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

• Category: Letters - Legal - Taxes
• State: Multi-State
• County: Middlesex
• Control #: US-0838LTR
• Format: Word; Rich Text

Description

This form is a sample letter in Word format covering the subject matter of the title of the form. [Your Name] [Your Address] [City, State, ZIP Code] [Date] Internal Revenue Service [Address] [City, State, ZIP Code] Subject: Request to Not Offset Tax Refund — [Your Name], Social Security Number: [Your SSN] Dear Sir/Madam, I hope this letter finds you well. I am writing to you as a taxpayer and resident of Middlesex County, Massachusetts to kindly request that the Internal Revenue Service (IRS) refrain from offsetting any portion of my upcoming tax refund for the tax year [year]. As per my understanding, offsetting refers to the process of deducting a certain amount from a taxpayer's tax refund to satisfy a debt or obligation owed to a federal or state agency. While I acknowledge the importance of fulfilling financial obligations, I believe that my circumstances warrant an exception in this case. I would like to provide you with a clear explanation of my current situation to help you better understand the reasons for my request. Due to unforeseen circumstances, I encountered significant financial hardship in the form of [mention the specific financial hardship you are facing, e.g., loss of employment, medical expenses, natural disaster, etc.]. This financial burden has severely impacted my ability to meet my daily needs and cope with necessary expenses. My primary concern at this time is to secure necessities for myself and my family. Having relied on my annual tax refund as a crucial source of financial relief, I kindly request that the IRS not offset any part of the upcoming refund. This will enable me to utilize the funds in a manner that ensures stability and the most effective resolution of my current situation. I understand that the decision to grant my request lies within the discretion of the IRS. However, I would like to emphasize the temporary nature of my current financial hardship. I am actively taking steps to improve my financial situation, such as [mention any steps you are taking, such as seeking employment, working on a repayment plan, engaging in budgeting measures, etc.]. To assist in your review, I have attached the required documentation supporting my claim of financial hardship. These documents include [list the relevant supporting documents you are attaching, e.g., pay stubs, medical bills, termination notice, etc.]. I kindly request that you consider these materials during your evaluation of my request. In conclusion, I humbly request that you give careful consideration to my situation and grant my request to not offset any part of my upcoming tax refund. This would provide me with the much-needed assistance to overcome the current financial difficulties I am facing. Thank you for considering my appeal. I greatly appreciate your time and attention. Should you require any additional information or have any questions, please do not hesitate to contact me at [Your Phone Number] or [Your Email Address]. Yours sincerely, [Your Name]

[Your Name] [Your Address] [City, State, ZIP Code] [Date] Internal Revenue Service [Address] [City, State, ZIP Code] Subject: Request to Not Offset Tax Refund — [Your Name], Social Security Number: [Your SSN] Dear Sir/Madam, I hope this letter finds you well. I am writing to you as a taxpayer and resident of Middlesex County, Massachusetts to kindly request that the Internal Revenue Service (IRS) refrain from offsetting any portion of my upcoming tax refund for the tax year [year]. As per my understanding, offsetting refers to the process of deducting a certain amount from a taxpayer's tax refund to satisfy a debt or obligation owed to a federal or state agency. While I acknowledge the importance of fulfilling financial obligations, I believe that my circumstances warrant an exception in this case. I would like to provide you with a clear explanation of my current situation to help you better understand the reasons for my request. Due to unforeseen circumstances, I encountered significant financial hardship in the form of [mention the specific financial hardship you are facing, e.g., loss of employment, medical expenses, natural disaster, etc.]. This financial burden has severely impacted my ability to meet my daily needs and cope with necessary expenses. My primary concern at this time is to secure necessities for myself and my family. Having relied on my annual tax refund as a crucial source of financial relief, I kindly request that the IRS not offset any part of the upcoming refund. This will enable me to utilize the funds in a manner that ensures stability and the most effective resolution of my current situation. I understand that the decision to grant my request lies within the discretion of the IRS. However, I would like to emphasize the temporary nature of my current financial hardship. I am actively taking steps to improve my financial situation, such as [mention any steps you are taking, such as seeking employment, working on a repayment plan, engaging in budgeting measures, etc.]. To assist in your review, I have attached the required documentation supporting my claim of financial hardship. These documents include [list the relevant supporting documents you are attaching, e.g., pay stubs, medical bills, termination notice, etc.]. I kindly request that you consider these materials during your evaluation of my request. In conclusion, I humbly request that you give careful consideration to my situation and grant my request to not offset any part of my upcoming tax refund. This would provide me with the much-needed assistance to overcome the current financial difficulties I am facing. Thank you for considering my appeal. I greatly appreciate your time and attention. Should you require any additional information or have any questions, please do not hesitate to contact me at [Your Phone Number] or [Your Email Address]. Yours sincerely, [Your Name]