Skip to Content

October 13, 2022


4 mistakes to avoid when appealing your tax dispute

Tax disputes can be stressful and complicated. It takes time, money and energy to resolve these issues, so it is crucial to avoid mistakes that can delay or derail the process. For instance, if you wish to appeal a decision by the IRS, you may have the option to appeal. Avoiding the following mistakes can be wise:

Filing an appeal when it is not an appropriate option

Taxpayers can appeal many IRS decisions, but there are times when it is not the right option. An appeal may not be an option if your correspondence from the IRS does not mention the opportunity to appeal or if the disagreement is that you can’t or don’t want to pay.

Further, the IRS does not consider specific reasons as a valid basis for a disagreement, such as moral, religious, political and conscientious objections. 

In some cases, mediating a disagreement can be a suitable alternative to the appeals process.

Sending it to the wrong place

Simple clerical errors, like mailing your appeal to the wrong place, can jeopardize the outcome. As such, holding on to the letter you receive from the IRS is crucial. It will have pertinent information you can use to submit your appeal or discuss your case with your attorney.

Following the directions in the letter help you avoid delays and ensure your appeal gets where you need it to go.

Excluding essential information

When you submit a written request, be sure it includes everything the appeals office has what it needs to assess your request. This information should include the following:

  • Your contact information
  • A clear statement expressing that you are requesting an appeal
  • A copy of the notice the IRS sent you
  • The relevant tax years
  • Legal explanations supporting your position

Be sure to include these and any other relevant details with your request. If you receive a request for more information or clarification, responding quickly can also be crucial.

Giving up too soon

Whether you disagree with a decision from the IRS or the appeals office, do not assume you have no recourse.

Several legal measures are in place to help you address your concerns and seek a different resolution, so be sure to examine all your options if you take issue with a decision from the IRS.

IRS Tax Collection