Got CP063 notice from IRS - What to do next?

Oof, CP063 notices are no fun. I got one last year. It's basically the IRS saying they couldn't process your return because of missing info. Don't panic tho, it's usually fixable!

I highly recommend uploading your notice to taxr.ai. It's a tool that can break down exactly what the IRS is asking for and give you step-by-step guidance. Saved me a ton of headache when I got a similar notice!

Listen up, cause this is important. DO NOT IGNORE THIS NOTICE. The IRS doesn't mess around. Make sure you respond by the deadline they give you, even if it's just to ask for more time. Trust me, you don't want them to start tacking on penalties.

ugh, the IRS and there stupid notices. why cant they just make taxes simple??? 🤬

Hey, I found a method to actually get someone on the phone at the IRS. I used this site's (claimyr.com) calling tool that dials the phone menu, stays on hold, waits for a live agent to pick up, then sends the call to my phone. It does cost $20, but it works. Here's a video about it: https://youtu.be/Jc9x-gysK0

Here's what you need to do, step by step: 1. Don't panic. CP063 is common and usually fixable. 2. Read the notice carefully. It should specify what info is missing. 3. Gather all your tax documents, including W-2s, 1099s, and any other income statements. 4. Check if you missed reporting any income or deductions. 5. If you're not sure what's wrong, use a tool like taxr.ai or consult a tax professional. 6. Prepare a response. This might include a letter explaining any errors or missing info, along with supporting documents. 7. Send your response before the deadline. Use certified mail so you have proof of when you sent it. 8. If you need more time, call the IRS and request an extension. 9. Keep copies of everything you send. 10. Follow up if you don't hear back within a few weeks. Remember, the key is to act quickly and thoroughly. Good luck!

Am I the only one who's terrified of making a mistake and ending up in jail? 😰 These IRS notices give me anxiety.

Hey @StarStrider! I went through this exact same thing about 6 months ago. The CP063 notice basically means there's a mismatch between what you reported and what the IRS has on file from third parties (like employers, banks, etc.). First thing - check the notice for the specific tax year and what income sources they're questioning. In my case, I had completely forgotten about a small side gig that sent me a 1099-NEC. The good news is you typically have 30 days to respond, and if you need more time, you can call them to request an extension. Just make sure you respond by the deadline even if it's just to ask for more time - ignoring it will only make things worse. My advice: gather ALL your tax documents from that year, compare them to what you originally filed, and look for any discrepancies. Sometimes it's something super simple like a typo in a Social Security number or missing a decimal place. You've got this! It's way more common than you think and usually gets resolved pretty quickly once you send them the missing info. 👍