Form 911, Request for Taxpayer Advocate Service Assistance Instructions

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

Enter the city of the taxpayer's current address.

Enter the state or foreign country of the taxpayer's current address.

Enter the ZIP code of the taxpayer's current address.

Enter the taxpayer's fax number, if applicable.

Enter the taxpayer's email address.

Enter the name of the person to contact if there is no authorized third party.

Enter the taxpayer's daytime phone number.

Check this box if the daytime phone number provided is a cell phone.

Check this box if you consent to have confidential information about your tax issue left on your answering machine or voice message at the provided phone number.

Enter the best time to call the taxpayer.

Check this box if you prefer communication in a language other than English or if you require TTY/TDD services.

Enter the full name of the IRS employee handling your case.

Provide the phone number of the IRS employee handling your case.

Specify the function or role of the IRS employee handling your case.

Indicate the operating division of the IRS employee handling your case.

Enter the organization code number related to the IRS employee handling your case.

Check this box if you need an interpreter for a language other than English, including sign language.

Specify the language you need an interpreter for, if it is not English.

Enter the taxpayer's name. This section is to be completed by the IRS only.

Enter the Taxpayer Identifying Number (TIN). This section is to be completed by the IRS only.

Check this box if the IRS function identified the issue as meeting Taxpayer Advocate Service (TAS) criteria.

Check this box if the issue was identified through congressional correspondence or inquiry not addressed to TAS but referred for TAS handling.

Provide the name of the senator or representative involved in the issue.

Check this box if the taxpayer or an authorized third party requested TAS assistance by calling into a National Taxpayer Advocate (NTA) Toll-Free site.

Check this box if the issue was identified through a functional referral where the taxpayer or representative specifically requested TAS assistance.

Enter the date when the IRS received the request.

Describe the actions you took to help resolve the issue. If you were unable to resolve the issue, state the reason why. This block must be completed by the initiating employee.

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 through IRS forms or publications.

Check this box if the taxpayer learned about the Taxpayer Advocate Service through media.

Check this box if the taxpayer learned about the Taxpayer Advocate Service through an IRS employee.

Check this box if the taxpayer learned about the Taxpayer Advocate Service through another source. Please specify the source.

Specify the other source through which the taxpayer learned about the Taxpayer Advocate Service if 'Other' was checked.

Check this box if the taxpayer is experiencing economic harm or is about to suffer economic harm.

Check this box if the taxpayer is facing an immediate threat of adverse action.

Check this box if the taxpayer will incur significant costs if relief is not granted, including fees for professional representation.

Enter the tax form number related to your issue (e.g., 1040, 941, 720).

Enter the tax year(s) or period(s) related to your issue.

Check this box if you have another issue not listed and specify the issue.

Specify the other issue you are experiencing if you checked the 'Other' box.

Describe the tax issue you are experiencing and any difficulties it may be creating. Attach additional sheets if needed.

Describe the relief or assistance you are requesting. Attach additional sheets if needed.

Enter the taxpayer's name exactly as it appears on the tax return.

Enter the taxpayer's identifying number, which can be an SSN, ITIN, or EIN.

If filing a joint return, enter the spouse's name as it appears on the tax return.

If filing a joint return, enter the spouse's identifying number, which can be an SSN or ITIN.

Check this box if the taxpayer will suffer irreparable injury or long-term adverse impact if relief is not granted.

Check this box if the taxpayer has experienced a delay of more than 30 days to resolve a tax account problem.

Check this box if the taxpayer did not receive a response or resolution to their problem or inquiry by the date promised.

Check this box if a system or procedure has either failed to operate as intended or failed to resolve the taxpayer's problem or dispute within the IRS.

Check this box 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.

Check this box if the National Taxpayer Advocate determines that compelling public policy warrants assistance to an individual or group of taxpayers. (For TAS Use Only)

Provide a description of the taxpayer's situation, explaining the circumstances creating the economic burden and how the taxpayer could be adversely affected if the requested assistance is not provided. This block must be completed by the initiating employee.

Enter the name of the authorized third party. Attach Form 2848 or Form 8821 if not already on file with the IRS.

Enter the Centralized Authorization File (CAF) number of the authorized third party.

Enter the current mailing address of the authorized third party.

Enter the daytime phone number of the authorized third party.

Check this box if the daytime phone number provided is a cell phone.

Enter the fax number of the authorized third party.