Form 911, Request for Taxpayer Advocate Service Assistance Instructions

Describe, in detail, the specific steps you as the initiating employee took to help resolve the taxpayer’s issue, including who you contacted (names/organizations), dates of contact, methods used (phone, email, referral, etc.), any guidance or promises given, and the outcome or reason the issue was not resolved if applicable.

Enter the full name of the person the IRS should contact if no authorized third party is available.

Enter the primary daytime phone number where the contact person can be reached, including area code and any extension if applicable.

Check this box if the daytime phone number you provided is a cell (mobile) phone. Fill only if 'Daytime phone number' is filled.

Check this box if you consent to have confidential information about your tax issue left on your answering machine or as a voice message at the provided number. Fill only if 'Daytime phone number' is filled.

Provide the preferred time or time range for contacting the person (for example, 'Morning', 'After 3 PM', or a specific hour).

Briefly describe the tax problem you are experiencing, including relevant facts, affected tax years or forms, and any difficulties or harm it has caused; attach additional sheets if more space is needed.

Explain the specific relief, action, or resolution you are requesting from the Taxpayer Advocate (for example, problem resolution, penalty abatement, reprocessing, or contacts to IRS units); attach additional sheets if more space is needed.

Describe the taxpayer's situation and circumstances that are creating an economic burden, including relevant facts, dates, actions taken, and explain how the taxpayer could be adversely affected if the requested Taxpayer Advocate Service assistance is not provided. Fill only if 'The taxpayer is experiencing economic harm or is about to suffer economic harm.', 'The taxpayer is facing an immediate threat of adverse action.', 'The taxpayer will incur significant costs if relief is not granted (including fees for professional representation).', 'The taxpayer will suffer irreparable injury or long-term adverse impact if relief is not granted.' is 'Yes' (any).

Enter the taxpayer's fax number to be used for correspondence, if you have one.

Enter the taxpayer's primary email address where the IRS or Taxpayer Advocate Service can send communications.

Check this box if an IRS function identified the taxpayer's issue as meeting Taxpayer Advocate Service (TAS) criteria and referred it.

Check this box if the matter is congressional correspondence or an inquiry that was not originally addressed to TAS but was referred to TAS for handling.

Enter the full name of the senator or congressional representative associated with the correspondence or inquiry that led to the referral. Fill only if 'Congressional correspondence/inquiry not addressed to TAS but referred for TAS handling' is 'Yes'.

Check this box if the taxpayer or an authorized third party contacted the National Taxpayer Advocate (NTA) toll-free site to request TAS assistance.

Check this box if the taxpayer or their representative specifically requested TAS assistance and the case was functionally referred.

Enter the full name of the initiating IRS employee (first and last name, and middle initial if used).

Enter the initiating employee's office phone number, including area code and any extension if applicable.

Enter the initiating employee's function or job role within the IRS that describes their responsibility for this case.

Enter the operating division or unit of the initiating employee (for example, the IRS division or branch name).

Enter the initiating employee's IRS organization code number as assigned by the agency.

Enter the date the IRS received this form or case.

Check this box if you need communications via a TTY/TDD line for hearing or speech disabilities.

Check this box if you require an interpreter for a language other than English (including sign language) and specify the language.

Enter the language (including sign language) for which you need an interpreter or for which you prefer assistance. Fill only if 'Interpreter needed - Specify language other than English (including sign language)' is 'Yes'.

Check this box if your preferred language or communication need is not listed and you will provide a description.

If your preferred language is not listed, type the name of the other language you prefer to use for communications. Fill only if 'Other (specify)' is 'Yes'.

This button links to the IRS page for Low Income Taxpayer Clinics. Click it to access resources and information about clinics that provide free or low-cost assistance to low-income taxpayers.

This button links to the Taxpayer Advocate Service contact page. Click it to find contact information for the Taxpayer Advocate Service, which can help you resolve tax issues with the IRS.

