Issue Number: 2017-8
Inside This Issue
1. Reminder: IRS.gov Tools Available to Answer Tax Questions
2. Security Summit Reminder: Dangerous W-2 Phishing Scam Evolving: Targets Schools, Restaurants, Hospitals, Tribal Groups
3. March 1 Tax Deadline Nears for Farmers and Fishermen
4. Reminders for International Taxpayers and Withholding Agents
5. Approved Form 1023-EZ Data Available Online
6. Webinar: Working with the IRS Office of Appeals
7. YouTube: IRA/Retirement Plan 60-Day Rollover Waivers
1. Reminder: IRS.gov Tools Available to Answer Tax Questions
With high call volumes expected in the last days of February, online tools and resources are available on IRS.gov.
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2. Security Summit Reminder: Dangerous W-2 Phishing Scam Evolving: Targets Schools, Restaurants, Hospitals, Tribal Groups
Help spread the word to your clients: The Internal Revenue Service, state tax agencies and the tax industry recently issued an urgent alert to all employers that the Form W-2 email phishing scam has evolved beyond the corporate world and is spreading to other sectors, including school districts, tribal organizations and nonprofits. The Summit partners continue to receive reports of this scheme.
For information on how to guard against identity theft, visit Protect Your Clients, Protect Yourself.
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3. March 1 Tax Deadline Nears for Farmers and Fishermen
March 1 is the deadline for farmers and fishermen to take advantage of special rules that permit them to avoid quarterly estimated tax payments.
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4. Reminders for International Taxpayers and Withholding Agents
The IRS reminds non-U.S. citizens -- such as international students and scholars working or receiving scholarship funds -- that they may be subject to tax return filing requirements. The IRS also reminds withholding agents that errors on forms or returns could result in refund delays for their clients. Accurately filing Form 1042-S helps speed refunds to taxpayers who are not U.S. citizens.
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5. Approved Form 1023-EZ Data Available Online
Publicly available information from approved applications for tax exemption using Form 1023-EZ, Streamlined Application for Recognition of Exemption, is now available electronically for the first time.
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6. Webinar: Working with the IRS Office of Appeals
Register here to watch “Working with the IRS Office of Appeals -- What to Expect,” a free 90-minute webinar, on March 15 at 2:00 p.m. EST. Topics include information on the role of Appeals, an overview of Appeals policies and procedures, and an outline of case procedures for examination and collection cases.
Certificates of completion are being offered. Earn one continuing education credit in Federal Tax.
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7. YouTube: IRA/Retirement Plan 60-Day Rollover Waivers
If your client misses the deadline through no fault of his or her own, you can still roll over an IRA or retirement plan. This IRS YouTube video explains how.
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