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Form 13989: IRS Tax Forum Case Resolution Data Sheet
IRS Form 13989 is the Tax Forum Case Resolution Data Sheet used by authorized tax practitioners to request an appointment with the IRS Case Resolution Program and supply case details. Practitioners must bring a signed Form 2848 Power of Attorney.
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IRS Form 13989 - IRS Tax Forum Case Resolution Data Sheet
IRS Form 13989 is the Tax Forum Case Resolution Data Sheet used by authorized tax practitioners to request an appointment with the IRS Case Resolution Program and supply case details. Practitioners must bring a signed Form 2848 Power of Attorney.
Risk Radar
Scan points- 1Missing a signed Form 2848 POA prevents the appointment from being scheduled.
- 2Omitting the appointment number on the Data Sheet prevents proper scheduling.
- 3Failing to attach a signed Form 2848 Power of Attorney blocks entry to the program.
- 4Leaving the ‘Copy of POA attached’ box unchecked when a POA is not included.
- 5Not listing the taxpayer’s tax period(s) or tax form(s) in Section 1.
Plain English
This form lets a tax professional schedule a face‑to‑face meeting with IRS specialists to discuss a client’s tax case. It gathers the taxpayer’s information, the representative’s details, and a description of the issue. The practitioner must also bring a signed Power of Attorney and any related IRS notices to the appointment.
Submission Date
- Filing date: 2026-04-15 09:10:35
- Preparation window: collect IDs, supporting records, and signatures in advance.
- Final review: verify names, dates, and required fields before submission.
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What this form is for
- Use this form when a tax practitioner schedules an appointment for a single client case with the IRS Practitioner Case Resolution Program.
- Do not use it when the issue concerns a personal tax account rather than a practitioner‑requested case.
- Check Form 2848 instead when you need to submit a Power of Attorney without attaching it to an appointment request.
Form selector
Use this form or another form?
Scheduling a single client case appointment with the IRS Case Resolution Program
Required to request the appointment and provide case details
✓ Verify all sections are completed and a POA is attached
Providing a Power of Attorney for entry into the Case Resolution Program
Authorizes the practitioner to be admitted to the program
✓ Ensure the POA covers all tax years and forms listed
Submitting additional IRS correspondence to aid case resolution
Supports the description of the problem in Section 3
✓ Attach all relevant notices and letters
Deadline or filing window
Not stated in the official source.
Checklist
What you need before filling it out
Section 1 Taxpayer/Business name
Taxpayer name and address · Form 13989, Section 1
Section 2 Authorized representative name
Representative name, address, telephone (cellular optional) · Form 13989, Section 2
Copy of POA attached
Signed Form 2848 (Power of Attorney) · Physical attachment to the reverse side of Form 13989
CAF number
CAF number if applicable · Section 2 of Form 13989
Description of problem/issue
Detailed narrative and any supporting documents · Section 3 of Form 13989
Before you submit
- 1Attach a signed copy of Form 2848 (Power of Attorney) to the reverse side of Form 13989.
- 2Complete all required fields in Section 1 for the taxpayer or business.
- 3Complete all required fields in Section 2 for the authorized representative.
- 4Provide a clear description of the problem in Section 3 and attach any relevant IRS correspondence.
- 5Verify that only one appointment is requested for one case per practitioner.
- 6Confirm that the individual(s) listed on the POA match the practitioner requesting entry.
- 7Bring the completed Form 13989 and attached POA to the appointment location.
How to file this form
- 1Complete all sections on the front side of Form 13989 with taxpayer and representative information.
- 2Attach a signed Form 2848 (Power of Attorney) to the reverse side of Form 13989.
- 3Add any additional IRS notices or documentation that support the case description.
- 4Deliver the completed Form 13989 with attached POA to the Practitioner Case Resolution table or desk and obtain a receipt as proof of filing.
Known limitations
- 1The Case Resolution Program does not assist with personal tax issues — Form p.2
- 2Only one appointment for one case is allowed per practitioner — Form p.2
- 3Only the individual(s) listed on the Power of Attorney may enter the Case Resolution Program — Form p.2
- 4If a joint return was filed, each spouse must file a separate Power of Attorney — Form p.1 and Form p.1
- 5A signed physical copy of Form 2848 must be brought even if already on file; scheduling is not possible without it — Form p.2
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.
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Fillable formOpen in Editor->Form 13989 is revised as Rev. 4-2026 (April 2026); the source lists this revision as the current edition.
