NTA Blog: Heard Loud and Clear: IRS Postpones Implementation of $600 Form 1099-K Reporting by a Year

December 27, 2022 -As a result of taxpayer confusion, lack of clear guidance, concerns about the existing backlog, and impact on the upcoming filing season industry and stakeholders urged the IRS to postpone the implementation of the new reporting requirements … Read More

NTA Blog: Happy Holidays from the Taxpayer Advocate Service and My Requests for Santa

December 21, 2022 – As we all start to gather for the holidays, we at the Taxpayer Advocate Service (TAS) want to wish everyone a happy, healthy, and safe holiday season. NTA Blog: Happy Holidays from the Taxpayer Advocate Service … Read More

NTA Blog: Giving Thanks, Giving Tuesday (November 29): Tax Benefits and Charitable Contributions

November 22, 2022 – On Thanksgiving, together with my family, I will pause, reflect, and give thanks for the good in my life, both personally and professionally. NTA Blog: Giving Thanks, Giving Tuesday (November 29): Tax Benefits and Charitable Contributions … Read More

NTA Blog: Update on IRS Progress in Working Through Its Backlog of Paper-Filed Tax Returns and Correspondence (Part Three)

November 10, 2022 -This is Part Three of a blog series on IRS Processing and my recent experience at the IRS’s Kansas City campus, where I had the privilege of working alongside mailroom employees. Update on IRS Progress in Working … Read More

NTA Blog: My Recent Kansas City Campus Experience (Part Two)

November 2, 2022 – As discussed in Part One, I, together with several other IRS executives, had the honor to work side by side with employees in the extraction mailroom at the IRS’s Kansas City campus. As discussed in Part … Read More

NTA Blog: My Recent Kansas City Campus Experience (Part One)

November 1, 2022 – Earlier this month, I spent a week at the IRS campus in Kansas City helping campus employees and surge teams to process the IRS’s paper inventory backlog. Earlier this month, I spent a week at the … Read More

NTA Blog: The Taxpayer Advocacy Panel Celebrates 20 Years of Making the IRS Work Better for You

October 12, 2022 – It gives me great pride and joy to celebrate the 20th anniversary of the Taxpayer Advocacy Panel! This year, the Taxpayer Advocacy Panel (TAP) marks a major milestone – two decades of advancing its mission of … Read More

NTA Blog: When to Use a Durable Power of Attorney to Authorize Representation Before the IRS

October 5, 2022 – As the U.S. population ages, taxpayers and their representatives are increasingly confronted with the question of how to appoint a power of attorney (POA) to act on behalf of taxpayers in the event of incompetence or … Read More

NTA Blog: How to Identify the IRS’s Broad Penalty Relief Initiative and Other Helpful Tips for Understanding Tax Account Transcripts: Part Two

September 29, 2022 – Part Two continues with more helpful tips I hope you will find useful when trying to understand IRS transcripts. How to Identify the IRS’s Broad Penalty Relief Initiative and Other Helpful Tips for Understanding Tax Account … Read More

NTA Blog: How to Identify the IRS’s Broad Penalty Relief Initiative and Other Helpful Tips for Understanding Tax Account Transcripts: Part One

September 27, 2022 – I recently blogged about the IRS’s broad relief for late filing penalties for 2019 and 2020 tax returns. During the height of the pandemic, taxpayers experienced many obstacles to the timely filing of their 2019 and … Read More