true
  • Meet Claudell, one of our tax experts.
    TurboTax Live Assisted Basic
    File 100% FREE with expert help: Get live help from tax experts, plus a final review before you file — all free.
    Simple tax returns only.
    See if you qualify. Must file by 3/31.
Top

Video: What Are Tax Appeals?

Updated for Tax Year 2022 • December 1, 2022 09:00 AM


OVERVIEW

Tax appeals are often necessary in the unlikely case you are audited, and it's a surprisingly informal and quick process. Understand how to appeal a tax audit with information from TurboTax in this video on annual tax filing.


TABLE OF CONTENTS

Video transcript:

Hello, I'm Jeremy from TurboTax with some important information about appealing an IRS audit.

Has the IRS chosen your tax return for an audit? Or are you currently disputing an IRS adjustment that increases the amount of tax you owe? If so, you can still try to reduce your taxes by appealing that decision. When the IRS audits your tax return and disagrees with the deduction or credit you take, or even claims that you left out some income, it's decision is not final.

Within the IRS there's an independent appeals division that will listen to your side of the story and decide whether the outcome of your audit was correct. Appealing an IRS decision is not as difficult as it may sound. The process is very informal and relatively quick.

To start the process, just follow the instructions in the final letter you receive from the IRS at the conclusion of the audit. Shortly after you will receive a date to appear at a conference. When you attend the conference an impartial officer will listen to both arguments.

If you prefer not to represent yourself, you can hire a tax professional to attend the conference with you. Although this professional can be an attorney, you can also bring a CPA or other enrolled agents since this is not a legal court case.

If you disagree with the appeals decision you can still have your case heard in court. At that point you will need to get a lawyer involved. Preferably one with experience in tax cases.

Let an expert do your taxes for you, start to finish with TurboTax Live Full Service. Or you can get your taxes done right, with experts by your side with TurboTax Live Assisted. File your own taxes with confidence using TurboTax. Just answer simple questions, and we’ll guide you through filing your taxes with confidence. Whichever way you choose, get your maximum refund guaranteed.

File 100% FREE with expert help

Get live help from tax experts plus a final review with Live Assisted Basic.

For simple tax returns only.
See if you qualify.
Must file by 3/31.

$89$0*
State included

Get your max refund

Answer simple questions about your life and TurboTax Free Edition will take care of the rest.

For simple tax returns only
See if you qualify

Looking for more information?