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Form 14017: Application for Fast Track Settlement
IRS Form 14017 is the Application for Fast Track Settlement submitted to the IRS Independent Office of Appeals. Taxpayers request assistance to resolve tax issues through the Fast Track Settlement process, providing required signatures and supporting issue documents.
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IRS Form 14017 - Application for Fast Track Settlement
IRS Form 14017 is the Application for Fast Track Settlement submitted to the IRS Independent Office of Appeals. Taxpayers request assistance to resolve tax issues through the Fast Track Settlement process, providing required signatures and supporting issue documents.
Risk Radar
Scan points- 1Submitting the form without the required taxpayer signature invalidates the request.
- 2Submitting the application without attaching Form 5701, the Summary of Issues, Form 886‑A, or the taxpayer’s written response.
- 3Leaving the taxpayer signature line blank, which is required for the request to be valid.
- 4Omitting the Examination Group/Team Manager signature, needed to authorize the Fast Track Settlement request.
- 5Failing to include the Approving Operating Division Official’s signature and title, preventing approval.
Plain English
Form 14017 lets a taxpayer ask the IRS Appeals office for fast‑track help to settle tax disputes. The taxpayer must fill in identifying details, list the issues, attach supporting documents, and sign. All required signatures from the taxpayer, representatives, and IRS officials must be included before submission.
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 the taxpayer requests assistance from the IRS Independent Office of Appeals in the Fast Track Settlement process.
- Do not use it when the taxpayer is not seeking Fast Track Settlement assistance.
- Check Form 5701 instead when the issues are already summarized in a Form 5701, Summary of Issues.
Form selector
Use this form or another form?
Issues summarized on Form 5701, Summary of Issues
Provides a concise issue list required for Fast Track Settlement
✓ Confirm the Form 5701 is attached and complete
Issues explained on Form 886-A, Explanation of Items
Details items for the settlement request
✓ Verify Form 886-A accompanies the application
Updating a previously submitted Form 5701
Ensures the latest issue summary is reviewed
✓ Ensure the revised Form 5701 reflects current issues
Deadline or filing window
Not stated in the official source.
Checklist
What you need before filling it out
Taxpayer name
Legal name as on tax return · Tax return or prior filings
Taxpayer TIN/EIN
Employer Identification Number · Form SS-4 or prior tax return
Tax years
List of applicable tax years · Tax notices or returns
Signature
Taxpayer signature and date · Signature block on Form 14017
Representative name
Name of authorized representative · Power of attorney (Form 2848)
Before you submit
- 1Verify the form revision date reads March 2020.
- 2Enter the taxpayer’s name exactly as on the tax return.
- 3Enter the correct Taxpayer TIN/EIN.
- 4List all applicable tax years.
- 5Attach the Form 5701, Summary of Issues, or Form 886-A, Explanation of Items, as required.
- 6Include the taxpayer’s written response if referenced.
- 7Obtain the required signatures: taxpayer, spouse (if joint), representative, IRS Group/Team Manager.
- 8Date each signature line.
- 9Review the Fast Track end date field for accuracy.
- 10Confirm no ex parte communication restrictions apply as noted.
- 11Make a copy of the completed form for records.
- 12Mail the form to the address indicated by the IRS Independent Office of Appeals.
How to file this form
- 1Complete the form fields with taxpayer information and issue details, then retain a copy.
- 2Attach the supporting Form 5701 or Form 886-A and any written response, then verify attachments.
- 3Gather all required signatures and dates, then confirm each signature block is filled.
- 4Send the application to the IRS Independent Office of Appeals via certified mail, then keep the mailing receipt as proof of filing.
Known limitations
- 1Form 14017 edition date reads March 2020 on the cover page; verify that a more recent revision has not been released.
- 2Official source does not list a filing fee; confirm on the IRS website whether any payment is required before submission.
- 3Mailing address for the Independent Office of Appeals is absent from the source; check the latest IRS instructions for the correct destination.
- 4Required signatures include taxpayer, possibly spouse, representative, Group/Team Manager, Approving Official, and Appeals officials; ensure all appear before mailing.
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 14017 (Application for Fast Track Settlement) is revised March 2020 as shown on the cover page. The source does not indicate any later revision or changes.
What changed or needs a fresh check
- Edition date — confirm the form revision reads March 2020 as shown on the cover page.
