| Assign to Taxpayer Advocate(Controlled as Criteria
Code 1-9).
|
Assign to Governmental Liaison(Control as Criteria
Code 0).
|
Fax to Legislative Affairs |
| 1. All tax account related Congressional inquiries. |
1. IRS employee complaints about routine personnel actions that have
not yet gone through the system, or local issues that fall under local union
agreement or MOU.
|
1. Personnel actions that have gone through the system but are still
unresolved (Control as Criteria Code 0).
|
| 2. An inquiry from a taxpayer that contains both a
tax account and a non-tax account issue will stay with
TAS.
|
2. Complaint about an unidentified IRS employee that is not an RRA98
§1203 violation. If employee is identified or if the complaint is an
RRA98 §1203 violation, fax to Legislative Affairs.
|
2. All IRS hardship transfer requests. |
| 3. Tax law / Technical specific to an account issue or request for
opinion or ruling.
|
3. Tax law / Technical questions and issues that do not involve a taxpayer's
account.
|
3. IRS employee reporting or alleging impropriety, RRA98 §1203
violation, ethical issues.
|
| |
4. Reorganizations for locations of offices. |
4. Agency practices, procedures, and policies. |
| TAS EXAMPLES |
GL EXAMPLES |
LA EXAMPLES |
| IRS denied EITC |
Who can claim EITC? |
EITC is welfare |
| IRS employee has hardship and needs refund |
IRS employee wants a parking space near office |
IRS employee misuse of government time |
| Trouble understanding notice received |
IRS employees are rude and misinformed |
Employee who can be identified gave taxpayer's return information to
neighbor
|
| IRS levied prematurely |
Where is my closest Collection office? |
Constitutionality issues |
| Why was frivolous filer penalty assessed? |
Frivolous filer penalty is unconstitutional |
Frivolous filer penalty and constitutionality have previously been
explained and taxpayer is not satisfied
|
| Where is my refund? |
How long does it take to receive an e-filed refund? |
IRS should provide e-file to everyone |
| IRS employee didn't receive refund |
Employee concerned POD closing due to reorganization |
Employee concerned about reorganization issues previously negotiated
in local offices
|
| Offset based on bad data, need help getting it back |
What are the rules for injured spouse? |
Offset law unfair |
