Fill out Form 911, Request for Taxpayer Advocate Service Assistance with Instafill.ai
Form 911, Request for Taxpayer Advocate Service Assistance, is a form used by taxpayers to seek help from the Taxpayer Advocate Service when they face unresolved tax issues with the IRS. This form is crucial for those experiencing financial difficulties due to tax problems, as it allows them to request assistance and potentially expedite resolution.
#1 AI PDF Filling Software of 2024
3 out of 4 customers say they prepare their Form 911 forms in 37 seconds or less
Secure platform for your PDF forms and personal information
Form 911, Request for Taxpayer Advocate Service Assistance free printable template
Instafill Demo: filling out a legal form in 27 seconds
How to Fill Out Form 911 Online for Free in 2024
Are you looking to fill out a 911 form online quickly and accurately? Instafill.ai offers the #1 AI-powered PDF filling software of 2024, allowing you to complete your 911 form in just 37 seconds or less.
Follow these steps to fill out your 911 form online using Instafill.ai:
- 1 Visit instafill.ai site and select Form 911.
- 2 Enter taxpayer and spouse information.
- 3 Provide contact details and tax issue description.
- 4 Sign and date the form electronically.
- 5 Check for accuracy and submit the form.
Our AI-powered system ensures each field is filled out correctly, reducing errors and saving you time.
Why Choose Instafill.ai for Your Fillable Form 911 Form?
Speed
Complete your Form 911 in as little as 37 seconds.
Up-to-Date
Always use the latest 2024 Form 911 form version.
Cost-effective
No need to hire expensive lawyers.
Accuracy
Our AI performs 10 compliance checks to ensure your form is error-free.
Security
Your personal information is protected with bank-level encryption.
Frequently Asked Questions About Form Form 911
Form 911 is used to request assistance from the Internal Revenue Service (IRS) Taxpayer Advocate Service (TAS) when taxpayers are experiencing economic harm or facing an immediate threat as a result of a tax issue, and have been unable to resolve the issue with the IRS.
Individuals, businesses, or their authorized representatives can file Form 911 if they believe they meet the criteria for TAS assistance. The form must be completed accurately and completely, with all required information and documentation attached.
Section I of Form 911 requires the taxpayer's name and identifying number, spouse's name and identifying number (if applicable), current mailing address, daytime phone number, email address, and preferred language (if applicable).
Section II of Form 911 is for third-party information, including the name, mailing address, and contact information of an authorized representative. If no representative is being used, this section should be left blank.
After Form 911 is submitted, the IRS will review the request and determine if the taxpayer meets the criteria for TAS assistance. If the request is approved, the TAS will work with the IRS to resolve the tax issue. If the request is denied, the taxpayer will be notified in writing.
The processing time for Form 911 can vary depending on the complexity of the tax issue and the workload of the TAS. Generally, taxpayers can expect to receive a response within 30 days, but some cases may take longer.
No, Form 911 cannot be filed electronically. It must be mailed to the address listed on the form or faxed to the number provided.
If you make a mistake on Form 911, you should correct it and resubmit the form as soon as possible. It is important to provide accurate and complete information to ensure that your request is processed efficiently.
The TAS may provide assistance if the taxpayer is experiencing economic harm or is about to suffer economic harm, facing an immediate threat, will incur significant costs if relief is not granted, or will suffer irreparable injury or long-term adverse impact if relief is not granted. The TAS may also provide assistance if the taxpayer has experienced a delay of more than 30 days to resolve a tax account problem, did not receive a response or resolution to their problem or inquiry by the date promised, or if the manner in which the tax laws are being administered raises considerations of equity or has impaired or will impair the taxpayer's rights.
If you don't receive a response within 30 days of submitting Form 911, call the TAS at 877-777-4778 for assistance.
Submitting multiple Form 911s for the same issue to different TAS offices will cause duplicate referrals and may delay the resolution of your issue.
The Paperwork Reduction Act Notice for Form 911 states that the information requested on the form is necessary to carry out the Internal Revenue laws of the United States and that the response is voluntary. The estimated average time to complete the form is 30 minutes.
