How to Check the Status of CP09 Notice for Unclaimed EIC

The IRS sends a CP09 Notice to taxpayers who may qualify for the Earned Income Credit (EIC) but didn’t claim it on their tax return. This notice provides an opportunity to receive additional refund money if eligible. Since this credit can offer significant financial relief, confirming its status is important.

Confirming Receipt of CP09 Notice

A CP09 Notice indicates potential eligibility for additional refund money. Before responding, verify its legitimacy. The IRS communicates only through mail—never email, text, or phone calls. A genuine CP09 includes the IRS logo, a notice number in the upper right corner, and details specific to the recipient’s tax situation. If anything seems suspicious, check the IRS website or call their official number to confirm authenticity.

Once verified, review the notice’s instructions carefully. The IRS typically requires taxpayers to complete and return a worksheet included with the notice to claim the Earned Income Credit. Accuracy is essential, as errors or missing information can delay processing. If the notice was misplaced, request a copy from the IRS to avoid setbacks.

Online Status Tools

The IRS offers online resources to track a CP09 response. The primary tool is the “Where’s My Refund?” portal, available on the IRS website and the IRS2Go mobile app. This tool updates daily and requires a Social Security number, filing status, and exact refund amount to retrieve information. If the claim has been processed and approved, the refund status will reflect the updated amount and expected deposit date.

For those with an IRS Online Account, additional details may be available. This account allows taxpayers to view notices, payment history, and any adjustments to their tax return. If the CP09 claim has been processed, the account should show changes to the refund amount or indicate if further verification is needed. Setting up an account requires identity verification, including a photo ID and access to financial records, but once created, it provides a secure way to monitor tax-related updates.

The “Where’s My Refund?” tool may not always display CP09-specific details, especially if the claim is still under review. If the status has not changed after several weeks, logging into the IRS Online Account may provide more clarity. Notices or requests for additional information may appear there before a mailed response arrives.

Phone Inquiries

Calling the IRS can provide real-time updates. The IRS Taxpayer Assistance line at 1-800-829-1040 connects callers with representatives who can check claim status. When calling, have personal identification details ready—such as a Social Security number, prior tax return information, and details from the CP09 notice—to expedite the process.

Reaching an IRS agent may require patience, as call volumes are high, especially during tax season. Calling early in the morning or midweek may reduce wait times. The automated system initially handles inquiries, prompting callers to navigate through a series of options before connecting with a representative. Choosing the correct menu options ensures the call is routed properly. If an agent is unavailable, requesting a callback or trying again later may be necessary.

An IRS representative may not always have immediate updates if the claim is still under review. However, they can confirm receipt, provide general processing timeframes, or advise if additional documentation is needed. If further verification is required, they may direct the caller to the Taxpayer Advocate Service, which assists with delayed refunds or unresolved tax issues.

Mail Correspondence

For those who prefer written communication or need to provide supporting documents, mailing inquiries to the IRS is an option. The CP09 notice includes a return address specific to the processing center handling the claim. Using this address, rather than a general IRS mailing location, helps reduce delays. When sending correspondence, include a copy of the original CP09 notice along with any requested forms or worksheets.

Sending documents via certified mail with a return receipt provides proof that the IRS has received the response. Taxpayers should also retain copies of all submitted paperwork, as the IRS does not return original documents. If additional verification is required, responding promptly to follow-up correspondence can prevent unnecessary delays.

After Checking Your Status

If the claim is approved, the refund should be issued within six to eight weeks from the date the IRS receives the completed worksheet. Refunds are generally deposited directly into the bank account listed on the original tax return, or a paper check is mailed if direct deposit information was not provided. Monitoring bank statements or checking the mail regularly ensures the refund is received as expected. If the refund does not arrive within the estimated timeframe, following up with the IRS may be necessary.

If the IRS denies the claim, the notice explaining the decision will outline the reason for ineligibility. Common reasons include exceeding the income threshold for the Earned Income Credit, filing status discrepancies, or missing information on the submitted worksheet. Taxpayers who believe the denial was issued in error can request reconsideration by providing supporting documentation, such as income statements or proof of qualifying dependents. If the issue remains unresolved, seeking assistance from the Taxpayer Advocate Service or consulting a tax professional may help in disputing the decision. Keeping a record of all correspondence ensures a smoother resolution process.