Evaluation of Form 1099-NEC, IRIS System and instructions to determine if the form and instructions clearly communicate 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. The goal of the Tax Forms and Publications Committee (TF&P) is to promote greater efficiency in the communication and implementation of tax laws. The suggested changes will lead to better and more understandable communications between taxpayers and the IRS and promote a better relationship with taxpayers.

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How important is this project to you?

1 2 3 4 5

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Extremely important

Opened:

2026

status:

Elevated

Status Date:

Special Projects Committee

Project 01118

Stay Informed on ITIN Expirations and Review Foreign Agent Details on IRS.gov

Project Statement:

The current process for managing Individual Taxpayer Identification Numbers (ITIN) faces challenges, including a need for notifications to taxpayers when their ITIN is about to expire and the presence of inaccurate information regarding foreign acceptance agents on the IRS website.

Goal Statement:

We propose that the IRS implement a system to notify taxpayers when their ITIN is nearing expiration to allow timely renewal. Additionally, we request an annual review of all acceptance agents to ensure that the information provided on the IRS website is accurate and up to date, improving the overall taxpayer experience.

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How important is this project to you?

1 2 3 4 5

Not very important

Extremely important

Opened:

2024

status:

Elevated

Status Date:

Taxpayer Communications Committee

Project 00991

Tracking documents sent to the IRS

Project Statement:

Since most documents received by the IRS have a DLN number, the IRS should establish a “tracking” system for those documents, like what is used to track a UPS, FedEx, or similar service. This tracking information can be made visible to taxpayers who sign up for e-services, allowing them to see for themselves that their return, amended return, lost refund, Form 8832, S election, and other relevant documents are in process. This may alleviate unnecessary phone calls to the IRS.

Goal Statement:

Establish an IRS document tracking system, similar to commercial package tracking services such as UPS or FedEx, that utilizes existing Document Locator Numbers (DLNs) to enable taxpayers to view the processing status of their submissions, including returns, amended returns, refund claims, and elections, through their on-line accounts. This initiative aims to empower taxpayers with self-service tools, increase transparency, and reduce unnecessary calls to IRS toll-free lines.

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How important is this project to you?

1 2 3 4 5

Not very important

Extremely important

Opened:

2026

status:

Elevated

Status Date:

May 2026

Special Projects Committee

Project 00998

1099 K Payment Card and Third-Party Network

Project Statement:

Provide educational awareness of the 1099-K changes concisely and inform the taxpayer how to resolve an issue when a 1099-K is issued in error.

Goal Statement:

Ensure that individuals receive an accurate 1099-K if impacted and allow ongoing education as to resolve errors on a 1099-K. The taxpayer must be informed on how to report transactions on Form 1040 correctly, while preventing audit issues for cryptocurrency users. The IRS’s changes to the Form 1099-K value as ordinary income causes may create confusion and induce audit risks for crypto users not reporting capital gains/losses correctly

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How important is this project to you?

1 2 3 4 5

Not very important

Extremely important

Opened:

2023

status:

Elevated

Status Date:

July 2026

Taxpayer Communications Committee

Project 01125

Evaluating a Centralized Communication Experience

Project Statement:

Taxpayers are requesting enhanced availability of services in their Individual Online Accounts. The IRS has invited participation from TAP on this same issue.

Goal Statement:

The goal of this project is to request specific updates to services available in the Individual Online Accounts, to meet Taxpayer needs, improve the taxpayer experience and reduce phone calls to the IRS regarding frequently requested information.

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How important is this project to you?

1 2 3 4 5

Not very important

Extremely important

Opened:

2024

status:

Closed

Status Date:

March 2026

TAC Improvements Committee

Project 00995

Taxpayer Communication Recordkeeping

Project Statement:

Each year Taxpayer Assistance Centers (TAC) continue to assist customers with identity theft issues. To enhance taxpayer experience and to prevent those who wrongfully use or disclose taxpayer. information, it is increasingly important to help taxpayers understand the importance of information, it is increasingly important to help taxpayers understand the importance of information, it is increasingly important to help taxpayers understand the importance of recordkeeping and safeguarding taxpayer data. •How can the IRS better communicate to taxpayers why maintaining tax records is important in •How can the IRS better communicate to taxpayers why maintaining tax records is important in resolving tax issues? •Is there a way to communicate when dealing with identify theft how maintaining tax records safeguards against those who may wrongfully use taxpayer information?

Goal Statement:

The goal of this project is to identify ways the IRS can help taxpayers understand the importance of recordkeeping and safeguarding their own taxpayer data.

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How important is this project to you?

1 2 3 4 5

Not very important

Extremely important

Opened:

2023

status:

Elevated

Status Date:

February 2026

Tax Forms & Publications Committee

Project 00960

Form 3520, Annual Return to Report Transactions With Foreign Trusts and Receipt of Certain Foreign Gifts

Project Statement:

Determine if forms and instructions clearly communicate 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. The goal of the Tax forms and Publication Committee (TFP) members is to promote more efficiency in the communication and implementation of tax laws. The changes will lead to better and more understandable communications between taxpayers and the IRS and promote a better relationship with taxpayers.

View recommendations

How important is this project to you?

1 2 3 4 5

Not very important

Extremely important

Opened:

2023

status:

Elevated

Status Date:

March 2026

Tax Forms & Publications Committee

Project 02072

Form 1040, Instructions and Schedules 1, 2, and 3

Project Statement:

Evaluate Instructions for the 1040: U.S. Individual Income Tax Return. Determine if the instructions clearly communicate the appropriate guidance to 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 taxpayer’s experience.

View recommendations

How important is this project to you?

1 2 3 4 5

Not very important

Extremely important

Opened:

2025

status:

Closed

Status Date:

February 2026

Notices & Correspondence Committee

Project 01150

CP 59 - First Notice - Return Delinquency, Unfiled Tax Return(s)

Project Statement:

Letters and Notices are tax account related, public-use correspondence created by an account related activity or condition. Determine if the CP 59, 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 difficult to understand and make it difficult for taxpayers to comply with tax law.

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How important is this project to you?

1 2 3 4 5

Not very important

Extremely important

Opened:

2025

status:

Monitoring

Status Date:

December 2025

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Understand the Process

Check out the Understand the Process page, to learn more about the lifecycle of a project or recommendation within the Taxpayer Advocacy Panel.

Current Report

2025 TAP Annual Report

The six core project committees submitted 20 projects to the IRS for consideration during the 2025 TAP year. These referrals contained 188 recommendations to the IRS.

2025 TAP Annual Report

The Taxpayer Advocacy Panel

(TAP) has forwarded more than 3,169 recommendations to the IRS. Our volunteer members act as a two-way channel between the IRS and the general public to listen to taxpayers, identify projects, submit recommendations, resolve problems, and monitor progress in implementing and maintaining solutions.

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