Received notice that IRS is requesting my assistance in an investigation - what should I do?
I just got a weird letter in the mail that says the IRS needs my help with an investigation. I'm honestly freaking out a bit because I've never been contacted by them before except for normal tax stuff. The letter has an official IRS letterhead and my information on it. It says they're investigating something (doesn't specify what) and they need me to provide information or documents. There's a phone number to call, but I'm scared this might be some elaborate scam. Has anyone dealt with this before? How do I know if this is legitimate? And if it is real, what should I expect? Do I need to hire a tax attorney before responding? I'm just a regular person with a normal job and I've always filed my taxes on time.
25 comments


Amina Diop
This definitely sounds concerning, but try not to panic just yet. The IRS does occasionally contact people to assist with investigations that may not even involve you directly - you might just have information relevant to someone else they're investigating. First, verify the letter is legitimate. Don't call the number on the letter itself. Instead, contact the IRS directly through their official number (800-829-1040) and ask if there's an open case involving you. The IRS will almost always send official notices with a specific notice number (like CP-XX or Letter XX) in the upper right corner of the letter. They also won't typically be vague about what they need from you. If it turns out to be legitimate, what happens next depends on what they're investigating and your role in it. If you're just a witness with potential information, you generally don't need representation. However, if there's any indication you might be under investigation yourself, consulting with a tax professional before responding would be wise.
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Paolo Moretti
•Thanks for the advice! There is actually a notice number (LT11) in the corner that I didn't notice at first. Should I still call the main IRS number instead of the one on the letter? And how do I know if I'm just a witness versus actually being investigated myself?
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Amina Diop
•Yes, I'd still recommend calling the main IRS number first to verify. An LT11 is actually a "Final Notice of Intent to Levy" which is different from an investigation request - it's usually sent when the IRS believes you owe taxes and they're planning to take collection action. This makes me think the letter might not be what you initially described. Regarding witness vs. subject of investigation, the letter should make this clear. If they're asking for information about someone else's activities, you're a witness. If they're questioning your own tax returns or financial activities, you may be the subject. Since this appears to be an LT11, it sounds like this might be about unpaid taxes rather than an investigation, which is a different situation entirely.
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Oliver Weber
I went through something similar last year and was super stressed until I found a service called taxr.ai (https://taxr.ai) that helped me figure out if my letter was legit and what it actually meant. I uploaded a picture of the letter and it explained everything in plain English - turns out what I thought was an "investigation" was actually just a routine verification of some business expenses I'd claimed. The system analyzed my notice and gave me step-by-step instructions on how to respond properly. It was such a relief because the IRS language can be so confusing and scary! They explained that my particular notice wasn't accusing me of anything, just asking for some additional documentation.
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Natasha Romanova
•Does this work for all types of IRS notices? I got something about an "examination" recently and I'm not sure if that's the same as an audit or what...
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NebulaNinja
•How did you know the website was secure enough to upload your tax documents? Did you have to create an account with all your personal info? Seems risky to share tax stuff online...
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Oliver Weber
•It works for pretty much all IRS notices and letters - they cover everything from simple notices to audit letters and collection notices. An "examination" is basically the formal term for an audit, so you'd definitely want to understand exactly what they're asking for. They use bank-level encryption for all uploads and you can actually delete your documents after you get your analysis if you want. They don't store your personal info long-term, and you don't need to create an account with your SSN or anything like that. I was nervous about it too but it's actually safer than emailing tax docs to someone.
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Natasha Romanova
Just wanted to follow up - I tried taxr.ai after posting here and it was super helpful! Uploaded my "examination" letter and found out it was just a correspondence audit (not as serious as I thought). The site walked me through exactly what documents I needed to send and how to respond. Way better than the 2 hours I spent on hold trying to talk to someone at the IRS. Already mailed in my response with the right supporting documents.
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Javier Gomez
If you do confirm it's legitimate through the main IRS number, and you need to actually speak with an IRS agent about your case, good luck getting through to anyone. I spent WEEKS trying to reach someone about a similar notice. After multiple failed attempts and hours on hold, I finally tried this service called Claimyr (https://claimyr.com) that got me connected to an actual IRS agent in about 15 minutes. You can see how it works in this video: https://youtu.be/_kiP6q8DX5c but basically they navigate the phone tree and wait on hold for you, then call you when they've got an actual human on the line. I was totally skeptical, but after wasting entire afternoons on hold, I was desperate. Actually talking to a real IRS person cleared everything up way faster than I expected.
