Open Recommendations

The Commissioner, Wage and Investment Division, should finalize and execute the plan to rebalance the adjustment source document workload across the Tax Processing Centers.

Allocate all unassigned software licenses to the CSRs working on the TAC Appointment Telephone Line so they can assist taxpayers with existing appointments without the need to transfer them to a different CSR.

The Commissioner, SB/SE Division, and Chief, Criminal Investigation, should identify opportunities to partner with the EPA to use the agency’s expertise and data when selecting, conducting examinations and investigations involving taxpayers that claimed biofuel tax credits and revise the MOU as needed.

The Deputy Commissioner for Operations Support should ensure that access to sensitive systems is immediately suspended or disabled when a contractor is identified as not having a favorable background determination.

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Complete a study to determine the feasibility of developing a tool for ITIN applicants, similar to Where’s My Refund?, to check the status of their application.

Review the 5,534 tax returns we identified for which the IRS incorrectly paid retroactive credit claims and take the steps needed to recover the erroneously issued funds.

Review the 2,519 tax returns we identified for which the IRS incorrectly denied retroactive credit claims and take the steps needed to ensure that these taxpayers receive the benefits to which they are entitled.

The Chief Information Officer should coordinate with OMB officials to determine if the IRS’s BYOD program’s policies and procedures are in compliance with the Act and update the program’s policies and procedures as needed.

The Chief, CI, should coordinate with the OMB to determine whether an exception process is needed for the approximately 900 CI employees who can access TikTok via the third-party software on their computers.

The Commissioner, Wage and Investment Division, should take steps to immediately locate and purge Forms 709 associated with the 175,522 taxpayers we identified with one or more Forms 709 filed and stored at the C-site, the taxpayer is deceased five years, and no Form 706 has been filed and processed by the IRS since the taxpayer’s death.

The Commissioner, Wage and Investment Division, should relocate current and future inventory of Forms 2848 and 8821 to another storage facility.

The Chief, FMSS, should enable personnel to access storage boxes without the use of a ladder.

The Chief, FMSS, should repair shelves sagging from the weight of the files and properly mark shelves with load ratings.

The Chief, FMSS, should ensure that new ladders are purchased that meet safety standards and are usable at the C-site until a catwalk can be installed.

The Chief, FMSS, should install protective covering above the area in which C-site personnel park their vehicles.

Ensure that all 1,286 noncompliant card readers are replaced with Federally compliant card readers and are properly configured.

Determine the cause for the inoperable alarm at Site 6 and resolve the issue to enable alarms to appear in the EPACS Event Viewer.

Work with the Information Technology organization to rectify the programming error pertaining to Municipal Tax Levies to prevent levy issuance when the CDP notice posts on the same cycle or following cycle of an additional assessment. Additionally, monitor the MTLP programming periodically to inspect for flaws that may be causing erroneous levies and timely rectify them to prevent further taxpayer rights violations.

Monitor the SITLP periodically to determine whether improvements are needed to mitigate taxpayer rights violations and taxpayer burden. If improvements are warranted, corrective actions should be taken promptly.

The DCSE should update the Processing Returns and Accounts of the President and Vice President internal guidelines to accurately reflect the process followed from receipt of a Presidential return through assignment and performance of the mandatory examination.