FORM 911: How to Request a Taxpayer Advocate Form

Form 911 taxpayer advocate

With you requesting a taxpayer advocate form and filing it completely with the right information, you can be sure of resolving any tax issue you are facing. Even if you’re not facing any now, you can be sure of having a future without tax problems.

All you need to do is carefully read through this article to get all the information you need about Form 911 and how best to request a Taxpayer Advocate Form. 

What is Form 911?

Form 911 is a request for taxpayer assistance for taxpayers who could not resolve their tax issues through normal channels and are experiencing undue hardship because of IRS actions or inactions.

Form 911 taxpayer advocate Service

There are a lot of things about the taxpayer advocate service form that is expedient you know before filling the form.

To start with, what is Taxpayer Advocate Service (TAS)?

The Taxpayer Advocate Service (TAS) is an independent organization within the IRS and is your voice at the IRS

This organization helps taxpayers whose problems are causing financial difficulty. This includes businesses as well as individuals.

This organization serves taxpayers who have tried resolving their tax issues through normal IRS but all to no avail. 

How Taxpayer Advocate Service Works
 

The IRS has adopted a Taxpayer Bill of Rights that includes 10 fundamental rights that every taxpayer has when interacting with the IRS:

  • The Right to Be Informed.
  • The Right to Quality Service.
  • The Right to Pay No More than the Correct Amount of Tax.
  • The Right to Challenge the IRS’s Position and Be Heard.
  • The Right to Appeal an IRS Decision in an Independent Forum.
  • The Right to Finality.
  • The Right to Privacy.
  • The Right to Confidentiality.
  • The Right to Retain Representation.
  • The Right to a Fair and Just Tax System.

To understand how these rights work, visit TAS Tax website at TaxpayerAdvocate.irs.gov. The website also has examples that show how the Taxpayer Bill of Rights can apply in specific situations.
 

Then, if a taxpayer qualifies to get Taxpayer Advocate service, the taxpayer will be assigned an advocate for free who will be with him at every turn. 

And the interesting thing about this organization is that there is at least one local taxpayer advocate office in every state, the District of Columbia, and Puerto Rico.  

Also, the TAS website at TaxpayerAdvocate.irs.gov has basic tax information, details about tax credits (for individuals and businesses), and much more. Further, TAS also handles large-scale or systemic problems that affect many taxpayers.

When should you use this Tax Form 911?

If you are experiencing any of the following issues, please fill out this form:

• You are facing urgent adverse action (e.g., seizure of an asset) for a debt you believe is not owing, or the action is unjustified, unfair, or illegal.

• You have suffered or are about to incur disproportionate economic harm because of your tax difficulty.

• You believe the Tax Department has been unduly slow in responding to or resolving your complaint or inquiry.

• You feel that tax rules, regulations, or policies are being applied unfairly or that they have harmed (or will harm) your rights.

• You feel that a Tax Department system or procedure has failed to function properly or has failed to resolve your problem or disagreement.

• You feel that your case’s unique circumstances or significant public policy grounds deserve assistance.

Who is Eligible to Submit Form 911? 

You made a reasonable effort to resolve your query or complaint with the Department of Finance. Your concern or complaint was not resolved, or you did not receive a quick response.

You believe you can demonstrate that the Department of Finance is applying tax laws, regulations, or policies in an unfair or inaccurate manner, or that it has harmed or will harm your taxpayer rights.

The Department of Finance has threatened you with imminent adverse action (e.g., seizure of your funds or property) for a debt you feel you can prove is not owing.

The Department of Finance has threatened you with imminent adverse action (e.g., seizure of your funds or property) for a debt you believe is erroneous, unfair, or illegal.

  • You feel you can demonstrate irreparable injury or a long-term negative impact if the remedy is not granted.
  • Can demonstrate that your issue affects other similar taxpayers and is caused by a flaw in the Department of Finance’s systems or processes.
  • You believe you can demonstrate that the unique facts of your case warrant assistance from the Office of the Taxpayer Advocate.
  • You believe you can demonstrate a compelling public policy reason for seeking assistance from the Office of the Taxpayer Advocate.

