Low Income Taxpayer Clinic Guide: Tools

If you need to find a particular form and do not know what it is called, use a search engine. Often times, the IRS forms will be at the top of the page. The form finders on the practice centers certainly work, but its sometimes hard narrow in on the exact form that you need if your keywords are not on point. 

Additionally, if you go to the Georgia State Low-Income Taxpayer Clinic website, you can use their tool search function. The available forms are tailored for use in a low income tax clinic, and they are often packaged as editable Microsoft Word documents with instructions on how to fill them out.

Common Publications and Forms:

• Form 1040
• Form 1040X - used for filing amended tax returns
• Instructions for requesting a meeting with the IRS Office of Appeals
• Link to the U.S. Tax Court's case related forms.
  • Tax Court Petition
  • Statement of Taxpayer Identification Number
  • Request for Place of Trial
  • Tax Court Petition Kit - This provides all the forms required to file a petition in Tax Court.
  • Filing Fee Waiver Form
• Form 433-A: Collections Information Statement for Wage Earners and Self Employed Individuals
• Offer in Compromise Booklet - Offer in Compromise Doubt as to Collectibility
• Form 656-L - Offer in Compromise Doubt as to Liability
• Form 8857 - Request for Innocent Spouse Relief
• Form 911 - Request for Taxpayer Advocate Service Assistance

Internal Revenue Service

• IRS office locator tool
• Taxpayer Assistance Center office locator tool
• Interactive Tax Assistant Search - This tool allows taxpayers to search for answers to common tax law questions.
• Tax Help Line for Individuals: 800-829-1040 M-F 7am - 10pm
• Volunteer Income Tax Assistance: 211 or 404-614-1000

U.S. Tax Court

• Contact Directory
• Address (for mail-in petitions): United States Tax Court, 400 Second Street, N.W., Washington, D.C. 2021

Taxpayer Advocate Service

• TAS Qualifier Tool - Used to determine if the TAS can assist the taxpayer
• TAS Georgia Office Address: 401 W. Peachtree St., Room 510, Stop 202-D, Atlanta, GA 30308
  • Phone: 404-338-8099
  • Fax: 855-822-1232