Entries by Josh

IRS opens 2023 Dirty Dozen with warning about Employee Retention Credit claims; increased scrutiny follows aggressive promoters making offers too good to be true

WASHINGTON — In a further warning to people and businesses, the Internal Revenue Service added widely circulating promoter claims involving Employee Retention Credits as a new entry in the annual Dirty Dozen list of tax scams. For the start of the annual Dirty Dozen list of tax scams, the IRS spotlighted Employee Retention Credits following […]

Seeking a Discharge of the Federal Tax Lien

The case of Long v. United States, Dk. No. 2:22-cv-00176 (D. Utah 2023) examines the request for a discharge of the federal tax lien and declines to provide the relief requested. The factual background for the request for relief does not arise with great frequency but comes up often enough and always makes me feel […]

Don’t fall for these federal tax refund myths

Once people complete and file their tax return, many of them eagerly await any refund they may be owed. No matter how a taxpayer plans to use their tax refund, knowing fact from fiction can help manage expectations as they wait for their money. This tip dispels some federal tax refund myths that many people […]

DUPTIN Electronic Return Rejections and Exceptions

To recap Part I, the IRS’s DUPTIN review procedure is aimed at preventing fraudulent tax returns and/or improper claims for tax credits. The IRS freezes refunds on returns where the primary or secondary SSN has already been used as a primary/secondary and rejects electronic returns claiming a child or dependent that has already been claimed. […]