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Form 13989: IRS Tax Forum Case Resolution Data Sheet
IRS Form 13989 is the IRS Tax Forum Case Resolution Data Sheet, used by tax professionals to request assistance for a client's tax case. The form revision on file is April 2026.
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IRS Form 13989 - IRS Tax Forum Case Resolution Data Sheet
IRS Form 13989 is the IRS Tax Forum Case Resolution Data Sheet, used by tax professionals to request assistance for a client's tax case. The form revision on file is April 2026.
Risk Radar
Scan points- 1A joint return filer requires both husband and wife to each file a separate power of attorney on Form 13989.
- 2Failing to bring a physical copy of signed Form 2848 along with IRS Form 13989.
- 3Not listing all tax forms and years on the form that cover the appointment request.
- 4Only one practitioner being allowed entry into the Case Resolution Program per day.
- 5Filing without including any additional helpful IRS correspondence or notices.
Plain English
This form allows a tax professional to bring their most difficult IRS case to a special appointment program. IRS representatives with specialized knowledge meet one-on-one with the practitioner to discuss the issue. If the problem cannot be solved immediately, it gets assigned for follow-up assistance.
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 professional needs to request an appointment with IRS representatives in the Practitioner Case Resolution Program to discuss a client's tax case.
- Do not use this form when you have a personal tax issue; contact the IRS or Taxpayer Advocate Service directly instead.
- Check Form 2848 instead when providing the required Power of Attorney and Declaration of Representative information.
Form selector
Use this form or another form?
Client has a joint return filing
Husband and wife must each file a separate power of attorney on this form.
✓ Check Section 2 for POA requirements.
Scheduling appointment on Monday
Appointments are available at the Practitioner Case Resolution table from 2:00 p.m. – 7:00 p.m.
✓ Confirm the time window listed in Section 1.
Case involves an appeal or examination
Check the corresponding box in Section 3 to specify the operation type being addressed.
✓ Ensure all relevant operations are checked if applicable.
Deadline or filing window
The form itself is used to secure an appointment, which can be scheduled for Monday from 2:00 p.m. – 7:00 p.m., or Tuesday through Thursday. The instructions do not specify a due date for the completed data sheet itself, only when it must be submitted.
Checklist
What you need before filling it out
Section 1: Taxpayer/Business name
The full legal name of the taxpayer or business · Section 1
Section 2: Copy of POA attached
A copy of a valid Power of Attorney (POA) for the client(s) · Section 2
Section 3: Description of problem/issue
All pertinent information detailing the tax issue · Section 3
Appointment Day — confirm Monday schedule
The specific day (Monday, Tuesday, Wednesday, or Thursday) · Table header on Form p.1
Tax period(s)
The year(s) covered by the tax matter · Section 1
Section 3: IRS representative working on case?
Yes or No selection in Section 3 · Section 3
Before you submit
- 1Verify the form is the current edition (April 2026).
- 2Ensure all sections of Form 13989 are completed.
- 3Confirm that a valid Power of Attorney (POA) for the client(s) is attached to Section 2.
- 4If filing for a joint return, confirm both husband and wife have separate POAs listed on Section 2.
- 5Check the appropriate operation boxes in Section 3 (Collection, Exam, TAS, Appeals, Other).
- 6Provide a complete description of the problem/issue in Section 3, attaching all pertinent information.
- 7If applicable, fill out all fields in Section 1 and Section 2 completely.
How to file this form
- 1Complete Section 1 by entering the Taxpayer/Business name, address, tax period(s), and tax form(s).
- 2Complete Section 2 by listing the Authorized representative's details (name, address, phone numbers) and noting if a POA is attached.
- 3Detail the issue in Section 3 by providing the Description of problem/issue and checking whether an IRS representative is currently working on the case.
- 4Bring the completed Form 13989 to the Practitioner Case Resolution table for your appointment, along with the physical signed copy of Form 2848.
Known limitations
- 1Only the practitioner listed on IRS Form 13989 will be allowed entry into the Case Resolution Program.
- 2The Practitioner Case Resolution Program is limited to one appointment for one case per practitioner.
- 3The Case Resolution Program cannot help with a personal tax issue; individuals with personal issues must contact the IRS or Taxpayer Advocate Service directly.
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 revision of IRS Form 13989 is April 2026 (Rev. 4-2026). The source directs users to irs.gov for the current revision of Form 2848.
