Posts by snapme

The Taxpayer Advocate Service encourages you to use the Tax Withholding Estimator now. Who should use it and why now? WHO – Every individual taxpayer. Anyone who works for someone else (an employee) and depends on the tax withholding taken from their pay by an employer to cover taxes owed. If you are currently unemployed. If…

On June 25, I released my mid-year Fiscal Year 2026 Objectives Report to Congress. In it, I praise the IRS for running its best filing season in recent years. It received nearly 141 million individual income tax returns and processed about 138 million without issues for most returns.    Despite experiencing operational uncertainties, telework transitions,…

National Taxpayer Advocate Erin M. Collins today released her Fiscal Year 2026 Objectives Report to Congress, highlighting a largely successful 2025 filing season while raising concerns about persistent refund delays for victims of identity theft, delays in processing Employee Retention Credit claims, and critical challenges facing taxpayers and the IRS as the agency prepares for…

It is that time of year again – school is out and so are report cards. It is also time for TAS to publish its report card for the IRS. Each year, I submit the National Taxpayer Advocate Annual Report to Congress (ARC) with recommendations for administrative actions the IRS can take to resolve problems…

Know your rights and what to do if the IRS sends you a bill after you already paid your taxes. TAS Tax Tip: What to do if you receive an IRS balance due notice for taxes you have already paid.   The IRS issues various balance due notices, including Notice CP14, Notice of Tax Due and…

Updates as of June 5, 2025   Important Tax Dates Coming Up on June 16 There are important tax dates coming up this month. Take a look at our handy to-do list to make sure you and your clients don’t miss out. Read more   Apply for a Low Income Taxpayer Clinic Grant by July…

“[Our] Low Income Taxpayer Clinic is profoundly grateful to our [local TAS office]…for their invaluable collaboration and partnership. In 2024, TAS assisted on [14 percent] of our cases, ensuring that low-income…taxpayers receive the justice and relief they deserve. Your dedication and expertise have been instrumental in resolving so many of the most complex and challenging…

The IRS’s Alternative Dispute Resolution (ADR) options allow taxpayers and the IRS to resolve disputes more quickly than through the traditional appeals processes. Many practitioners, including me during my time in private practice, have long appreciated its advantages. I often recommended to my clients and successfully used programs like Fast Track Settlement, Post Appeals Mediation,…

Section 903 of the TAS Act Will Simplify Estimated Tax Payments for Individuals On January 30, 2025, a discussion draft of the Taxpayer Assistance and Service Act (“TAS Act”) was released by Senator Mike Crapo, chairman of the Senate Finance Committee, and Senator Ron Wyden, the Committee’s ranking member. The TAS Act is a broad…

The ERC Claim Period Has Closed — The IRS Must Now Prioritize Resolution, Communication, and Taxpayer Protections   As of April 15, 2025, the window for filing Employee Retention Credit (ERC) claims officially closed, marking the end of a significant chapter in pandemic-era relief. Yet, while the filing period has ended, the program is far…