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November 2, 2022 – As discussed in Part One, I, together with several other IRS executives, had the honor to work side by side with employees in the extraction mailroom at the IRS’s Kansas City campus. As discussed in Part One, I, together with several other IRS executives, had the honor to work side by…

November 1, 2022 – Earlier this month, I spent a week at the IRS campus in Kansas City helping campus employees and surge teams to process the IRS’s paper inventory backlog. Earlier this month, I spent a week at the IRS campus in Kansas City helping campus employees and surge teams to process the IRS’s…

October 28, 2022 – The Taxpayer Advocate Service shares information to help taxpayers claim credits on their 2021 tax returns.   Hurry – time is running out to claim your credits on your 2021 federal income tax return using the IRS’s Free File! The Taxpayer Advocate Service (TAS) wants to educate individuals about claiming the…

October 27, 2022 – The Taxpayer Advocate Service shares information to help first-time filers meet their federal tax obligations. Every year brings new people into the workforce. The Taxpayer Advocate Service (TAS) wants to reach individuals filing tax returns for the first time, or for the first time after a gap in filing, to share…

October 26, 2022 – The Coronavirus Aid, Relief, and Economic Security (CARES) Act enacted March 27, 2020, permits taxpayers to deduct up to 100 percent of their adjusted gross income (AGI), for qualified contributions made during calendar year 2020. The Coronavirus Aid, Relief, and Economic Security (CARES) Act enacted March 27, 2020, permits taxpayers to…

October 17, 2022 – If you file jointly and your spouse has a debt (this can be a federal, state income tax, child support, or spousal support debt) the IRS can apply your refund to one of these debts, which is known as an “offset.”   If you file jointly and your spouse has a…

October 12, 2022 – It gives me great pride and joy to celebrate the 20th anniversary of the Taxpayer Advocacy Panel! This year, the Taxpayer Advocacy Panel (TAP) marks a major milestone – two decades of advancing its mission of improving IRS customer service and administrative processes for U.S. taxpayers nationwide and abroad. With the…

October 5, 2022 – As the U.S. population ages, taxpayers and their representatives are increasingly confronted with the question of how to appoint a power of attorney (POA) to act on behalf of taxpayers in the event of incompetence or incapacity. When taxpayers are competent, they use a Form 2848, Power of Attorney and Declaration…

September 29, 2022 – Part Two continues with more helpful tips I hope you will find useful when trying to understand IRS transcripts. How to Identify the IRS’s Broad Penalty Relief Initiative and Other Helpful Tips for Understanding Tax Account Transcripts: Part Two Part I of this two-part blog discussed how to identify penalty relief…

September 27, 2022 – I recently blogged about the IRS’s broad relief for late filing penalties for 2019 and 2020 tax returns. During the height of the pandemic, taxpayers experienced many obstacles to the timely filing of their 2019 and 2020 tax returns. Because of the scale of the problem, the National Taxpayer Advocate, Members…