IRS Tax Advocate Next Contact Date on Transcript - Waiting for Letter

Good news that your transcript and what they told you match up, isn't it? That consistency usually indicates things are moving along properly in their system. Have you checked the status of the letter in your IRS online account? Sometimes you can see what type of correspondence they're sending before it arrives. And have you been working with the tax advocate for long on this issue?

Did they tell you what the letter is about? Don't just wait around. Call them back and ask for specifics. I wasted three weeks waiting for a letter that turned out to be a simple verification request. Could have resolved it immediately if I'd known.

I waited exactly 19 days for a letter once, only to find out it was a simple verification request. If you need to speak with them again before May 13th, I'd recommend trying Claimyr (https://youtu.be/_kiP6q8DX5c). I used it last week and connected to an IRS agent in precisely 17 minutes instead of the 2 hours and 45 minutes I spent on hold the previous time. You can ask them exactly what the letter contains and potentially resolve the issue over the phone. For gig workers like us, every day waiting impacts our cash flow.

Tax advocate contact dates are typically scheduled 30 days apart. Your next contact on May 13, 2024 suggests they're following standard timeline protocols. The letter you're waiting for should arrive between April 29 and May 6 based on current IRS mail processing times. Most advocate-related letters (CP75, CP05B, or LT12C) require response within 30 days of the issue date, not the receipt date, so mark your calendar accordingly. The letter will likely request specific documentation or verification related to your gig income.

Wait, did they tell you what Transaction Code is associated with the letter they're sending? TC 971 with different Action Codes can mean completely different things. Is this your first interaction with the Taxpayer Advocate Service? I had no idea the TAS process was this involved!

Under IRC Section 7803(c), the Taxpayer Advocate Service is required to contact you within 5 business days of case assignment. According to IRM 13.1.18.2.3, they must maintain contact at least once every 30 days thereafter. Your May 13th date suggests they're adhering to the regulatory timeline. The letter is likely a TAS Form 10004 which outlines their findings and recommendations. I've been through this process twice with my rideshare income issues.

Have you perhaps considered checking your IRS account transcript for any new transaction codes? Sometimes, there might be additional codes that could potentially indicate what type of letter they're sending. In my experience, code 971 usually appears when correspondence is issued, but the specific action code attached to it would likely provide more detailed information about the nature of the letter.

Anyone else find it amusing that we have to call the IRS to find out about a letter they're sending us that will tell us to call the IRS? Classic bureaucratic circle of life! But seriously, check for TC 570 (refund hold) or TC 420 (examination/audit) on your transcript. Those would explain why you need an advocate in the first place.