How to Respond to an IRS Subpoena
An IRS subpoena means that the IRS has audited your income tax return and it wants you to verify the information you provided. Usually, this means that one or more of your deductions was considerably higher than the range the IRS accepts without verification. It is also possible that you are the subject of a random audit. It does not mean that you did something wrong. You will need to provide proof that your deductions were an actual deductible expense. It is also possible that you missed a portion of your income. However, in that case, they would usually just send you a bill for the amount owed.
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Instructions
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Locate all of your receipts, W-2s, 1099s, property tax and bank statements for the time covered by the subpoena. If you cannot locate your bank statements, request them from your bank or print them, if you have access to them through the Internet.
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Group your receipts into the order you used them for deductions on your tax return. Total the receipts and compare the totals to the amounts claimed on your taxes.
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Add the amounts on your W-2s, 1099s and other income statements. Compare the totals to the amount on your tax return. Staple all of your receipts together and put separate groups in separate envelopes.
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Contact the IRS and make an appointment. Bring all of your receipts with you. Remain calm during your meeting. The IRS wants to verify the information you provided. If you made an error, you will have to pay any amount due, and you will probably have to pay an additional amount for interest and penalties. You will not have to pay during your meeting. You will have a reasonable amount of time, and you can make payment arrangements, if necessary.
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