Are you the publisher? Claim or contact us about this channel


Embed this content in your HTML

Search

Report adult content:

click to rate:

Account: (login)

More Channels


Showcase


Channel Catalog


Channel Description:

News - TAS in the News

(Page 1) | 2 | 3 | newer

    0 0

    Ohio Congressman Steve Stivers worked with the Taxpayer Advocate Service to correct the records of a 94-year-old veteran, who the IRS had listed as dead.

    COLUMBUS (Terri Sullivan) - A veteran declared dead by the IRS is once again alive.

    ABC 6 first brought you the story of 94-year-old Siegfried Meinstein back in January.

    He fought in World War II, but his latest victory is the one over the IRS, which said he was dead. 
        
    His troubles began last April when his accountant tried to file his taxes online, and it was rejected because Meinstein was listed as deceased.
       
    At the same time, the feds had some good news. He had a credit of $14,000, but they couldn't find his tax returns.

    ABC6 on your side stepped in to help; the family just got the good news. 

    "Finally this burden is off my shoulders and my trust in our system is restored," said Meinstein.

    Ohio Congressman Steve Stivers (R) saw the story on ABC 6 and knew he could help the veteran with his situation.
     
    The congressman reached out to the family, which gave him the okay to intervene.

    Stivers' office said he worked with the Taxpayer Advocate Office, which is an independent office of the IRS that works to resolve IRS disputes. 
    The Congressman said he wants to help anyone who is experiencing this issue, or any issue with the federal government.

    They just need to contact his office.

    See the full story:  Congressman Helps Veteran Dead to the IRS Come "Back to Life" (Fox28)


    0 0

    National Taxpayer Advocate Nina Olson submitted written testimony to the Senate Appropriations Subcommittee on Financial Services and General Government for a hearing that would discuss the Internal Revenue Service FY 2016 budget.

    Similar to testimony she gave in person last week to the House, she cited severe declines in taxpayer service. But with the passing weeks, levels of service have continued to fall.

    “I do not think it is hyperbolic to say we are facing a crisis in taxpayer service."

    "As the filing season has kicked into higher gear, the IRS’s telephone performance has dropped below the year-to-date average. For the week ending February 7, the IRS answered 34 percent of its calls. For the week ending February 14, it answered 36 percent. And for the week ending February 21, it answered 31 percent.”

    Read her complete testimony.


    0 0

    The Taxpayer Advocacy Panel, a group of citizen volunteers that works to improve IRS taxpayer service, announced its 2015 membership, which included two individuals from Sacramento, CA. The paper there, the Sacramento Bee, profiled these two new TAP members – Dawn Basciano and Larry Meade.

    "Last year, the IRS had 400 applicants for its 29 openings, many of whom had no prior experience with tax issues, other than filing their return every year.

    Dawn Basciano, a state Department of Public Health employee, considers the fact that she has no prior experience to be an advantage. 'Not having knowledge as a CPA is a plus. It means I’m approaching this as a lay person.'

    She said she was googling the IRS Web page trying to find a local contact concerning her own tax return when she stumbled onto the TAP application. 'I found it absolutely amazing that there’s this group that the IRS listens to,' the native Sacramentan said.

    Similarly, Larry Meade, an assistant program director for Americorps, said he was motivated to apply for TAP as a way to 'demystify a process' that’s confusing to many Americans. 'To know that we’re not employees of the IRS makes it more comfortable for people to share ideas,' Meade said. 'We are the conduit for that information.'"

    Read the full story: They make sure IRS listens - Advocate panel includes two Sacramentans (Sacramento Bee)

    The Taxpayer Advocacy Panel is currently accepting applications for new volunteers in select states. Find more information and apply at ImproveIRS.org.


    0 0

    A recent story on News 4 in St. Louis featured Local Taxpayer Advocate Peggy Guinn and Taxpayer Advocacy Panel Director Shelia Andrews. It let viewers know that TAS is there to help them with their issues with the IRS.

    A service run by the IRS is making efforts to help those who have run into roadblocks trying to work out their issues with the agency. The Tax[payer] Advocate Service (TAS) works with people who have trouble dealing the IRS process of sorting out tax issues.

