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Official form guide
Form 13711: Request for Appeal of Offer in Compromise
Department of the Treasury - Internal Revenue Service Form 13711 is a Request for Appeal of Offer in Compromise that taxpayers file when they disagree with an IRS determination. The form revision date listed is December 2017.
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IRS Form 13711 - Request for Appeal of Offer in Compromise
Department of the Treasury - Internal Revenue Service Form 13711 is a Request for Appeal of Offer in Compromise that taxpayers file when they disagree with an IRS determination. The form revision date listed is December 2017.
Risk Radar
Scan points- 1Failure to attach supporting documentation for each disagreed item is a critical error.
- 2Filing without signing and dating the Certification of Taxpayer section.
- 3Not providing a brief statement explaining disagreement next to each item on Form 13711.
- 4Failing to attach supporting documents for every disagreed item identified.
- 5Omitting the specific item number/name from the Income or Assets table when disagreeing.
Plain English
This form allows a taxpayer to formally challenge a decision the IRS made regarding an Offer in Compromise. By completing Form 13711, the filer states exactly what parts of the IRS's rejection letter they disagree with and provides supporting proof for their disagreement. This initiates an appeal process within the Internal Revenue Service.
Submission Date
- Filing date: 2020-05-13 22:10:33
- Preparation window: collect IDs, supporting records, and signatures in advance.
- Final review: verify names, dates, and required fields before submission.
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Glossary Terms
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What this form is for
- Use this form when disagreeing with an IRS determination regarding an Offer in Compromise that has been issued.
- Do not use Form 13711 when you are initiating the request for an Offer in Compromise; use it only to appeal a rejection of that offer.
- Check Form 2848 instead when appointing someone else (an authorized representative) to handle your protest on your behalf.
Form selector
Use this form or another form?
You are filing for an Offer in Compromise, but the IRS rejected it based on Economic Hardship.
You must explain why you disagree with the hardship analysis and attach documentation.
✓ Check before you continue
You have a representative who needs to file the appeal on your behalf.
The authorized representative must sign, date, and attach a copy of their completed Form 2848.
✓ Check before you continue
You are disagreeing with an item listed in the Income and Expense Table from your rejection letter.
You must identify the specific disagreed item and provide a brief statement explaining why you disagree next to it.
✓ Check before you continue
Deadline or filing window
The official source does not specify a filing deadline trigger event, but it requires the filer to provide their current daytime telephone number and state when they are available during normal business hours. No extension period is explicitly detailed in the excerpts provided.
Checklist
What you need before filling it out
Disagreed item
Specific value/reason from rejection letter · Income and Expense Table / Assets and Equity table
Reason for disagreement
Explanation of the dispute (especially if it's future income) · Next to the disagreed item on Form 13711
Supporting documentation
Copies of documents backing up your disagreement · Attached to each identified Disagreed Item
Rejection Letter Copy
A copy of the IRS rejection letter · Attaching it to Form 13711 (if possible)
Authorized Representative Info
Mailing address, name, phone number, best time to call · Designated fields on Form 13711
Certification of Taxpayer
Declaration that information is true, correct, and complete · Certification section (Taxpayer)
Before you submit
- 1Confirm you have provided your full Mailing address, City, State, and ZIP Code.
- 2Verify you have entered your Taxpayer Identification Number correctly.
- 3Ensure you list all relevant Tax period(s) ended on the form.
- 4If applicable, confirm the name and contact details of your Authorized Representative are complete.
- 5For every item disagreed with, ensure a brief statement explaining the disagreement is written next to it.
- 6Attach supporting documentation for each identified Disagreed Item, indicating which issue it applies to.
- 7Sign and date the Certification of Taxpayer section (under penalties of perjury).
How to file this form
- 1Complete all required fields on Form 13711, including your personal information, tax period(s) ended, and representative details if applicable.
- 2Identify specific items you disagree with from the Income and Expense Table or Assets and Equity table received in the rejection letter, providing a brief reason for disagreement next to each item.
- 3Attach copies of supporting documents for every disagreed item and ensure these attachments reference the corresponding issue on Form 13711.
- 4Sign and date the Certification of Taxpayer section (or have your representative certify), attaching any necessary documentation like a copy of Form 2848 if an authorized representative is filing, then mail or submit the package.
Known limitations
- 1The form is used when a taxpayer disagrees with an Offer in Compromise determination.
- 2If disagreeing with an item, the filer must identify the specific item(s) from the Income and Expense Table or Assets and Equity table received with the rejection letter.
- 3For future income, if it is the disagreed item, the reason for disagreement must be explained under 'Reason for Disagreement' next to the 'Disagreed Item'.