Who is Ineligible to Submit Form 911?

First, You can’t fill out the Tax Advocate form 911 if you have failed to make a reasonable effort to obtain relief through normal Department of Finance channels, including contacting 311.

Second, you can fill Form 911 if you’re having issues with parking tickets. Also, when you have a personal income or sales tax issue, it’s not advisable to get Form 911. 

Third, you are not eligible to fill this form if you are requesting legal or tax return preparation assistance. 

Even when you’re attempting to file a complaint with the Tax Commission, Tax Appeal Tribunal, or New York State court.

You are appealing a decision made by the Tax Commission, Tax Appeal Tribunal, or a New York State court that was unfavorable to you.

Furthermore, this form is not for you if your focus is solely on frivolous techniques to evade or postpone filing or payment of New York City taxes.

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Form 911 IRS Structure

Form 911 IRS has three sections. Each of the sections has specific instructions on how they fill the requirements. 

Let’s look at the breakdown of each section:

Section I 

Section one is more about personal information. 

1a. Enter the taxpayer’s name as it appears on the tax return pertaining to this request for help.

1b. Input your Taxpayer Identification Number. If you are an individual, this will be a Social Security Number (SSN) or an Individual Taxpayer Identification Number (ITIN) (ITIN). If you are a business entity (e.g., a partnership, corporation, trust, or self-employed individual with workers), this is your Employer Identification Number (EIN).

2a. If this request is for a jointly filed return, enter your spouse’s name (if applicable).

2b. If your request is for a jointly filed return, enter your spouse’s Taxpayer Identifying Number (SSN or ITIN).

3a-d. Enter your current mailing address, including street number and name, city, state, or nation, and zip code.

4. Enter your fax number, including the area code, in the box provided.

5. Fill in your email address. TAS may use email to receive and exchange information regarding your case with you, but only after discussing it with you and receiving your approval.

Section Two

Taxpayers: If you want a representative to act on your behalf, you must provide him or her with a power of attorney or tax information authorization for the tax return(s) and period(s) involved. 

See Form 2848, Power of Attorney and Declaration of Representative, or Form 8821, Tax Information Authorization, and the accompanying instructions for more information.

Representatives: Complete Blocks 1 through 7 of Section II if you are an authorized representative submitting this request on behalf of the taxpayer specified in Section I. Please provide a copy of Form 2848, Form 8821, or any other power of attorney. In Block 2 of Section II, provide your Centralized Authorization File (CAF) number. 

The CAF number is a one-of-a-kind number assigned by the IRS to a representative once Form 2848 or Form 8821 is filed with an IRS office.

Section Three (For IRS Use Only) 

  • On the first page of this form, provide the taxpayer’s name and taxpayer identification number.
  • 1-5. Enter your name, phone number, Function (e.g., ACS, Collection, Examination, Customer Service, and so on), Operating Division (W&I, SB/SE, LB&I, or TE/GE), Organization code number for your office (e.g., 18 for AUSC, 95 for Los Angeles), and
  • Check the option that best describes how the need for TAS support was identified. Enter the date the taxpayer or representative called or visited an IRS office to obtain TAS help. Alternatively, include the date the IRS received the taxpayer’s or representative’s Congressional correspondence/inquiry or a written request for TAS help. If the IRS determined that the taxpayer’s problem met TAS criteria, provide the date this conclusion was made.
  • Check the box that best explains the reason for requesting TAS assistance. Box 9 is just for TAS use.
  • Describe the action(s) you did to assist the taxpayer in resolving his or her problem. Give the reason(s) why you were unable to resolve the taxpayer’s concern. For example, levy funds cannot be returned because they have already been applied to a valid liability; an overpayment cannot be refunded because the statutory period for granting a refund has ended; or current legislation prohibits a specific interest abatement.
  • Describe the taxpayer’s condition and, where relevant, explain the circumstances that are causing the economic burden and how the taxpayer would be harmed if the requested aid is not supplied.
  • In this section, ask the taxpayer how he or she learned about the TAS and record the taxpayer’s response.

