Tax Forms and Publications Recommendations July 11, 2012

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Damon George
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1 Tax Frms and Publicatins Recmmendatins July 11, 2012 Frms Reviewed: 1) 2159 and Instructins 2) 668 W(c)(DO) and Instructins 3) Increasing 941 E filing Frm 2159 and Instructins Part 1, Acknwledgement Cpy Recmmendatin Add a bx t shw when an emplyee is paid semi mnthly t the I am paid every: sectin. Current The sectin lists a bx fr week tw weeks mnth and ther Purpse An increasing amunt f emplyees are nw paid semi mnthly, s this shuld be reflected n the frm. Part 1, Acknwledgement Cpy Recmmendatin Change the tw weeks bx t read bi weekly in the I am paid every: sectin. Purpse This language reflects the mre cmmnly used bi weekly designatin. Part 1, Acknwledgement Cpy Recmmendatin Rewrd the I am paid every: sectin t read I am paid:. Purpse If the abve tw changes are accepted, this change will need t be made t make it grammatically crrect, as well as change week t weekly and mnth t mnthly. Part 1, Acknwledgement Cpy Recmmendatin Change the wrd payment t payments in the I agree t have $ sentence Current I agree t have $ deducted frm my wage r salary payment beginning until the ttal liability is paid in full. Purpse Making this plural will clarify t the emplyee that the agreed deductin is per pay, nt just ne payment. Prpsed I agree t have $ deducted frm my wage r salary payments beginning until the ttal liability is paid in full.

2 Part 2, Instructins t Emplyer Recmmendatin Tell the emplyer exactly what parts (1, 2, and/r 3) shuld be returned Current The furth bullet under What Yu Shuld D says After yu and yur emplyee have cmpleted and signed the frm, please return it (all parts) t IRS. Purpse Part 1 is titled Acknwledgement Cpy Part 2 is titled Emplyer s Cpy and Part 3 is titled Taxpayer s Cpy. Only Part 1 says Return t IRS at the bttm, but the instructins as listed abve tell the emplyer t return all parts (1, 2, and 3).

3 Frm 668 W(c)(DO) Part 1, Page 2, If Mney is Due This Taxpayer sectin Recmmendatin Add after the emplyee has cnstructively received this levy frm yu in the first paragraph. Current T claim exemptins, the taxpayer must cmplete and sign the Statement f Exemptins and Filing Status n Parts 3, 4, and 5 and return Parts 3 and 4 t yu within 3 wrk days after yu receive this levy. Purpse Oftentimes, emplyers will send the levy t emplyees and the emplyee des nt receive it that day. This may lead t disagreement and the emplyer and emplyee arguing ver when the emplyee received the levy and when the 3 wrk days shuld have started. Adding in the new language will benefit bth the emplyee and emplyer because bth will be able t identify the specific day the levy was received. Prpsed T clam exemptins, the taxpayer must cmplete and sign the Statement f Exemptins and Filing Status n Parts 3, 4, and 5 and return Parts 3 and 4 t yu within 3 wrk days after the emplyee has cnstructively received this levy frm yu. Part 1, Page 2, If Mney is Due This Taxpayer sectin Recmmendatin In the third paragraph that begins with When yu send us yur check, state that the check writer can list the taxpayer s name, identifying numbers, kind f tax, and tax perids shwn n Part 1, and LEVY PROCEEDS n a detachable stub. Current Paragraph tells the check writer she is nt permitted t put this infrmatin n a detachable stub. Purpse Cmputer generated checks limit the amunt f infrmatin that can be printed n the mem sectin, where this infrmatin is currently requested t be written. Prpsed Please write n the check, r the crrespnding detachable stub, the taxpayer s name, identifying number(s), kind f tax, and tax perids shwn n Part 1, and the wrds LEVY PROCEEDS. Part 1, Page 2, Instructins fr Figuring the Amunt Exempt frm this Levy sectin Recmmendatin Bld the secnd t last sentence in (1.). Current Dn t use the infrmatin n the taxpayer s Frm W 4, Emplyee s Withhlding Allwance Certificate, t determine the amunt that is exempt frm this levy. Purpse The infrmatin cntained in this sentence is very imprtant fr emplyers and the subcmmittee believes it shuld be highlighted fr the reader. Prpsed Dn t use the infrmatin n the taxpayer s Frm W 4, Emplyee s Withhlding Allwance Certificate, t determine the amunt that is exempt frm this levy.

