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Sample response package

Sample IRS response letter package

Here is a complete, real-format response package for a typical scenario, every document you'd receive for $39, annotated so you can see why each piece matters.

The scenario

A taxpayer receives a CP2000 proposing $4,618 in additional tax: the IRS matched a 1099-B from a brokerage and assumed a cost basis of zero on $12,400 of stock sales. The correct position: partial disagreement, accept a small forgotten 1099-INT, contest the stock proposal with the brokerage statement. (All names and figures below are illustrative.)

Document 1 of 4

The response letter, IRS-formatted, ready to sign

Not a generic template: a letter built from your notice and your answers. It references the notice number, tax year and each contested item precisely, the format the IRS Automated Underreporter unit processes fastest.

  • States the position (partial agreement) in the first paragraph, no ambiguity
  • Addresses each item separately with the matching evidence named
  • Requests penalty removal with a reasonable-cause basis
  • You review, sign, and stay in full control of what's sent
Document 2 of 4

The evidence checklist, matched to each item

The most common reason IRS responses fail isn't the letter, it's missing or mismatched documentation. Your checklist maps each contested item to the exact proof that supports it, with tips on what the IRS looks for.

  • One evidence line per contested item, nothing generic
  • Copies only, never originals (the checklist reminds you)
  • Each attachment labeled to the item it supports
EVIDENCE CHECKLIST · CP2000 RESPONSE
Signed response form (from your notice)Box checked: "I do not agree with some of the changes"
Form 1099-B, full copyShows cost basis per lot · supports Item 2
Year-end brokerage statementConfirms aggregate basis of $11,930 · supports Item 2
Do NOT include: original documents, full bank statements, unrelated yearsExtra paper slows AUR processing
Document 3 of 4

Exact sending instructions, no guessing

The IRS has dozens of addresses and several response channels; sending to the wrong one costs weeks. Your instructions give the exact destination for yournotice, and when the IRS Document Upload Tool is available for it, we tell you (it's the fastest channel).

  • The specific AUR address or fax from your notice, verified
  • Certified-mail guidance so you can prove the date
  • What to keep: a full copy of everything you send
SENDING INSTRUCTIONS
Fastest: IRS Document Upload ToolYour notice includes an access code, upload PDF scans directly
Or mail to the address on your noticeIRS AUR, P.O. Box 00000, City, ST 00000 · use certified mail with return receipt
Keep a complete copyLetter + form + every enclosure, plus your mailing receipt
⏱ RESPOND BY: AUG 12, 14 DAYS LEFT
Document 4 of 4

Deadline reminders & what happens next

The package doesn't stop at the mailbox. You get email reminders before your deadline, and a plain-English preview of the IRS's possible replies, no-change letter, reduced recomputation, or a request for more information, so nothing that arrives next surprises you.

  • Reminder emails at D-7 and D-2 before your deadline
  • Typical IRS response time for your notice (60-90 days for a CP2000)
  • What each possible IRS reply means, and your next move for each
A note on this sample: names, addresses and amounts are illustrative and partially redacted. Your actual package is generated from your notice and your answers, different notice types (CP14,LT11,5071C…) produce different documents suited to their rules. ClearNotice is adocument preparation service, not a law or CPA firm.

Your notice deserves the same treatment.

Start with the free explanation, you'll see your own amounts and deadline before deciding anything. The package is $39 only if you want it.

FREE EXPLANATION FIRST · $39 ONE-TIME · MONEY-BACK GUARANTEE