The IRS will not consider frivolous arguments raised on Form 911. You can find examples of frivolous arguments in Publication 2105 or on the IRS website. If you use the form to raise frivolous arguments, you may be subject to a penalty of $5,000, in addition to any other penalty provided by law.
Compliance Form 911
Validation Checks by Instafill.ai
1
Ensures that the taxpayer's full name in Section I, item 1a, matches the name on the tax return related to the request
The AI ensures that the full name provided by the taxpayer in Section I, item 1a, is an exact match to the name listed on the tax return that is associated with the request. This is crucial for maintaining consistency and verifying the identity of the taxpayer. Any discrepancies between the names could indicate an error that needs to be addressed before processing the form. The AI cross-references the information with the tax return documents to confirm accuracy.
2
Confirms that the taxpayer's identifying number in Section I, item 1b, is a valid SSN, ITIN, or EIN
The AI confirms the validity of the taxpayer's identifying number listed in Section I, item 1b. It checks whether the provided Social Security Number (SSN), Individual Taxpayer Identification Number (ITIN), or Employer Identification Number (EIN) conforms to the appropriate formatting and numbering rules. The AI also ensures that the number is not missing any digits and does not contain any invalid characters. This step is essential to prevent identity theft and ensure proper tax administration.
3
Verifies that the spouse's full name and taxpayer identifying number in Section I, items 2a and 2b, are provided for joint returns
For joint tax returns, the AI verifies that both the spouse's full name and taxpayer identifying number are provided in Section I, items 2a and 2b. It checks for completeness and accuracy of the information, ensuring that the spouse's details correspond to the joint return and are consistent with IRS records. This verification is important for the correct attribution of tax liabilities and credits between spouses.
4
Checks that the taxpayer's current street address, city, state or foreign country, and ZIP code in Section I, items 3a to 3d, are complete and accurate
The AI checks the completeness and accuracy of the taxpayer's current street address, city, state or foreign country, and ZIP code as provided in Section I, items 3a to 3d. It ensures that all fields are filled out and that the address provided is a valid location. This information is vital for correspondence and must be verified to avoid any delays or miscommunications in the taxpayer's request processing.
5
Validates the taxpayer's fax number in Section I, item 4, if applicable
If a fax number is provided by the taxpayer in Section I, item 4, the AI validates it to ensure that it is in the correct format and contains the appropriate number of digits. The AI also checks for any non-numeric characters that should not be present in a fax number. This validation is important for maintaining effective communication channels with the taxpayer.
6
Confirms the taxpayer's email address in Section I, item 5, is in a valid email format
The AI ensures that the email address provided by the taxpayer in Section I, item 5, adheres to standard email formatting rules. It checks for the presence of an '@' symbol, a domain, and that the email contains valid characters. Additionally, the AI verifies that there are no spaces or invalid special characters within the email address. If the format is incorrect, the AI will flag the entry for review or correction.
7
Ensures the contact person's name in Section I, item 6, is provided if there is no authorized third party
The AI validation process includes a check to confirm that the contact person's name is filled out in Section I, item 6, especially when an authorized third party is not designated. It verifies that this field is not left blank, ensuring that there is a point of contact available. The AI also checks for the presence of both first and last names to maintain completeness of the contact information. If the field is incomplete or missing, the AI will prompt for the necessary information.
8
Verifies the daytime phone number in Section I, item 7a, and consent for voicemail in item 7b
The AI verifies that a valid daytime phone number is provided in Section I, item 7a, by checking the format and the number of digits to ensure it matches standard phone number conventions. It also confirms that consent for voicemail is clearly indicated in item 7b, as this is crucial for maintaining communication with the taxpayer. The AI checks for a 'yes' or 'no' indication and that it aligns with the taxpayer's preference for voicemail communication.
