taxpayer advocate

August 1, 2011

How To Get Tax Help 101

You can get tax help, ask tax questions, learn tax facts, and get information from the IRS in several ways. Whether it’s by phone, mail, online, or face-to-face, the Internal Revenue provides the tax help that you need.

Here are the options available to taxpayers for resolving issues with the IRS:

The Taxpayer Advocate Service

The Taxpayer Advocate Service (TAS) is an independent organization within the IRS that helps taxpayers unable to provide essentials like food, housing and transportation; who are seeking tax help or trying to resolve tax problems; and those who believe an IRS procedure is not working as it should. Here are some tax facts about the Taxpayer Advocate Service:

  • The Taxpayer Advocate Service is your voice at the IRS.
  • TAS is free, confidential, and tailored to your tax needs.
  • You may be eligible for the tax help service if you’ve tried to resolve your tax problem through normal IRS channels and have gotten nowhere.
  • This IRS tax service helps individual taxpayers and businesses whose problems are causing financial difficulty or significant cost, including the cost of hiring professional help, like a tax attorney.
  • TAS employees know the IRS and how to navigate it. Taxpayers who qualify for the service will be assigned an advocate who will listen to your problem, understand how to resolve it, and follow through until the resolution of the tax problem.
  • There is a tax advocate in every state, the District of Columbia, and Puerto Rico. You can visit the IRS website www.irs.gov/advocate to find your local Taxpayer Advocate.

Low Income Taxpayer Clinics (LITCs)

The Low Taxpayer Clinic program serves individuals who have a problem with the IRS and whose income is below a certain level. LITCs are independent from the IRS. Most LITCs can provide representation before the IRS or in court on audits, tax collection disputes, and other issues for free or a small fee. If an individual’s native language is not English, some clinics can provide multilingual information about taxpayer rights and responsibilities.

Free Tax Services

Taxpayers who want to learn about the various IRS services and resources, should refer to IRS Publication 910, IRS Guide to Free Tax Services. The guide includes free tax information from the IRS, publications, services, and education and assistance programs. Taxpayers can also get facts about taxes.

Free Help With Your Tax Return

Free help in preparing your return is available nationwide from IRS-trained volunteers. The Volunteer Income Tax Assistance (VITA) program is designed to help low-income taxpayers and the Tax counseling for the Elderly (TCE) program is designed to assist taxpayers age 60 and older with their tax returns. Many VITA sites offer free electronic filing and all volunteers will let you know about credits and deductions you may be entitled to claim. To find the nearest VITA or TCE site, call 1-800-829-1040.
As part of the TCE program, AARP offers the Tax-Aide counseling program. To find the nearest AARP Tax-Aide site, call 1-888-227-7669 or visit AARP Tax-Aide online.

Internet

Many taxpayers prefer using the IRS website for getting IRS tax help and answers to their tax questions. Using the IRS website, taxpayers can also:

  • Efile.
    Find out about commercial tax preparation and efile services available free to eligible taxpayers.
  • Check the status of your tax refund.
    You can go to IRS.gov and click on Where’s My Refund. Wait at least 72 hours after the IRS acknowledges receipt of your efiled return, or 3 to 4 weeks after mailing a paper return. Have your tax return available so you can provide your social security number, your filing status and the exact amount of your refund.
  • Download tax forms, instructions and IRS publications.
  • Order IRS products online.
  • Research your tax questions online.
  • Discover interesting tax facts
  • Search publications online by topic or keyword.
  • Use the online Internal Revenue Code, regulations, or other offical guidance.
  • Figure your withholding allowances using the online withholding calculator.
  • Determine if Form 6251 must be filed by using the Alternative Minimum Tax (AMT) Assistant.
  • Sign up to receive local and national tax news by email.
  • Get information on starting and operating a small business.

Phone

The IRS provides tax help and services via phone. Call the IRS to:

  • Order forms, instructions and publications by calling 1-800-TAX-FORM (1-800-829-3676).
  • Ask your tax questions and get tax facts from IRS experts, by calling 1-800-829-1040.
  • Solve tax problems
    You can get face-to-face help solving tax problems every business day at the IRS Taxpayer Assistance Centers. Call your local Taxpayer Assistance for an appointment. To find the one closest to you go to local Taxpayer Assistance.
  • Get tax help using TTY/TDD equipment
    Call 1-800-829-4059 to ask tax questions or to order tax forms and publications.
  • Access TeleTax topics
    Call 1-800-829-4477 to listen to pre-recorded messages covering various tax topics.
  • Get tax refund information
    To check the status of your tax refund call 1-800-829-1954 or 1-800-829-4477.
  • Find out the status of other refunds
    Call 1-800-829-1040 to check the status of a prior-year refund or amended tax refund.

Walk-in

You can walk in to your local Taxpayer Assistance Center every business day for expert tax help. No appointment is necessary.

Mail

You can send your order for forms, instructions, and publications to the address below. You should receive a response within 10 days after your request is received.

Internal Revenue Service
1201 N. Mitsubishi Motorway
Bloomington, IL 61705-6613

DVD For Tax Products

You can order Publication 1796, IRS Tax Products DVD, and obtain:

  • Current-year forms, instructions, and publications.
  • Prior-year forms, instructions, and publications.
  • Tax Map: an electronic research tool and finding aid.
  • Tax law frequently asked questions. 2011.
  • Tax Topics from the IRS telephone response system.
  • Internal Revenue Code—Title 26 of the U.S. Code.
  • Fill-in, print, and save features for most tax forms.
  • Internal Revenue Bulletins.
  • Toll-free and email technical support.
  • Two releases during the year.
    The first release will ship the beginning of January 2011.
    The final release will ship the beginning of March 2011.

Purchase the DVD from National Technical Information Service (NTIS) at ww.irs.gov/cdorders for $30 (no handling fee) or call 1-877-233-6767 toll free to buy the DVD for $30 (plus a $6 handling fee).

source: irs.gov

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July 29, 2010

IRS Taxpayer Services Deemed Inadequate, Underfunded

A July 2010 report released by National Taxpayer Advocate Nina E. Olson to Congress expresses concerns about the adequacy of the IRS’ taxpayer service, particularly as the IRS begins to implement health care reform, about new information reporting burdens facing small businesses and others, and about certain IRS collection practices. The Nation Taxpayer mid-year report also identifies priority challenges and issues for the upcoming year.

The report points out that while more taxpayers are contacting the IRS for tax assistance, spending for IRS taxpayer service programs continues to decline. At the same time, more taxpayers have been contacting the IRS for assistance as the IRS has been tasked with administering an increasing number of social benefit programs, including Economic Stimulus Payments, Making Work Pay credits, and First-Time Homebuyer credits. The report says that as a result of the imbalance between taxpayer demand and IRS resources, the IRS has fallen short of providing adequate taxpayer service in important areas. Most notably, after answering a high of 87 percent of its calls from taxpayers seeking to reach a telephone assistor in FY 2004, the IRS answered only 53 percent of its calls in FY 2008 and has set of goal of answering only 71 percent in the current fiscal year.

The report attributes much of the problem to inadequate funding for taxpayer services. While funding for the IRS overall has been increasing in recent years, the additional funding has been earmarked for enforcement programs. An analysis of IRS budget trends conducted by TAS shows that since FY 2004, inflation-adjusted funding for IRS enforcement activities has risen by 17.9 percent while spending for taxpayer service programs has declined by 6.8 percent.

Should taxpayers hold out hope taxpayer services will get more funding? Don’t bet on it! As the economy takes its toll on revenue, expect the IRS to continue funding its enforcement programs and less funding for taxpayer services.

source: www.irs.gov

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