This letter is used when income tax screeners determine that documentation is missing from a Refund return that the customer is trying to file for Tax Year 2018. The customer's documents and a copy of this letter are mailed back to the customer in an attempt to obtain a complete and processable return.
Instructions
Screen the return completely and mark all checkboxes that apply.
NOTE: This is important because the customer may have more than one item to correct or include.
1. Print the letter on the locality’s letterhead.
2. Mail the letter, the incomplete return and all tax documents to the customer.