Penalty Abatement Easy Fill

Select the penalty and the relief you want to review.

Taxpayer / Case

Identifiers are masked here and populated only through the existing secure server-side case record. If unavailable, the PDF identifier field stays blank for proper completion. Do not enter identifiers in explanations.

Taxpayer Name Taxpayer type Protected taxpayer identifier This request relates to a joint return. Spouse Name Spouse SSN / ITIN Address Apartment / Room / Suite City State ZIP Daytime Phone Preparer Name PTIN Firm Name Firm EIN Firm Address Firm Phone

Tax Period

Select one period per request. Enter the penalty separately for that period; Titan does not allocate amounts across years.

Manual Tax Year / Period Return / Form Beginning date (optional) Ending date (optional)

Penalty

Request only the selected penalty. Leave the amount blank if unknown; do not include tax or unrelated interest. Confirm the IRC section against the notice.

Penalty Type IRC Section Amount Requested Penalty Assessed?

Relief Review

Prior 3 years / 12 quarters reviewed? Prior history clean? Prior penalty exists? Current filing and payment status reviewed? All applicable FTA criteria reviewed? I reviewed the prior penalty history and current applicable FTA criteria.

Review the same return's required prior filings and penalty history, including applicable spouse history. Review unpaid tax/payment arrangements; failure-to-pay penalties may continue until tax is fully paid. For business deposits, check prior deposit waivers and EFTPS-avoidance exclusions. An apparent fit is not an IRS approval.

IRS administrative relief guidance

Review pending.

Applicable prior unreversed penalty amount

Use the applicable prior penalty amount from the reviewed lookback history, not the amount requested on this Form 843. Review all relevant prior penalties.

Titan uses a practitioner screening threshold for this review: prior penalty under $200. This is not an IRS-published threshold. The significant-amount position requires review of the applicable IRM criteria and IRS determination.

REVIEW REQUIRED

I reviewed the complete applicable lookback history and support the position that the prior unreversed penalties were not significant. The screening amount alone does not establish this.

Reason

Reasonable Cause may apply based on the facts and supporting documentation. Selecting a category does not prove eligibility. Lack of funds alone is insufficient; reliance on advice requires penalty-specific review. Enter only facts supplied by the taxpayer, without SSNs or TINs.

IRS reasonable-cause guidance

Reason Category

What happened? When did it happen? What obligation was affected? How did it prevent compliance? What did the taxpayer do to try to comply? How were other affairs handled? When did the circumstance end or change? What happened once compliance was possible? Supporting documentation described

Supporting Documentation

Penalty Abatement Review

This replaces the explanation below. Review and edit it before generating. If facts, period, or penalty change, rebuild or update the statement.

Editable Explanation I reviewed the taxpayer, selected period, penalty, requested amount, and explanation.

This prepares a draft IRS Form 843, not a submission. Review missing information, supporting documents, signatures, and filing instructions before filing. Unknown amounts remain blank.

Official Form 843 instructions