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Project 01042

5071C ID Theft and related docs

Project Statement:

Letters and Notices are tax account related, public-use correspondence created because of an account related activity or condition. Determine if the 5071C, clearly communicates appropriate guidance to the public

Goal Statement:

The goal of this project is to review and make recommendations to the IRS that will enhance customer service and improve the taxpayers’ experience. Letters and Notices are sometimes hard to understand and make it difficult for taxpayers to comply with tax law.

Notices & Correspondence Committee

Year: 2025


Status: Elevated

RECOMMENDATION 01042-001

RECOMMENDATION TEXT:

Page 2: Can’t verify online? Call … between 7 a.m. and 7 p.m., local time. Add: Call … between 7 a.m. and 7 p.m., local time in the Continental United States. Clarity

IRS Action: Not adopted

RECOMMENDATION 01042-002

RECOMMENDATION TEXT:

ID 3602 Additional information Visit IRS.gov/5071C … Add QRC Taxpayer Rights and Sources of Assistance

IRS Action: Not adopted

RECOMMENDATION 01042-003

RECOMMENDATION TEXT:

ID 3603 Taxpayer rights and sources of assistance Visit TaxpayerAdvocate.irs.gov/taxpayer-rights Add QRC Taxpayer Rights and Sources of Assistance

IRS Action: Not adopted

RECOMMENDATION 01042-004

RECOMMENDATION TEXT:

ID 3604 Taxpayer rights and sources of assistance xx Add the following section under “Additional Information”: 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 01042-005

RECOMMENDATION TEXT:

ID 3605 Add the following section under “Additional Information”: Include the TAP QR Code. Taxpayer Rights and Sources of Assistance.

IRS Action: Not adopted

RECOMMENDATION 01042-006

RECOMMENDATION TEXT:

ID 3606 Taxpayer Rights and Sources of Assistance Add the following section under “Additional Information”: Taxpayer Rights and Sources of Assistance • Know and understand your rights as a taxpayer. Visit TaxpayerAdvocate.irs.gov/taxpayer-rights. • Do you have a tax problem you haven’t been able to resolve with the IRS? The Taxpayer Advocate Service (TAS) may be able to offer free help. Learn more at TaxpayerAdvocate.irs.gov/contact-us or call 123-456-6789. Use the Taxpayer Roadmap at TaxpayerAdvocate.irs.gov/roadmap to help you navigate the tax system. • Are you a low-income individual in need of someone to represent you in solving an IRS problem? Learn more at TaxpayerAdvocate.irs.gov/litc. Taxpayer Rights and Sources of Assistance Recommendation #1 As IRS is modernizing how they communicate with taxpayers the use of QR codes has been a significant factor in reducing the length of notices and allowing taxpayers to access additional information online that is not contained in the notice. We recommend IRS create a webpage specific to the Taxpayer Rights and Sources of Assistance, containing all of the links that are found in the language above. Then, instead of listing each URL in this section, have one QR code that points to the (new) webpage for Taxpayer rights and sources of assistance.

IRS Action: Not adopted

RECOMMENDATION 01042-007

RECOMMENDATION TEXT:

ID 3607 Taxpayer Rights and Sources of Assistance Add the following section under “Additional Information”: Taxpayer Rights and Sources of Assistance • Know and understand your rights as a taxpayer. Visit TaxpayerAdvocate.irs.gov/taxpayer-rights. • Do you have a tax problem you haven’t been able to resolve with the IRS? The Taxpayer Advocate Service (TAS) may be able to offer free help. Learn more at TaxpayerAdvocate.irs.gov/contact-us or call 123-456-6789. Use the Taxpayer Roadmap at TaxpayerAdvocate.irs.gov/roadmap to help you navigate the tax system. • Are you a low-income individual in need of someone to represent you in solving an IRS problem? Learn more at TaxpayerAdvocate.irs.gov/litc. Taxpayer Rights and Sources of Assistance Recommendation #2 As IRS is modernizing how they communicate with taxpayers the use of QR codes has been a significant factor in reducing the length of notices and allowing taxpayers to access additional information online that is not contained in the notice. We recommend adding a QR code to this section that directs users to https://www.taxpayeradvocate.irs.gov/get-help/. This is the main “Get Help’ page for the Taxpayer Advocate Service.

IRS Action: Not adopted