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Tax Forum Documentation Instructions

After booking your appointment, you have several options to submit documents in advance.

At a minimum, you must provide your completed Form 13989 and valid Form 2848. You should also include any additional documents needed to resolve your concern.

(Documents will not be reviewed or considered without an appointment.)

*Note: using the secure upload method is the preferred and recommended method for providing documents

1. Upload Your Documents

You may securely upload your documents to Taxpayer Advocate Service online:
https://www.irs.gov/tasconnect

Please Select YES to the question: “Are you submitting as part of a tax forum?”
Fill in all other pertinent information

Copy and paste the city name in the Reference Code field for the forum you are attending:

  • Chicago
  • New Orleans
  • New York
  • Orlando
  • San Diego

The Reference Code field is just above the acknowledgement at the end of the form.  This allows us to match up your appointment with the documents you upload.

OR

2. Fax Your Documents

You may Fax your Case Resolution documents to 855-738-7613

OR

3. Email Your Documents

You may choose instead to send your Case Resolution documents via Email to TAS at TAS.TaxForum@irs.gov
(NOTE: We do not consider email a secured method to transmit sensitive data and we will not respond via email)

OR

4. In Person Scanning

As a last resort; if you are unable to provide the documentation electronically you must stop by the Case Resolution Room a minimum of 3 hours in advance of your appointment to have your documents manually scanned.

If your appointment is Tuesday morning, we will have a booth setup near registration on Monday from 1:00 PM to 7:00 PM where we can scan your documents.

Failure to provide your documents in advance may result in a cancelation of your appointment.