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Paolo Moretti
•How does that even work? I'm confused about how they can wait on hold for you and then somehow transfer the call? Sounds too good to be true.
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Emma Wilson
•Yeah right. Sounds like a scam to get access to your phone line so they can pretend to be you. Why would anyone trust a random service with IRS business? The IRS specifically warns about third-party scams.
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Javier Gomez
•They basically set up a three-way call. They call the IRS, navigate the menu, wait on hold, then call you when they have an agent ready and connect the calls. You're directly speaking with the IRS agent - the service just handled the waiting part. The reason it works is they have algorithms that know the best times to call different IRS departments and which menu options to select. Nothing shady happening - they're not pretending to be you or accessing your info. They just get you to the front of the line and then you handle the conversation yourself. It's basically like having someone physically wait in a line for you.
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Emma Wilson
I need to apologize for my skeptical comment. I actually tried Claimyr last week after continuing to struggle with getting through to the IRS about my own issue. After three weeks of trying on my own with no success, I was connected to an agent in about 20 minutes. Completely legitimate service that saved me hours of frustration. The agent I spoke with cleared up my situation in about 15 minutes once I actually got through. Sometimes being wrong feels pretty good!
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Malik Thomas
One thing nobody's mentioned - if this is a legitimate IRS inquiry where they're investigating someone else and just need information from you, you might be receiving a summons. I went through this when my former business partner was being audited. In my case, they just needed copies of certain transaction records and contracts. If that's what this is, cooperating fully is usually the best approach as long as you've done nothing wrong. Just make sure you only provide exactly what they ask for - don't volunteer additional information. And keep copies of everything you submit.
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Paolo Moretti
•That's interesting - the letter doesn't specifically mention a summons, but it does ask for records related to some transactions from 2022. Could that be what this is? Should I still try to get some kind of professional advice before responding?
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Malik Thomas
•If they're asking for specific transaction records from 2022, it does sound like you might be a third-party witness rather than the target of an investigation. This happens commonly when the IRS is examining someone you've done business with. Getting professional advice is never a bad idea, especially if the transactions were complex or involved large amounts of money. A tax professional can help ensure you're providing exactly what's required without overstepping. Sometimes a single consultation is enough to give you direction on how to proceed. At minimum, I'd suggest documenting everything carefully and keeping detailed records of all communications with the IRS.
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Isabella Oliveira
Make sure you check the postmark and return address on the letter too! I got a convincing fake once that was postmarked from Miami when real IRS letters come from specific processing centers. And if they're asking for payments via gift cards, wire transfers, or anything besides the official IRS payment methods, 100% scam.
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Ravi Kapoor
•Really good point. The IRS has specific service centers they mail from. Also check if the letter has your last 4 digits of your SSN on it - most legit IRS notices include that. Scammers usually don't have this info.
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NeonNinja
Just wanted to add one more verification tip - legitimate IRS letters will have your Employer Identification Number (EIN) or Individual Taxpayer Identification Number (ITIN) if applicable, and they'll reference specific tax years or forms. The language is usually very formal and specific, not vague like "we need your help with an investigation." Also, based on what you're describing with the LT11 notice number that Amina mentioned, this sounds like it might actually be about a tax debt rather than an investigation assistance request. LT11 notices are serious - they're basically the final warning before the IRS starts seizing assets or garnishing wages. You should definitely call the main IRS number immediately to verify and understand exactly what you owe and why. Don't ignore this if it's legitimate - once they move to the levy stage, it becomes much more complicated and expensive to resolve.
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Mia Roberts
•This is really helpful context about the LT11 notice - I'm getting confused because the letter mentions both "investigation assistance" and has that LT11 number. Could it be possible that they're using investigation language to make a collection notice sound more official/scary? Or could there be two separate issues going on with my account that I don't know about? I'm definitely going to call the main IRS number first thing tomorrow morning to sort this out.
