You Need To Send Supporting Documentation: We're Holding Your 2023 Tax Return Refund

Department of the Treasury Notice CP05A
Internal Revenue Service Tax Year 2023

3211 S Northpointe Dr Notice date June 10, 2024
Stop M2004 Social Security number XXX-XX-9141
Fresno, CA 93725 To contact us 800-829-1040
Your Caller ID 625514
Page 1 of 2 29H
CHARLES UPSHUR
4001 SOUTH CAPITOL STREET SW APT 44
WASHINGTON DC 20032-1366
We’re holding your 2023 tax return refund

You need to send supporting documentation
What you need to do right now Send supporting documentation (i.e., screenshots, pictures, other digital images)
showing dates wages were earned, the gross income received, and federal tax withheld
for the tax return.
Documentation can include:
• Copies of at least 3 pay statements or check stubs, including the end of
the year statement/check stub. (Don’t send a copy of Form W-2, Wage
and Tax Statement.)
• A letter on company letterhead from your employer, including your employer’s name,
address, telephone and fax number.
• A statement of benefits on retirement income
Your reply MUST include a copy of this notice.
Send us your documents using the Documentation Upload Tool by July 25, 2024. To
use the tool, simply scan the QR Code below or visit IRS.gov/reply and select “CP05A”
as the notice number you’re responding to.
You can also fax your documentation to 855-851-8440 using either a fax machine or
online fax service. Protect yourself when sending digital data by understanding the fax
service’s privacy and security policies. You can also mail your reply to the address at the
top of this notice. Faxing or mailing your reply will likely result in longer wait times.
If we don’t hear from you If you don’t provide supporting information by July 25, 2024, we’ll disallow all or part
of your withholding which will result in a balance due or a reduced refund.
Continued on back...
Notice CP05A
Tax Year 2023
Notice date June 10, 2024
Social Security number XXX-XX-9141
Page 2 of 2 29H
Next Steps We’ll review the information you provide.

If the information you send supports your tax return information
We'll accept your return as filed and send your refund. No further action will be
needed.
If the information you send doesn’t support your tax return
We’ll disallow all or part of your withholding which will result in a balance due or a
reduced refund. You could also receive a notice of deficiency. If you don’t agree with
our decision, you’ll have the right to appeal.
Please allow 60 days from the date you provided the supporting documentation before
contacting us.
Additional information • Visit IRS.gov/cp05a

• The IRS Identity Protection PIN can help prevent misuse of your taxpayer
identification number on fraudulent federal income tax returns. Learn more at
IRS.gov/ippin.
• Find tax forms or publications by visiting IRS.gov/forms or calling 800-TAX-FORM
(800-829-3676).
• Keep this notice for your records.
Taxpayer rights and sources for assistance
The Internal Revenue Code (IRC) gives taxpayers specific rights. The Taxpayer Bill of
Rights groups these into 10 fundamental rights. See IRC Section 7803(a)(3). IRS
employees are responsible for being familiar with and following these rights. For
additional information about your taxpayer rights, please see Publication 1, Your Rights
as a Taxpayer, or visit irs.gov/taxpayer-bill-of-rights.
Taxpayer Advocate Service
The Taxpayer Advocate Service (TAS) is an independent organization within the IRS
that helps taxpayers and protects taxpayers’ rights. TAS can offer you help if your tax
problem is causing a financial difficulty, you've tried but been unable to resolve your
issue with the IRS, or you believe an IRS system, process, or procedure isn’t working as
it should. If you qualify for TAS assistance, which is always free, TAS will do everything
possible to help you. Visit taxpayeradvocate.irs.gov or call 877-777-4778.
Tax professionals who are independent from the IRS may be able to help you.
Low Income Taxpayer Clinics (LITCs) can represent low-income persons before the IRS
or in court. LITCs can also help persons who speak English as a second language. Any
services provided by an LITC must be for free or a small fee. To find an LITC near you:
ÿ Go to taxpayeradvocate.irs.gov/litcmap;
ÿ Download IRS Publication 4134, Low Income Taxpayer Clinic List available at
irs.gov/forms-pubs; or
ÿ Call the IRS toll-free at 800-829-3676 and ask for a copy of Publication 4134.
State bar associations, state or local society of accountants or enrolled agents, or other
nonprofit tax professional organizations may also be able to provide referrals.

You Need To Send Supporting Documentation: We're Holding Your 2023 Tax Return Refund

Uploaded by

Copyright:

Available Formats

You Need To Send Supporting Documentation: We're Holding Your 2023 Tax Return Refund

Uploaded by

Document Information

Original Title

Copyright

Available Formats

Share this document

Share or Embed Document

Sharing Options

Did you find this document useful?

Is this content inappropriate?

Copyright:

Available Formats

You Need To Send Supporting Documentation: We're Holding Your 2023 Tax Return Refund

Uploaded by

Copyright:

Available Formats

Department of the Treasury Notice CP05A

Internal Revenue Service Tax Year 2023

We’re holding your 2023 tax return refund

Next Steps We’ll review the information you provide.

Additional information • Visit IRS.gov/cp05a

You might also like