Shan Montoya

[Chaz]

Anyone who has worked with Applicable Large Employers who have failed to properly file their Forms 1095-C, etc. with the IRS has seen letters from the IRS signed by Shan Montoya, Operation Manager. 

My question is simple:  Does anyone know whether this person prefers to be addressed as "Mr. Montoya", "Ms. Montoya", or something else?  Thanks!

[ratherbereading]

If you can't tell, go with "Dear Shan".  That always works!  Or, Google and see if you can find out more info.

[CuseFan]

or Dear Agent Montoya 

[imchipbrown]

Why "Dear"?  Agent Montoya will do.

[Bird]

When uncertain, I bail out and address it to "IRS:  Attention Shan Montoya" and then say "Dear IRS."  

How long can we keep this one going...?

[ratherbereading]

18 hours ago, imchipbrown said:

Why "Dear"?  Agent Montoya will do.

"Dear"  isn't like the word Darling. It's  a business convention—the way we open a business letter, even if we don't like the person. Similarly, "Sincerely yours" is the convention we use to close a letter, even for someone we have never met and to whom we definitely do not belong.

[Benjamin Davis]

We use:

Attention Shan Montoya

So far, we have had a 100% success rate of having all 226J ESRPs reduced to zero. (Though it's not solely because of the salutation used, I'm sure)

Thanks,

[Kari Petersen]

Google research = Shan is a woman. We have been using Ms. in our ESRP responses and have also been 100% successful.