Tax Dictionary – Information Document Request (IDR)

IRS Definition

Revenue agents must mail a detailed Form 4564, Information Document Request, with the confirmation letter listing all the information needed at the initial appointment.

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The Information Document Request (IDR) that your auditor sends you explains what items on your tax return the IRS is examining and has a list of documents you will need to provide to prove the items in question. The auditor may send additional IDRs during the audit to request clarification of one or more items or if the documents provided did not provide the information the IRS needs.

The IDR will have a deadline to provide the information. You or your representative can contact your auditor if you need additional time to gather all the documents requested.

Learn how to handle an IRS audit of your return, or an IRS audit of your business return.

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