top of page
Search
  • Daniel Gray CPA US Tax Services Toronto Canada

Punt back your penalty to IRS if IRS provided incorrect written advice


If you received incorrect written advice from the IRS, you may qualify for a statutory exception. If you feel you were assessed a penalty as the result of erroneous written advice you received from IRS, the following items may be needed when requesting penalty relief:

  • Your written request for advice.

  • The erroneous written advice you relied on that was furnished to you by the IRS.

  • The report, if any, of tax adjustments identifying the penalty or addition to tax, and the item(s) relating to the erroneous advice.

Generally, Form 843, Claim for Refund and Request for Abatement should be filed to request penalty relief based on incorrect written advice from IRS. However, you can call the telephone number provided on the notice you received to determine if the penalty is correct. If the penalty is correct, IRS may ask you to mail Form 843 and any supporting documentation.

Interest charged on a penalty will be reduced or removed when that penalty is reduced or removed. If an unpaid balance remains on your account, interest will continue to accrue until the account is full paid.


22 views

Recent Posts

See All

Tax AI vs Tax Pro

I tested out IRS's new Form 1042-S Data Integrity Tool at https://1042sdi.for.irs.gov/Account/LogIn?ReturnUrl=%2F This software program provides a no-cost standalone tool to assist in complying with

Stuck in IRS ITIN no-man's land

Canadians inherit pensions of deceased US resident relatives such as Teachers Insurance and Annuity Association of America (TIAA). IRS requires an ITIN letter saying the NRA already has (versus 'openi

bottom of page