Get Form 13711 Instructions

This guide provides comprehensive, step-by-step instructions for filling out the Form 13711 online. Whether you are familiar with tax forms or new to this process, you will find clear and supportive guidance to assist you in completing your appeal request.

Follow the steps to fill out the Form 13711 correctly

1. Press the ‘Get Form’ button to access the form and open it in your online document editor.
2. Enter the taxpayer name(s) in the designated field. Ensure that the names are spelled correctly as they appear on official tax documents.
3. Input the taxpayer identification number(s) in the provided field. This information is crucial for identifying the tax account.
4. Fill in your mailing address. Include your street address, city, state, and ZIP code. This address is where correspondence regarding your appeal will be sent.
5. Specify the tax form number related to your appeal. This helps clarify which tax form your appeal concerns.
6. Indicate the tax period(s) that ended, relevant to the items you are disputing. Ensure accuracy for proper processing of your appeal.
7. Provide the taxpayer's current daytime phone number. This number will be used for any necessary follow-up queries regarding your appeal.
8. Identify the specific item(s) you disagree with, as shown on the Income and Expense Table and Asset and Equity Table from your rejection letter. Include a brief explanation for each disagreement in the designated area.
9. Attach any supporting documentation relevant to your claims. Indicate on these documents which issues they pertain to, ensuring clear connections between your claims and the provided evidence.
10. Complete the signature section by having all involved taxpayers sign and date the form. This step is crucial for validating your appeal request.
11. If someone other than the taxpayer prepared this application, fill in the preparer's name and address. Ensure this individual signs where indicated, and attach Form 2848 if a representative is signing.
12. Finally, review all entries for accuracy. Save changes, then download or print the form as needed for your records or to send it to the appropriate office.

Complete your Form 13711 online today for a smooth submission process.