Field map
Compact field-by-field guide
General Info
2 items
Full legal name and taxpayer identification number (SSN or EIN).
Current mailing address.
Details
2 items
Complete all applicable sections of this form according to the official IRS instructions.
Enter the relevant dollar amount if this form involves tax calculation.
Certification
1 items
Read and acknowledge any certifications required by this form.
Signatures
1 items
Sign and date. Unsigned forms cannot be processed.
Almost done reviewing the fields?
Fillable formOpen in Editor->The current edition listed is December 2017 (Rev. 12-2017). The source does not point to a separate 'latest information' page, but it indicates the Catalog Number 40992F.
What changed or needs a fresh check
- Edition date — confirm the revision reads December 2017.
- Catalog Number — confirm the number is 40992F.
- Mailing address — Not stated in the official source (but the form requires one to be provided).
- Signature — ensure both the Taxpayer and any Authorized Representative are signed and dated.
- Tax Period(s) ended — confirm this field is completed with the correct date(s).
- Form Number — confirm the top of the form reads Form 13711.
Quick Facts
Downloads
After you file
- 1Sign and date Form 13711 before sending it.
- 2Keep a copy of the completed Form 13711.
- 3If possible, attach a copy of the rejection letter to the form.
- 4If an authorized representative signs, attach a copy of their completed Form 2848, Power of Attorney and Declaration of Representative.
Sources
- SRCForm 13711 (Rev. 12-2017) is identified as Catalog Number 40992F on page 1.
- SRCThe form requires the filer to sign and date it, according to information on page 1.
- SRCIf disagreeing with a specific item, the filer must identify it next to where they provide a brief statement explaining disagreement (page 1).
- SRCSupporting documents for each disagreed item must be attached and indicated on them which issue they apply to (page 1).
- SRCThe taxpayer certifies under penalties of perjury when signing Form 13711 (page 1).
- SRCIf an authorized representative signs, they must check a box indicating personal knowledge or lack thereof (page 1).
Common confusion points
What if I disagree with a reason for rejection but not a specific item listed on the tables?
The filer must identify what statement they disagree with, provide the reason for disagreement, and attach supporting documentation.
Where do I put my explanation if the disagreed item is future income?
Under 'Disagreed Item,' list the future income value, and provide the explanation under 'Reason for Disagreement' next to it.
Do I need to use extra pages?
Yes; there is room on the back of Form 13711, and additional pages may be used if necessary.
What must the taxpayer declare when signing Form 13711?
The taxpayer certifies under penalties of perjury that the information contained in the form is true, correct, and complete.
If I have an authorized representative, what do they sign?
They certify whether they submitted the protest with personal knowledge or without personal knowledge concerning the facts stated.
What should happen after filing?
A Service employee staples the taxpayer's envelope here (on Form 13711) to indicate receipt.
Workflow map
Related forms and next steps
Before
Current
After
Often used with
⚠ If something goes wrong
- Additional pages may be attached to support disagreements.
Questions about IRS Form 13711
What is IRS Form 13711 used for?
This form allows a taxpayer to formally challenge a decision the IRS made regarding an Offer in Compromise. By completing Form 13711, the filer states exactly what parts of the IRS's rejection letter they disagree with and provides supporting proof for their disagreement. This initiates an appeal process within the Internal Revenue Service.
Who must file IRS Form 13711?
Taxpayers must file Department of the Treasury - Internal Revenue Service Form 13711. The form is used by individuals or entities who have received a rejection letter regarding an Offer in Compromise from the IRS.
What information does IRS Form 13711 require?
The form collects personal identification details such as the Taxpayer name and Taxpayer Identification Number. It also requires identifying specific items disagreed with on the Income and Expense Table and Assets and Equity table, along with reasons for disagreement.
Where do I file IRS Form 13711?
The form is filed by submitting it to the IRS. The Service employee staples the taxpayer's envelope here on Form 13711.
How do I complete IRS Form 13711?
First, fill out all required identification fields like Taxpayer name and mailing address. Next, identify specific items disagreed with on the attached tables and provide a brief reason for disagreement. Finally, the taxpayer must sign and date the Certification of Taxpayer section.
What happens if IRS Form 13711 is filed incorrectly?
Under penalties of perjury, the filer declares that if the information contained in Form 13711 is not true, correct, and complete, the filing carries a declaration penalty.
What if I disagree with a reason for rejection but not a specific item listed on the tables?
The filer must identify what statement they disagree with, provide the reason for disagreement, and attach supporting documentation.
Where do I put my explanation if the disagreed item is future income?
Under 'Disagreed Item,' list the future income value, and provide the explanation under 'Reason for Disagreement' next to it.
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