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Tax Articles

Common Terms used in IRS Appeals

90-day letter Term includes the 150-day letter. Admin File A file consisting of one or more examined tax returns of a taxpayer, the report of examination, and all papers, correspondence, and other documents relative to the taxpayer’s liability for the year or years involved. An administrative file may also consist of collection related documents such…


IRS Fast Track Mediation: Small Businesses + Self Employed

The IRS released Announcement 2011-05 creating opportunity for small business and self-employed taxpayers to use the Fast Track Settlement process to resolve disputes within the IRS’s Small Business/Self Employed (SB/SE) units of the IRS in certain locations including Chicago, Ill.; Houston, Texas; St. Paul, Minn.; Philadelphia, Pa.; central New Jersey, and San Diego, Laguna Niguel, and…


Dept of Justice Program to Shut Down Schemes and Scams – Check out your Tax Return Preparer

The Department of Justice, Tax Division, working together with the IRS, has intensified its efforts to shut down fraudulent tax return preparers and promoters of tax-fraud schemes, using both civil and criminal enforcement. Under the Tax Division’s civil injunction program, the Division files a lawsuit seeking a court order that prohibits a person from engaging in…


Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 aka ‘Bush Tax Cut Extensions’

Individuals The following Bush tax cuts that expired for tax years beginning after December 31, 2009, under the Economic Growth and Tax Relief Reconciliation Act of 2001  (EGTRRA), are extended through 2011: • Election to claim itemized deduction for state/local sales taxes. • Interest deduction for mortgage insurance premiums. • Up-to-$250 above-the-line deduction for teachers’ out-of-pocket…


How to Request Abatement of Interest – IRS Form 843

You request an abatement or reduction of IRS interest using IRS form 843. File the form with the IRS service center where you filed your tax return that was affected by the error or delay.  If you already paid the interest and you would like a credit or refund of interest paid you must file…


Suspension of IRS interest and penalties

Generally the IRS has 3 years from the date you filed your return or the date the return was due to assess any additional tax.  However if you timely file your tax return interest and certain penalties will be suspended if the IRS does not mail a notice to you within a 36 month period…


Student Loan Applications and the IRS

Preparing for college often means applying for student loans to pay for it as well. Every year students struggle and stress while trying to complete the Free Application for Federal Student Aid (FAFSA). Completing your student financial aid application is now easier than ever. Department of Education/Federal Student Aid, mandated through the American Recovery and…