- Fee — not stated in the official source.
- Mailing address — not stated in the official source.
- Signature — confirm required signatures (taxpayer, possibly spouse, representative, IRS manager) are present on the form.
Quick Facts
Downloads
After you file
- 1Retain a complete copy of the signed Form 14017 and all attachments for personal records and potential future reference.
- 2Monitor mail for an IRS acknowledgment receipt; if none arrives within reasonable time, contact the Independent Office of Appeals for status.
- 3Be prepared to supply additional issue documents if the Appeals office requests clarification or further evidence supporting the Fast Track Settlement request.
- 4Verify that any subsequent communications reference the original Form 14017 identification number and maintain consistent contact information throughout the process.
Sources
- SRCForm p.1 — title is Application for Fast Track Settlement
- SRCForm p.1 — submitted to IRS Independent Office of Appeals
- SRCForm p.1 — taxpayer consents to disclosure of returns per section 6103(c)
- SRCForm p.1 — prohibition against ex parte communications does not apply to FTS communications
- SRCForm p.1 — requires signatures from taxpayer, spouse (if joint), representative, manager, and officials
- SRCForm p.1 — includes field for Potential Joint Committee (Yes/No)
- SRCForm p.1 — includes field for Listed transaction (Yes/No)
- SRCForm p.1 — includes field for Preferred conference site
- SRCForm p.1 — includes field for Fast Track end date
Common confusion points
What goes in the 'Date Location' field?
The form lists a 'Date Location' line but does not explain its content.
→ Verify that the date and the IRS office location of the request are entered as shown on the form.
Should I include a 'Representative name' if I have no representative?
The form provides a 'Representative name (if applicable)' line, which may cause uncertainty when none exists.
→ Check whether the form allows the line to remain empty when no representative applies.
What is the purpose of the 'Other Participants' section?
The form includes 'Other Participants (if applicable)' without definition.
→ Confirm the participants you wish to involve are listed on the form under that heading.
How to fill the 'Preferred conference site' field?
The form shows 'Preferred conference site' but provides no guidance.
→ Ensure the site you prefer is entered exactly as you wish the conference to be held.
Is the 'Fast Track end date' required?
The form contains a 'Fast Track end date' line with no explanation of necessity.
→ Verify whether the end date is required by checking the form instructions or leaving it blank if optional.
What does the 'LB&I practice area' field refer to?
The form lists 'LB&I practice area' without description.
→ Identify the appropriate practice area for your case and enter it as labeled.
Workflow map
Related forms and next steps
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Questions about IRS Form 14017
What is IRS Form 14017 used for?
Form 14017 lets a taxpayer ask the IRS Appeals office for fast‑track help to settle tax disputes. The taxpayer must fill in identifying details, list the issues, attach supporting documents, and sign. All required signatures from the taxpayer, representatives, and IRS officials must be included before submission.
Who must file IRS Form 14017?
The taxpayer who seeks Fast Track Settlement assistance files this form.
What information does IRS Form 14017 require?
The form collects the taxpayer’s name, TIN/EIN, tax years, address, contact numbers, type of tax, representative information, examination group manager details, other participants, and required signatures.
How do I complete IRS Form 14017?
The applicant completes the top section with the date, location, type of tax, taxpayer name, TIN/EIN, tax years, and contact information. The form then lists any representative, the Examination Group/Team Manager, and other participants, and attaches the required issue documents (Form 5701, Form 886‑A, or similar). All required signatures—including taxpayer, spouse if joint, representative, Group/Team Manager, Approving Operating Division Official, and Appeals officials—must be obtained before sending the application to the Independent Office of Appeals.
What goes in the 'Date Location' field?
The form lists a 'Date Location' line but does not explain its content. Verify that the date and the IRS office location of the request are entered as shown on the form.
Should I include a 'Representative name' if I have no representative?
The form provides a 'Representative name (if applicable)' line, which may cause uncertainty when none exists. Check whether the form allows the line to remain empty when no representative applies.
What is the purpose of the 'Other Participants' section?
The form includes 'Other Participants (if applicable)' without definition. Confirm the participants you wish to involve are listed on the form under that heading.
How to fill the 'Preferred conference site' field?
The form shows 'Preferred conference site' but provides no guidance. Ensure the site you prefer is entered exactly as you wish the conference to be held.
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