Refund offsets
Was your refund used to pay a debt?
Use the notice to identify what happened and organize the next questions to ask.
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Start here · Free PDF
Refund Offset Quick Check
- Read the key details on an offset notice
- Identify the agency and debt involved
- Record the first questions to resolve
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Save your free checklist to fill in on your computer or print at home.
Your next step · Companion workbook
Refund Offset Response Workbook
Go beyond the quick check. Keep your records, notes, and questions together in a practical workbook.
- Build a documented response file
- Track notices, calls, and records
- Prepare a clear action plan
$29 USD · One-time purchase
Coming soon. Start with the free checklist today.
Digital download. Personal tax advice and consultation are not included.
See a sample worksheet
Before you download
A few helpful details
Can I fill this out on my computer?
Yes. Save the PDF to your device and open it in a PDF reader such as Adobe Acrobat Reader. You can type in the fields, save your answers, or print a blank copy to complete by hand.
How is the workbook different from the free checklist?
The checklist helps you identify the facts and questions to gather. The workbook provides more structure and space to organize records, take notes, and prepare for a professional conversation.
Does this replace personal tax advice?
No. These are educational resources. Your facts, tax year, and any notices or deadlines may change what you should do next. Contact Dr. Friday’s office to discuss personal help.
Tax year & advice notice
Tax laws and IRS guidance can change and may differ by tax year. These resources provide general educational information, not personalized tax advice. Confirm the rules and deadlines for your return’s tax year and consult a qualified tax professional about your situation.