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The TAS Case Assignment Timeline: How Long It Takes After You File a Hardship Claim

ou contacted the Taxpayer Advocate Service (TAS).
You submitted your documentation.
You explained your delay, your hardship, and your IRS dead-end.

Now the question is:
How long does it take for TAS to actually take action?

Here’s the real timeline — not the vague answer you’ll get on the phone.

The TAS Process: From Contact to Resolution

Phase 1 — TAS Intake Screening (2–5 business days)

When you first call TAS, your case is:

  • received
  • logged
  • classified
  • assigned an intake officer

At this stage they determine:

  • Is this economic hardship?
  • Is the refund delay unreasonable?
  • Has the IRS failed to respond?
  • Does TAS have jurisdiction?

You may be asked for supporting documents — this is normal.

Phase 2 — Case Acceptance & Advocate Assignment (5–14 business days)

If approved, your case is accepted and assigned to:

  • a specific case advocate
  • in a specific geographic region
  • with access to IRS internal files

This advocate becomes your point of contact.

You now have a person — not a phone tree.

Phase 3 — Internal IRS Contact & Information Demand (7–21 days)

The case advocate will:

  • contact internal IRS processing teams
  • request case notes
  • request status files
  • request explanation of hold codes
  • request clarification on next steps

During this time, transcript activity MAY begin to change.

Common transcript updates include:

  • TC 971 — Notice issued or action pending
  • TC 570 — Hold in place
  • followed by
  • TC 571 — Hold lifted
    or
  • TC 572 — Additional adjustment

This is where progress begins.

Phase 4 — IRS Response or Action Order (10–30 days)

This varies by reason for delay:

If it’s an ID verification issue

Your advocate requests documentation review.

If it’s an employer wage-match issue

Your advocate requests SSA or employer confirmation.

If it’s a fraud-filter false positive

Your advocate pushes to clear the automated hold.

If it’s an offset question

Your advocate confirms the correct refund amount.

If it’s a clerical delay

Your advocate requests accelerated processing.

Phase 5 — Refund Release (varies)

Once the issue is resolved:

Transcript shows TC 571 or TC 846
and then:

Refund Issued

Refund is sent either:

  • by direct deposit (fastest)
  • or as a paper check (slowest)

Total TAS Timeline in Real-World terms

Here’s what most taxpayers experience:

  • Minimum time: 14–21 days
  • Normal time: 30–45 days
  • Complicated cases: 60–90 days
  • Identity-related cases: 90–120+ days

TAS speeds things up — but it does not bypass required IRS checks.

What Speeds Up Your TAS Case

You’ll see faster action if:

  • you provide all documentation immediately
  • you respond same-day to TAS calls
  • you have clear evidence of hardship
  • your refund delay is already long
  • IRS ignored your prior submissions

What Slows Down Your TAS Case

Common delays occur when:

  • you don’t return calls
  • you delay sending documents
  • your identity proof is incomplete
  • your employer hasn’t verified W-2 data
  • IRS fraud-filters require deep review

Communication Matters: Your Advocate Is Your Ally

Your TAS advocate is not IRS enforcement.
Your advocate is not an auditor.
Your advocate is not suspicious of you.

They are:

your internal representative inside the IRS system.

Treat them as a partner.
Provide documentation quickly.
Keep communication professional and responsive.

Real Example Timeline

Taxpayer:
Refund delayed 83 days.

TAS contacted:
March 10
Assigned advocate: March 16
IRS contacted internally: March 19
TC 571 posted: April 3
TC 846 refund issued: April 6
Deposit received: April 9

Total turnaround: 30 days

This is a realistic example.

When the IRS traps your refund behind a 120-day review or an unjustified hold, TAS is your best path forward.

But TAS does not magically fix your refund overnight.
Realistic expectations:

  • 2–5 days for intake
  • 5–14 days for case assignment
  • 2–4 weeks for IRS response
  • up to several months for complex cases

However—
TAS gives you something you didn’t have before:

  • a direct contact
  • real answers
  • transparency
  • accountability
  • movement

Instead of waiting in silence, you have traction.

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