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Published:   |   Last Updated: October 29, 2024

Notice CP05 A

We’re holding your refund until we finish reviewing your tax return

 

Where am I on the Roadmap?

Overview

The CP05 A notice is mailed to taxpayers to notify taxpayers that the IRS needs support documents to verify your income, income tax withholding, tax credits and/or business income before issuing a refund.

I need more information

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What does this mean to me?

The IRS reviewed your tax return and found a discrepancy from your return and the information reported to the IRS under your name and Social Security Number (SSN) by employers, banks, or other payers. The IRS needs supporting documents to verify your income, tax credits claimed, income tax withholding or business expenses before your refund will be released or applied as an overpayment to next year’s estimated tax.

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Check the return address

The first thing to do is to check the return address to be sure it’s from the IRS and not another agency.

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If you didn’t file

Call the IRS immediately as you may be a victim of tax-related identity theft. Someone else may have used your personal information to file this return. Please complete and sign Form 14039, Identity Theft Affidavit, and mail it to the IRS along with the requested documents. You can find this form online at IRS.gov. You can also refer to the IRS Identity Theft Central resource page for more information


Note: Authorized third parties may assist taxpayers, but the taxpayer must be present on the phone or in-person.

Complete and send the IRS a Form 2848, Power of Attorney and Declaration of Representative, to authorize someone (such as an accountant) to contact the IRS on your behalf.

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If You Filed a Return

  • Read the notice carefully to gather required documentation and reply by the date shown on your notice.
  • For the fastest case resolution, reply using the Documentation Upload Tool (DUT).
    • Send supporting documentation (i.e., screenshots, pictures, other digital images) including a copy of your notice. Complete the tool’s upload form at the link below and submit your response. You can also scan the QR code on your notice to access the DUT if you prefer to use your phone.
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Reply to the IRS

Your reply must include a copy of your notice.

Your supporting documentation must include:

  • The date you earned the wages
  • The gross income you received
  • The federal tax withheld for the year shown on the notice

Acceptable documentation includes:

  • Copies of at least 3 pay statements or check stubs, including the end of the year statement/check stub. (Don’t send a copy of Form W-2, Wage and Tax Statement.)
  • A letter on company letterhead from your employer, including your employer’s name, address, telephone and fax number.
  • A statement of benefits on retirement income

You can also reply by:

  • Faxing your documentation to the fax number in the notice using either a fax machine or an online fax service. Protect yourself when sending digital data by understanding the fax service’s privacy and security policies, or
  • Mailing your response to the address shown on the notice.
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Considerations prior to responding

  • Review this notice with your tax preparer.
  • Track your refund status online or in the IRS2Go mobile app.
  • Contact TAS if you are experiencing an economic hardship or need help in resolving problems. You can reach TAS at 877-777-4778 or TTY/TTD 800-829-4059.
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Additional Information

Once the IRS finishes its review, it may send your refund, ask for additional information, or deny all or part of your refund. If you don’t agree with the denial, you’ll have an opportunity to appeal.

If you made an error on your return or need to change the information reported, you should file a Form 1040-X , Amended U.S Individual Income Tax Return.


Once you have successfully verified the entries on your tax return, it may take up to nine weeks for you to receive your refund or apply the overpayment to next year’s estimated tax. However, if there are other issues, you may receive a notice asking for more information, and this may delay your refund. If you don’t provide the supporting documents by the requested due date, you may receive a refund less than the amount expected or a bill for an amount due.

Where can I get additional help?

General Resources

Understanding your notice or letter

Get Help topics

Browse common tax issues and situations at TAS Get Help

If you still need help

The Taxpayer Advocate Service is an independent organization within the IRS. TAS helps taxpayers resolve problems with the IRS, makes administrative and legislative recommendations to prevent or correct the problems, and protects taxpayer rights. TAS helps all taxpayers (and their representatives), including individuals, businesses, and exempt organizations. You may be eligible for free TAS help if your IRS problem is causing financial difficulty, if you’ve tried and been unable to resolve your issue with the IRS, or if you believe an IRS system, process, or procedure just isn’t working as it should.

TAS has offices in every state, the District of Columbia, and Puerto Rico. To find your local advocate’s number:

Low Income Taxpayer Clinics (LITCs) assist individuals whose income is below a certain level who need to resolve tax problems with the IRS. They also provide education, outreach, and information on taxpayer rights to individuals who speak English as a second language. LITCs represent taxpayers in disputes before the IRS and courts and help taxpayers respond to IRS notices and correct account problems. Services are offered for free or a small fee. LITCs are independent from the IRS and TAS. For more information or to find an LITC near you, see the LITC Page or Publication 4134, Low Income Taxpayer Clinic List. You can also request Pub. 4134 by calling 800-TAX-FORM (800-829-3676).

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The taxpayer Bill of Rights is grouped into 10 easy to understand categories outlining the taxpayer rights and protections embedded in the tax code.

It is also what guides the advocacy work we do for taxpayers.

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