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by Al Cicotte & Kevin Palombo

Category Archives:Taxation

February 11, 2014 admin Taxation

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Need Tax Help? I.R.S. May Not Be the Best Place to Go

IF you’re ready to file your 2013 federal income tax return, you can do so starting now. The official start of tax-filing season arrived later than anticipated because of a delay caused by last year’s government shutdown.

If you are expecting to seek help from the Internal Revenue Service with your tax questions, you may find this to be a frustrating year.

Taxpayers are likely to encounter reduced service from the agency because of continued cuts in its budget and staff, according to the annual report of the National Taxpayer Advocate, the office charged with representing the interest of taxpayers. The reductions mean the I.R.S. is “significantly hampered” in its ability to offer “top quality” service, the report said.

What does that mean in practice? Longer waits to have your questions answered, for one thing. In fiscal year 2013 that ended Sept. 30, the I.R.S. received 109 million phone calls, according to the advocate’s report. Only 61 percent of those callers reached a customer service representative, and their average wait time was nearly 18 minutes.

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Budget and staff cuts mean less help for taxpayers from the Internal Revenue Service. But there are some other places to turn. Shannon Stapleton/Reuters
The I.R.S. is also offering less help at its walk-in Taxpayer Assistance Centers. During this year’s tax season, which runs from January through April, the agency said it would answer only basic tax law questions at these offices — and said it would not answer those inquiries at all once the tax season ended, even questions from people who had filed for and received extensions.

Its longtime practice of helping older Americans and lower-income taxpayers prepare and file their returns at the walk-in locations will be curtailed, the I.R.S. said. Instead, the agency will direct people needing help to locations staffed by volunteers.

The AARP Foundation Tax-Aide program, for instance, has about 5,000 locations nationwide to assist taxpayers. While the offices have typically focused on helping older Americans, this year they will also expand their offerings to include taxpayers of all ages with incomes below $50,000, said Bonnie Speedy, the program’s director.

In general, she said, the program can help people with their returns unless they involve more complex situations, like rental income or a home business. “We’re here and ready,” she said.

The I.R.S. is urging taxpayers to make use of information and tools available on its website, irs.gov.

The agency’s online Free File program offers free electronic filing and tax software to help prepare your return on your own; options vary depending on your income.

Here are some related questions to consider: