Success Story: TAS helps taxpayer validate eligibility for Earned Income Tax Credit

February 12, 2018

Every year the Taxpayer Advocate Service (TAS) helps thousands of people with tax problems. This story is only one of many examples of how TAS helps resolve taxpayer issues. All personal details are removed to protect the privacy of the taxpayer.

A taxpayer filed returns for three tax years as head of household and claimed the Earned Income Tax Credit (EITC) and the Child Tax Credit (CTC) for two dependents. The taxpayer asked for Taxpayer Advocate Service (TAS) assistance after the IRS audited her returns and denied the claimed credits.

The case advocate researched the taxpayer’s account and determined the taxpayer asked the IRS to reconsider her audit, but hadn’t heard anything from the IRS. The case advocate also discovered the EITC was denied because the taxpayer did not provide typical records the IRS usually accepts for proof of residency. The taxpayer had submitted a lease agreement to prove where she lived, along with a letter from her pastor. The taxpayer had custody of the children because their mother was a victim of domestic violence. TAS strongly recommended the IRS reconsider the documentation. Through excellent advocacy efforts, the IRS accepted the taxpayer’s documentation and issued refunds for each of the three tax years.  

When working with the Taxpayer Advocate Service, each individual or business taxpayer is assigned to an advocate who listens to the problem and helps the taxpayer understand what needs to be done to resolve their tax issue. TAS advocates will do everything they can to help taxpayers and work with them every step of the way. Occasionally TAS features stories of taxpayers and advocates who work together to resolve complex tax issues. Read more TAS success stories.

Learn about TAS eligibility