9
Checks for the indication of the best time to call the taxpayer in Section I, item 8
The AI checks that the taxpayer has indicated their preferred time for a call in Section I, item 8. It ensures that this field is not left blank and that the indicated times are within reasonable and standard business hours. The AI also looks for clear morning, afternoon, or evening preferences to facilitate effective communication. If the preferences are unclear or missing, the AI will highlight this field for further action.
10
Confirms any preferred language or need for an interpreter in Section I, item 9
The AI confirms that the taxpayer's preferred language is specified in Section I, item 9, and whether there is a need for an interpreter. It checks for a clear indication of language preference and the necessity for interpretation services. The AI ensures that this information is present to accommodate the taxpayer's needs for clear communication. If the information is incomplete or missing, the AI will signal this for review to ensure proper assistance is provided.
11
Ensures the tax form number related to the issue in Section I, item 10, is specified
The AI ensures that the tax form number corresponding to the taxpayer's issue is accurately specified in Section I, item 10, of the Request for Taxpayer Advocate Service form. It checks for the correct form identification to ensure that the issue can be properly addressed. The AI also verifies that the form number is relevant to the taxpayer's specific situation and that it is entered in the designated field without any errors or omissions.
12
Verifies the tax year(s) or period(s) involved in Section I, item 11
The AI verifies the tax year(s) or period(s) listed in Section I, item 11, ensuring that the information provided corresponds to the tax issue at hand. It checks for completeness and accuracy of the dates, including the correct format and relevance to the taxpayer's case. The AI also ensures that all necessary periods are included, so that the Taxpayer Advocate Service can effectively review and address the issue.
13
Checks the description of the tax issue and requested relief in Section I, items 12a and 12b, and ensures additional sheets are attached if necessary
The AI checks the clarity and completeness of the description of the tax issue and the requested relief in Section I, items 12a and 12b. It ensures that the taxpayer has provided a detailed account of the problem and the specific relief they are seeking. If the space provided on the form is insufficient, the AI confirms that additional sheets are attached, as necessary, to fully convey the taxpayer's situation.
14
Confirms the taxpayer's or corporate officer's signature and date in Section I, items 13a and 13b
The AI confirms that the taxpayer's or corporate officer's signature is present in Section I, item 13a, and that the date of signing is correctly entered in item 13b. It ensures that the signature is valid and that the date is in the proper format, which is crucial for the form's legal validity. The AI also checks that the signature and date align with the identity of the person completing the form, ensuring accountability and authenticity.
15
Validates the spouse's signature and date in Section I, items 14a and 14b, for joint requests
For joint requests, the AI validates the presence of the spouse's signature in Section I, item 14a, and the corresponding date in item 14b. It ensures that both signatures are present when required and that the dates match, confirming that both parties are in agreement with the information provided and the request being made. The AI also checks for the proper format and legibility of the signatures and dates.
16
Ensures that all relevant documentation is attached to assist in resolving the issue
The AI verifies that all necessary documents are attached to the Request for Taxpayer Advocate Service form to facilitate the resolution of the taxpayer's issue. It checks for the presence of supporting evidence such as notices from the IRS, previous correspondence, and any other relevant documentation that substantiates the taxpayer's claim or situation. The AI ensures that the attachments are properly referenced within the form, making it easier for the Taxpayer Advocate Service to review the case. Additionally, the AI confirms that the documentation is complete and current, reflecting the most recent interactions with the IRS.
Common Mistakes in Completing Form 911
One of the most common mistakes made on the Request for Taxpayer Advocate Service (Form 911) is the failure to provide complete and accurate taxpayer information. This includes the taxpayer's name, identifying number such as Social Security number or Individual Taxpayer Identification Number, and mailing address. Incomplete or inaccurate information may delay the processing of the form and potentially result in incorrect resolution of tax issues. To avoid this mistake, ensure that all required information is provided in full and double-check for accuracy before submitting the form.
Another common mistake made on Form 911 is the failure to include the spouse's information when filing jointly. This oversight can lead to delays in processing and potentially incorrect resolution of tax issues. To avoid this mistake, make sure to include the spouse's name, identifying number, and mailing address on the form if you are filing jointly.
