Take These Steps When the IRS Sends a Summary of Taxpayer Contact

Finding yourself in a position where you owe the IRS money and they are knocking on your door or calling your home is never an enviable place to be. It is important to understand, however, that ignoring the problem will not make it go away. Instead, failing to respond can potentially make your problems far worse. Some taxpayers may receive Form 9297: Summary of Contact. This form will outline specific information and documents, including the dates by which these documents must be provided, as well as a deadline for providing everything to the IRS. The form also provides the taxpayer with the contact information for the Revenue Officer assigned to the case.

Steps to Take After Receiving a Summary of Taxpayer Contact Form

If you receive a Summary of Taxpayer Contact form, it is important to take the proper action. We recommend taking the following steps:

  1. Contact an experienced tax attorney for guidance. Responding to IRS contact in the proper manner is crucial to the ultimate outcome of your tax problem.
  2. Review the materials attached to the letter pertaining to your rights as a taxpayer and the IRS collection process.
  3.  Carefully review the list of information requested in the form. Make note of the due date for each item.
  4. Begin gathering the requested information.
  5. If you are unable to comply with the deadlines, contact the IRS Revenue Officer ahead of time to make other arrangements.
  6. After submitting the information requested, expect to receive a response in approximately 30-90 days.

Depending on the proposed resolution recommended by the IRS after reviewing the documentation, consult with your attorney regarding the best way to proceed.

For many taxpayers, the initial contact from an IRS Revenue Officer and subsequent Summary of Taxpayer Contact form may be their first time dealing with the IRS over a tax issue. There is a lot to be learned about how this process works and what can be done to find an alternative resolution to your tax problem. We encourage you to get started learning more by reviewing our free guide, The Ultimate Survival Guide for IRS Problems.