SB/SE, Automated Underreported

Prenotification Letter

Dear

I need your help with an important initiative I am undertaking to improve our service to America’s taxpayers. I want to get feedback from taxpayers like you who have received a notice from the IRS pointing out a discrepancy between the earnings information reported on their tax return and the information provided to us by organizations such as banks and employers.

In a few days, you will receive a questionnaire asking your opinions about the process of resolving such discrepancies with the IRS. Please direct it to the person who had the most contact with the IRS on this matter. The questionnaire should take less than 5 minutes to complete. Your answers will be combined with others to give us an evaluation of customer satisfaction with IRS service.

To keep all replies anonymous to the IRS, we have asked an independent research company to administer the survey. Fors Marsh Group employees will process the questionnaires and report only statistical totals to us.

I am committed to improving IRS service to every taxpayer. Please help me in this effort by completing and returning the questionnaire as soon as possible. If you do not receive a questionnaire, please contact the Survey Helpline at 1-800-521-7177.

Sincerely,

Denice D. Vaughan

Director, Campus Compliance Services

L1_13257-C

Dear

A few days ago, you received a letter from Denice D. Vaughan, Director, Campus Compliance Services, asking for your help with an important research project.

We are administering a nationwide survey among people who have had contact with the Internal Revenue Service (IRS). We want to know your opinions about the process of resolving a discrepancy between the earnings information reported on your tax return and information provided to the IRS by organizations such as banks and employers. Your responses are critical to the accuracy of this research.

We are sending questionnaires to a random sample of taxpayers who have had such discrepancies. All responses will be anonymous to the IRS, and your participation is voluntary. We will group your responses with others, so that no individual reply can be traced back to any one person.

The questionnaire is quite brief and should take less than 5 minutes to complete. Please use the postage-paid reply envelope to return your completed questionnaire. If you have any questions about this survey, please feel free to call us toll-free at 1-800-521-7177, or email us at [email protected].

To verify the authenticity of this survey, please visit IRS.gov and enter the search term ‘customer surveys.’ The IRS Customer Satisfaction Survey page contains a list of valid, current and unexpired, IRS surveys and as of this issuance should provide a reference to SB/SE Automated Underreporter.

The IRS is committed to improving its performance and service to the American public. A first step in this process is to gather reliable information from those who have had contact with IRS services and employees. Your honest opinions will help bring about this improvement.

Thank you in advance for your cooperation.

Sincerely,

Brian K. Griepentrog, Ph.D.

Director of Research

Fors Marsh Group LLC

L2_13257-C

IRS CUSTOMER SATISFACTION SURVEY

In an effort to improve its services to the public, the IRS is seeking the opinions of taxpayers who received a notice from the IRS pointing out a possible discrepancy on their tax return. Please assist us by completing this brief voluntary survey, which should take less than 5 minutes of your time. ICF will keep your identity private to the extent permitted by law. If you have any questions about this survey, you may call the ICF Survey Helpline at 1-888-260-0052.

Thinking of your experience with the process of resolving this possible discrepancy with the IRS, regardless of whether you agreed or disagreed with the final outcome, please mark the option that best represents your experiences throughout the resolution process.

2. If you answered “Very Dissatisfied” or “Somewhat Dissatisfied” to any of the

above questions, can you describe what caused you to feel that way? _______

___________________________________________________________________________

___________________________________________________________________________

3. Did you call the IRS about your possible discrepancy using a telephone number

listed on any of the letters?

Yes (continue to 4)

No (skip to 5)

Don’t recall (skip to 5)

4. Regardless of the outcome of your case, how satisfied were you with the service

you received on these calls? Very Dissatisfied; Somewhat Dissatisfied; Neither

Satisfied Nor Dissatisfied; Somewhat Satisfied; Very Satisfied; Don’t Know/Not

Applicable

5. During the process to resolve your possible discrepancy, approximately how many

times did you contact the IRS? (Please enter zero if you did not contact the

IRS by this method). Mail ___Times; Telephone ____ Times; Fax ____ Times

6. When you were first notified of the possible discrepancy, how many months did

you expect it would take to resolve?_____ Months

7. Was the actual amount of time…?

Shorter than you expected

About equal to your expectations

Longer than you expected

8. How much do you agree with the following statements?

Strongly Disagree; Disagree; Neutral; Agree; Strongly Agree; N/A

a. I received an adequate description of the process to resolve my possible

discrepancy

b. My experience reflected the described process

c. I had the opportunity to provide information important to my case

d. I was treated with respect during the process

9. Overall, how well did the IRS meet your expectations while handling the

possible discrepancy? Much better than expected; Better than expected;

