What Is Form 8222 and What Do I Do With It?
Form 8222 confirms the Taxpayer Advocate Service is assisting with your IRS issue. Understand what this document means and how to proceed with their help.
If you have a persistent problem with the IRS that you cannot resolve through normal channels, you may need help from the Taxpayer Advocate Service (TAS). To get that help, you will need to use Form 911, Request for Taxpayer Advocate Service Assistance (And Application for Taxpayer Assistance Order). This form is how you formally ask for assistance from TAS, an independent organization within the IRS dedicated to protecting taxpayer rights.
Filing this form can be the first step toward solving a difficult tax situation, especially if you are facing significant financial hardship or if the IRS has not responded to your inquiries.
Understanding the Form’s Purpose
Form 911 is your official application to have TAS review your case. You use this form to explain your tax problem, describe the steps you have already taken to try and fix it, and detail the type of relief you are seeking.
The form requires you to provide basic taxpayer information, the tax years involved, and a detailed description of the issue. You should also include any documentation that supports your case. You may be eligible if your problem is causing economic harm, you are facing an immediate threat of adverse action, or you have experienced a delay of more than 30 days in resolving an issue with the IRS.
How to Fill Out and Submit the Form
To begin the process, you must complete Form 911 and provide a clear explanation of your tax problem and the resolution you are hoping for. Be as specific as possible and attach copies of any relevant notices or correspondence from the IRS.
By signing Form 911, you authorize the Taxpayer Advocate Service to access your confidential tax records and contact the IRS on your behalf. This does not mean you agree to any tax liability; it simply gives your advocate the permission needed to begin their work.
Once the form is completed and signed, you can submit it to the Taxpayer Advocate Service. The form can be mailed or faxed to your local TAS office. After TAS receives your request, an advocate will be assigned to your case to listen to your situation, help you to understand your rights, and work toward a fair resolution.