What is a Taxpayer Advocate (TA)?

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  • #4233387 Reply

    IGMR Admin

    Congress established the office of the National Taxpayer Advocate (NTA) and its functions within the IRS is to assist taxpayers who have difficulty getting solutions to their problems or getting timely and appropriate responses to their inquiries. A TA can review actions that have been taken or need to be taken to resolve problem taxpayers are experiencing.

    There is criteria that qualifies taxpayers for TAS Assistance and is used as a guide to determine whether they will accept a case. Here are some of them….

    They generally accept “economic burden” cases when:
    Criteria 1: The taxpayer is experiencing economic harm or is about to suffer economic harm.
    Criteria 2: The taxpayer is facing an immediate threat of adverse action.
    Criteria 3: The taxpayer will incur significant costs if relief is not granted (including fees for professional representation).
    Criteria 4: The taxpayer will suffer irreparable injury or long-term adverse impact if relief is not granted.

    They generally accept “Systemic Burden” cases when:
    Criteria 5: The taxpayer has experienced a delay of more than 30 days to resolve a tax account problem.
    Criteria 6: The taxpayer has not received a response or resolution to the problem or inquiry by the date promised.
    Criteria 7: A system or procedure has either failed to operate as intended, or failed to resolve the taxpayer’s problem or dispute within the IRS.

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  • #4287931 Reply


    I just spent the whole day finding out what a joke this is, and I wish I had read this thread (and others) first, because not only does it look like I made no progress; from what some here are saying, I may have SLOWED my refund. Sounds like you would need an advocate to advocate for you against these supposed advocates; the department is like antivirus software that gives you a virus.

    #4251339 Reply


    Now its 2019 tax time and we have to prepare for this.

    #4245425 Reply


    I filed and accepted on 1/29 with bars going away on 2/15 and I called the IRS several times cause I always got my return in 3 weeks and they told me nothing was wrong just under review. After reading stories on here I got a TA and they told me my return was off by 1000 cause I filed off last check stub and told me to amend so I did that and faxed it to her 3/16. She called me on 4/11 and told me IRS processed the amended and I should see movement in 10 day and this Saturday I got DDD for 4/25. My return never showed up on the where my amended tax return site but showed up on the regular WMR with me putting the original return amount but it showed the adjusted amount on the side. I think the IRS can just look off the amended return if it is under 2000 or 1000 and just adjust and process the original and not actually process the amended.

    #4245396 Reply


    I called the local TA office and l/m today. If they call back I’m just going to ask some questions before making any decision. Going by the 4464c letter 3-15-18 (and what the last IRS rep told me) I have to wait the full 45 days. I’m guessing that day will come and go, I will call, and another rep will tell me it was supposed to 60 days. Anyway, its not that much longer either way, but it seems other people on here are posting that they called again at the 60 mark, and now are being told to keep waiting.

    I took a look at my transcripts again today. No updates.

    #4239949 Reply


    I would be leery of using a TA after reading some of the tax horror stories on here. I think it may even be possible that they may end up having an adverse effect regarding the timeliness of receiving your return. Also, I have read that TAs are recommending some taxpayers amend their returns before they are processed. I don’t know if that is a new protocol. From some of the posts on here it sounds like you are rolling the dice when you get a TA. No thanks. I will wait.

    #4239931 Reply


    A TPA is a piece of shit half human half braindead zombie, that doesnt care about you or your situation

    #4235485 Reply


    I got a tax advocate to help me with IRS back taxes and from taking my whole refund. Has anyone had experience with pleading hardship and receive part of their refund even though you owe irs?

    #4233450 Reply


    Good luck actually reaching an Advocate. I spent over 6 hours on hold after doing intake, getting referred, given a transfer pin and then transferred THREE times…and each time at the 2 hour to 2 hour and 15 minute mark they hung up on me and I had to start over. Two days and I STILL haven’t connected with an advocate and my car has been broken down for over a month meaning I can’t work. My phone got turned off, my broken down car is about to be repo-ed, my utilities are going to be shut off and rent is due in a few days and I don’t have it and am at risk for eviction. Oh…I have a disabled child too. Each of the 4 people I’ve spoken to in the process of trying to get help tells me something completely different. Two mention a letter, two say there are no letters or problems listed. I don’t know what the hell to believe at this point. I just know that I’m furious. Oh, today is day 27 since being accepted.

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