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Appendix E · Model letter builder

Fill the model letters once, privately.

Enter your details a single time, pick any of the twelve Appendix E letters, complete what only that letter needs, then review and download a Word or PDF draft. Nothing is signed or sent for you.

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Quick start

  1. 01Choose the letter that matches your situation. Read its guide first.
  2. 02Enter your name and the letter date. Add the other common details if they apply; copy the recipient office and address from your notice or the form instructions, never guess.
  3. 03Complete the letter-specific fields. Where the letter offers alternatives, rewrite them to fit you or remove them explicitly. Untouched fields stay as [brackets].
  4. 04Edit the full text if you need to, review every fact, confirm the checklist, then download.
  5. 05Print, sign by hand, attach copies (never originals) and send as your notice instructs.

Everything you type stays in this tab's memory. It is not sent, saved, stored in the browser or put in the address bar, and it clears when you leave or refresh. Files are built on your device. Only enter the last four digits of a taxpayer number, never a full SSN or EIN.

01Choose a letter

12 Appendix E letters. Your entries carry over when you switch.

Read the guide for this letter (new tab, keeps your draft)

02Common details

Used in every letter. Name and date are required; leave the rest blank if they do not apply.

Pick the intended date. It is printed in US month-day-year format without a time-zone conversion.

One line per row.

Copy exactly from your IRS notice or the form instructions. Do not infer an address.

e.g. Form 1040, 2022 and 2023

Four digits only, or leave blank. Full identifiers are not accepted here.

03This letter's details

Each blank is separate, even when two look alike: the same word can mean different facts. Leave a field empty to keep its [bracket] visible.

In context: I am requesting abatement of the [failure-to-pay / failure-to-file] penalty assessed for tax year [year], in the amount of $[amount], under the IRS First Tim

In context: uesting abatement of the [failure-to-pay / failure-to-file] penalty assessed for tax year [year], in the amount of $[amount], under the IRS First Time Abate administrative waiver. I mee

In context: failure-to-pay / failure-to-file] penalty assessed for tax year [year], in the amount of $[amount], under the IRS First Time Abate administrative waiver. I meet the criteria for the waive

In context: file, failure-to-pay, or failure-to-deposit penalty was assessed against me for tax years [year minus 1], [year minus 2], or [year minus 3]. All required returns have been filed. The balance for

In context: -pay, or failure-to-deposit penalty was assessed against me for tax years [year minus 1], [year minus 2], or [year minus 3]. All required returns have been filed. The balance for [year] is [paid

In context: -deposit penalty was assessed against me for tax years [year minus 1], [year minus 2], or [year minus 3]. All required returns have been filed. The balance for [year] is [paid in full / being pa

In context: [year minus 2], or [year minus 3]. All required returns have been filed. The balance for [year] is [paid in full / being paid under an installment agreement approved on [date]]. Please

This passage offers alternatives. Rewrite it to state only what applies to you, or remove it. Nothing is chosen for you. In context: us 2], or [year minus 3]. All required returns have been filed. The balance for [year] is [paid in full / being paid under an installment agreement approved on [date]]. Please apply the waiver to tax year [year] specifically, and reverse the interest that

In context: under an installment agreement approved on [date]]. Please apply the waiver to tax year [year] specifically, and reverse the interest that accrued on the abated penalty. Thank you for

04Edit the letter body

The header (your details, date, recipient) is added above automatically. Signature lines stay blank for you to sign.