Notice CP40 - Refund Applied to Debt

Type: Refund Offset | Level: medium

IRC Section: IRC § 6402

Response Deadline: N/A

This notice informs you that your tax refund was offset to pay a past-due federal or state debt.

Common Triggers

Resolution Steps

  1. Step 1: Review the offset amount and debt type
  2. Step 2: Contact the agency that received the offset
  3. Step 3: Contact us if you disagree with the offset
  4. Step 4: Consider adjusting withholding
  5. Step 5: Keep this notice for your records

Related Resources

No Menus. Just Answers.

Type your question, or tap the mic and just say it — I'm on around the clock and I never put you on hold. The more you tell me, the faster I get you a real answer. No forms to wrestle, no phone tag.

The fastest way to reach us is the chat above.

This form is for prospective clients only. No solicitation. Existing clients — please use the chat or call us directly.

Are you an existing client?