Failure to provide correct and complete contact information, such as phone numbers and email addresses, can cause delays in processing and potentially prevent the Taxpayer Advocate Service from effectively communicating with you. To avoid this mistake, double-check that all contact information provided on the form is current and accurate.
Another common mistake made on Form 911 is the failure to sign and date the form properly. This oversight can cause delays in processing and potentially prevent the Taxpayer Advocate Service from taking action on your case. To avoid this mistake, make sure to sign and date the form in the designated areas before submitting it.
Failure to specify the correct tax form number and tax year(s) involved can cause delays in processing and potentially prevent the Taxpayer Advocate Service from effectively addressing your tax issue. To avoid this mistake, make sure to clearly indicate the tax form number and tax year(s) involved on the form.
When submitting a Request for Taxpayer Advocate Service (Form 911), it is essential to provide a clear and detailed description of the tax issue and the desired relief. Failing to do so may result in delays or misunderstandings in processing the request. To avoid this mistake, take the time to carefully review the instructions and provide as much relevant information as possible, including the tax year(s) involved, the type of tax issue, and any supporting documentation. Be specific about the relief being requested, such as a stay of collection actions or an extension to file or pay taxes.
Form 911 requires the submission of specific documentation to support the tax issue and relief requested. Failing to include all required documents may result in the request being returned or delayed. To avoid this mistake, carefully review the instructions and gather all necessary documentation before submitting the form. This may include tax returns, notices from the IRS, and any other relevant documents. If you are unsure about what documentation to include, contact the Taxpayer Advocate Service for guidance.
In some cases, additional sheets may be required to provide all the necessary information on Form 911. Failing to attach these sheets may result in errors or omissions in the processing of the request. To avoid this mistake, carefully review the instructions and attach all required sheets. If you are unsure about whether additional sheets are required, contact the Taxpayer Advocate Service for guidance.
If you require the use of a preferred language or an interpreter to complete Form 911, it is essential to indicate this on the form. Failing to do so may result in delays or misunderstandings in processing the request. To avoid this mistake, carefully review the instructions and indicate your language preference or need for an interpreter on the form. If you are unsure about how to do this, contact the Taxpayer Advocate Service for guidance.
Submitting multiple Forms 911 for the same tax issue may result in delays or confusion in processing the request. To avoid this mistake, carefully review the instructions and ensure that you are submitting only one Form 911 for each tax issue. If you have previously submitted a Form 911 for the same issue and have not received a response, contact the Taxpayer Advocate Service for an update on the status of your request before submitting a new one.
Submitting requests to the Taxpayer Advocate Service (TAS) with unmerited or groundless contentions can lead to unnecessary delays and potential rejection of the case. It is crucial to ensure that all arguments presented are based on valid facts and applicable tax laws. To avoid this mistake, carefully review the instructions and requirements of the form before submitting, and consult with a tax professional if necessary. Provide only relevant and substantiated information to increase the chances of a favorable outcome.
Misplacing or losing important documents related to a TAS request can cause inconvenience and potential complications in the event of future audits or inquiries. To prevent this mistake, maintain an organized record-keeping system for all tax-related documents. Make copies of the completed form and any supporting materials, and store them in a secure location, such as a filing cabinet or digital storage system. Regularly review and update this records to ensure their accuracy and accessibility.
Saved over 80 hours a year
“I was never sure if my IRS forms like W-9 were filled correctly. Now, I can complete the forms accurately without any external help.”
Kevin Martin Green
Your data stays secure with advanced protection from Instafill and our subprocessors
Robust compliance program
Transparent business model
You’re not the product. You always know where your data is and what it is processed for.
ISO 27001, HIPAA, and GDPR
Our subprocesses adhere to multiple compliance standards, including but not limited to ISO 27001, HIPAA, and GDPR.
Security & privacy by design
We consider security and privacy from the initial design phase of any new service or functionality. It’s not an afterthought, it’s built-in.
Fill out Form 911 with Instafill.ai
Worried about filling PDFs wrong? Instafill securely fills 911 forms, ensuring each field is accurate.