Taxes & IRS - Senator Elizabeth Warren

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The Internal Revenue Service (IRS) is a federal agency within the U.S. Department of the Treasury. The IRS oversees the administration of the Internal Revenue Code, the collection of individual and corporate taxes, the distribution of refundable tax credits, and the enforcement of national tax laws.

COMMON AREAS OF ASSISTANCE

Tax Returns: My office can assist with federal tax account concerns for individual constituents, nonprofits, and/or businesses by facilitating communication with the IRS and Taxpayer Advocate Service (TAS) to resolve persistent bureaucratic obstacles, including:

Processing Delays: Navigating backlogs or "frozen" returns that have exceeded standard processing timeframes;
Refund Recovery: Assisting with the search for missing, lost, or stolen refund checks and electronic deposits;
Notice Clarification: Explaining IRS correspondence and ensuring the agency receives your responses;
Hardship Advocacy: Requesting expedited review in certain situations for constituents facing severe financial distress due to tax issues.

Identity Theft Victim Assistance (IDTVA): My office can assist victims of tax-related identity theft by helping them navigate the IRS recovery process and resolve fraud-related account freezes, specifically regarding:

Identity Verification: Assisting with responses to IRS letters (such as 5071C or 4883C) to confirm your identity and release held returns;
Rejected Filings: Resolving issues where an e-filed return is rejected because a fraudulent return was already submitted using your Social Security number;
Refund Expediting: Advocating for the resolution of fraudulent claims to ensure your tax refund is processed and issued.

Phone and Correspondence Accessibility: My office may be able to assist with concerns involving communication with the IRS, such as clarifying correspondence from the agency and helping constituents connect with IRS/TAS staff. We can act as a liaison to make sure your letters are received and that you get a clear answer from the appropriate IRS department.

LIMITATIONS TO ASSISTANCE

My office will do everything possible to assist constituents within the legal and practical limitations of a congressional office. Please note that a congressional inquiry does not guarantee faster processing or a favorable outcome. If my office reviews your concern and determines that it falls outside the scope of congressional assistance, my office will do our best to direct you to the appropriate resource for further help. My office does not have jurisdiction over state tax issues.

Legal or Tax Advice: My staff cannot act as an accountant, tax preparer, or legal counsel. They cannot advise you on which deductions to take or how to structure your finances.
Compel a Specific Outcome: My office can ask the IRS to review a case or expedite a process, but they cannot force the IRS to decide in your favor, grant a refund, or waive a penalty that the law does not allow.
State Tax Issues: My office does not have jurisdiction over the State of Massachusetts or its agencies, including the Massachusetts Department of Revenue (DOR). You may contact the DOR through their website.

For assistance, please fill out the form below to contact my office. If your matter is urgent, you may also call our Boston office at (617) 565-3170 or our Springfield office at (413) 788-2690.

Your Information

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-----IRS

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-----Immigration, Citizenship, and Visas

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-----MEDICARE & MEDICAID

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-----MEDICARE

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-----STUDENT LOAN

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-----VETERANS

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Please attach dd214 or dd214-1 form, discharge papers, Statement of Service or Retirement notice attachments, VA benefits determination letters attachments, and/or previous VA correspondence when submitting your casework request.

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------Military

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------Office of Personnel Management

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------Passports

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If you have already applied+paid for expedited processing please send us proof of your imminent travel along with your casework submission.

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-------Social Security

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-------General

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-----FINISHING UP

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Please provide a brief explanation of your reason for requesting assistance from Senator Elizabeth Warren’s office in the space provided below:*

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Certification Under Penalty of Perjury

To the best of my knowledge, I certify, under penalty of perjury, that 1) I provided or authorized all of the information in this privacy release and any document submitted with it; 2) I reviewed and understand all of the information contained in my privacy release and submitted with it; and 3) all of this information is complete, true, and correct.

I, (print your name)___________________________________ , authorize USCIS to release information contained in my USCIS records as relevant to checking my case status, and to the extent permitted by law, to Senator Elizabeth Warren and the Member’s staff.

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Please Sign, Date and Send to our Office

U.S. Senator Elizabeth Warren and members of her staff have my permission to make inquiries on my behalf, including access to my personal records and/or files as necessary to assist me in the matter that I have presented to her office.

Signature: _____________________________________ Date: _______/ _______/ _______

Options to send to my office:

By Mail:	By Email:	By Fax:
U.S. Senator Elizabeth Warren 2400 JFK Federal Building 15 New Sudbury Street Boston MA 02203	casework@warren.senate.gov	202-228-4850

Please download, sign, date, and send this form to our office.

REVIEW & DOWNLOAD

Download PDF

The Federal Privacy Act of 1974 (Public Law 93-579) requires us to have your written permission before we contact government agencies on your behalf or discuss your case in detail. After completing the form above, please click "Submit and Generate PDF" below for a printable PDF copy of the Privacy Act Waiver form with your information.

Or you can download a Privacy Act Waiver form and fill it out yourself:

Privacy Act Waiver for non-immigration cases (English)
Spanish, Arabic, Chinese, Haitian Creole, Cape Verdean Creole, Khmer, Portuguese, Vietnamese

Once your form is filled out and signed with your original signature, please return it to my Boston office by doing one of the following:

Email: casework@warren.senate.gov

Fax: 202-228-4850

Mail:
Senator Elizabeth Warren
2400 JFK Federal Building
15 New Sudbury Street
Boston MA 02203

For the fastest response from our office, please email or fax as physical mail has longer processing times.

Please only include email attachments as PDF's or JPEG's.

When you submit your inquiry please also prepare and submit the following documents:

A completed personal statement
Proof of Travel (Flight itinerary, hotel booking, etc.)
Relevant supporting documentation (death certificate, funeral/memorial service invitation, college tour confirmation, medical letter, employment letter, conference/award invitation, etc.).

If sending images, convert them into .pdf files by pasting them into a Word document. All proof must be in English.

Or you can download a Privacy Act Waiver form and fill it out yourself:

Privacy Act Waiver for non-immigration cases (English)
Spanish, Arabic, Chinese, Haitian Creole, Cape Verdean Creole, Khmer, Portuguese, Vietnamese

Once your form is filled out and signed with your original signature, please return it to my Boston office by doing one of the following:

Email: casework@warren.senate.gov

Fax: 202-228-4850

Mail:
Senator Elizabeth Warren
2400 JFK Federal Building
15 New Sudbury Street
Boston MA 02203

For the fastest response from our office, please email or fax as physical mail has longer processing times.

Please only include email attachments as PDF's or JPEG's.

Or you can download a Privacy Act Waiver form and fill it out yourself:

Once your form is filled out and signed with your wet ink signature, please return it to my Boston office by doing one of the following:

Email: casework@warren.senate.gov

Fax: 202-228-4850

Mail:
Senator Elizabeth Warren
2400 JFK Federal Building
15 New Sudbury Street
Boston MA 02203

For the fastest response from our office, please email or fax as physical mail has longer processing times.

Please only include email attachments as PDF's or JPEG's.

After you have read the statement above and downloaded the PDF, click "Confirm & Submit" button to finish.