What changed or needs a fresh check
- Edition date — confirm April 2026 (Rev. 4-2026)
- Catalog Number — confirm 51639F
- Appointment location/time — confirm specific times based on the day of the week.
- Power of Attorney requirement — confirm a valid POA must be brought, even if already filed.
Quick Facts
Downloads
After you file
- 1Keep a copy of IRS Form 13989 (Rev. 4-2026) for your records.
- 2If scheduling an appointment, ensure you physically bring a signed copy of Form 2848, Power of Attorney, and Declaration of Representative, even if already on file with the IRS.
- 3Provide any additional IRS correspondence, notices, or other documentation that will assist in resolving the case when submitting IRS Form 13989.
- 4If a tax matter concerns a year where a joint return was filed, ensure both the husband and wife each file a separate power of attorney.
Sources
- SRCForm 13989 has Catalog Number 51639F and the revision date is April 2026.
- SRCWhen scheduling an appointment for IRS Form 13989, you must bring a valid Power of Attorney (POA) for all tax periods and forms requested.
- SRCIf a tax matter concerns a joint return year, both husband and wife must each file a separate power of attorney when using IRS Form 13989.
- SRCOn Monday, appointments can be secured by visiting the Practitioner Case Resolution table from 2:00 p.m.7:00 p.m. (Instructions p.2).
- SRCFor Tuesday, Wednesday, or Thursday, go directly to the Practitioner Case Resolution Program area to secure an appointment.
- SRCYou must provide the completed IRS Form 13989 on the reverse side when securing an appointment.
Common confusion points
Who can attend the appointment?
Only the individual(s) listed on the Power of Attorney (POA) will be allowed to enter the Case Resolution Program.
What if I am filing for a joint return?
The husband and wife must each file a separate power of attorney, even if using IRS Form 13989.
When should I bring my documents?
You must physically bring signed copies of Form 2848, POA, and Declaration of Representative to secure an appointment.
What is the required form number for the current revision of Form 2848?
The current revision of form 2848 can be found at irs.gov (as stated on IRS Form 13989).
Does providing a cellular number help?
Providing a cellular number on IRS Form 13989 will assist the IRS should they need to contact you after your appointment.
What if my issue isn't covered by this form?
If the case cannot be resolved on site, it will be assigned to an appropriate IRS professional for follow-up.
Workflow map
Related forms and next steps
Before
Current
After
Often used with
⚠ If something goes wrong
- The current revision of form 2848 is available at irs.gov (as referenced on IRS Form 13989).
Questions about IRS Form 13989
What is IRS Form 13989 used for?
This form allows a tax professional to bring their most difficult IRS case to a special appointment program. IRS representatives with specialized knowledge meet one-on-one with the practitioner to discuss the issue. If the problem cannot be solved immediately, it gets assigned for follow-up assistance.
Who must file IRS Form 13989?
Tax professionals must file IRS Form 13989 when seeking resolution through the Practitioner Case Resolution Program. Only the individual(s) listed on the Power of Attorney (POA) will be allowed entry into the program.
What information does IRS Form 13989 require?
The form collects details in Section 1 regarding the Taxpayer/Business name, address, tax period(s), and tax form(s). It also captures information in Section 2 about the Authorized representative and a description of the issue in Section 3.
When is IRS Form 13989 due?
Appointments can be secured by visiting on Monday between 2:00 p.m. – 7:00 p.m., or by going directly to the Practitioner Case Resolution Program on Tuesday, Wednesday, or Thursday.
Where do I file IRS Form 13989?
The form is used to secure an appointment at the general Forum Registration area (on Mondays) or the Practitioner Case Resolution Program desk (Tuesday through Thursday). The practitioner must bring the completed form for submission.
How do I complete IRS Form 13989?
The practitioner completes the Case Data Sheet (IRS Form 13989) and must physically bring a signed copy of this form along with the Power of Attorney. The filer must also provide any additional helpful IRS correspondence before scheduling the appointment.
What happens if IRS Form 13989 is filed incorrectly?
Not providing all or any part of the information on IRS Form 13989 may limit the expediency, accuracy, or completion of assistance provided by the IRS.
Who can attend the appointment?
Only the individual(s) listed on the Power of Attorney (POA) will be allowed to enter the Case Resolution Program.
Source transparency
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