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Form 14017: Application for Fast Track Settlement
IRS Form 14017 is an Application for Fast Track Settlement that taxpayers file to request assistance from the IRS Independent Office of Appeals in the FTS process; this form has a revision date of March 2020.
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IRS Form 14017 - Application for Fast Track Settlement
IRS Form 14017 is an Application for Fast Track Settlement that taxpayers file to request assistance from the IRS Independent Office of Appeals in the FTS process; this form has a revision date of March 2020.
Risk Radar
Scan points- 1Ensure all necessary participant signatures (Spouse, Rep, Managers) are present before mailing Form 14017.
- 2Filing without listing the correct Taxpayer TIN/EIN on Form 14017.
- 3Omitting the required signature from the taxpayer if a spouse is involved in a joint return.
- 4Not listing the specific Fast Track end date when submitting Form 14017.
- 5Failing to attach supporting documents like Form(s) 5701 or Form 886-A.
Plain English
This form allows a taxpayer to ask the IRS Independent Office of Appeals to help resolve a tax disagreement quickly. By submitting Form 14017, the taxpayer consents to sharing their return information with others involved in this settlement process. The filing helps move the dispute toward a faster resolution.
Submission Date
- Filing date: 2020-05-07 06:07:08
- 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 requesting assistance from the IRS Independent Office of Appeals in the Fast Track Settlement (FTS) process.
- Do not use Form 14017 when the issues are described solely on a Taxpayer's written response without attachment, or if you do not wish to consent to disclosure under section 6103(c) of the Code.
- Check Form 5701 instead when describing the specific issues for which assistance is requested.
Form selector
Use this form or another form?
Taxpayer has multiple complex tax years in dispute
This form explains items, and this application references it as a source of issues.
✓ Check before you continue
The issue involves an Operating Division other than LB&I
The form allows specifying another division besides LB&I (Local Business & International).
✓ Check before you continue
Not stated in the official source
Taxpayer is represented by an outside firm
You must provide the representative's name, firm address, and contact details on this application.
✓ Check before you continue
Deadline or filing window
The form itself does not state a specific filing deadline. However, once submitted, the Fast Track end date field allows the filer to specify when they expect the process to conclude. No extension period is explicitly detailed on this application for the FTS timeline.
Checklist
What you need before filling it out
Taxpayer name
The taxpayer's full legal name · Form 14017
Issues description
Issues are described in attached documents (Form 5701, Form 886-A, or written response) · Attached documentation
Consent to disclosure
Taxpayer consents pursuant to section 6103(c) of the Code · Signature block/Text field
Appeals Official Acceptance
The Appeals Team Manager must sign and date acceptance · Accepted by Appeals Official (Team Manager signature)
FTS End Date
A specific target date for the Fast Track Settlement · Fast Track end date field
Before you submit
- 1Ensure the taxpayer has signed and dated the application.
- 2If filing for a joint return, verify the Taxpayer Spouse's signature and date are present.
- 3Confirm that all necessary supporting documents (like Form 5701 or Form 886-A) are attached to the application.
- 4Verify that the IRS Group/Team Manager has signed and dated the form.
- 5If applicable, ensure the Approving Operating Division Official has provided their signature and title.
- 6Check if the 'Potential Joint Committee' box is marked Yes or No.
- 7Confirm the correct Taxpayer TIN/EIN is listed.
How to file this form
- 1Complete all fields on Form 14017, including Taxpayer name, address, and contact information.
- 2Attach supporting documents that describe the issues, such as Form 5701 or Form 886-A.
- 3Obtain signatures from the taxpayer(s) and the IRS Group/Team Manager, ensuring all dates are filled out.
- 4Submit the completed Form 14017 along with its attachments to the appropriate IRS office for processing.
Known limitations
- 1The issues for which assistance is requested must be described in Form 5701, Summary of Issues, or Form 886-A, Explanation of Items, or similar documents and the taxpayer’s written response.
- 2By signing this application, the taxpayer consents to the disclosure of their returns and return information pertaining to the issues being considered in the FTS process to those persons named on the application as participants.
- 3The prohibition against ex parte communications provided by section 1001(a) of the Internal Revenue Service Restructuring and Reform Act of 1998 does not apply to communications arising in FTS because Appeals personnel are facilitating an agreement between the taxpayer and the other Service Operating Division.
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 is March 2020 (Rev. 3-2020). The source does not specify a link to the latest information page, but it provides the catalog number and IRS website address for reference.
