A taxpayer who became disabled after working as a first responder contacted TAS for help after the IRS denied the taxpayer’s claim for refund. The taxpayer had filed Form 1040-X, Amended U.S. Individual Income Tax Return, to properly report their … Read More
Author Archives: Toshia Hansen
Ahead of filing season, TAS introduces a new design for the Taxpayer Roadmap pages
Newly Designed Taxpayer Roadmap Pages Ahead of Filing Season Ahead of filing season, TAS introduces a new design for some Taxpayer Roadmap pages Getting ready for filing season? Check out the TAS redesigned taxpayer notice pages (or stops) to … Read More
Protecting yourself and your clients from evolving tax scams
Protecting yourself and your clients from evolving tax scams Tax professionals need to be on the lookout for a variety of new and evolving schemes aimed at stealing sensitive taxpayer information. These schemes don’t just threaten your clients, they can … Read More
TPAW: Tax Return Preparer Penalties
A tax return preparer is a person who prepares a tax return, or a substantial portion of a tax return for payment. An individual who prepares a tax return for free is not considered a tax return preparer for these … Read More
What You Need to Know to Protect Your Client’s Refund and Appeal Rights
It is your responsibility as a tax professional to ensure you protect your client’s right to claim a tax refund. Tax professionals must be vigilant in tracking deadlines and advising their clients to take timely actions. Time for Filing a … Read More
January 1 deadline approaching for reporting Beneficial Ownership Information
Are you one of one of millions of business owners who are affected by the Corporate Transparency Act (CTA)? If so, you may be required to report Beneficial Ownership Information (BOI) to Treasury’s Financial Crimes Enforcement Network (FinCEN). FinCEN has … Read More
NTA Blog: A Cautionary Tale About Tax Court Filing Dates
November 30, 2023 – Today, I want to remind taxpayers about the importance of filing electronic petitions by the applicable filing date using Eastern Time (ET). In a prior NTA Blog: Have You Recently Filed a Petition With the U.S. … Read More
Important Tax Information for People Experiencing Homelessness
November 9, 2023 – The Taxpayer Advocate Service asks that you to help spread the message about resources available to the homeless. Tax benefits and resources for people experiencing homelessness As of January 2020, End Homelessness.org reports that there were over … Read More
TAS Tax Tip: Resolving an Improper ERC Claim
November 1, 2023 – If you have determined you do not quality for an Employee Retention Credit (ERC) you claimed, the IRS has provided guidance on whether you can withdraw your claim, and if so, how to withdraw your claim. … Read More