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Filing season’s in full swing. If you’re looking for resources to help you make sure your taxes are accurately filed, the Taxpayer Advocate Service has a round-up of the tips and tricks you might need this year.  Where’s My Refund? – If you filed a federal income tax return and are expecting a refund from…

A taxpayer contacted TAS because the IRS had been levying their Social Security benefits for payment of an outstanding tax liability. The taxpayer was facing an economic hardship and needed the Social Security income for their necessary living expenses.  The assigned case advocate determined that because of the taxpayer’s financial hardship, the IRS should release…

Preparing and filing tax returns can cause anxiety and confusion, but resources are available to help you timely and accurately meet your filing requirements. Free filing and assistance are available through the Volunteer Income Tax Assistance (VITA) and Tax Counseling for the Elderly (TCE) programs, Free File programs, Direct File, MilTax, and many private software…

Each year, disasters affect hundreds of thousands of people and businesses. These disasters can upend every aspect of an affected individual’s life, including damage to, or destruction of, their home, business, and critical documents. To assist taxpayers, the president may declare the event a federal disaster, which allows the federal government to help affected taxpayers…

A business’s authorized representative contacted TAS for assistance with a notice of federal tax lien (NFTL). The business filed some amended returns with the IRS to eliminate the tax liability on which the NFTL was filed, and needed the lien released before the end of the year so they could sell some property. TAS immediately…

This filing season, many taxpayers will — for the first time ever — receive a Form 1099-K, Payment Card and Third Party Network Transactions. The IRS now requires certain payment apps and online marketplaces to send you this form if you received more than $5,000 total for the sale of goods or services, regardless of…

Celebrating 50 Years of the Earned Income Tax Credit Tax year (TY) 2025 marks the 50th anniversary of the Earned Income Tax Credit (EITC). The Tax Reduction Act of 1975 introduced the EITC as a modest tax break to provide financial help to economically challenged working families. Over the years, the EITC has grown into…

Earlier today, Senator Mike Crapo, chairman of the Senate Finance Committee, and Senator Ron Wyden, the committee’s ranking member, jointly released a discussion draft of a broad and sweeping bill titled the Taxpayer Assistance and Service, or “TAS,” Act. The draft bill runs 163 pages and contains 68 provisions – about 40 of which reflect…

Identity theft is a constant threat that can happen to anyone. As the saying goes: an ounce of prevention is worth a pound of cure. With the annual filing season beginning this week, it is a good time to highlight resources available to help mitigate the potential of becoming a tax-related identity theft victim. Generally,…

This year’s report focuses on the taxpayer impact of processing delays.   Title: National Taxpayer Advocate delivers 2023 Annual Report to Congress National Taxpayer Advocate Erin M. Collins today released her 2023 Annual Report to Congress, describing 2023 as a year of “extraordinary transition for the IRS and therefore for taxpayers.” The report credits the IRS…