Inflation Reduction Act: Interim Results of the Direct File Pilot

Submitting OIG:

Date Issued:

Tuesday, June 25, 2024

Agency Reviewed / Investigated:

Submitting OIG-Specific Report Number:

2024-408-031

Location(s):

Agency-Wide

Type of Report:

Audit

Questioned Costs:

Funds for Better Use:

Number of Recommendations:

Report updated under NDAA 5274:

View Document:

Attachment	Size
2024408031fr.pdf	2.84 MB

Related Open Recommendations

Recommendation Number	Recommendation Status	Significant Recommendation
1	Open	No
On February 14, 2024, we alerted the Chief, Direct File, of our concern that the eligibility checker was not clear for individuals who needed to file a Form 8962. Specifically, taxpayers would not understand that they were not eligible to use Direct File based on the information in the eligibility checker related to health insurance coverage. We recommended that the IRS take steps to reduce taxpayer confusion by updating the eligibility checker to clarify eligibility for taxpayers who may have purchased insurance through a marketplace anytime during Tax Year 2023.
2	Open	No
On February 16, 2024, we notified the Chief, Direct File, of our concern that the Spanish translation for the Direct File eligibility checker was missing information. We recommended that the IRS update the eligibility checker to include the missing text identified for the Spanish version and ensure that any future changes made to the Direct File eligibility checker are also updated for all available languages.