IRS Notice CP05A: Documents needed to verify your return
Quick answerThe IRS is examining your return and needs documents to verify income, withholding or credits before releasing your refund.
Letter / noticeCP05A
MeaningDocuments needed to verify your return
Action needed?Yes — see steps
Why you got this
- Income or withholding doesn't match employer/payer data
- Credits or Schedule C income need support
What happens next
Respond by the date on the notice. Missing the deadline can reduce your refund or create a bill.
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What you should do
- Send exactly the documents listed, with a copy of the notice
- Fax if a fax number is given — it's faster than mail
- Keep copies of everything you send
Scam check: the IRS first contacts you by mail. Use only the phone numbers printed on your letter or on IRS.gov — never ones from a text, email or unofficial site.
Frequently asked questions
What does IRS Notice CP05A mean?
The IRS is examining your return and needs documents to verify income, withholding or credits before releasing your refund.
Why did I get IRS Notice CP05A?
Common reasons: Income or withholding doesn't match employer/payer data; Credits or Schedule C income need support.
What should I do?
Send exactly the documents listed, with a copy of the notice Fax if a fax number is given — it's faster than mail Keep copies of everything you send
How long does it take?
Respond by the date on the notice. Missing the deadline can reduce your refund or create a bill.
Sources
- IRS: Understanding your IRS notice or letter
- IRS: Get Transcript
- Taxpayer Advocate Service (independent help inside the IRS)
Written by the editorial team and checked against the official sources above. See our editorial policy.
By the TranscriptCodes Editorial Team · Last reviewed 2026-11-12.