Want to Know How Complicated Our Tax System Is? Check Out the IRS's "Taxpayer Roadmap"
The roadmap, which looks like a subway map, makes navigating the tax system as clear as mud.
We all know the U.S. tax system is complicated. And now, thanks to outgoing National Taxpayer Advocate Nina Olson, there's a poster you can hang up in your home or office to prove it. (It's great for college dorm rooms, too!) In her final report to Congress, Olson introduced the "Taxpayer Roadmap," which "shows, at a high level, the taxpayer's 'journey' through the tax system—from getting answers to tax law questions and preparing a return, through return processing, audit, appeals, litigation, and collection." Talk about your head-spinners! You can view it online or, if you want your very own 18" x 18" poster that's suitable for framing, call 800-829-3676 and request Publication 5341. Get 'em while supplies last!
This two-dimensional roadmap is really just the first step in the Taxpayer Advocate Service's (TAS's) development of a more robust "digital roadmap" that will allow taxpayers and tax professional to "input the document number of any IRS letter or notice and receive a plain English summary of that letter or notice." With the digital tool, you'll also be able to click on the map and see where you are in the overall process. From there, you'll also be able to "learn more about that step in the tax process and the surrounding steps through pop-ups and links into additional TAS and IRS content." The first iteration of the digital map is expected to be released during the IRS's 2020 fiscal year.
Sign up for Kiplinger’s Free E-Newsletters
Profit and prosper with the best of expert advice on investing, taxes, retirement, personal finance and more - straight to your e-mail.
Profit and prosper with the best of expert advice - straight to your e-mail.
Get Kiplinger Today newsletter — free
Profit and prosper with the best of Kiplinger's advice on investing, taxes, retirement, personal finance and much more. Delivered daily. Enter your email in the box and click Sign Me Up.
Rocky Mengle was a Senior Tax Editor for Kiplinger from October 2018 to January 2023 with more than 20 years of experience covering federal and state tax developments. Before coming to Kiplinger, Rocky worked for Wolters Kluwer Tax & Accounting, and Kleinrock Publishing, where he provided breaking news and guidance for CPAs, tax attorneys, and other tax professionals. He has also been quoted as an expert by USA Today, Forbes, U.S. News & World Report, Reuters, Accounting Today, and other media outlets. Rocky holds a law degree from the University of Connecticut and a B.A. in History from Salisbury University.
-
Stock Market Today: Stocks Rally Despite Rising Geopolitical Tension
The main indexes were mixed on Tuesday but closed well off their lows after an early flight to safety.
By David Dittman Published
-
What's at Stake for Alphabet as DOJ Eyes Google's Chrome
Alphabet is higher Tuesday even as antitrust officials at the DOJ support forcing Google to sell its popular web browser. Here's what you need to know.
By Joey Solitro Published
-
Kiplinger's Tax Map for Middle-Class Families: About Our Methodology
state tax The research behind our judgments.
By David Muhlbaum Published
-
Retirees, Make These Midyear Moves to Cut Next Year's Tax Bill
Tax Breaks Save money next April by making these six hot-as-July tax moves.
By Rocky Mengle Published
-
Estimated Payments or Withholding in Retirement? Here's Some Guidance
Budgeting You generally must pay taxes throughout the year on your retirement income. But it isn't always clear whether withholding or estimated tax payments is the best way to pay.
By Rocky Mengle Published
-
How to Cut Your 2021 Tax Bill
Tax Breaks Our guidance could help you claim a higher refund or reduce the amount you owe.
By Sandra Block Published
-
Why This Tax Filing Season Could Be Ugly
Coronavirus and Your Money National Taxpayer Advocate Erin M. Collins warns the agency will continue to struggle with tight budgets and backlogs. Her advice: File electronically!
By Sandra Block Published
-
Con Artists Target People Who Owe The IRS Money
Scams In one scheme, thieves will offer to "help" you pay back taxes, only to leave you on the hook for expensive fees in addition to the taxes.
By Rivan V. Stinson Published
-
Cash-Rich States Lower Taxes
Tax Breaks The economic turnaround sparked a wave of cuts in state tax rates. But some say the efforts could backfire.
By Sandra Block Published
-
The Financial Effects of Losing a Spouse
Financial Planning Even amid grief, it's important to reassess your finances. With the loss of your spouse's income, you may find yourself in a lower tax bracket or that you qualify for new deductions or credits.
By Rocky Mengle Published