What changed or needs a fresh check
- Edition date — confirm March 2020 (Rev. 3-2020)
- Catalog Number — confirm 51767Y
- Taxpayer Name/TIN — ensure the taxpayer's name and TIN/EIN are entered correctly
- Signatures — verify that all required signature blocks have been completed (e.g., Taxpayer, Appeals Official)
- LB&I Practice Area — confirm the specific practice area is listed if applicable
Quick Facts
Downloads
After you file
- 1Retain a copy of the completed IRS Form 14017.
- 2The application allows for multiple signatures, so retain copies of all dated signatures (Taxpayer, Spouse's, Representative, etc.).
- 3If an error is made on the form, correct it clearly and initial the change.
- 4Confirm that the Fast Track end date has been specified if applicable.
Sources
- SRCForm 14017 is an Application for Fast Track Settlement, catalog number 51767Y, and has a revision date of March 2020 (Form 14017 (March 2020)).
- SRCThe issues requested are described in Form(s) 5701, Summary of Issues, or Form 886-A, Explanation of Items, or similar documents and the taxpayer’s written response [Instructions p.1].
- SRCBy signing this application, the taxpayer consents to disclosure pursuant to section 6103(c) of the Code [Instructions p.1].
- SRCThe prohibition against ex parte communications does not apply in FTS because Appeals personnel are facilitating an agreement between the taxpayer and the other Service Operating Division [Instructions p.1].
- SRCThe application requires signatures from Taxpayer, Spouse's (if applicable), Representative, IRS Group/Team Manager, Approving Operating Division Official, and Accepted by Appeals Official (Appeals Team Manager) [Instructions p.1].
- SRCFields available on the form include: Type of tax, Tax years, LB&I practice area, Preferred conference site, and Fast Track end date [Instructions p.1].
Common confusion points
Who must file Form 14017?
The undersigned request assistance from the IRS Independent Office of Appeals in the Fast Track Settlement (FTS) process.
→ Check the signature lines to see who is submitting it.
What documents accompany Form 14017?
The issues are described in attached Form(s) 5701, Summary of Issues, or Form 886-A, Explanation of Items, or similar documents and the taxpayer’s written response.
→ Ensure these supporting documents are included with the application.
Who can be listed as a participant?
Any person named on the application is considered a participant in the FTS process.
→ Check all fields for names like Representative, Other Participants, etc.
What does 'ex parte communication' mean here?
It refers to communications between Appeals personnel and other Service employees; this prohibition does not apply during FTS sessions.
→ Verify that you are aware of who is communicating with whom during the settlement process.
Does filing Form 14017 automatically grant consent for information sharing?
Yes, by signing the application, the taxpayer consents to disclosure pursuant to section 6103(c) of the Code.
→ Look at the signature block confirming this consent.
What is the difference between 'Other Type of tax' and 'LB&I practice area'?
'Other Type of tax' specifies the general type of tax, while 'LB&I practice area' specifies a more detailed area within that tax category.
→ Check these fields to ensure they accurately describe your filing.
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Questions about IRS Form 14017
What is IRS Form 14017 used for?
This form allows a taxpayer to ask the IRS Independent Office of Appeals to help resolve a tax disagreement quickly. By submitting Form 14017, the taxpayer consents to sharing their return information with others involved in this settlement process. The filing helps move the dispute toward a faster resolution.
Who must file IRS Form 14017?
The undersigned request assistance from the IRS Independent Office of Appeals in the Fast Track Settlement (FTS) process; therefore, the taxpayer must file Form 14017.
What information does IRS Form 14017 require?
This application collects identifying information such as the Taxpayer name and TIN/EIN, details about the issues being considered (referenced to Form(s) 5701 or Form 886-A), and specifies participants like the Representative name. It also captures logistical data like the Fast Track end date.
Where do I file IRS Form 14017?
The location where the application is filed should be recorded on Form 14017; the document includes fields for LB&I and other service center routing information.
How do I complete IRS Form 14017?
The taxpayer must sign the application first, providing a Date signed. If applicable, signatures from the Spouse, Representative, IRS Group/Team Manager, and Approving Operating Division Official are required. Finally, the Appeals Team Manager or Program Manager accepts the application by signing it as well.
What happens if IRS Form 14017 is filed incorrectly?
By signing this application, the taxpayer consents to the disclosure of their returns and return information pertaining to the issues being considered in the FTS process to those named participants. Failure to properly complete it may impede the fast track settlement.
Who must file Form 14017?
The undersigned request assistance from the IRS Independent Office of Appeals in the Fast Track Settlement (FTS) process. Check the signature lines to see who is submitting it.
What documents accompany Form 14017?
The issues are described in attached Form(s) 5701, Summary of Issues, or Form 886-A, Explanation of Items, or similar documents and the taxpayer’s written response. Ensure these supporting documents are included with the application.
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