    “Within every state there is a local taxpayer advocate by law. We help taxpayers resolve problems with the IRS that they have not been able to resolve on their own,” said Peggy Guinn, the head of the TAS in St. Louis. “We are the voice of the taxpayer but we are like the safety net.”

    Watch the full story at KMOV.com: Service helps people deal with the IRS [VIDEO]


    0 0

    National Taxpayer Advocate Nina Olson appeared on the Diane Rehm Show to talk about declining customer service at the IRS. She was joined by Merritt Wingate,  Certified Public Accountant from Morgan Wingate & Co., and  Lisa Rein, national reporter for The Washington Post.

    After the show, Olson and Wingate headed over to Facebook for a live Q&A, answering questions about taxes.

    Listen to the full episode:  What’s Behind Declining Customer Service at the IRS (Diane Rehm)

    Read excerpts from the Q&A on the Diane Rehm Show blog.

    Photo:  National Taxpayer Advocate Nina Olson and CPA Merritt Wingate answer questions April 9 in a live Facebook Q&A. (Diane Rehm Show Blog)


    0 0

    National Taxpayer Advocate Nina Olson recently appeared as part of a panel of experts at the Urban-Brookings Tax Policy Center. The panel discussion, addressing the question “How do IRS budget cuts affect taxpayers and the tax system?”, followed a presentation by IRS commissioner John Koskinen,  who summarized the effects of budget cuts and how the IRS is responding.

    Watch video of the event:  How do IRS budget cuts affect taxpayers and the tax system?


    0 0

    Taxpayer Advocate Service Senior Attorney-Advisor Christopher J. Lee testified today at a field hearing of the Senate Budget Committee held by U.S. Senator Kelly Ayotte (R-N.H.). The hearing was to discuss tax-related identity theft and fraudulent tax returns.

    Read more about the hearing

    Read the full text of Lee’s testimony


    0 0

    Every year, the Taxpayer Advocate Service (TAS) helps thousands of people with tax problems. All personal details are removed to protect the privacy of the taxpayer.

    While a taxpayer was out of the country, his brother stole his identity and used his Social Security number to file a tax return. The IRS audited the return, filed a lien against the taxpayer’s property, and took part of his refunds to pay the balance due (that showed on the bogus return the brother filed).

    The taxpayer provided his original passport that proved he was out of the country when the fraudulent return was filed and audited. He also provided a copy of his brother’s driver’s license showing his name, but with his brother’s picture. TAS worked to get the assessment removed from the taxpayer’s account but the IRS denied the request multiple times, stating the taxpayer knew the person using his identity. The Case Advocate did not give up and continued to advocate by elevating the case. Ultimately, the IRS agreed to reverse the assessment and issue a refund to the taxpayer.

    Learn more about identity theft.

    When working with the Taxpayer Advocate Service, each individual or business taxpayer is assigned to an advocate who listens to the problem and helps the taxpayer understand what needs to be done to fix it. TAS advocates will do everything they can to get the problems resolved and will stay with the taxpayers every step of the way. Occasionally we feature stories of taxpayers and advocates who worked together to resolve complex tax issues. Read more TAS success stories.


    0 0

    Every year, the Taxpayer Advocate Service (TAS) helps thousands of people with tax problems. All personal details are removed to protect the privacy of the taxpayer.

    The IRS took a taxpayer’s entire refund to offset a debt owed by her husband. The taxpayer didn’t try to recover the money through an “injured spouse” claim until two years later, and by then she’d been assessed additional tax for unreported income. The IRS refused to return the injured spouse’s full share of the overpayment because of the tax increase.

    A Low Income Taxpayer Clinic attorney contacted TAS for help in getting the injured spouse claim processed. The TAS case advocate argued the IRS acted incorrectly in taking the injured spouse’s share of the refund to pay debt for which she was not liable. After several attempts, TAS successfully negotiated the full allowance of the claim. The attorney recognized the case advocate’s “amazing work.”

    Learn more about injured spouse.

    When working with the Taxpayer Advocate Service, each individual or business taxpayer is assigned to an advocate who listens to the problem and helps the taxpayer understand what needs to be done to fix it. TAS advocates will do everything they can to get the problems resolved and will stay with the taxpayers every step of the way. Occasionally we feature stories of taxpayers and advocates who worked together to resolve complex tax issues. Read more TAS success stories.


