Posts by snapme

The IRS is sending LT36 notices to current and former federal employees who potentially have an unpaid tax debt or have not filed a tax return. These notices are part of the Federal Employee/Retiree Delinquency Initiative (FERDI). The initiative uses payroll and pension data to identify tax noncompliance.  It is important that any federal employee…

NTA Blog: IRS Appeals Moves Toward Greater Transparency by Sharing Appeals Case Memoranda With Taxpayers   Introduction For years, I have urged the IRS Independent Office of Appeals (Appeals) to provide taxpayers with a copy of the Appeals Case Memorandum (ACM) at the conclusion of every case. Appeals routinely shares the ACM, which explains how…

On January 30, 2025, Senator Mike Crapo, chairman of the Senate Finance Committee, and Senator Ron Wyden, the Committee’s ranking member, introduced a discussion draft of the Taxpayer Assistance and Service Act (TAS Act). This broad and sweeping bill seeks to improve tax administration and address long-standing challenges faced by taxpayers.   Among its many provisions,…

Here are some tips to follow to keep you and your private information safe in various situations. Staying safe on social media Don’t post or send private or tax related information anywhere on these types of platforms. Even if you have your social media accounts set to a limited audience under privacy settings, if you…

Earlier this year, the Senate Finance Committee took a significant step toward modernizing and improving tax processes by introducing a discussion draft of the Taxpayer Assistance and Service or “TAS” Act. This groundbreaking draft, released by Committee Chairman Senator Mike Crapo and Ranking Member Senator Ron Wyden, aims to address various inefficiencies and imbalances in…

If you receive an IRS collection notice regarding unpaid taxes, make sure you take time to carefully read and respond to it. Your notice will let you know how much you owe, when it is due, and how to pay. You may have several alternatives for how to respond to your collection notice, so it’s important…

I have posted several times about the discussion draft of the Taxpayer Assistance and Service Act since it was jointly released earlier this year by Senate Finance Committee Chairman Mike Crapo and Committee ranking member Ron Wyden. The act has 68 provisions with approximately 40 that resemble recommendations from past Taxpayer Advocate Service (TAS) Annual Reports…

Avoiding Common Mistakes When Claiming Credits  There are many credits available for families with dependents, but sometimes the qualifications for these credits can be confusing. If you make an error when claiming credits on your federal tax return, it could result in a delay in receiving your refund, an audit, a denial of all or…

Digital Payment Applications & Taxes Here’s something important to pay attention to if you use certain cash applications to send or receive money from others for something other than business transactions. After a night out with friends, some of whom didn’t come with cash, the group decides that one person pays, and the rest will…

On January 30, 2025, Senator Mike Crapo, chairman of the Senate Finance Committee, and Senator Ron Wyden, the Committee’s ranking member, introduced a discussion draft of the Taxpayer Assistance and Service Act (TAS Act). This broad and sweeping bill seeks to improve tax administration and address long-standing challenges faced by taxpayers.   Among its many provisions,…