How to Fill Out IRS Form 13711

The title of IRS Form 13711 is "Request for Appeal of Offer in Compromise." When the IRS denies taxpayers the opportunity to have an Offer in Compromise (OIC) by the Internal Revenue Service, then those taxpayers can use this form. The taxpayer, by filing Form 13711, states that he or she wants the IRS to reevaluate his or her situation.

Instructions

Difficulty: Moderately Easy

1. Download IRS Form 13711 from the Internal Revenue Service's official website. See the Resources section below for the IRS link.
2. Understand what an OIC entails. An Offer in Compromise is an agreement between a taxpayer and the IRS that allows the taxpayer to pay fewer taxes than what was originally owed, usually because the tax debt cannot be collected in full. The IRS considers an OIC a better alternative to declaring a tax debt uncollectible or having the taxpayer pay back the taxes over an unreasonable amount of time.
3. Fill out the required biographical information. Include your name, taxpayer ID, mailing address, city, state, ZIP code, tax form number and tax period(s) ended date.
4. Write down the item(s) with which you do not agree as per the Income and Expense Table and Asset and Equity Table that came with your OIC rejection letter. Provide brief statements as to why you do not agree with the IRS's assessment of your assets, determination of economic hardship or ability to pay back taxes. If applicable, attach supporting documents to defend your position; check off the "Yes" box to notate that you attached supporting evidence beside the applicable item(s).
5. Sign and date the form. If you are married, your spouse must also sign and date Form 13711. Fill in the name and address of the person who filled out this form (if it was someone other than you). If you have an authorized representative, such as a power of attorney, that person must sign and date the form and provide his or her phone number and best time to call. In addition, the representative must include a copy of IRS Form 2848, "Power of Attorney and Declaration of Representative."