    0 0

    In advance of the International Conference on Taxpayer Rights, National Taxpayer Advocate Nina E. Olson sat down with Tax Analysts' William Hoffman to talk about differences between taxpayer rights and remedies, embedding taxpayer rights in the Internal Revenue Manual, and why Sweden's idea of taxpayer rights would never work in the United States.

    The full interview is available from Tax Analysts

    Tax Analysts Exclusive: Conversations: Nina Olson Stands Up for Taxpayer Rights (November 5, 2015)

    0 0

    Every year, the Taxpayer Advocate Service (TAS) helps thousands of people with tax problems. All personal details are removed to protect the privacy of the taxpayer.

    Two taxpayers claimed the Earned Income Tax Credit (EITC) for the same dependents. This created a complicated case that required TAS’s advocates to use all their knowledge to figure out who was actually eligible for the credit. Based on the EITC rules, the taxpayer who came to TAS for help should have received the credit. However, the case advocate needed one missing piece of information -- a court-ordered custody agreement. The taxpayer promised to provide the information but did not send it or respond to a follow-up letter and phone calls. The case advocate did not give up and made one more contact to the taxpayer – who, as it turned out, had been out of town due to a family illness. The taxpayer quickly faxed in the information and the case advocate promptly shared it with the IRS, successfully advocating for the EITC and granting the taxpayer his refund.

    Learn more about the Earned Income Tax Credit.

    When working with the Taxpayer Advocate Service, each individual or business taxpayer is assigned to an advocate who listens to the problem and helps the taxpayer understand what needs to be done to fix it. TAS advocates will do everything they can to get the problems resolved and will stay with the taxpayers every step of the way. Occasionally we feature stories of taxpayers and advocates who worked together to resolve complex tax issues. Read more TAS success stories.


    0 0

    National Taxpayer Advocate Nina Olson was interviewed by Tax Analysts reporter Bill Hoffman for Tax Notes Live, a weekly show highlighting news in tax.

    NTA Nina Olson discussed the IRS’s adoption of the Taxpayer Bill of Rights and TAS’s effort to raise awareness among taxpayers through local outreach activities. She shared plans for a follow up taxpayer rights survey this coming year that will help measure if TAS and the IRS have made advances in educating taxpayers about their rights when dealing with the IRS.

    She also discussed her hopes for the inaugural International Conference on Taxpayer Rights held at the National Archives in Washington, DC – that it would start a dialog about taxpayer rights among the more than 20 countries represented at the conference.

    Listen to the interview on Tax Notes Live (beginning at 43:15)


    0 0

    The Associated Press covered the release of the National Taxpayer Advocate's 2015 Annual Report to Congress

    WASHINGTON (AP) — The IRS is planning to push you to fire up the computer rather than calling for tax help, but the agency's in-house watchdog says that could freeze out millions of taxpayers or force them to pay for advice.

    ...

    "Implicit in the plan — and explicit in internal discussion — is an intention on the part of the IRS to substantially reduce telephone and face-to-face interaction with taxpayers," Olson's report said. "The key unanswered question is by how much. ... It is incumbent upon the IRS to be much more specific about how much personal taxpayer assistance it expects to provide."

    Read the full article: IRS watchdog warns of scaled-back service in agency plans - Associated Press (Jan. 6, 2016)


    0 0

    The New York Times covered the release of the 2015 Annual Report to Congress, saying:

    Under pressure from Congress to do more with less, the Internal Revenue Service is planning to increase its reliance on technology and tax preparers. But this push threatens to create a “pay to play” system where the only taxpayers who will receive personalized service are those who can afford to pay for it, the agency’s taxpayer advocate warned.

    Read the full article: Taxpayer Advocate Warns of ‘Pay to Play’ I.R.S. System - The New York Times (January 9, 2016)


    0 0

    USA Today reported on the release of the 2015 Annual Report to Congress, saying:

    NEW YORK-- The Internal Revenue Service is quietly moving toward a high-tech future that could end up hurting taxpayers and costing them more money, a new report warns.

    Since 2014, the IRS has invested millions of dollars on a plan to make better use of its limited resources, including adoption of online taxpayer accounts.

    But the plan, which has yet to be made fully public, could add to people's costs come tax season — and discourage them from paying their dues, warned the National Taxpayer Advocate in its annual report to Congress, released Wednesday.

