During the 10th ENGAGE, AICPA Chair Jan Lewis pointed to new hiring as a step toward improving IRS responsiveness.
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AICPA recommends improvements to CP53E notice process
A letter to the IRS cites erroneous notices, late guidance, and practitioner confusion. It also calls for clearer rules and system changes.
IRS to merge tax practitioner offices despite AICPA opposition
The new Tax Professional Management Office will combine the Return Preparer Office and Office of Professional Responsibility functions under one structure, with the IRS saying their missions and oversight roles would remain unchanged.
IRS proposes increase in cost of estate tax closing letter
Proposed regulations issued Monday would raise the cost of the letter to $76, from the $56 set in 2025.
HSA inflation-adjusted maximum contribution amounts for 2027 announced
Rev. Proc. 2026-24 also includes the revised maximum amount that may be made newly available for excepted-benefit health reimbursement arrangements and the aggregate monthly fees allowable for direct primary care service arrangements.
IRS appeals Kwong as advocate says refunds may be at stake
The IRS filed an appeal of the Court of Federal Claims’ Kwong decision, in which the court held that the filing deadline for refund claims for penalties and interest was automatically extended by Sec. 7508A(d) due to the COVID-19 disaster declaration.
IRS to develop system to track missing payments, TIGTA says
The report from the Treasury Inspector General for Tax Administration finds that manual tracking and uneven workloads slow resolution of cases of unidentified payments.
IRS overtime rose 12% in 2025 while workforce dropped, TIGTA says
Taxpayer Services staff handling calls, correspondence, and other tasks logged most of the overtime, the report from the Treasury Inspector General for Tax Administration said.
IRS stops billions in identity theft refunds but needs data earlier, report says
A report from the Treasury Inspector General for Tax Administration found that delayed 1099-R and W-2G filings limit the IRS’s ability to spot refund fraud early.
AICPA supports bills to limit BOI reporting to foreign-owned entities
The AICPA said the changes would ease the compliance load on CPAs who help small businesses navigate federal reporting rules.
Worried about that CP53E QR code? IRS updates FAQs
The IRS expanded its CP53E guidance with fresh information on QR code security, online account access problems, and how taxpayers can confirm successful bank account updates.
Final regs. modify reporting obligations for Form 8308, Part IV
The final regulations published Tuesday by the IRS stick with the proposed regulations that modify information-reporting obligations for Part IV of Form 8308, Report of a Sale or Exchange of Certain Partnership Interests.
AICPA submits nearly 200 recommendations for IRS guidance plan
The organization highlighted top technical issues across 10 areas and urged the IRS to prioritize tax simplification.
Taxpayers advised they can ignore CP53E notice — after verifying error
The IRS’s sending of about 1.4 million CP53E notices sparked concerns about errors and fraud. A release from the Taxpayer Advocate Service urged taxpayers to verify their accounts directly on IRS.gov.
IRS announces terms of new conservation easement settlement opportunity
The terms of the new, time-limited settlement opportunity include the type and amount of deduction that eligible taxpayers will be allowed and the penalty rate that will apply.
Another settlement offer planned in IRS conservation easement cases
With hundreds of cases in the courts, the IRS is preparing at least its fourth settlement offer in syndicated conservation easement cases in recent years.
CP53E notice tied to paper-check transition causes confusion
Taxpayers and practitioners are unsure whether the CP53E notices they have received are scams or simply sent in error, a confusion heightened by the inclusion of a QR code.
IRS establishes program for rulings on significant issues
The IRS is reinstating the practice of issuing these letters in response to numerous informal comments from taxpayers and practitioners regarding the time required to process letter ruling requests and the scope of those requests.
COVID-19 disaster relief case has implications for timely refund claims
National Taxpayer Advocate Erin Collins explained what affected taxpayers need to do in response to the Court of Federal Claims’ holding that a taxpayer’s refund claim filing deadline was automatically extended by Sec. 7508A(d)(1) due to the COVID-19 disaster declaration.
IRS offers extension option for taxpayers facing ERC claim deadlines
Taxpayers meeting eligibility rules can now use Form 907 to preserve their right to challenge ERC disallowances while the IRS continues its review.
TAX PRACTICE MANAGEMENT
2025 tax software survey
AICPA members in tax practice assess how their return preparation software performed during tax season and offer insights into their procedures.
