TAP RECOMMENDATION

ID 2530

Enable the capability to allow for direct deposit of refund and payments with amended returns

Justification:
This recommendation will not only address minimizing paper but also streamline the services and allow for a quicker turnaround for refunds. This recommendation also addresses TBOR – Right to Fair and Just Tax Systems as well as Right to a Quality Service.

ID 2530

Not Adopted

Direct Deposit for paper filed returns is not feasible due to our current processing constraints. Return processing through MeF allows for systemic capture and storing of the direct deposit information (routing number and account) and makes it systemically available for when the amended return is worked, and the adjustment creates an overpayment. Amended returns are not transcribed and systemically processed like a tax return. A CSR or Tax Examiner reviews the requested changes and creates an adjustment transaction increasing or decreasing the amount of tax. Implementing a similar process for paper amended returns would not only require new technology solutions, but also require the same rigorous monitoring as exists in the Submission Processing campus pipeline for every CSR and Tax Examiner working amended returns. The monitoring ensures not only that data is captured accurately, but that refund information isn’t altered and refunds misdirected. IRS is exploring modernizing the payment experience for all taxpayers and it includes the ability to store payment information for any overpayment, regardless of what instrument (return, amended return, adjustment from a phone call or correspondence, etc.) creates the overpayment.

TAP RECOMMENDATION

ID 2531

Ensure that any amounts of the refund are updated on where’s my amended return application.

Justification:
Ensure information is current and accurate as well as TBOR Right to Quality of Service.

ID 2530

Considered

Accounts Management (AM) agrees the recommendation has merit but needs to resolve technical and resource hurdles before implementation. AM will begin discussing the challenges with IT and exploring resource avenues for funding.