RECOMMENDATION 01019-001
RECOMMENDATION TEXT:
1 Page 3-4 Retirement Income Taxable Social Security/Railroad Retirement Add the Form information: Retirement Income Taxable (1099-R) Social Security(1099-SSA) Railroad Retirement (RRB-1099) Easier for Taxpayer to understand by providing specific form number. Response: Resolved prior to elevation-See newly redesigned CP2501 for updates to titles and forms. The form information is listed under “What caused the differences” in the Account Information section.
IRS Action: Recommended
RECOMMENDATION 01019-002
RECOMMENDATION TEXT:
3365 None Add a QR Code to go to the taxpayer on-line account. Communication and clarification Response: Under Consideration This action is commission driven. There is one QR code on the notice either TDC invitation or DUT reply. IOLA is not fully implemented in AUR. Recommendation 3365 and 3366 may be better suited to be housed on the Understanding your CP2501 notice | Internal Revenue Service site
IRS Action: Partially adopted
RECOMMENDATION 01019-003
RECOMMENDATION TEXT:
3366 None 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 Response Under Consideration IOLA is not fully implemented in AUR. This recommendation can be revisited once IOLA is implemented.
IRS Action: Partially adopted
RECOMMENDATION 01019-004
RECOMMENDATION TEXT:
Thank you for your review. We understand your reasons for deferring decisions regarding our recommendations. While we wish we had been aware of this Notice’s inclusion in the redesign project before our review, we believe that most of our recommendations will be consistent (if not identical) to changes suggested in that effort. We are rebutting this one item where we believe there was a misunderstanding as to TAS vs. TAP. Our recommendation is to add standard language, approved by the IRS (Item #17), describing TAP (in addition to the standard TAS language). 17. Taxpayer Advocacy Panel Standard Language Taxpayers have an opportunity to provide direct feedback to the Internal Revenue Service (IRS) through the Taxpayer Advocacy Panel (TAP). TAP is a Federal Advisory Committee comprised of an independent panel of citizen volunteers who listen to taxpayers, identify taxpayers’ systemic issues, and make suggestions for improving IRS customer service. Contact TAP at www.improveirs
IRS Action: Recommended
RECOMMENDATION 01019-005
RECOMMENDATION TEXT:
3368 Page 3 Form W-2 or 1099 not received Add to the heading: Form W-2 or 1099 not reported on your return. This clarifies that it is the Taxpayer who might not have received the W-2 and/or 1099 Response; Not Adopted This paragraph has been removed. See newly redesigned CP2501 for updates to verbiage.
IRS Action: Not adopted
RECOMMENDATION 01019-006
RECOMMENDATION TEXT:
3369 CP 2501-page 3 Misidentified income …isn’t yours, send us the name, address, and taxpayer identification number of the person who received the income. …isn’t yours, to the extent known, send us the name, address, and taxpayer identification number of the person who received the income. If a taxpayer doesn’t have this information, it can’t be provided Response: Not Adopted This paragraph has been removed from the notice. See newly redesigned CP2501 for any updates to verbiage.