Archive for March 2024

IRS Independent Office of Appeals:    Appeals Mediation Programs Part IV Formal Written Protest A formal written protest is required if the proposed change to the total amount of tax and penalties for any tax period is more than $25,000 in the letter you received. The total amount includes the proposed increase or decrease in…

IRS Independent Office of Appeals:    Appeals Mediation Programs Part III Small Case Request If the total amount of tax and penalties for each tax period involved is $25,000 or less in the letter you received, you may make a small case request instead of filing a formal written protest. See next week’s Tuesday Tax…

IRS Independent Office of Appeals:    Appeals Mediation Programs Part II Protests You must submit a written protest to request an Appeals conference. The Appeals employee assigned to your case will use your protest to prepare for the Appeals conference. Refer to Notice 609, Privacy Act Notice, for more information about how the IRS uses…

IRS Independent Office of Appeals:    Appeals Mediation Programs Part I In certain IRS cases, you may request an expedited dispute resolution process called Fast Track Settlement (FTS). The disputed issue must be fully developed and the IRS must agree to participate in this process. During FTS, your case remains in the examiner’s jurisdiction while…