Taxpayer defense institute

The IRS’s Integrated Data Retrieval System is a massive computer system that logs billions of data entries for hundreds of millions of business and personal taxpayers every year. That massive system is broken down into several separate accounts which store vital taxpayer information on a year-by-year basis. One of the most important first steps to successfully representing taxpayers before the IRS, or even to preparing current tax returns, is to get the client’s internal transcripts.

The problem is that are several internal transcripts that present various data. One must understand which transcripts to obtain depending on the information needed. But that’s only half the battle. Master File transcripts are heavily coded. Unless one understands the codes, there’s no way to make sense out of the transcripts. This webinar presents solutions to all these challenges.

In this 100 minute course, attendees can expect to come away with the following practical knowledge: 

• • Understanding each of the seven different internal transcripts used by the IRS
  • The various methods and steps available to obtain transcripts
  • The different data recorded in each transcript
  • Exactly how to determine whether and to what extent a client is a tax return-nonfiler
  • The precise tax years for which a client is delinquent, and the total amount owed
  • The nature and amount of penalties assessed
  • How to obtain W-2 and 1099 income reports filed with the IRS by third parties
  • How to use transcript data to calculate expiration dates for the collection statute limitations, the assessment statute of limitations, and the refund statute of limitations
  • Whether the IRS has engaged in enforced collection, such as levies and liens
  • Exactly what letters and notices have been mailed, and for which tax years
  • How to get account data for a deceased taxpayer

We identify the various Transaction Codes used in the IRS’s Individual and Business Master File systems, and how to read and interpret those codes. And we address the IRS’s very obscure “mirrored transcript” which is created in innocent spouse and bankruptcy cases. Finally, we address the use of transcripts in calculating critical tax bankruptcy discharge eligibility dates.

The information you’ll learn in this webinar will unlock the door to vital and indispensible information that the IRS keeps on your clients, which you absolutely must have access to if you’re going to be effective in your job.

Webinar time: 2 hours (100 minutes)
Course notes: 1 PDF (Emailed the day before the webinar)
Continuing Education: 2 Credit (requires submission of polling questions)

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What We Have So You’re Always on Top

For over four decades, Dan Pilla has been the nation’s leader in taxpayers’ rights defense and IRS abuse prevention and cure.  Regarded as one of the country’s premiere experts in IRS procedures, he has not only helped thousands of citizens solve personal and business tax problems but also founded a national society of tax professionals, teaching them how to be successful in tax problem resolution. 
We are an Approved Continuing Education Provider through the IRS with our conferences also approved by the Minnesota Board of  Legal education.  Our certificates of completion are accepted by organizations for Attorney’s, CPAs, and Enrolled Agents.