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NOT LEGAL ADVICE. NOT TAX ADVICE.

Excite Tax is not a law firm, and no one at Excite Tax is an attorney.
These templates are general information. Sharing them is not legal advice or tax advice, and it creates no attorney-client relationship and no preparer-client relationship with Excite Tax.
Before you send anything, check the current IRS instructions for your notice or form; forms, deadlines and addresses change.
For free or low-cost help, contact a Low Income Taxpayer Clinic (https://www.taxpayeradvocate.irs.gov/litc) or the Taxpayer Advocate Service (https://www.taxpayeradvocate.irs.gov/).
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TAXPAYER ADVOCATE SERVICE REQUEST (FORM 911 GUIDE)
From: https://excite-tax.vercel.app/templates/taxpayer-advocate-form-911-guide
Official sources were read on 2026-09-23; check them again before you use this template.
Replace every [BRACKETED] field. Delete any line that does not apply.

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FORM 911 WORKSHEET — draft here, then copy into the form

Line 10 — Tax form number: [e.g. 941, 1120-S, 1065, 1040]
Line 11 — Tax year(s) or period(s): [e.g. 2024; or quarters ending 03/31/2025 and 06/30/2025]

Line 12a — Describe the tax issue and the difficulty it is creating:
[One or two sentences on the problem. Example: "The IRS applied my 2024 Form 941 deposits of $[AMOUNT] to the wrong quarter and issued a balance-due notice (CP[NUMBER]) for $[AMOUNT]."]
[What the IRS has done or not done, with dates. Example: "I called on [DATE] and [DATE] and faxed proof of payment on [DATE]; no correction has been made."]
[IF AN IRS DELAY OVER 30 DAYS: "I first contacted the IRS about this on [DATE]."]
[The hardship, specifically. Example: "A levy on the business account on [DATE] left $[AMOUNT] to cover a payroll of $[AMOUNT] due [DATE]."]

Line 12b — Describe the relief or assistance you are requesting:
[The specific action. Example: "Move the $[AMOUNT] deposit to the quarter ending [DATE], remove the resulting penalty, and release the levy on account ending [LAST FOUR]."]

Documents to attach (list them):
1. [Copy of each IRS notice]
2. [Proof of payment / bank statement / fax confirmation]
3. [Proof of hardship, e.g. the levy notice, a shut-off or eviction notice, payroll due dates]

Signature: [NAME], [TITLE — a business request needs an authorized officer and title], [DATE]

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WHAT TO ATTACH
- Copies of the IRS notices involved.
- Proof of what you already did: payment confirmations, fax confirmations, call dates.
- Proof of the hardship, if that is the reason: a levy notice, a shut-off notice, payroll dates.
- Form 2848 or Form 8821, only if someone else is helping you and is named in the form’s third-party section.

WHERE TO SEND IT (check the current official instructions)
- Form 911 lists three ways to send it: email to tas.form.911.request.for.assistance@irs.gov, fax to (855) 828-2723, or mail to 7940 Kentucky Dr, MS 11 G, Florence, KY 41042. Source: https://www.irs.gov/pub/irs-pdf/f911.pdf
- The form warns that emailed Form 911s and attachments are not encrypted. Source: https://www.irs.gov/pub/irs-pdf/f911.pdf

SOURCES
- IRS — Low Income Taxpayer Clinics: https://www.irs.gov/advocate/low-income-taxpayer-clinics (retrieved 2026-09-23)
- IRS — Instructions for Form 9465 (07/2024): https://www.irs.gov/instructions/i9465 (retrieved 2026-09-23)
- IRS — Form 911, Request for Taxpayer Advocate Service Assistance (Rev. 6-2026): https://www.irs.gov/pub/irs-pdf/f911.pdf (retrieved 2026-09-23)