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IRS Quality Review

IRS Quality Review. 2010 Quality Statistical Sample QSS. What is QSS. VITA/TCE Review of Returns Conducted by IRS To Determine Accuracy Adherence to QSR On Site Reviews. Results. 745 Returns Reviewed 84.66% Accuracy 182 Incorrectly Prepared Returns Incorrect Names – 13 Returns

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IRS Quality Review

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  1. IRS Quality Review 2010 Quality Statistical Sample QSS

  2. What is QSS • VITA/TCE Review of Returns • Conducted by IRS • To Determine • Accuracy • Adherence to QSR • On Site Reviews

  3. Results • 745 Returns Reviewed • 84.66% Accuracy • 182 Incorrectly Prepared Returns • Incorrect Names – 13 Returns • Income/Adjustments to Income – 56 Returns • Standard Deduction – 15 Returns

  4. Results - continued • Although errors exist, the accuracy rates on most of these questions are extremely high. Volunteers did a phenomenal job with preparing tax returns and they must continue to be appreciated and applauded for their commitment in preparing accurate returns.

  5. 2009 vs 2010 Comparison

  6. VITA vs AARP

  7. Intake/Interview Sheet Usage

  8. Intake/Interview Sheet Usage • Of 182 “errors” • 7 did not use intake sheet • 163 did not complete form • 12 used unapproved form

  9. Not using correct Intake Process • 8 Standard Deduction Errors • 7 Income Errors • 6 Adjustments to Income • 6 Additional Child Tax Credit Errors

  10. IRS Theory • Correct use of Intake Sheet Process will result in positive impact to accuracy of returns

  11. Error Rate by Filing Status

  12. Filing Status Results • Single Filing Status (S)– 64% • Married Filing Status (MFJ) – 23% • Head of Household (HH) – 11% • Married Filing Separately (MFS) <1%

  13. Top Reject Problem • Name and/or Social Security Number • 13 Returns – Incorrectly Spelled Name • ASK TO SEE Social Security Card • Quality Review – look at SS card again

  14. Standard Deduction • 7 Returns – Wrong Standard Deduction • Missing Real Estate Taxes

  15. Income Errors • 56 Returns with incorrect income • This includes • 29 “Other Income” errors • 13 Adjustments to income errors

  16. Out of Scope Returns • 13 Returns included Out of Scope items • Sch E Oil & Gas Lease (1099-Misc Box 2) • Form 4972 Tax on lump sum distribution • Schedule C • Schedule K-1 with Rental Income • Cancellation of debt from credit card

  17. IRS Recommendation • Strengthen and clarify corrent process for using intake/interview and quality review tools

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