What This Letter Means
Letter 2469C comes from the IRS program that handles people who did not file a return. The IRS looked at the income documents and withholding reported under your Social Security number for the year on the letter. Based on that, its calculation shows you may be due a refund, not a balance.
That is the good news. The catch is that the IRS will not send money it never received a return for. The letter tells you a refund may be due if you file the return within three years of its original due date. The IRS does not issue the refund until you voluntarily file a Form 1040 or file a claim.
What to Do
- File the return for that year. Use the correct year's form. Include all your income, not only what the IRS has on file.
- Don't wait. Refunds have a deadline. If the three-year window closes, the refund is gone for good.
- Get your wage and income transcript from the IRS if you are missing W-2s or 1099s for the year.
- Check the other years. If you skipped this year, you may have skipped others. A refund on one year can be applied to a balance owed on another.
Things to Know
The IRS figure is an estimate built from third-party information. It may not include everything. If you had self-employment income or other income that was never reported to the IRS, your actual return could show tax owed instead of a refund. File an accurate return either way.
If you already filed for that year, or you filed jointly with your spouse, tell the IRS by calling the number on the letter so it can update its records.
Deadlines
There is no response date that triggers a penalty. The deadline that matters is the refund deadline. File as soon as you can.
If you received Letter 2469C and have several years of unfiled returns, call us at (813) 229-7100.