Header
Date and location, a From box with LB&I, SB/SE, TE/GE or Other, and the type of tax.
14017
Application for Fast Track Settlement
Form 14017, Application for Fast Track Settlement, is submitted to the IRS Independent Office of Appeals. In its signature statement, the undersigned "request assistance from the IRS Independent Office of Appeals in the Fast Track Settlement (FTS) process."
The form is a joint application. It carries signature lines for the taxpayer, the taxpayer's spouse (if related to a joint return), the taxpayer's representative, the IRS Group/Team Manager and an approving operating division official, and it is accepted by an Appeals Team Manager and an Appeals Program Manager. The issues are described in attached documents, such as Form 5701, Summary of Issues, or Form 886-A, Explanation of Items, together with the taxpayer's written response.
The one-page PDF prints no line instructions. You can fill it out free in your browser on this page and download it without an account.

Date and location, a From box with LB&I, SB/SE, TE/GE or Other, and the type of tax.
Taxpayer name, TIN/EIN, tax years, address, telephone number and fax number.
Representative name (if applicable), name of firm, address, telephone number and fax number.
The Examination Group/Team Manager, the source (FE/OE, etc.), a location and contact numbers, and a table of other participants with name, position or affiliation and telephone.
A statement covering the request, the attached issue documents, disclosure consent and confidentiality, followed by seven signature and date lines.
MFT, PBC, Potential Joint Committee (Yes or No), Listed transaction (Yes or No), LB&I practice area, preferred conference site and Fast Track end date.
Enter the date and location, check the From box for the operating division (LB&I, SB/SE, TE/GE or Other) and enter the type of tax.
Enter the taxpayer name, TIN/EIN, the tax years involved, the address, and telephone and fax numbers.
If a representative takes part, enter the name, firm, address, telephone and fax numbers. Otherwise leave the block empty.
Enter the Examination Group/Team Manager, the source, location and contact numbers, then list any other participants with their position or affiliation and telephone number.
The signature statement says the issues are described in Form(s) 5701, Form 886-A or similar documents and the taxpayer's written response, and that these are attached to the application.
The taxpayer, spouse (if a joint return), representative, IRS Group/Team Manager and approving operating division official sign and date. Appeals officials sign to accept.
The PDF has no line instructions. These steps follow the order of the blocks the form prints.
You get the real form, filled in a browser tab, with nothing standing between you and the finished PDF.
The top of the form says it is submitted to the IRS Independent Office of Appeals. The form prints no mailing address and no filing deadline.
Form 5701, Summary of Issues, or Form 886-A, Explanation of Items, or similar documents, plus the taxpayer's written response, are attached to the application.
The form says that by signing, the taxpayer consents under section 6103(c) to disclosure of returns and return information on the FTS issues to the persons named on the application as participants.
The form says the ex parte prohibition in section 1001(a) of the Internal Revenue Service Restructuring and Reform Act of 1998 does not apply in FTS, because Appeals personnel are not acting in their traditional Appeals settlement role.
The form says IRS employees, the taxpayer and invited participants will not voluntarily disclose information about any communication made during the FTS session, except as provided by statute.
The taxpayer signs and dates the application. A spouse also signs if the issues relate to a joint return.
If there is one, the representative's name, firm, address, telephone and fax go in the right-hand block, and the representative signs.
The Examination Group/Team Manager is named on the form and signs, and an approving operating division official signs with a title.
An Appeals Team Manager and an Appeals Program Manager sign to show the application is accepted by Appeals.
The form does not say who fills in each block. It lists the people who sign and the Appeals officials who accept it.
The agency’s own page for Form 14017.
The official blank form, to print or fill by hand.
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The form says it is submitted to the IRS Independent Office of Appeals, and acceptance is signed by an Appeals Team Manager and an Appeals Program Manager.
No. The form has signature lines for the taxpayer, a spouse on a joint return, a representative, the IRS Group/Team Manager and an approving operating division official.
The form says the issues are described in Form(s) 5701, Form 886-A or similar documents and the taxpayer's written response, which are attached to the application.
By signing, the taxpayer consents under section 6103(c) to disclosure of return information on the FTS issues to the persons named on the application as participants.
The PDF prints no line instructions. This page describes only what the form itself prints.