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Taxpayer services should get more of that $80 billion, advocate says

More of the additional IRS funding authorized by the Inflation Reduction Act, P.L. 117-169, should be allocated to serving taxpayers and modernizing the Service’s systems, National Taxpayer Advocate Erin Collins said.

ERC claims on returns prepared by others raise questions for tax pros

The IRS Office of Professional Responsibility issued guidance for tax practitioners with respect to clients’ employee retention credit claims prepared by others.

Digital scanning of tax documents to expand, will add Form 1040 soon

The IRS reported progress in its Digital Intake initiative and other projects to digitalize paper returns and forms.

IRS clarifies required minimum distribution reporting

Financial institutions received relief and guidance on reports to individual retirement account owners reflecting recently enacted changes in the required beginning age for required minimum distributions.

Lookback period extended for refunds related to pandemic postponements

The periods for filing refund claims with respect to 2019 or 2020 returns were lengthened to match the returns’ pandemic-postponed filing dates.