The IRS distributed monthly payments ranging from $250-$300 per child to low- and moderate-income families starting July 15, 2021. The law excluded US expat families from receiving these payments. However, many expat families received the payments in error, and when the IRS discovered this error, it requested the payments be paid back. Unfortunately, the money had already been spent, and these taxpayers remain in debt to the IRS unable to pay back the money.

Goal Statement:

Recommend that the IRS creates a safe harbor provision which would waive repayment of the advanced child tax credit for 2021.

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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:

Notices & Correspondence Committee

Project 01708

CP 523, Default on Your Installment Agreement (IA) Notice – Intent to Terminate Your IA – Redesign

Project Statement:

Letters and Notices are tax account related, public-use correspondence created because of an account related activity or condition. Determine if the CP523, 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.

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How important is this project to you?

1 2 3 4 5

Not very important

Extremely important

Opened:

2025

status:

Active

Status Date:

Notices & Correspondence Committee

Project 01707

CP 521 - Monthly Installment Agreement (IA) Payment Reminder – Redesign

Project Statement:

Letters and Notices are tax account related, public-use correspondence created because of an account related activity or condition. Determine if the CP521, clearly communicates appropriate guidance to the public.

Goal Statement:

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How important is this project to you?

1 2 3 4 5

Not very important

Extremely important

Opened:

2025

status:

Active

Status Date:

Notices & Correspondence Committee

Project 01706

CP 89 - Annual Installment Agreement Statement - Payments Received and Where They Were Applied – Redesign

Project Statement:

Letters and Notices are tax account related, public-use correspondence created because of an account related activity or condition. Determine if the CP89, clearly communicates appropriate guidance to the public.

Goal Statement:

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How important is this project to you?

1 2 3 4 5

Not very important

Extremely important

Opened:

2025

status:

Active

Status Date:

Notices & Correspondence Committee

Project 01005

Excessive Inserts & Stuffers

Project Statement:

Excessive Inserts and Stuffer that are included with Letters and Notices are tax account related, public-use correspondence created because of an account related activity or condition. Determine if the Excessive Inserts & Stuffer that are included with Letters/Notices, clearly communicates appropriate guidance to the public.

Goal Statement:

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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:

Notices & Correspondence Committee

Project 01001

CP 565

Project Statement:

Letters and Notices are tax account related, public-use correspondence created because of an account related activity or condition. Determine if the CP565, clearly communicates appropriate guidance to the public.

Goal Statement:

View recommendations

How important is this project to you?

1 2 3 4 5

Not very important

Extremely important

Opened:

2025

status:

Elevated

Status Date:

Special Projects Committee

Project 01004

Dual Status of Taxpayers Living and Working Abroad

Project Statement:

An error message stated that the IRS Electronic Tax Administration has changed the rules saying that if W-2 Box 2 (Federal Income Tax Withheld) exceeds the Form 1040 Line 9 total income; they cannot file their tax return electronically.

Goal Statement:

The purpose of this referral is to improve clarity, accuracy, and consistency in the treatment of taxpayers who are living and working abroad and may be subject to dual-status filing requirements. This includes addressing issues and inconsistencies found in both Form 1040 and Form 1040-NR, particularly where recommendations impact line items, instructions, or electronic filing validations.

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How important is this project to you?

1 2 3 4 5

Not very important

Extremely important

Opened:

2025

status:

Elevated

Status Date:

Special Projects Committee

Project 01009

Electronic Power of Attorney for Overseas Taxpayers

Project Statement:

International US taxpayers or their representative have difficulty submitting Power of Attorney (POA). When IRS agents need to receive a POA for international taxpayers it can be easily submitted electronically, This would enable them to check its validity at the start of a call rather than after taking lots of information.

Goal Statement:

The online IRS accounts are not available for non-US citizen practitioners and given the volume of US citizens who reside outside of the US and have practitioners located outside the US, it seems it would be a worthwhile effort to modernize how the IRS interacts with both overseas taxpayers and practitioners.

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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:

Special Projects Committee

Project 01013

Provide Clarity on Free File Pricing Under IRS.gov

Project Statement:

When taxpayers use the IRS Free File: Do your Taxes for Free site on IRS.gov, they may not be aware that additional fees might be charged when you use third-party software even when you are below the AGI $73,000 threshold. Some forms that might add additional charges to an otherwise free filing would be Schedule A for example.

Goal Statement:

Provide clarity around additional fees may incur when you use IRS Free File.

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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:

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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

2024 TAP Annual Report

The six core project committees submitted 37 referrals to the IRS for consideration during the 2024 TAP year. These referrals contained 380 recommendations to the IRS.

2024 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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