Uncategorized

Highlights a largely successful filing season and priorities for 2027 WASHINGTON — National Taxpayer Advocate Erin M. Collins today released her Fiscal Year 2027 Objectives Report to Congress, highlighting a largely successful 2026 filing season in which the IRS processed nearly 139 million individual tax returns, issued more than 90 million refunds, and successfully implemented…

Foreign participants in the 2026 FIFA World Cup may have U.S. tax obligations. Learn about withholding, tax treaties, filing requirements, and how to stay compliant. The 2026 FIFA World Cup will be jointly hosted by the United States, Canada, and Mexico, with a majority of matches taking place in the United States. If you are…

If your business has research and experimental (R&E) expenses, recent tax law changes may affect how you deduct those costs and whether you can claim relief for prior tax years. The One, Big, Beautiful Bill Act changed the tax treatment of certain domestic and foreign R&E expenses. The IRS has also issued guidance explaining how…

Don’t miss potential tax refunds tied to COVID-19 relief rules. Learn who may still qualify and how to protect your refund rights before key deadlines expire. As I explained in prior blogs, recent legal developments, including the court’s opinion in Kwong, suggest that various tax-related deadlines were postponed during the nearly 3.5-year COVID-19 federal disaster…

Join the Taxpayer Advocate Service at the 2026 IRS Nationwide Tax Forum, the IRS’s five-city outreach and education program tailored for the tax professional community. Registered attendees can: Hear directly from the National Taxpayer Advocate, Deputy National Taxpayer Advocate, and TAS subject matter experts; Resolve difficult tax cases in the TAS Case Resolution Room; Engage…

Join TAS at the 2026 IRS Nationwide Tax Forum to attend Town Halls, earn continuing education credits, and get help with difficult IRS cases with the return of our case resolution room. Summertime marks the start of an activity-filled season for most, and that includes the Taxpayer Advocate Service (TAS) as we join the IRS…

There has been a lot of information in the news about how the IRS is moving away from paper checks. While direct deposit is a safe and secure way to get your tax refund, there are scammers out there looking to capitalize on any confusion about updating your bank account information. If you filed your…

Learn if Medicaid waiver payments are tax-exempt, how to report them, and when to file an amended return to claim a refund or tax credits. Certain Medicaid Waiver Payments May Be Excludable From Income Caring for a loved one or other individual can be physically and mentally taxing, but if you are being paid to…

Don’t miss your refund. Learn how to file Form 843, choose between refund and protective claims, and avoid common mistakes before the 2026 deadline. As I discussed in Part I of this series, recent legal developments, including the U.S. Court of Federal Claims decision in Kwong v. United States, suggest that some penalties and interest…

Millions may qualify for refunds on COVID-era penalties and interest. Learn how to read an IRS account transcript to help identify potential refund and abatement eligibility before the July 10, 2026 deadline.       Tens of millions of taxpayers may be entitled to refunds or abatements of COVID-19 period penalties and interest. Relief will…