Collaborate with the IRS to identify and implement strategies for increasing e-file rates for individual and business taxpayers

Activity 1: Meet with the IRS to discuss the feasibility of providing taxpayers with access via an online account to their tax information in a downloadable format that taxpayers can upload to the tax return software of their choice. Explore and consider the benefits and burdens of a legislative recommendation to move up the March 15 information e-filing deadline that would allow the IRS to include Form 1099 information in a taxpayer’s online account earlier in the filing season.

Activity 2: Form a working group with the IRS to develop strategies for removing barriers, both behavioral and systemic, that contribute to the decision of many business and individual taxpayers to paper file.

The Taxpayer Advocate Service (TAS) is currently conducting further research on e-file and Direct File services. The cross-Business Operating Division (BOD) team, including TAS, shared a final presentation deck this quarter that included next steps for the group. It included building upon the enterprise model for authenticated chat.

TAS monitored the results of the IRS Direct File program. The implementation of the One Big Beautiful Bill Act (OB3) ended the Direct File operation. The funds previously allocated to this program were re-allocated to find a replacement to expand the free file initiative (non-IRS led). TAS monitored the results of the IRS Direct File program. The implementation of the One Big Beautiful Bill Act (OB3) ended the Direct File operation. The funds previously allocated to this program were re-allocated to find a replacement to expand the free file initiative (non-IRS led).

Recommend this activity to be closed.