RECOMMENDATION 01026-001
RECOMMENDATION TEXT:
Page 1 Under “What you need to know”, clarification that this is not an audit. clarification
IRS Action: Not adopted
RECOMMENDATION 01026-002
RECOMMENDATION TEXT:
Page 1 You don’t need to do anything at this time If you filed the tax return, you do not need to do anything at this time – All in bold on the top line to the right of “What you need to do” and changing “don’t” to “do not” clarification
IRS Action: Not adopted
RECOMMENDATION 01026-003
RECOMMENDATION TEXT:
Page 2 Under “Additional Information” Pay online, by phone, or with a mobile device. Visit IRS.gov/payments, call [Add the phone number to pay by phone] or the IRS2Go mobile app for all IRS payment options after “If you need assistance, please don’t hesitate to contact us”. Communication and clarification – Taxpayer communication assistance
IRS Action: Not adopted
RECOMMENDATION 01026-004
RECOMMENDATION TEXT:
Page 3 Under “What you need to do …If you filed the tax return” page 1 You can check your refund status at www.irs.gov/refunds or the IRS2Go mobile app for smart phones You can check your refund status at www.irs.gov/wheres-my-refund or the IRS2Go mobile app for smart phones. The original link directs the taxpayer to the Refund website, and then when the taxpayer clicks “Check Your Refund” it takes them to the Wheres-My-Refund website. It will be best to take the Taxpayer directly to the Wheres-My-Refund website instead of them having to link through.
IRS Action: Not adopted
RECOMMENDATION 01026-005
RECOMMENDATION TEXT:
Page 1 Under title section: We’re holding your refund until We selected your return to verify one or more of the following you may have reported: • Income • Income tax withholding • Tax credits • Business income Be specific as to what is being reviewed, when possible. Clarity. This can help expedite the process and reduce inquiries.
IRS Action: Not adopted
RECOMMENDATION 01026-006
RECOMMENDATION TEXT:
Page 1 What you need to do We could take up to 60 days to complete this review. Please don’t contact us prior to 60 days from the date of this notice since we won’t be able to provide you any additional information. You can check your refund status at www.irs.gov/refunds or the IRS2Go mobile app for smart phones. Reorder paragraphs and replace “haven’t” with “have not”: We could take up to 60 days to complete this review. Please don’t contact us prior to 60 days from the date of this notice since we won’t be able to provide you any additional information. If you have not received your refund or heard from us after 60 days, you can call us at the number listed above. You can check your refund status at www.irs.gov/refunds or the IRS2Go mobile app for smart phones. Reorder gives the taxpayer clarity on how to proceed after 60 days.
IRS Action: Not adopted
RECOMMENDATION 01026-007
RECOMMENDATION TEXT:
Under “Additional information” After Taxpayer Advocate Service: The Taxpayer Advocate Panel (“TAP”) is a volunteer organization, comprised of community members, that can advocate for all taxpayers if the IRS systems, processes, or procedures are not functioning as intended. Please visit improveirs.org to submit your suggestions or concerns. Taxpayer Rights and Sources of Assistance.
IRS Action: Not adopted
RECOMMENDATION 01026-008
RECOMMENDATION TEXT:
Under “Additional Information” Include the TAP QR Code. Taxpayer Rights and Sources of Assistance.
IRS Action: Not adopted
RECOMMENDATION 01026-009
RECOMMENDATION TEXT:
Under “Additional Information” Add the following section: TAXPAYER ONLINE ACCOUNT – Taxpayers can create and access taxpayer online accounts. Please go to irs.gov, select “Sign into your Online Account” to get started; or Scan the QR Code found within this Notice. Our committee is receiving multiple requests and/or comments regarding taxpayer confusion and difficulty in receiving and understanding IRS Notices and Correspondence. This will help taxpayers remain or become compliant, increase efficiency, reduce frustration. The IRS will also receive less phone calls, less paper, less frustrated taxpayers. The Notices and Correspondence Committee believes that if the taxpayer knew they could create an on-line account, much of this confusion could be alleviated. Most taxpayers are trying to obtain or confirm individual account information on the main IRS page. OR, taxpayers never visit the IRS main page to realize that taxpayers have the ability to create and view taxpayer’s individual on-line account information. Therefore, we respectfully request that this text be included at the top of ALL IRS correspondence. Our committee would then advocate for further detail and improvements under the taxpayer on-line account – which our committee will discuss and present
IRS Action: Not adopted
RECOMMENDATION 01026-010
RECOMMENDATION TEXT:
Under “Additional Information” Add a QR Code to go to the taxpayer on-line account. Communication and clarification