Quick checklist — immediate actions

  1. Read your IRS notice carefully and note the deadline and instructions. The notice will say what the IRS needs and where to send it.
  2. Gather required documents: government photo ID (driver’s license, passport), Social Security card or SSA statement, a copy of the filed tax return, W-2s/1099s that support income, and proof of address (utility bill, lease). Keep certified copies when available.
  3. Send documents exactly as the notice instructs. Use the address on the letter or the IRS secure online option if offered; if mailing, use certified mail and keep tracking/receipt.
  4. Retain copies of everything you send and a timeline of communications.
  5. Check status after 2–4 weeks using the contact instructions on the notice or the IRS tools the notice references; continue following up per the notice.

What I see in practice (15+ years)

  • Timely, complete responses reduce resolution time. Incomplete packages are the most common cause of extended holds.
  • Many taxpayers benefit from including a short cover letter listing the documents enclosed and the tax year/return in question.

Documents commonly accepted by the IRS

  • Valid government photo ID (state ID, driver’s license, passport)
  • Social Security card or SSA verification letter
  • A photocopy of the tax return in question
  • W-2s, 1099s, or other income documents supporting the return
  • Proof of address (utility bill, mortgage statement)

How long does it take?

Resolution time varies: a few weeks for straightforward cases, several months when identity theft is involved or records must be corrected. Prompt, complete responses and using the exact submission method requested in the notice usually speed processing.

Safe response practices & follow-up

  • Only send documents to the address or online channel specified in the IRS notice. The IRS warns against sending information to unknown addresses (IRS.gov).
  • If the notice offers online identity verification, use the IRS official portal listed on the notice (do not rely on search results alone).
  • Keep certified-mail receipts and note the date you mailed materials; call only after the IRS’s stated processing time.

Common mistakes to avoid

  • Sending photocopies without a clear identifier (write the tax year and your SSN or last 4 digits on each page).
  • Mailing to the wrong address or using general IRS phone numbers. Always use the contact info on the notice.
  • Assuming an appeal or verbal call will clear the hold without the requested documents.

When to get help

  • If you suspect tax-related identity theft, follow IRS identity-theft instructions and consider contacting IdentityTheft.gov to create a recovery plan (IdentityTheft.gov). For complex cases, consult a CPA, enrolled agent, or tax attorney.

Related FinHelp resources

Authoritative sources

Professional disclaimer: This article is educational only and not tax or legal advice. For guidance specific to your return or identity-theft situation, consult a qualified tax professional or the IRS notice contact information.