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Guidelines to help clients who have received a Letter 12C regarding Form 8863

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📊 Step-by-Step Guide

1. If your client received a Letter 12C related only to issues surrounding Form 8863 (Questions 25–26) and they already responded to that letter, you do not need to take further action at this time.

2. If your client received a Letter 12C related only to issues surrounding Form 8863 (Questions 25–26) and has not yet responded, no further action or response is necessary at this time.

3. If your client has not received a Letter 12C, no further action is necessary at this time.

4. Please note: If your client received a Letter 12C related to issues surrounding Form 8863 (Questions 25–26) as well as other issues, your client should respond to that letter.

5. Please note: If your client received a Letter 12C concerning any issue not related to Form 8863, your client needs to respond to that letter.

6. Remind your clients that the IRS is working to resolve these issues. It may take 4–6 weeks from the date of the notice to issue refunds to affected taxpayers. Encourage them to check Where’s My Refund? on IRS.gov to track refund status; it is updated nightly, so clients only need to check once per day.

Tags: federal,form