IRS' Taxpayer Advocate Service Changed Case Acceptance Criteria - John R. Dundon II, Enrolled Agent
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IRS’ Taxpayer Advocate Service Changed Case Acceptance Criteria

IRS’ Taxpayer Advocate Service Changed Case Acceptance Criteria

The Taxpayer Advocate Service (TAS) at the Internal Revenue Service changed the cases it will consider going forward. As of essentially today IRS TAS will generally NOT accept cases involving problems in these four areas:

1. processing of original tax returns,

2. processing of amended returns,

3. Processing of rejected and unpostable returns, and

4. injured spouse claims.

You can receive consideration from TAS for opening a case file if you are suffering an economic burden, were referred by a congressional office, and if you specifically request TAS gets involved.

Cases TAS will accept are those that fall into the following four categories:

1) Where a taxpayer is experiencing some financial difficulty, emergency, or hardship, and the IRS needs to move much faster than it usually does (or even can) under its normal procedures.  In those cases, time is of the essence.  If the IRS doesn’t act quickly (for example, to remove a levy or release a lien), the taxpayer will experience even more financial harm.

2) Where many different IRS units and steps are involved, and the case needs a “coordinator” or “traffic cop” to make sure everyone does their part.  TAS plays that role.

3) Where the taxpayer has tried to resolve a problem through normal IRS channels but those channels have broken down.

4) Where the taxpayer is presenting unique facts or issues (including legal issues), and the IRS is applying a “one size fits all” approach, isn’t listening to the taxpayer, or does not recognize that it needs new guidance for those circumstances.