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Computing your way through IRS Taxpayer vs Automated System

Learn how Taxpayer Advocate Service (TAS) and Legal Aid can help you understand your rights, resolve tax issues, and access IRS services. Discover case examples, automated systems, filing season insights, and more.

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Computing your way through IRS Taxpayer vs Automated System

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  1. Computing your way through IRSTaxpayer vs Automated System

  2. Jennifer Gardiner, Director Legal Aid of Arkansas Low Income Taxpayer Clinic Steve Hudspeth, Local Taxpayer Advocate Little Rock, Arkansas Shaun McElhaney, Case Advocate Little Rock, Arkansas

  3. TAS Offices • Office of the National Taxpayer Advocate • Washington, D.C. • Local TAS offices nationwide

  4. What We Do TAS: • Protects taxpayers’ rights by ensuring all taxpayers are treated fairly, and that they know and understand their rights under the TBOR • Helps taxpayers where a system or procedure has either failed to operate as intended or efforts have failed to resolve the problem or dispute within the IRS. • LITC: How should Legal Aid advocates proceed?

  5. Filing Season Review For most taxpayers, the 2019 filing season went smoothly. • Filing statistics are comparable to the prior year, • Service levels declined for taxpayers who required assistance Concerns: Depersonalization can lead to bad compliance IRS needs to increase taxpayer service funding

  6. The Taxpayer Roadmap 2019 https://taxpayeradvocate.irs.gov/roadmap

  7. Multiple routes • Examples of case types overview • Examination • Refund delays • Identity issues

  8. No surprise: the IRS is computerized • Multiple databases IVO - Integrity & Verification Operations Revenue Protection Process Examination AUR – Automated Underreporter Collection ACS – Automated Collection Service Field – ICS (Integrated Collection System)

  9. IRS is driving all questions and education to their website • Refunds/Amended returns • - Where is my Refund • - Where is my amended return • Identity Theft issues • - Verification of Identity • Other Sevices & Questions • - Forms • - Free file • - Transcripts

  10. Walk-in Services • IRS no longer takes walk-ins, so if they are unable to get information from the website they must call and make an appointment for assistance 844-545-5640

  11. AND More • Collection issues • Making payments online • Setting up Installment Agreements • Offer in Compromise (OIC) https://www.youtube.com/watch?v=imMIMk5mIa8

  12. Want to Know Even More? Visit TAS’s website at: https://taxpayeradvocate.irs.gov/ Follow TAS on Social Media: • Facebook: www.facebook.com/YourVoiceatIRS Follow Legal Aid’s LITC on Social Media: • Facebook: www.facebook.com/ Call Jennifer Gardiner at 479-442-0600 ext 6304

  13. Questions?

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