4 Part 1, Page 2, Instructins fr Figuring the Amunt Exempt frm this Levy sectin Recmmendatin Add fr in the first sentence in (3.). Current The amunt the taxpayer needs t pay supprt, established by a curt r an administrative rder Purpse The existing sentence reads difficult. This language makes it clearer. Prpsed The amunt the taxpayer needs t pay fr supprt, established by a curt r an administrative rder Part 1, Page 2, Instructins fr Figuring the Amunt Exempt frm this Levy sectin Recmmendatin Make this frm mre readily available nline. Current The secnd sentence f the last paragraph states Yu can get mre frms frm an IRS ffice. Purpse The subcmmittee culd nt find frm 668 W(c)(DO) n the IRS site. Part 1, Page 2, Instructins fr Figuring the Amunt Exempt frm this Levy sectin Recmmendatin Rewrd the end f the paragraph t direct the reader t the website befre calling. Current If yu are asked t recmpute the exempt amunt and yu dn t have the new year s exemptin table, yu may rder ne by calling Ask fr Publicatin This publicatin is als available at ur internet site Purpse If the IRS has a gal f mving mre taxpayers t electrnic filing, it shuld encurage users t utilize the nline ptins befre calling. This will als decrease IRS resurces dedicated t this respnsibility. Als, mre and mre businesses are using the internet and the publicatin is easily accessible nline. Prpsed If yu are asked t recmpute the exempt amunt and yu dn t have the new year s exemptin table, visit ur website at and dwnlad Publicatin This publicatin is als available by calling Part 3 (Return t IRS), middle f the page Recmmendatin Add language t the middle f the page directing the reader t return the frm within 3 days. Current We figured the interest and late payment penalty t. Purpse This infrmatin is prvided later in the instructins, but shuld be prvided n the actual frm t reinfrce the 3 day rule. Prpsed We figured the interest and late payment penalty t. Cmplete and return this frm t yur emplyer within three days after receipt.

5 Part 3, Page 2, Levy Acknwledgement sectin Recmmendatin Rewrd the Yur telephne number line. Current Yur telephne number ( ) Purpse Rewrding this line will make it cnsistent with the tw lines abve it. Prpsed Telephne number f persn respnding ( ) Part 3, Page 2, Levy Results sectin Recmmendatin Remve the third and furth check bxes. Purpse The third (weekly, bi weekly, mnthly, etc.) and the furth (apprximate amunt f each payment) lines d nt need their wn checkbx because they relate t the checkbx directly abve it. Once that bx is checked, the frequency and amunt can be written in belw and n checkbx is needed. Part 3, Page 2, Levy Results sectin Recmmendatin Rewrd the third line. Current (weekly, bi weekly, mnthly, etc.) Purpse The new wrding will reflect the mre pay types currently used. Prpsed (weekly, bi weekly, semi mnthly, mnthly) Part 5, Page 2, Instructins t Taxpayer sectin Recmmendatin Add language in the sixth paragraph, third sentence. Current If yu d nt give the cmpleted statement t yur emplyer, then yur exempt amunt Purpse This language will reinfrce the three day rule. Prpsed If yu d nt give the cmpleted statement t yur emplyer within 3 wrk days, then yur exempt amunt Part 5, Page 2, Instructins t Taxpayer sectin Recmmendatin Add language in the seventh paragraph, last sentence. Current Yu can get mre frms frm an Internal Revenue Service ffice. Purpse This language will encurage users t g nline t find frms. Prpsed Yu can get mre frms frm an Internal Revenue Service ffice r nline at Part 5, Page 2, Instructins t Taxpayer sectin Recmmendatin Add language t either paragraph 2, 3, r 7. Purpse Language is needed t infrm the reader abut new vluntary deductins since it is nt n this page. Prpsed New vluntary deductins may affect the amunt f yur exemptin frm the tax levy while it is in effect.

6 Frm 941 e Filing Cnsider changing the threshld amunt t 100 fr when an emplyer must file frms 94x electrnically. Cnsider develping a prgram that wuld allw emplyers t file frms 94x directly with the IRS. Currently, many emplyers have t pay fr these types f prgrams and the cst can be significant fr small emplyers. Cnsider reducing emplyer registratin requirements fr electrnically filing frms 94x. Many f these requirements, such as btaining credit reprts and fingerprints f the fficers, are burdensme and difficult.

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