A Comprehensive Strategy Is Needed to Address the Significant Backlog of Adjustment Source Documentation Inventory

Date Issued

Monday, June 3, 2024

Submitting OIG

Treasury Inspector General for Tax Administration

Other Participating OIGs

Treasury Inspector General for Tax Administration

Agencies Reviewed/Investigated

Internal Revenue Service

Report Number

2024-IE-R013

Report Type

Inspection / Evaluation

Agency Wide

Yes

Number of Recommendations

Questioned Costs

Funds for Better Use

Open Recommendations

This report has 2 open recommendations.

Recommendation Number	Significant Recommendation	Recommended Questioned Costs	Recommended Funds for Better Use
3	No	$0	$0
The Commissioner, Wage and Investment Division, should finalize and execute the plan to rebalance the adjustment source document workload across the Tax Processing Centers.
6	No	$0	$0
The Commissioner, Wage and Investment Division, should ensure that all adjustment case files sent to the Federal Records Center are in numerical DLN order as required.