ExampleExample — your organized IRS account

Where you stand

$18,462

2 years involved · 1 return missing

Most of this comes from your 2022 return. Penalty and interest were added in 2023, one payment has posted, and the IRS shows no 2023 return filed.

How you got here

2022 Return filed → $15,900 balance posted

2023 Penalty and interest added (+$4,962)

2023 $2,500 payment posted to 2022 balance

2024 IRS notice issued (CP504) → $18,462 remains today

Needs attention

IRS notice received (CP504) — a warning letter about collection. What this means →
2023 return not on file — filing it is usually the first step. How to fix →
Looks okay: 2024 return filed · a tax professional was authorized in June — yours?

What to do next

  1. File the missing 2023 return — you or your CPA
  2. Respond to the CP504 before its deadline
  3. Compare payment options for the 2022 balance

What changed since your last review

May 14 review

$20,938

Today's review

$18,462

✓ $2,500 payment confirmed on the IRS side

ExampleExample — your organized IRS account

Where you stand

$18,462

2 years involved · 1 return missing

Most of this comes from your 2022 return. Penalty and interest were added in 2023, one payment has posted, and the IRS shows no 2023 return filed.

How you got here

2022 Return filed → $15,900 balance posted

2023 Penalty and interest added (+$4,962)

2023 $2,500 payment posted to 2022 balance

2024 IRS notice issued (CP504) → $18,462 remains today

Needs attention

IRS notice received (CP504) — a warning letter about collection. What this means →
2023 return not on file — filing it is usually the first step. How to fix →
Looks okay: 2024 return filed · a tax professional was authorized in June — yours?
Example — your account overview

Current IRS balance

$18,462

2 issues need attention

Last reviewed

Today

2022

Balance collecting

2023

Return not on file

2024

Return filed

Next action

Review the 2022 balance and confirm available next steps.

Based on IRS account records · not generic advice

Example — how your timeline will look.

The story behind the number — year by year, event by event.

2022 Return filed → $15,900 balance posted

2023 Penalty and interest added (+$4,962)

2023 $2,500 payment posted to 2022 balance

2024 IRS notice issued (CP504) → $18,462 remains today

Example — what needs attention
IRS notice received (CP504) — a warning letter about collection. What this means →
2023 return not on file — filing it is usually the first step. How to fix →
Looks okay: 2024 return filed · a tax professional was authorized in June — yours?

What to do next

1File the missing 2023 return — you or your CPA
2Respond to the CP504 before its deadline
3Compare payment options for the 2022 balance
Example — what changed since your last review

May 14 review

2022 balance

$20,938

Payment not yet visible

Today's review

2022 balance

$18,462

✓ $2,500 payment confirmed on the IRS side

Confirmed: IRS records now reflect your payment.

ExampleExample — your organized IRS account

Where you stand

$18,462

2 years involved · 1 return missing

Most of this comes from your 2022 return. Penalty and interest were added in 2023, one payment has posted, and the IRS shows no 2023 return filed.

How you got here

2022 Return filed → $15,900 balance posted

2023 Penalty and interest added (+$4,962)

2023 $2,500 payment posted to 2022 balance

2024 IRS notice issued (CP504) → $18,462 remains today

Needs attention

IRS notice received (CP504) — a warning letter about collection. What this means →
2023 return not on file — filing it is usually the first step. How to fix →
Looks okay: 2024 return filed · a tax professional was authorized in June — yours?

What to do next

  1. File the missing 2023 return — you or your CPA
  2. Respond to the CP504 before its deadline
  3. Compare payment options for the 2022 balance

What changed since your last review

May 14 review

$20,938

Today's review

$18,462

✓ $2,500 payment confirmed on the IRS side