Kansas City Practitioner’s Meeting on May 18, 2016

Outline of the Kansas City Practitioner’s Liaison Meeting on May 18, 2016 

Select REPORT to access a full detailed report of the meeting online.

The meeting was hosted by Eden Holsman, the local Stakeholder liaison.  After a brief welcome to the participants, she introduced other Stakeholder liaison personnel who each gave a “virtual” short introductory talk.

There were 8 speakers scheduled to give talks through the day along with a tour of the million square foot plus facility.  The following is a brief outline of each speaker’s presentation.  The full talk has been posted on the IAAI website.  Those interested in the full presentation along with questions from the attendees and answers to the questions can read all about it on line at www.Illinoisaccountants.com.

  1. Kathleen Fox, Senior Stakeholder Liaison Field presented “Third Party Authorizations, Power of Attorney (POA), Form 2848”.  Topics discussed included:
    1. Purpose of the third party authorization with updates made to the December 2015 Form 2848 and the revised instructions
    2. Common reasons for Form 2848 POA rejections
    3. How to withdraw a 2848 POA
    4. How to get a listing of active POA’s that you have filed
  2. Mark Harrington, Management & Program Analyst Identity Protection Strategy and Oversite gave a presentation on “Identity theft prevention and Victim Assistance”. Topics included:
    1. Definition of Tax Related Identity theft
    2. Statistics on identity theft returns stopped by IRS procedures
    3. Warning signs of tax related identity theft
    4. The Identity Protection Pin (IP Pin)
  3. John Lad, Chief Planning Analysis Accounts Management discussed “Account Management’s correspondence and telephone inventory”. He talked about:
    1. Assistors received 28.4 million calls this fiscal year so far. 53% were answered during the January-April peak filing system
    2. Courtesy disconnects
    3. Call statistics for 2014, 2015 and 2016 fiscal years
    4. Taxpayer Assistance Centers only operate by appointment and will not allow walk ins. For appointment you need to call 1-844-545-5640
  4. Melody Green, Senior Stakeholder Liaison Field gave a talk on “EITC” requirements practitioners must meet for EITC due diligence. She also talked about the Practitioner Priority Service.  Her topic included:
    1. Form 8867, Paid Preparer’s Earned Income Credit Checklist
    2. Retention requirements for calculation worksheets and forms
    3. Knowledge requirements
    4. Keeping records and supporting documents
    5. The EITC preparer tool kit
    6. Practitioner priority service should be the first point of contact for client account related issues.
      1. Locating and applying payments
      2. Resolving taxpayer account problems on active accounts
  • Explaining IRS communications
  1. Providing general procedural guidance and timeframes
  2. Providing transcripts of taxpayer accounts
  1. E-services phishing scam to tax preparers asking them to update their e-service information.
  1. Carol Hain, Automated Collection System Support Department Manager; Lisa Williams, Automated Collection System Call Site Department Manager; Ann Willis, Compliance Services Collection Operation Department Manager discussed the collection process and the role their departments play in collections, including:
    1. IRS electronic Payment options through the IRS payments page and the IRS2GO.app
    2. Direct Pay for 1040 payments
    3. What to do if payment can’t be made in full
    4. On line payment agreements (OPA) or form 9465 for installment agreements
    5. Offer in Compromise if taxpayer cannot full pay under an installment agreement
    6. Delayed collection requests
    7. Tax liens, notices of levy and refund offsets
    8. Seizure of assets
  2. Terri Bellamy, Treasury Inspector General for Tax Administration (TIGTA) Special Agent talked about the following:
    1. 2016 Tigta statistics-Complaints/allegations received, Investigations opened and investigations closed
    2. Several IRS Employee closed cases were discussed
    3. Several Tax preparer closed cases were discussed
    4. Impersonation Phone contacts as of May 9, 2016 – 1.2million contacts reported, $35.8million in financial losses to individuals
    5. What to do if you or your client get a call from someone claiming to be with IRS asking for a payment
    6. Several closed impersonation cases were discussed
  3. Desiree Frierson, Local Taxpayer Advocate, Taxpayer Advocate Service, Kansas City, MO office discussed:
    1. Taxpayer advocate service is here to help. Its mission is to resolve taxpayers resolve problems with the IRS and recommend changes to prevent the problems
    2. Taxpayer Bill of Rights
    3. Taxpayer Advocate Service acceptance criteria
    4. Taxpayer Advocate’s annual report to congress and the objectives report to congress
    5. Low income taxpayer clinics
  4. Ishmael Alejo, Territory manager stakeholder Partnership Education & Communication talked about the VITA program and TCE Program
    1. VITA offers free tax help to people who generally make $54000 or less
    2. Vita as also available to persons with disabilities and limited English speaking taxpayers who need assistance in preparing their own tax returns at no cost.
    3. TCE offers free tax help for all taxpayers, particularly those who are 60 years of age and older, specializing on questions about pensions and retirement-related issues unique to seniors.
    4. IRS is looking for Volunteers for these two free services offered at more than 12,000 sites through the country. Volunteers can volunteer at a site near where they live.

In closing, Eden Holsman, the symposium hostess, briefly mentioned the upcoming Symposiums and the IRS Nationwide Tax Forums beginning in Chicago in July.  She also reminded the attendees that due dates for filing annual forms with SSA (i.e. W-2’s, W-3’s) has been changed and is now January 31 whether forms are filed on paper or electronically.

Once again, for detail information on each speaker’s presentation, go to the IAAI website, www.illinoisaccountants.com.