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IRS Summons

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  • August 25, 2017 at 10:52 am EDT #11645
    tgerst
    Participant

    Are we allowed to tell a customer that we received an IRS Summons?

    Thanks,

    Terri Gerst

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  • August 30, 2017 at 12:36 pm EDT #11652
    rcooper
    Member

    I am not aware of anything that would prohibit you from doing so unless there is some type of court order attached, but you might want to check with your legal counsel to confirm. The IRS has requirements to provide notice to the individual.

    https://www.law.cornell.edu/cfr/text/26/301.7609-2

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