What changed or needs a fresh check
- Edition date — confirm the form revision reads Rev. 4-2026 (April 2026).
- Fee — Not stated in the official source.
- Mailing address — Not stated in the official source.
- Signature — Confirm a signed copy of Form 2848, Power of Attorney, is attached.
Quick Facts
Downloads
After you file
- 1Keep the completed Form 13989 and attached POA for your records
- 2Retain any IRS correspondence received after the appointment for future reference
- 3Verify the appointment date, time, and location provided by the Forum Information Desk
- 4If you notice an error on the submitted sheet, contact the Practitioner Case Resolution table before leaving the forum
- 5Store the original signed Form 2848 in a secure location for future practitioner use
Sources
- SRCForm p.2 — The Case Resolution Program cannot help you with your personal tax issue.
- SRCForm p.2 — Only 1 appointment for 1 case will be allowed per practitioner.
- SRCForm p.2 — only the individual(s) listed on the POA will be allowed to enter the Case Resolution Program.
- SRCForm p.1 — If a tax matter concerns a year in which a joint return was filed, the husband and wife must each file a separate power of attorney.
- SRCForm p.2 — You must physically bring a signed copy of Form 2848, Power of Attorney and Declaration of Representative, even if it is already on file.
- SRCForm p.2 — Securing an Appointment on Monday: visit the Practitioner Case Resolution table in the general Forum Registration area from 2:00 p.m.7:00 p.m.
- SRCForm p.2 — Securing an Appointment on Tuesday, Wednesday or Thursday: go directly to the Practitioner Case Resolution Program.
- SRCForm p.2 — Provide any additional IRS correspondence, notices and/or other documentation that will be helpful in resolving the case.
Common confusion points
Do I need to bring the POA if the IRS already has it?
The source requires a physical signed copy of Form 2848 even if already on file.
→ Check that you have the original signed Form 2848 with you.
Can I schedule an appointment for a personal tax issue?
The program is limited to practitioner‑assisted cases, not personal issues.
→ Confirm the issue is being handled by a tax professional, not yourself.
How many cases can I bring to the program?
Only one case per practitioner is allowed.
→ Ensure you have selected a single case to discuss.
What days can I schedule an appointment?
Monday appointments are at the registration area 2‑7 p.m.; other days go directly to the program.
→ Verify the day and location before you go.
Do both spouses need separate POAs for a joint return?
The source requires separate POAs for each spouse on joint returns.
→ Confirm each spouse has their own signed Form 2848.
Will I be allowed entry if I’m not listed on the POA?
Only individuals listed on the POA are permitted entry.
→ Check that your name appears on the attached POA.
Workflow map
Related forms and next steps
Before
Current
After
Often used with
⚠ If something goes wrong
- Form 2848 — verify it covers all tax forms and years for the scheduled case.
Questions about IRS Form 13989
What is IRS Form 13989 used for?
This form lets a tax professional schedule a face‑to‑face meeting with IRS specialists to discuss a client’s tax case. It gathers the taxpayer’s information, the representative’s details, and a description of the issue. The practitioner must also bring a signed Power of Attorney and any related IRS notices to the appointment.
Who must file IRS Form 13989?
Authorized tax practitioners who are listed as the representative on a Power of Attorney must file IRS Form 13989.
What information does IRS Form 13989 require?
The form collects the taxpayer’s name, address, tax periods and forms (Section 1), the practitioner’s name, contact info and POA status (Section 2), and a description of the problem plus IRS interaction details (Section 3). It also records the appointment number, day and time.
How do I complete IRS Form 13989?
Complete the reverse side of Form 13989 with all taxpayer and practitioner details, attach a signed Form 2848 Power of Attorney, and include any relevant IRS notices. Bring the completed sheet and POA to the Practitioner Case Resolution table on the scheduled day. The practitioner signs the form and presents it in person; no electronic filing option is provided.
What happens if IRS Form 13989 is filed incorrectly?
If the required signed Form 2848 POA or other documentation is missing, the IRS cannot schedule the appointment and the practitioner will be denied entry to the Case Resolution Program.
Do I need to bring the POA if the IRS already has it?
The source requires a physical signed copy of Form 2848 even if already on file. Check that you have the original signed Form 2848 with you.
Can I schedule an appointment for a personal tax issue?
The program is limited to practitioner‑assisted cases, not personal issues. Confirm the issue is being handled by a tax professional, not yourself.
How many cases can I bring to the program?
Only one case per practitioner is allowed. Ensure you have selected a single case to discuss.
Source transparency
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