Oklahoma Society of CPAs – Tulsa Chapter
April 21, 2016
IRS Resources
Identity Theft Resources:
Identity Protection: Prevention, Detection and Victim Assistance
Tax Preparer Guide to Identity Theft
Safeguarding Taxpayer Data – A Guide for your Business
Instructions for Requesting Copy of Fraudulent Returns
IRS Statement on IP PIN
Retrieve Your Lost or Misplaced IP PIN
Understanding Your CP01A Notice
Form 14039 - Identity Theft Affidavit
Report Phishing and Online Scams
Report Phishing via email:
Treasury Inspector General Administration (TIGTA)
Federal Trade Commission (FTC)
Identity Protection Specialized Unit Toll Free Number: 800-908-4490
FBAR Form 114 Resources:
IRS FBAR Reference Guide
BSA Electronic Filing Requirements For Report of Foreign Bank and Financial Accounts (FinCEN Report 114)
Reporting of Foreign Financial Accounts on the Electronic FBAR Webinar
Telephone Numbers for FBAR and Title 31 Help
866-270-0733 for callers within the U.S. (toll-free)
313-234-6146 for callers outside the U.S. (not toll-free)
Monday - Friday, 8 a.m. to 4:30 p.m., Eastern time.
An IRS employee will respond to messages left after-hours.
Form 8938 Reporting Specified Foreign Financial Assets Resources (FACTA) Resources:
Form 8938 - Statement of Specified Foreign Financial Assets
Summary of Key FATCA Provisions
IRS Releases Guidance on Foreign Financial Asset Reporting
Comparison of Form 8938 and FBAR Requirements
Basic Questions and Answers on Form 8938
e-Services Online Tools for Tax Professionals Resources:
e-Help Desk – 866-255-0654
IRS Transcript For Your Clients:
For Your Clients - Need a Tax Return Transcript? Call — 1-800-908-9946 and follow the voice prompts.
Oklahoma Society of CPAs – Tulsa Chapter
April 21, 2016
IRS Resources
Miscellaneous Resources:
Oklahoma Practitioner Directory
IRS Seeks Applications for Information Reporting Program Advisory Committee (IRPAC)
Form 12339-B - Information Reporting Program Advisory Committee Membership Application
IRS Offers New Cash Payment Option
Form 2848 - Power of Attorney and Declaration of Representative
Form 2848 Instructions
Form 8821 - Tax Information Authorization
Form 8821 Instructions
Returning Erroneous Refunds to the IRS
Form 14157 - Complaint: Tax Return Preparer
Form 14157-A - Tax Return Preparer Fraud or Misconduct Affidavit
Online Ordering for Information Returns and Employer Returns
Order Information Returns by phone, Call the IRS at: 1-800-829-3676
Where to File Paper Tax Returns - With or Without a Payment
Information Reporting Program – 866-455-7438
Returning an Erroneous Refund – Paper Check or Direct Deposit
Upcoming Events:
Free Webinars: How to Avoid the Top Tax Mistakes Small Businesses Make
- English Webinar – 4-26-2016 @ 10:00 a.m. Central Time
- Spanish Webinar – 4-26-2016 @ 1:00 p.m. Central Time
Free Oklahoma Tax Practitioner Symposium
- 9-30-2016 8:00 a.m. – 5:00 p.m. – Tulsa Technology Center – Lemley Campus
- 8 Hours of CPE Credit including 2 Hours of Ethics Available
- Save the Date!
2016 Nationwide Tax Forums
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