For IRS Use Only box
Appointment number, day (Tuesday, Wednesday or Thursday), time, table number and contact.
13989
IRS Tax Forum Case Resolution Data Sheet
- Agency
- IRS
- Revision
- Rev. 4-2026
- Fillable fields
- 41
- Pages
- 2
- Official source
- IRS form page
- Checked
- October 21, 2026
Form 13989: IRS Tax Forum Case Resolution Data Sheet
Form 13989, IRS Tax Forum Case Resolution Data Sheet, is the sheet a tax practitioner completes to get an appointment with the Practitioner Case Resolution Program at an IRS Tax Forum. The instructions on page 2 say IRS representatives with specialized experience are available by appointment only to meet one-on-one with tax professionals to discuss a client's tax case, and that a case not resolved on site is assigned to an appropriate IRS professional for follow-up.
The sheet has three sections: the client taxpayer or business, the authorized representative, and a description of the problem. A box at the top is for IRS use only. The form ties every appointment to a Form 2848, Power of Attorney and Declaration of Representative, that lists the practitioner.
The instructions say the program cannot help with a practitioner's personal tax issue. You can fill out the PDF free in your browser on this page and download it without an account.
What's on Form 13989
Section 1: client
Taxpayer or business name, street address, city, state and ZIP code, tax periods and tax forms.
Section 2: representative
Authorized representative name, address, telephone and cellular numbers, and two boxes: a copy of the POA attached with the CAF number, or no POA on file with the original attached.
Section 3: the problem
A description of the problem or issue, a yes or no question about working with an IRS representative, the operation involved and the city or office if known.
Page 2: instructions
Instructions for the Practitioner Case Resolution Program, how to secure an appointment, additional requirements and the Privacy Act statement.
How to fill out Form 13989
- 1
Section 1
Enter the client taxpayer or business name and address, then the tax periods and tax forms. The form says the POA has to cover all tax periods and forms for which assistance is requested.
- 2
Section 2
Enter the representative's name, address and telephone number. The form says a cellular number is helpful should the IRS need to reach the practitioner after the appointment.
- 3
POA boxes
Check the box for a copy of the POA attached and enter the CAF number, or check the box for no POA on file with the original attached.
- 4
Section 3
Describe the problem and attach all pertinent information. The instructions also ask for IRS correspondence, notices or other documents that may help resolve the case.
- 5
Current IRS contact
Answer yes or no on whether an IRS representative is already working the case. If yes, check Collection, Exam, TAS, Appeals or Other and add the city or office if known.
- 6
Leave the IRS box blank
The appointment number, day, time, table number and contact at the top are For IRS Use Only.
Why fill Form 13989 on indox
You get the real form, filled in a browser tab, with nothing standing between you and the finished PDF.
- Fill the form right in your browser, no software to install
- Free to fill and free to download, with no account
- The official blank straight from the IRS, not a copy someone retyped
- Works on a phone, tablet or computer
Getting an appointment and what to bring
Monday appointments
The instructions say to visit the Practitioner Case Resolution table in the general Forum Registration area from 2:00 p.m. to 7:00 p.m.
Tuesday to Thursday
The instructions say to go directly to the Practitioner Case Resolution Program. The Forum Information Desk can direct practitioners to the room.
Form 2848
The instructions require a physical, signed copy of Form 2848 even if one is already on file with the IRS, and say an appointment cannot be scheduled without it. For a joint return year, each spouse files a separate power of attorney.
One case per practitioner
The instructions say only 1 appointment for 1 case will be allowed per practitioner.
Cases not resolved on site
The instructions say a case that cannot be resolved at the Forum is assigned to an appropriate IRS professional for follow-up.
Privacy
The Privacy Act statement says supplying the information is voluntary, but leaving out information may limit the expediency, accuracy or completion of the assistance.
Related forms
Who uses Form 13989?
A tax professional attending an IRS Tax Forum completes the sheet for one client case and gives it to the Practitioner Case Resolution Program. It is not a form a taxpayer files for their own account.
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Questions about Form 13989
What is Form 13989 used for?
It is the data sheet a tax professional completes to schedule a one-on-one appointment with the Practitioner Case Resolution Program at an IRS Tax Forum to discuss a client's case.
Is a power of attorney required?
The instructions say a signed copy of Form 2848 is brought in person, even if it is on file, and that it has to cover all tax forms and years for the appointment and list the practitioner.
How many cases can one practitioner bring?
One. The instructions say only 1 appointment for 1 case will be allowed per practitioner.
Can the program help with my own taxes?
No. The instructions say the Case Resolution Program cannot help with a personal tax issue and to contact the IRS or the Taxpayer Advocate Service directly.
What happens if the case is not resolved at the Forum?
The instructions say it will be assigned to an appropriate IRS professional for follow-up.
Is giving this information required by law?
The Privacy Act statement says supplying the information is voluntary and not directly required by law, including a Social Security number, though missing information may limit the assistance.