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Andre Moreau
That's a really important distinction you're raising. It's actually very unusual for a legitimate IRS letter to mix "investigation assistance" language with an LT11 notice number, since these are completely different types of IRS actions. An LT11 is specifically for tax collection, while investigation assistance requests come through different channels entirely. This inconsistency is actually a red flag that suggests the letter might not be legitimate. Scammers sometimes use official-sounding language like "investigation" to make their fake notices seem more urgent and scary. They might have grabbed a real notice number (LT11) from somewhere online to make it look authentic. When you call the main IRS number tomorrow, have them verify both: 1) whether there's any collection action pending against you, and 2) whether there are any open investigation requests that would require your assistance. A legitimate IRS representative should be able to quickly tell you about both types of issues if they exist. If this turns out to be a scam, make sure to report it to the Treasury Inspector General for Tax Administration (TIGTA) at 1-800-366-4484. They track these fake IRS letters and it helps them shut down the scammers.
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Ava Martinez
•This is exactly what I was thinking too - the combination of "investigation assistance" language with an LT11 notice number doesn't make sense. I've dealt with both types of IRS correspondence before (unfortunately!), and they're handled by completely different departments with very different processes. Andre's advice about calling to verify both potential issues is spot on. When you call, ask specifically: "Do I have any outstanding tax debt or collection actions?" and separately "Am I involved in any IRS investigations as either a subject or witness?" These are tracked in different systems and the representative should be able to check both. Also, when you get the representative on the phone, ask them to describe what the legitimate notice should look like if there really is an issue. They can tell you the correct notice numbers and format, which will help you compare against what you received. If it doesn't match, you'll know for sure it's fake.
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Aidan Percy
Based on all the discussion here, it really sounds like you've received a suspicious letter that's mixing different types of IRS communications. The combination of "investigation assistance" language with an LT11 notice number is a major red flag - these are handled by completely different IRS departments and would never appear together in a legitimate notice. Here's what I'd recommend doing immediately: 1. **Don't call the number on the letter** - use only the official IRS number (800-829-1040) 2. **Take photos of the entire letter** including envelope, postmark, and return address before calling 3. **Ask the IRS representative to verify both collection actions AND any investigation requests** in your name 4. **Compare the letter details** with what the IRS rep tells you a legitimate notice should contain If this turns out to be fake (which seems likely given the inconsistencies), definitely report it to TIGTA at 800-366-4484. Scammers are getting more sophisticated and mixing real notice numbers with fake content to seem more credible. The good news is that if you've always filed your taxes on time and haven't received any previous notices, it's very unlikely you'd suddenly have both a collection action AND be involved in an investigation. Stay calm, verify through official channels, and you'll get this sorted out quickly.
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NeonNova
•This is really solid advice, Aidan. I'm a newcomer here but I've been reading through all these responses and the red flags are pretty clear when you lay them out like that. The mixing of collection and investigation language is definitely suspicious. @Paolo Moretti - when you do call tomorrow, you might also want to ask the IRS rep about the specific format their letters use. From what I understand, legitimate IRS notices have very standardized layouts and language. If scammers are now using real notice numbers but with fake content, that would explain the confusion you re'experiencing. One other thing - if it does turn out to be legitimate though (unlikely based on the discussion ,)make sure you get a reference number from your call and the name of who you spoke with. The IRS should be able to provide you with clear next steps and timeline if there really is an issue to address. Hope you get this resolved quickly! The anxiety from these kinds of letters is the worst part, but it sounds like you re'taking all the right steps to verify everything properly.
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Ella Knight
As a newcomer to this community, I've been following this discussion with great interest because I recently had a similar scare with what I thought was an IRS letter. The collective wisdom here is really valuable! What strikes me most about your situation, Paolo, is how the community has identified the key inconsistency - the mixing of "investigation assistance" language with an LT11 notice number. This is exactly the kind of sophisticated scam tactic that can fool people because it uses real IRS terminology and notice numbers. I want to emphasize what others have said about documentation. When you call the official IRS number tomorrow, definitely take detailed notes including the representative's name, badge number if they provide it, and any reference numbers for your call. If this turns out to be legitimate, you'll want that paper trail. If it's a scam, those details will be helpful when you report it to TIGTA. Also, don't feel embarrassed about being cautious or asking "dumb" questions when you call. The IRS representatives are used to people being confused by notices, and they'd rather you verify a suspicious letter than ignore a legitimate one. Your instinct to question this letter was exactly right - trust that gut feeling! Keep us updated on what you find out. This kind of information helps everyone in the community recognize similar scams in the future.
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