Read Also: 3949 A FORM: How To Report Tax Fraud

How to Request a Taxpayer Advocate Form

There are different ways you can request or submit Form 911 IRS. 

  • Fax is the quickest technique. Every state, the District of Columbia, and Puerto Rico have at least one TAS office. You can send a request to the TAS office in your region. Note, the fax number can be found in the government listings in your local phone book.
  • Taxpayer Advocate Service – Your IRS Advocate, Local Offices by State and Location on p. 11.
  • You may also mail this form. You can locate your local Taxpayer Advocate’s mailing address and phone number (voice) here. Office in your phone book, on our website, and in Publication 1546, or by contacting our toll-free number: 1-877-777-4778.

Please use the following fax number if you are mailing the form from outside the United States: 1-304-707-9793. (This is not a toll-free number for the United State taxpayers) or submit it to Internal Revenue Service, Taxpayer Advocate Service, PO Box 11996, San Juan, Puerto Rico 00922.

Note, if you don’t receive a response within 30 days of submitting Form 911, call 877-777-4778 to contact the Taxpayer Advocate office where you originally submitted your request. Keep in mind that incomplete information or requests submitted to a Taxpayer Advocate office outside of your geographical location may result in delays.

Form 911 instructions

Information for taxpayers:

E-mail address

With your email address, IRS will contact you if your phone number is not reachable. Specific problems that have to do with your tax will not be discussed via email. 

Taxpayer identification

You are expected to enter your taxpayer identification number (e.g., a partnership, corporation, trust, or self-employed individual) if this is a request for a business or a non-individual entity.

Tax type 

Then, enter the tax type that applies to this request (for example, personal income tax, corporation tax, sales tax, and so on).

Tax form(s) 

Enter the form number(s) associated with this request. For example, an individual taxpayer who has an income tax problem could use Form IT-201.

Tax period(s) 

Indicate the quarterly, annual, or other tax period(s) that apply to this request. For example, if this request involves an income tax issue, enter the calendar or fiscal year; if an employment tax issue, enter the \scalendar quarter.

Business contact person

If this form is being submitted by a business entity, enter the name of the person who will be contacted about the request. This could be the corporate officer signing the request, or it could be someone else who is authorized to discuss the matter.

Power of Attorney

If you want someone to act on your behalf, you must fill out a power of attorney form.

  • Businesses: utilize Form POA-1, Power of Attorney
  • Individual: Individuals should fill out Form POA-1-IND, Power of Attorney for Individuals.
  • Estates: Estates should complete Form ET-14, Estate Tax Power of Attorney.

These forms are available on our website at www.nystax.gov.

When submitting this form, please include the power of attorney form.

Describe the tax issue you are dealing with.

Enter as much detail as you need to describe the tax problem you’re having. Include the dates of such activity, as well as the following information (if applicable): 

If you have been involved with a Bureau of Conciliation and Mediation Services conference, a small claims hearing, the Tax Appeals Tribunal, a courtesy conference, an administrative law judge, an Offer in Compromise, or an audit or other collection action, include the dates of such activity, as well as the following information (if applicable):

  • BCMS number 
  • DTA number
  • Audit case number 
  • Assessment or collection case number

FAQs

How do I request a form from the IRS?

Call 1-877-CDFORMS (1- 877-233-6767), or save the handling fee by ordering online at www.irs.gov/cdorders. 

What exactly is an IRS 911 form?

Form 911 is a request for taxpayer assistance for taxpayers who have been unable to resolve their tax issues through normal channels and are experiencing undue hardship as a result of IRS actions or inactions.

How do I file 911 with the IRS?

Form 911 Filing Requirements: Visit www.taxpayeradvocate.irs.gov or call 877-777-4778.

Conclusion

Taxpayer Advocate Service can help you solve your tax problems and recommends changes that will prevent further problems. Just by requesting and filing Tax Form 911, you’re sure of getting the solution you need.

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