeopardizing my ability to meet other important financial responsibilities. As a law-abiding taxpayer, I have always strived to fulfill my tax obligations promptly and accurately. However, due to unforeseen circumstances [provide a brief explanation, if applicable, such as job loss, medical expenses, or other financial difficulties], I found myself unable to fulfill my tax liability for the specified period. I sincerely apologize for the delay in clearing my outstanding balance, and I am committed to settling this matter as soon as possible. In order to do so, I am kindly requesting that the IRS halt the process of offsetting my tax refund against the amount owed, as this would place an additional burden on me and hinder my efforts to resolve the outstanding balance separately. I understand that the Internal Revenue Service has multiple types of Florida sample letters for a request to refrain from offsetting a tax refund against an outstanding balance. Though I am unsure of the specific categorization, I would appreciate any guidance or information you can provide on these available templates. It will greatly assist me in tailoring my request to align with the applicable requirements and further streamline the process. Additionally, I would be grateful if you could provide me with any documentation or forms that are necessary for me to complete in order to successfully request the IRS not to offset my tax refund against the outstanding balance. I assure you that I am committed to resolving this issue promptly, and in good faith, I am willing to explore alternative payment arrangements such as installment plans or other options that the IRS may suggest. Please consider my request with empathy and understanding, as I earnestly seek a positive resolution to this matter. Thank you for your attention to this matter. If you require any further information or documentation, please do not hesitate to contact me at [your phone number or email address]. Sincerely, [Your Name] [Your Address] [City, State, ZIP] [Taxpayer Identification Number]

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FAQ

Ing to the IRS, your letter should include the following: Taxpayer's name, address, and contact information. A statement expressing your desire to appeal IRS's findings to the Office of Appeals. The tax period in question. A list of the items you do not agree with and the corresponding reasons.

What Elements are Required in the Written Protest? Your name and address; The date and symbols from the examination report listing the proposed adjustments; The tax periods or years involved; A statement of the adjustments being protested; A statement of facts stating the taxpayer's position on contested factual issues;

In your formal protest, include a statement that you want to appeal the changes proposed by the IRS and include all of the following: ? Your name, address, and a daytime telephone number. ? List of all disputed issues, tax periods or years involved, proposed changes, and reasons you disagree with each issue.

In order to request an offset bypass refund, the taxpayer, or representative, should make the request when the return is filed. The request must occur prior to assessment. The request needs to demonstrate the financial hardship the taxpayer faces. The amount of the offset limits the amount of the OBR.

If you disagree you must first notify the IRS supervisor, within 30 days, by completing Form 12009, Request for an Informal Conference and Appeals Review. If you are unable to resolve the issue with the supervisor, you may request that your case be forwarded to the Appeals Office.

Your audit reconsideration letter should: Say that it is an audit reconsideration request. Identify the taxpayer, the tax period(s), the type of tax (such as income tax), and, if available, the name and contact information for the IRS auditor who previously worked the case. Explain the circumstances for the audit,

Prevent an offset Pay the full amount listed on the Intent to Offset Federal Payments (FTB 1102). Use the payment coupon included in the letter when you send your check or money order. To make a payment online, visit Payment options .

Your audit reconsideration letter should: Say that it is an audit reconsideration request. Identify the taxpayer, the tax period(s), the type of tax (such as income tax), and, if available, the name and contact information for the IRS auditor who previously worked the case. Explain the circumstances for the audit,

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More info

Sep 6, 2023 — This application of a tax overpayment is called a “refund offset”. Overpayments credited against unpaid federal tax liabilities must be ... Feb 14, 2023 — Use Form 843 to claim a refund or request an abatement of certain taxes, interest, penalties, fees, and additions to tax.Aug 22, 2023 — Complete your protest and mail it to the IRS address on the letter that explains your appeal rights. Don't send your protest directly to the IRS ... Sep 22, 2023 — When filing a Form 8379 by mail either with your joint return or with an amended return, write "Injured Spouse" in the top left corner of the ... Dec 27, 2021 — Purpose of Form. Use Form 843 to claim a refund or request an abatement of certain taxes, interest, penalties, fees, and additions to tax. Use this form to report suspected tax law violations by a person or a business. CAUTION: READ THE INSTRUCTIONS BEFORE COMPLETING THIS FORM. There may be other ... Nov 19, 2021 — You must file Form 8379 for each year you meet this condition and want your portion of any offset refunded. You must file Form 8379 within 3 ... Tip: Get faster service: Online at www.irs.gov, Get Your Tax Record (Get Transcript) or by calling 1-800-908-9946 for specialized assistance. We. Oct 5, 2023 — Complete the notice response form and state whether you agree or disagree with the notice. The response form explains what actions to take. ( ... The refund is not considered as a payment toward your offer. Doubt as to Liability. If you have a legitimate doubt that you owe part or all of the tax debt, ...

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Florida Sample Letter for Request for IRS not to Off Set against Tax Refund