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IRS notices ยท Form 5564

CP3219A Form 5564: separate agreement, disagreement and deadline proof.

Form 5564 can sit next to a Tax Court deadline, evidence packet and payment decision. This checklist keeps each control visible before you respond.

Direct answer

Do not sign or send Form 5564 until you know whether you agree, partly agree or disagree with the proposed changes and have separately recorded the Tax Court deadline.

The notice, IRS instructions and professional advice control. This page is an operational checklist and is not tax or legal advice.

Source base: IRS CP3219A notice, IRS CP3219A Form 5564 note and Taxpayer Advocate CP3219A roadmap.

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CP3219A Form 5564 agree disagree checklist

Help US taxpayers avoid signing or sending an inconsistent CP3219A response packet. Updated 2026-06-25.

Checklist controls

ControlWhat to confirmRecord to keep
Form 5564Whether the form matches agreement, partial agreement or disagreement.Unsigned review copy and final signed copy.
DeadlineTax Court petition date shown on the notice.Calendar entry and notice scan.
EvidenceDocuments supporting every disputed line.Numbered evidence index.
PaymentWhether any agreed amount is paid now or planned.Payment confirmation or plan note.
SubmissionAddress, fax or official route listed on the notice.Proof of mailing, fax, upload or petition filing.

Agreement

Partial agreement is not casual.

Write which items are accepted and which remain disputed.

Deadline

Form work does not erase court timing.

Keep the statutory deadline outside the document checklist.

Boundary

Get help if stakes are high.

Large balances, deficiency notices and court deadlines are professional-review triggers.

Form 5564 response workflow

  1. Copy the CP3219A notice date and petition deadline.
  2. Mark each proposed change as agree, disagree or needs proof.
  3. Prepare evidence for every disputed adjustment.
  4. Complete Form 5564 only after the position is clear.
  5. Save the signed form, evidence, payment note and submission proof together.

FAQ

Is Form 5564 enough if I disagree?
Not by itself. Follow the notice instructions and preserve the court deadline.
Should I pay if I disagree?
That depends on the case. Separate the payment decision from the dispute record.
Is this legal advice?
No. It is a record-control checklist.

Updated 2026-06-25. This page is independent and does not replace official services, professional advice or site-specific rules.