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The following projects were found

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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1 2 3 4 5

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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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1 2 3 4 5

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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.

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1 2 3 4 5

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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.

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1 2 3 4 5

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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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Opened:

2025

status:

Monitoring

Status Date:

December 2025

Toll-Free Phone Line

Project 01284

Revise the IRS Level of Service Metrics on Telephone Lines

Project Statement:

The IRS currently reports a Level of Service (LOS) metric that does not fully reflect taxpayers’ actual experiences when attempting to contact the IRS by phone. The LOS metric only includes calls routed to and answered by Accounts Management assistors, excluding calls disconnected before entering a queue, calls to non-AM lines, and calls resolved through automation. As a result, the data presents an inflated view of service quality and reduces transparency, limiting both accountability and opportunities for strategic improvement

Goal Statement:

To provide a more accurate and transparent measure of taxpayer experience by revising the LOS metric to include all relevant call outcomes. A comprehensive metric will drive operational improvements, enhance accountability, and strengthen public confidence in the IRS.

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1 2 3 4 5

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Opened:

2025

status:

Elevated

Status Date:

November 2026

Special Projects Committee

Project 02041

Foreign Retirement Accounts (FRA)

Project Statement:

The IRS defined certain pension plans in Revenue Procedure (RP) 2020-17 (Rev. Proc. 2020-17). The IRS and the Treasury Department are referencing a specific part of the Internal Revenue Code (IRC) section 6048 (d) (4). It states, “The Secretary is authorized to suspend or modify any requirement of this section if the Secretary determines that the United States has no significant tax interest in obtaining the required information.” Revenue Procedure 2020-17 states: “The Department of the Treasury (Treasury Department) and the Internal Revenue Service (IRS) intend to propose regulations that would modify the requirements under section 6048 to exclude eligible individuals’ transactions with, or ownership of, these applicable tax-favored foreign trusts from information reporting. The Treasury Department and the IRS request comments related to foreign trusts considered for an exemption per section 6048 reporting.” The Special Projects Committee of TAP is submitting formal comments on the Revenue Procedure 2020-17.

Goal Statement:

Exempt tax-favored foreign trusts from information reporting. Exempt tax-favored foreign trusts from information reporting. Ensure that definitions of accounts qualifying for exemption and penalty abatement rules are clearly available to the taxpayers who are impacted by Revenue Procedure 2020-17.

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Opened:

2023

status:

Closed

Status Date:

Special Projects Committee

Project 02033

Estate and Gift Tax Forms and Instructions Update

Project Statement:

Form 706-Estate Gift Tax forms, related schedules and Instructions are not clear enough for the average tax filer to understand. After careful preview of these forms, instructions, and schedules, it has been deemed that these forms could be written in clearer language so that taxpayers could understand what they are reading/filing.

Goal Statement:

The goal of this project is to review and make recommendations to the IRS that will reduce taxpayer frustration and confusion, thereby enhancing taxpayer compliance and/or giving taxpayers a more concise and efficient way to dispute incorrect IRS information. Special Projects looked at 706 Form and Instructions to provide clarity in terminology. This will be beneficial to individuals who will actively fill out this form. A review of the forms and instructions will not only provide clarity but also ensure consistency in ensuring there is a glossary to define/explain the terms in layperson’s language. Ensure that Form 706 – US Estate Gift and Generation Skipping Transfer Tax return is clear and easily understandable

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Opened:

2024

status:

Closed

Status Date:

Toll-Free Phone Line

Project 01192

Chatbot and Live Chat Technology

Project Statement:

The Electronics Products and Services Support (EPSS) function is targeting to deploy an unauthenticated chatbot with escalation to live chat in December 2024 in both English and Spanish. It is a core goal of the IRS and the Online Services team to make it easier for taxpayers and tax professionals to get help from the IRS and resolve issues, and an improved digital communication system is central to achieving that goal.

Goal Statement:

An ideal outcome would be answers to the following questions: • Other than phone wait times, what are the biggest pain points for taxpayers and tax professionals trying to communicate with the IRS? What problems are most important for the IRS to tackle? • Focusing on digital communication: What are specific examples of challenges of using the IRS’s current chat bot, live chat, and secure messaging systems? How do our communication channels compare with those of other businesses or organizations? What could the IRS be doing better? • Why might users elect not to use the IRS’s digital communication channels (e.g., privacy: What are users concerned about?)? • What communication with the IRS do taxpayers and tax professionals wish they could do digitally that they currently cannot? Why?

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Opened:

2025

status:

Elevated

Status Date:

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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