    "I have significant concerns that the IRS is embarking on a path that will unintentionally undermine taxpayer rights rather than enhance them, thereby eroding taxpayer trust further," wrote Nina Olson in her report to Congress.

    Read the full article: Report warns IRS's online plans could hurt taxpayers - USA Today (January 6, 2016) Watch the video.


    0 0

    The Wall Street Journal reported on the release of the 2015 Annual Report to Congress, saying:

    An internal watchdog at the Internal Revenue Service is warning that the agency’s plan to shift many taxpayer services to the Internet contains risks for the public and may not work as the IRS intends.

    Nina Olson, the national taxpayer advocate, deemed the uncertainty about the IRS “future state” project as the most serious problem facing taxpayers. She called on the IRS to provide more details about the plans immediately. Ms. Olson, who runs an independent office inside the IRS, released her annual report on Wednesday.

    Ms. Olson wrote that she is concerned about how IRS interaction with taxpayers may evolve as the agency tries to cope with funding limits and updates its aging technology. The new online account system, a priority for IRS Commissioner John Koskinen, could let the IRS reduce service even further than it already has on its toll-free telephone lines and its walk-in assistance centers.

    Read the full article: IRS Watchdog Warns of Risks in Moving Services to Internet - The Wall Street Journal (January 6, 2016)


    0 0

    The Washington Post reported on the release of the 2015 Annual Report to Congress last week, saying:

    Doing business with the Internal Revenue Service of the future will feel a lot like doing business with an online retailer or your bank. You’ll file your taxes online and be notified through a secure email account that the IRS got them. Questions, payments — even audits — will be communicated to you electronically. No more letters in the mail.

    The IRS says its jump to widespread automation sometime in the next five years will be a necessary act of catching up to the modern world. But a new report issued Wednesday by the national advocate for taxpayers alleges that the IRS of the future will more or less wipe out taxpayers’ interaction with a human being, either on the phone or in person.

    “Based on our internal discussions with IRS officials, [we have] been left with the distinct impression that the IRS’s ultimate goal is ‘to get out of the business of talking with taxpayers,'” National Taxpayer Advocate Nina E. Olson wrote in her annual report to Congress.

    Read the full article: Secret plan shows the IRS wants to ‘get out of the business of talking with taxpayers,’ advocate says - The Washington Post (January 6, 2016)


    0 0

    National Taxpayer Advocate Nina E. Olson appeared on C-SPAN earlier this week to talk about customer service at the IRS and taxpayer's concerns before the April 15 filing deadline.

    She also took questions from callers which covered a wide range of topics including the Earned Income Tax Credit, tax refunds,  abolishing the IRS, and Donald Trump's tax audits.

    Watch the video at C-SPAN.


    0 0

    Leslie Book, professor of law at Villanova University, was one of the panelists at the first National Taxpayer Advocate Public Forum, held Feb. 23 in Washington, DC. Professor Book also writes for the blog Procedurally Taxing, and this week he wrote a post discussing his own testimony, the other presentations, and the importance of the forums generally.

    It is not easy to administer a tax system. When you add into the mix a society as diverse as ours, and a tax system that really is not just one system but many differing systems, the IRS has its hands full. The forums are an important way for differing constituents to present their voices and hopefully allow the IRS to design future service plans with taxpayer needs in mind.

    Read the full article on Procedurally Taxing.


    0 0

    Tax Analysts has honored National Taxpayer Advocate Nina Olson as one of ten outstanding women in tax. After receiving more than 300 nominations, Nina Olson was recognized as a global tax pioneer, influencing tax administration and policy every day.

    Nina Olson has been a pioneer in the tax field, serving as the voice of the taxpayer at the IRS and before Congress. Under her leadership, the Taxpayer Advocate Service helps hundreds of thousands of people every year resolve problems with the IRS and address systemic issues within the IRS. Her Annual Report to Congress identifies the most serious problems facing taxpayers and recommends solutions. Nina Olson’s recognition of this award reflects her influence on the work of legislators, tax administrators and tax professionals across the globe.

    Read the full article: 2016 Outstanding Women in Tax - Tax Analysts (April 25, 2016)


(Page 1) | 2 | 3 | newer