This button links to the Taxpayer Advocate Service contact page. Click it to find contact information for the Taxpayer Advocate Service, which can help you resolve tax issues with the IRS.

This button links to the IRS page about frivolous tax arguments. Click it to learn more about what constitutes a frivolous tax argument and the potential consequences of making such arguments.

This button links to IRS Publication 1546, which provides information about the Taxpayer Advocate Service. Click it to download and read the publication for detailed information on how the service can assist you.

Check this box if the taxpayer learned about the Taxpayer Advocate Service from an IRS form, brochure, or other official IRS publication.

Check this box if the taxpayer learned about TAS through media such as TV, radio, newspapers, online news sites, or social media.

Check this box if an IRS employee (for example during a call or in-person contact) informed the taxpayer about the Taxpayer Advocate Service.

Check this box if the source is not listed above and write the specific source in the provided space.

If the taxpayer learned about the Taxpayer Advocate Service from a source not listed (Other), enter a brief description of that source here (e.g., community group, friend, website). Fill only if 'Other (specify)' is 'Yes'.

Enter the spouse’s full name exactly as it appears on the tax return (first, middle initial if any, and last name).

Enter the spouse’s Taxpayer Identification Number (SSN or ITIN) exactly as issued, including any hyphens or punctuation used on official documents.

Check this box when the taxpayer is currently suffering economic harm or is imminently at risk of suffering economic harm.

Check this box when the taxpayer faces an immediate threat of adverse action (such as levy, lien, or other imminent enforcement) that requires urgent attention.

Check this box when the taxpayer will face substantial financial costs—such as professional fees or other significant expenses—if relief is not provided.

Check this box when failure to provide relief would cause irreparable harm or long-term adverse consequences to the taxpayer.

Check this box when the taxpayer's tax account problem has been delayed for more than 30 days without resolution.

Check this box when the IRS or other responsible party failed to respond or resolve the taxpayer's issue by the promised date.

Check this box when an IRS system or procedure has malfunctioned or otherwise failed to address or resolve the taxpayer's problem or dispute.

Check this box when the administration of tax laws raises equity concerns or has impaired (or will impair) the taxpayer's rights.

Check this box only when the National Taxpayer Advocate (NTA) or TAS determines that compelling public policy reasons warrant assistance for an individual or group (TAS use only).

Enter the form number(s) for the tax return or form involved (for example, 1040, 941, 720), using commas if listing more than one.

Enter the tax year(s) or reporting period(s) relevant to your issue (for example, 2023, 2021–2022, or Q1 2024); include multiple years or ranges separated by commas as needed.

Enter the taxpayer's current street address, including house number, street name, and apartment or unit number if applicable.

Enter the city for the taxpayer's current mailing address.

Enter the U.S. state (use the two‑letter postal abbreviation) or, if the address is outside the U.S., enter the full name of the foreign country.

Enter the ZIP Code for the taxpayer's current address (five-digit ZIP or nine-digit ZIP+4 with a hyphen, if applicable).

Enter the full legal name of the taxpayer (individual or business) as it appears on tax records.

Enter the taxpayer's identifying number (SSN, EIN, or ITIN) used on tax records, including all digits and omitting unnecessary spaces.

Enter the taxpayer's full name exactly as it appears on their tax return (first name, middle initial if used, and last name).

Enter the taxpayer's primary identifying number (SSN, ITIN, or EIN) used on the tax return.

Enter the full name of the authorized third party or individual representing the taxpayer.

Enter the Centralized Authorization File (CAF) number assigned by the IRS for this third party.

Provide the third party's current mailing address, including street address, apartment or suite (if any), city, state or foreign country, and ZIP or postal code.

Enter the third party's primary daytime phone number, including area code and extension if applicable.

Check this box if the daytime phone number provided for the third party is a cell (mobile) phone number. Fill only if 'Daytime phone number' is filled.

Enter the third party's fax number, including area code if applicable.