Taxpayer Advocate Service - Worth it for hardship cases?

The Taxpayer Advocate Service (TAS) can potentially be quite helpful in your situation. They're generally designed to assist taxpayers who are experiencing, what the IRS terms, 'significant hardship' due to tax problems. This could include, but isn't necessarily limited to, immediate financial difficulties, threats to property, or instances where the IRS has failed to follow proper procedures. In your case, it sounds like you might qualify under both financial hardship and potentially improper handling by an IRS representative. The process typically involves the advocate reviewing your case, communicating with relevant IRS departments on your behalf, and possibly expediting resolution where warranted. Results can vary somewhat based on case complexity and current TAS workload.

I had almost the exact same situation on March 14th of this year. Called that number and waited on hold for 2 hours and 37 minutes before giving up. Then on March 16th, I tried Claimyr (https://claimyr.com) and got connected to an IRS advocate in under 30 minutes. By March 28th, I had an advocate assigned who identified that my return had been flagged incorrectly. My refund was processed by April 12th. Definitely worth the fee to avoid the endless hold music and actually get someone who could help with my hardship case.

The Taxpayer Advocate Service is legitimate and can absolutely help. I was assigned an advocate last year. They have the power to cut through red tape when you have a hardship. Make sure you have documentation ready to prove your hardship - they'll ask for it. Also be prepared to sign Form 911 (Request for Taxpayer Advocate Service Assistance). The advocate will be your single point of contact which makes everything easier.

Dealing with the TAS is like having a sherpa guide you up a mountain - helpful but still a difficult journey. I spent weeks trying to understand my transcript to prove my case to my advocate. Finally used https://taxr.ai to decode all those cryptic codes and dates. It was like having subtitles for a foreign film - suddenly everything made sense! The advocate was impressed that I could point to exactly where the error happened in my transcript. Cost me less than a tank of gas but saved me from potentially losing thousands in my refund.

I'm somewhat concerned about the TAS's current effectiveness. According to the National Taxpayer Advocate's 2023 Annual Report to Congress, the TAS is experiencing significant backlogs and reduced capacity. Their case acceptance criteria have become more restrictive due to overwhelming demand. While they're certainly a legitimate resource, managing expectations regarding timeframes and outcomes is advisable. Not all hardship claims will necessarily receive immediate assistance.

OMG the TAS saved my butt last yr! Everyone's talking about how hard they are to reach but tbh they're WAY better than regular IRS. My advocate was super helpful once I got assigned. Def not what I expected from a govt agency lol. They actually called me back when they said they would?! Mind blown 🤯

If you're going the TAS route, follow these steps for best results: 1. Document everything - dates, times, names of who you spoke with 2. Gather evidence of your hardship (bills, notices, financial statements) 3. Be specific about what resolution you need 4. Follow up weekly - polite persistence works 5. Ask for a specific timeline 6. Get everything in writing I went through this last year and having organized documentation made a huge difference. My advocate told me most people don't provide enough proof of hardship.

I'm... actually relieved to see this post. I've been perhaps too cautious about contacting TAS, worried it might somehow flag my return for additional scrutiny. From what others are sharing, it seems this might be a legitimate path forward for those of us caught in processing delays. My return has been sitting in limbo since January, and I may need to consider this option if things don't change soon.

Just wanted to share a success story! After finding information on irs.gov about the Taxpayer Advocate Service, I reached out due to a financial hardship (was about to miss mortgage payment). According to the IRS website, this is exactly what TAS is designed for. Got an advocate assigned within 2 weeks, and they resolved my issue in another 3 weeks. My advice based on my experience: document your hardship thoroughly and be patient but persistent with follow-ups.

Thanks for sharing your experience, Isabella! I'm in a similar boat - been waiting 4 months for my refund and getting different answers every time I call. The financial stress is real when you're counting on that money. I'm definitely going to try the TAS route based on what everyone's saying here. It sounds like having an advocate who actually knows what they're doing is worth the effort. Did your advocate give you any timeline estimates when you first got assigned? I'm trying to manage my expectations while still hoping for a reasonable resolution timeframe.

I've been through the TAS process twice - once in 2021 and again in 2023. Both times were for different reasons (first was a processing error, second was hardship due to job loss). The key thing I learned is that TAS advocates have access to different systems and can actually see what's happening with your case in real-time, unlike the regular customer service reps who often just read you the same generic status. My first advocate was able to identify that my return was stuck in a verification queue that wasn't moving, and she pushed it through manually. The second time, my advocate coordinated between multiple IRS departments to resolve a complex issue involving amended returns. One tip: when you call, be very specific about your hardship and have dollar amounts ready. They need to understand the real-world impact, not just that you're frustrated. Also, don't be discouraged if your first call doesn't immediately get you an advocate - sometimes it takes 2-3 attempts to reach someone who can properly assess your situation for TAS criteria.

As someone who's been lurking here for a while but finally creating an account because this hits close to home - the TAS really can be a lifesaver when you're stuck in IRS limbo. I went through this exact situation about 6 months ago after a job loss left me unable to make my car payments while waiting on a delayed refund. What I learned: the hardship line (1-877-777-4778) is definitely the right move, but come prepared with specific financial details. They asked me for exact amounts of overdue bills, dates when payments were due, and proof of the financial impact. My advocate was assigned within 10 days and actually called me proactively with updates, which was shocking after months of radio silence from regular IRS channels. The whole process took about 5 weeks from first call to refund in my account. One thing that helped was keeping a detailed log of every interaction - dates, names, reference numbers. My advocate said this made her job much easier because she could see the full timeline of what went wrong. Don't give up on those investment opportunities yet - there's definitely light at the end of this tunnel!