CP13 Notice: Changes to Your Tax Return – Refund or Balance Due

The CP13 Notice is issued by the IRS to notify taxpayers that changes have been made to their tax return that either reduce their refund or create a balance due. This notice is typically issued when the IRS finds discrepancies or errors in the taxpayer’s filing that need correction.

Key aspects of the CP13 Notice:

• Explanation of Changes: The notice details the changes made by the IRS to the tax return. These changes could involve adjustments to income, deductions, or credits that were incorrectly reported on the original return.
• Impact on Refund or Balance: If the taxpayer was expecting a refund, the notice will explain whether the refund has been reduced or if there is now a balance due. If a balance is owed, the taxpayer will be required to pay the new amount by the deadline provided.
• Next Steps: Taxpayers can either accept the changes and pay any balance due or dispute the changes if they believe an error was made. The CP13 will provide instructions for both options.
• Dispute Process: If the taxpayer disagrees with the IRS’s adjustments, they can file a dispute by providing additional documentation or requesting a review of the return.

The CP13 Notice is important for taxpayers to review carefully, as it indicates that the IRS has made corrections to the tax return that could affect the amount owed or the refund received.