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George Saenz, the Bankrate.com Tax Talk columnistGetting the runaround from the IRS

Dear Tax Talk,
I have been getting the runaround since June 2005 for a 1040X, for tax year 2002. The case keeps going back and forth between Cincinnati and Memphis. To whom do I need to talk or write to bring this to a close? I need help.
-- Archie

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Dear Archie,
I've been doing this for more than 20 years, so I know what you mean when you say runaround. Problems with the Internal Revenue Service tend to linger. It's a large centralized organization and no one person you talk to can get their hands around all the information they need to resolve a problem. It's not the IRS employee's fault; it's the system and procedures.

Luckily, in the IRS restructuring act, Congress created the Taxpayer Advocate office for situations such as yours. The Taxpayer Advocate Service is an IRS program that provides an independent system to assure that tax problems that have not been resolved through normal channels are promptly and fairly handled. This means that you should only use it when, as in your case, you are getting nowhere through normal channels.

Although the advocate office has been around a few years, I am, for the first time, using that office for a client who also has a bouncing 1040X. My initial contact was a couple of months ago. It took about four to six weeks for an advocate to be assigned. He asked me for duplicates of what was submitted, as he could not get it through the IRS's regular channels: Be patient, it's the system. He had to give the service center 30 days to respond to his prompting: Be patient, it's procedure.

Well that's where I am so far, so write back and ask me what happened later. But, after many years of experience, I feel that if the advocate had not gotten involved, we wouldn't have made even this much headway.

You can find out more information on the IRS's Web site (search for "Taxpayer Advocate Service"). The site will explain the system and procedures to follow. But be assured the advocate service will certainly be more responsive to the problem: That's its function.

To ask a question on Tax Talk, go to the "Ask the Experts" page, and select "taxes" as the topic.

Bankrate.com's corrections policy -- Posted: July 14, 2006
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