Form FTB 914 – Taxpayer Advocate Assistance Request Now Available
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April 14, 2015
Purpose of bulletin
To inform staff that form FTB 914, Taxpayer Advocate Assistance Request is now available for taxpayer use.
Executive and Advocate Services (EAS) is the Advocate’s designee for coordinating resolution of taxpayer complaints and problems. EAS typically handles cases that have gone unresolved through normal channels or involve an FTB action that places the taxpayer in an immediate undue hardship.
Because EAS’s contact information is readily available through many means, EAS receives a substantial amount of routine contacts (via telephone and correspondence) that do not meet Advocate criteria. To ensure EAS’s ability to handle the cases that meet Advocate criteria, it must route routine work to the appropriate business area of the department for resolution.
Occasionally, taxpayers will use FTB 914 when they do not meet EAS criteria. In those cases, EAS forwards the form through Case Management to the appropriate area for resolution. In these instances, you are permitted to resolve FTB 914 cases. Upon resolution, you must make contact with the taxpayer to inform them of your decision. If you believe you received a case that should ultimately be resolved by EAS, check with your lead or supervisor before returning the case to EAS.
Taxpayers should be encouraged to use normal channels when possible. If a taxpayer requests Advocate assistance, follow your unit procedures and refer to your lead if you need assistance. If the taxpayer is insistent that they would like to speak with EAS, advise them that they will be asked to put their request in writing and, that if it does not meet Advocate criteria, their case will be referred to the appropriate business area of the department.
Taxpayers seeking Advocate’s assistance can use form FTB 914, Taxpayer Advocate Assistance Request or they may write a letter and include the following:
- Daytime telephone number
- Account number
- Detailed summary of the issue, including the tax year(s)
Taxpayers can send their written request for Advocate assistance by:
- 916.843.6022 (preferred)
- Executive and Advocate Services
PO Box 157
Rancho Cordova CA 95741-0157
- Taxpayer.Advocate@ftb.ca.gov (unsecure)
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