Category Archives: IRS

Tax Professionals: Use Systemic Advocacy Management System (SAMS)

With the pandemic, the IRS has faced a lot of issues.  One that has faced my clients is the IRS ignoring responses to Automated Underreporting Unit (AUR) notices.  These notices are sent when the IRS receives notification of items of … Continue reading

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At Least I’m Not Classified as “Dead”

I’ve been talking over the past months about the issues faced by taxpayers in dealing with the IRS.  Suffice to say, when you have a 3% chance of reaching a human things aren’t going well.  But we should always look … Continue reading

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IRS Wakes Up, Still Smells Like Crown Imperials

Normally when we talk about smelling flowers we’ll use a line like, “Waking up and smelling like roses.”  But that is decidedly not the case with this story, so we chose a different plant: Crown Imperial (Fritillaria imperialis).  You’ll see … Continue reading

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Is the IRS Telling Tax Professionals the Truth?

Yesterday, a fellow tax professional posted on Twitter: Ogden currently has 70 tractor trailers of unopened mail. – per IRS agent trying to explain why a POA from 2019 still hasn’t cleared yet. Yet if you read the IRS Operations … Continue reading

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35,300,000

This morning, The National Taxpayer Advocate issued her semi-annual report to Congress.  In the report is the true state of tax returns at the IRS.  Fair warning, it’s not a pretty picture. As of the close of the filing season … Continue reading

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Here We Go Again: Bias in the IRS’s Tax Exempt Group

Most of us remember the IRS scandal from 2013.  In that scandal we learned that the IRS and/or individuals working at the IRS deliberately targeted conservative tax exempt (nonprofit) organizations.  It was a huge scandal at the time, and it … Continue reading

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§1031 Exchanges for Cryptocurrency: The IRS Thinks Not

Back in September 2017 I wrote a piece titled, “Can You Use a §1031 Exchange to Defer Gain with Cryptocurrency?”  The conclusion I drew was, “[M]ost exchanges of one cryptocurrency for another do not qualify as §1031 exchanges and it’s … Continue reading

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“I Haven’t Received My IRS Refund. Can You Help Me?”

This past week I fielded a number of phone calls asking this question.  Unfortunately, the answer is no.  Neither I nor any other tax professional can speed up your IRS refund. First, the good news: about 90% of IRS refunds … Continue reading

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The 2021 Tax Season (Part 1)

I’ve had good Tax Seasons and bad Tax Seasons, but the first part of the 2021 Tax Season was unique.  And uniqueness doesn’t mean good nor does it mean bad.  Both points were present this year, and continue to be … Continue reading

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IRS Reminds Taxpayers of April FBAR Deadline. So What!

The IRS sent out a press release this morning noting the FBAR deadline remains April 15th.  The FBAR is the Report of Foreign Bank and Financial Accounts (FinCEN Form 114), and must be filed if you have $10,000 aggregate in … Continue reading

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