IRS Form 8546: Claim for Reimbursement of Bank Charges

Form 8546 PDF Details

Claims must be made within one year of the date the claim accrues.

Joint account: if the bank account involved is a joint account, each owner on the account must sign the Form 8546 as a claimant for erroneous levy.

Joint returns: DDIA processing error claims on joint returns also require signature of both spouses.

Representative: an authorized agent or legal representative can file and sign the claim if the claimant can't because of disability, death, or other acceptable reason.

Records: records to support your claim must include bank statements and correspondence.

Bank information: if you do not complete items 6 through 10, a check will be sent to you.