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View Full Version : Call 1-800-829-1040 for Erroneous 1099 - Important!


Casandra
February 9th, 2007, 10:59 AM
First, contact STA through their Help Desk. (This is how they choose to converse with us) Tell them that you are not a member of STA and have received nothing from them in 2006. Ask them to please revise the 1099 they issued to you to reflect zero income from them.

They will refuse to adjust your 1099.

Then, on February 15th call the IRS at 1-800-829-1040
Ask for assistance with a "1099 Misc" Tell them that you received an erroneous 1099 Misc and they will take your details to investigate this.

This is in addition to submitting the 3949 and IC3 complaints. This is the step that will have the IRS take our particular case to STA for resolution.

Unfortunately, just submitting this information does not remove the
reported income and we are still in jeopardy of having the IRS come back to us in a year with a claim that we didn't pay all our taxes plus penalties. This has got to be resolved! I know that I can't afford to pay this tax money for something I didn't receive.

It's important that we make this phone call on February 15th. I have spoken with 3 agents so far and 2 of them didn't know anything about February 15th. We know that other agents have told people to do something on February 15th. This is it... make that call. The IRS expects to be bombarded with calls that day regarding this mess. Let's not disappoint them!

Ferret
February 9th, 2007, 12:53 PM
It's important that we make this phone call on February 15th. I have spoken with 3 agents so far and 2 of them didn't know anything about February 15th. We know that other agents have told people to do something on February 15th. This is it... make that call. The IRS expects to be bombarded with calls that day regarding this mess. Let's not disappoint them!
The IRS is notorius for the conflicting and inaccurate information its employees give out, a sizeable percentage of their advice is just plain wrong
This is not surprising for Government employees that couldn't cut it in the private sector and are sucking on the public teat. I would say they are about the same as DMV employees who who really couldn't give a crap about their jobs and their customers
Yepp, the only solution is to call and ask for the same information multiple times then average out the answers lol

Casandra
February 9th, 2007, 02:37 PM
The IRS is notorius for the conflicting and inaccurate information its employees give out, a sizeable percentage of their advice is just plain wrong
This is not surprising for Government employees that couldn't cut it in the private sector and are sucking on the public teat. I would say they are about the same as DMV employees who who really couldn't give a crap about their jobs and their customers
Yepp, the only solution is to call and ask for the same information multiple times then average out the answers lolWe are now depending on these public servants to help us. Let's not bite their hands before they get a chance. These people were all very courteous to me and told me all that they individually know about the matter. It depends on where in the levels of knowing one hits the info chain as to what comes out. I only wish that when they don't know the answers they would refer people to someone who might know more.

Ferret
February 9th, 2007, 03:09 PM
http://www.heartland.org/Article.cfm?artId=14569

“The ... IRS provided ‘flatly incorrect answers 20 percent of the time.’ In another 15 percent ..., the IRS provided a ‘correct’ answer without first obtaining the background information necessary ...”

IRS Error Rate Still High


Written By: Daniel J. Pilla
Published In: Budget & Tax News
Publication Date: March 1, 2004
Publisher: The Heartland Institute


--------------------------------------------------------------------------------

The January 2004 report of the Treasury Inspector General for Tax Administration [TIGTA] confirms the IRS’s error rate for advice it gives at its hundreds of walk-in Taxpayer Assistance Centers (TACs) remains unacceptably high.

The report reveals the IRS provided “flatly incorrect answers 20 percent of the time.” In another 15 percent of the cases, the IRS provided a “correct” answer without first obtaining the background information necessary to provide a correct answer--a serious oversight when providing tax advice.


Know Your Facts and Rules?

A father might ask, for example, whether it’s legal to claim his child as a dependent on his tax return. One might simply answer yes and be correct, but only in a very broad sense. Without knowing all the facts about that child, it is very possible the correct answer for that particular father is no. For example, in a situation where the parents are divorced and legal custody of the child rests with the mother, it is not allowable for the father to claim the child as a dependent unless the mother signs a written waiver granting the exemption to the father.

The problem here is that most citizens just don’t know all the rules. Consequently, citizens don’t know what information to provide to the IRS as background for their question, and they have no way to ascertain whether the IRS asked sufficient questions to obtain the necessary facts.

When this kind of incomplete advice is factored in, the total inaccuracy rate rises to a troubling 35 percent.


Do Your Own Research?

One equally troubling aspect of the report indicates that in about 3 percent of the cases, IRS employees essentially told Treasury investigators to “do their own research.” Rather than helping to find the correct answer to the question, the IRS simply referred investigators to publications to find the answers for themselves. Considering the often convoluted and technical nature of IRS publications, this is not only unreasonable ... it’s a violation of the directives under which TAC employees are supposed to operate. Their job, after all, is to answer the questions posed by confused taxpayers, not send them off on a quest for answers potentially buried in thousands of pages of publications.

It is important to note the questions asked by Treasury investigators were not esoteric tax law inquiries. All the questions pointed at narrow, relatively simple areas of law that TAC employees are trained in and expected to know. Given this, it is reasonable to expect and demand that TAC employees get it right--period. TAC employees are not being trained adequately.

This brings up another disturbing aspect of the investigation. When TAC employees are asked a question that is outside the scope of their training, they are required by operating guidelines to refer the questions to other, more qualified, IRS personnel. However, in 31 percent of the cases, TAC employees answered questions outside the scope of their training, in violation of the regulations. So at a time when TAC employees cannot provide error-free answers to questions in areas they are trained in, they are taking stabs at answering questions in areas they are not trained in. We can only guess what the error rate is for those answers.


Will the Problem Get Worse?

The National Taxpayer Advocate’s (NTA) 2003 Annual Report to Congress, released in January 2004, suggests we can expect this problem to get worse. The Taxpayer Advocate reports the IRS is “reducing the resources dedicated to providing taxpayer assistance, while at the same time, beefing up its enforcement arsenal.” The result, according to the NTA, is “a declining trend in providing services” to those in need and an “increase in taxpayer burden.”

Why can’t the IRS get it right, even in relatively simple areas of the law? The answer is provided by former Commissioner Charles O. Rossotti, in a statement addressing the reason for the error rate in the IRS’s telephone assistance function.

Said Rossotti, “Fundamentally, we are attempting the impossible. We are expecting employees and our managers to be trained in areas that are far too broad to ever succeed, and our manuals and training courses are, therefore, unmanageable in scope and complexity.”

moneyhungry
February 9th, 2007, 03:09 PM
If you ask them to repeat their agent number and last name (keep in mind this is not their real last name) and informthem you are taking notes, they will more likely to give you a researched answer than a half-*** guess. FYI

drankoolaid
February 9th, 2007, 05:23 PM
Hello To All,

Special thanks to my ole friend Friend
Ferret for posting his find --

Extremely relevant information at this juncture
and relevant to the conversation at hand (IRS / TAXES) re: complaints

Wait that is redundant -- -- LOL

Me think Money likewise knows his stuff.

( just a hunch ) <smile>

Best Regards To All,
Michael

moneyhungry
February 9th, 2007, 07:42 PM
Me think Money likewise knows his stuff.

( just a hunch )

Thanks for the vote of confidence. I am learning as I go on most of this. :-)

drankoolaid
February 9th, 2007, 07:46 PM
Hi Again,

As Are Well All! <smile>

Much Appreciated

Michael