Create a final levy notice action sheet

What the IRS guidance explains

An IRS levy can affect wages, bank funds or other property. If a final intent-to-levy notice arrives, promptly review both the action described and the hearing information. A telephone conversation or private consultation does not replace a required response or extend a notice deadline. Keep the notice, prior letters and payment records together so the IRS or an authorized representative can identify the account and discuss the available next steps.

Keep urgency and accuracy in the same packet

Identify whether the correspondence describes a proposed action, a final notice, or a levy already affecting property. Mark any response or hearing date on the calendar and retain the instructions. A referral appointment should run alongside those tasks, not replace them.

Prepare a concise account history with the affected tax years, prior notices, payment records, and the property involved. If you believe there is an error, identify the precise discrepancy and supporting record. Ask the IRS contact or qualified representative which action is needed now and what remains to resolve the underlying account.

Prepare the working record

Use this guide’s interactive checklist to organize the specific task. On your printed copy, note the source of each document and the date. Treat a missing item as a question to resolve; do not fill in an uncertain figure merely to make the packet look finished.

Before sharing evidence, verify the recipient and a secure delivery method. Keep a record of what you provided, when, and which question it addresses. Preparation helps explain the facts; it does not determine tax liability, approve relief, or extend an official deadline.

Your practical checklist

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