Search
-->

Issue 40699

Expand VITA Scope to Include OIC Issues

Volunteer Income Tax Assistance (VITA)/Tax Counseling for the Elderly (TCE) Programs – Information Summary for Payment Options, Including Offer-In-Compromise.

To inform taxpayers with balances due who get assistance at VITA/ TCE locations, of their payment options, including making an offer-in-compromise.

TAP RECOMMENDATION

1. Provide a single page summary of information (see attached summary) about payment and other options to taxpayers at all VITA/TCE locations. 2. Placement in Publication 4012, VITA/TCE Volunteer Resource Guide. 3. Placement in Publication 4691 VITA/ TCE Training Guide. 4. Inclusion with the IRS Link & Learn Taxes e-learning course modules.

IRS Action:Awaiting IRS response

1. SPEC created a 2-page document for volunteers to work through balance due issues with taxpayers, which advises volunteers to refer taxpayers to the Payments page on IRS.gov. It also advises volunteers to tell taxpayers about correcting their withholding for the following tax year.

2. Similar content to assist taxpayer balance due issues is already in the Publication 4012.

3. Similar content to assist taxpayer balance due issues is already in Publication 4491.

4. Similar content to assist taxpayer balance due issues is already in the Link & Learn Taxes e-learning course.

icon
current report

2022 TAP Annual Report

The 2022 TAP Annual Report highlights our key recommendations to improve IRS customer service and summarizes our key accomplishments and activities, including the 201 recommendations submitted to the IRS in 2022.

Download