As expected; Worse than expected; Much worse than expected; N/A

If you answered “Worse than expected” or “Much worse than expected” to the above question, can you describe what caused you to feel that way?

___________________________________________________________________________

___________________________________________________________________________

10. Who prepared your taxes? (Mark only one.) You; IRS service representative at an IRS office; Professional tax preparer; Volunteer (at a volunteer tax preparation location); Friend or relative; Other;

The IRS continually looks for ways to improve its service to taxpayers who have received a notice pointing out a possible discrepancy on their tax return. Please use this space to provide your comments or suggestions for improvement. We welcome your feedback. ____________________________________________________________________________

_____________________________________________________________________________

Occasionally, the IRS asks ICF to conduct additional in-depth research on tax-related issues. Research participants may receive a small monetary incentive to participate depending on the research. If you are interested in participating in future research, please provide us with your telephone number and e-mail address (if available). This information will not be shared with the IRS and will be used only for the purpose of this research. If you have any questions about this, please contact the ICF Survey Helpline at 1-888-260-0052. Telephone number: ( __ __ __ ) __ __ __ - __ __ __ __

E-mail address:_____________________________________________________________

If you have been unable to resolve any specific problems with your tax matter through the normal IRS channels, or now face a significant hardship due to the application of the tax law, we encourage you to contact the Taxpayer Advocate Service at 1-877-777-4778.

Paperwork Reduction Act Notice

The Paperwork Reduction Act requires that the IRS display an Office of Management and Budget (OMB) control number on all public information requests. The OMB Control Number for this study is 1545-1432. Also, if you have any comments regarding the time estimates associated with this study or suggestions on making this process simpler, please write to the: Internal Revenue Service, Tax Products Coordinating Committee, SE:W:CAR:MP:T:T:SP, 1111 Constitution Ave. NW, Washington, DC 20224.

Thank you for completing the survey. Please return this questionnaire to ICF/Scantron, P.O. Box 64529, St. Paul, MN 55164-9614.

Do We Have Your Input Yet?

Recently, you received a questionnaire asking your opinions about the service you received from the IRS in a recent contact. If you have already completed and returned the questionnaire, please accept our sincere thanks. If not, please take a few minutes to complete it and return it today. We want to be sure we have your opinions and suggestions.

If you did not receive the questionnaire, or it got misplaced, please call us at 1-800-521-7177.

Brian K. Griepentrog, Ph.D.

Project Director

L3_13257C

Dear

A few weeks ago, you received a letter from Denice D. Vaughan, Director, Campus Compliance Services, asking for your help with an important research project. If you have already completed the survey, thank you. If you have not already done so, please take a few minutes to fill in your responses.

We are administering a nationwide survey among people who have had contact with the Internal Revenue Service (IRS). We want to know your opinions about the process of resolving a discrepancy between the earnings information reported on tax returns and information provided to the IRS by organizations such as banks and employers. Your responses are critical to the accuracy of this research.

We are sending questionnaires to a random sample of taxpayers who have had such discrepancies. All responses will be anonymous to the IRS, and your participation is voluntary. We will group your responses with others, so that no individual reply can be traced back to any one person.

The questionnaire is quite brief and should take less than 5 minutes to complete. Please use the postage-paid reply envelope to return your completed questionnaire. If you have any questions about this survey, please feel free to call us toll-free at 1-800-521-7177, or email us at [email protected].

To verify the authenticity of this survey, please visit IRS.gov and enter the search term ‘customer surveys.’ The IRS Customer Satisfaction Survey page contains a list of valid, current and unexpired, IRS surveys and as of this issuance should provide a reference to SB/SE Automated Underreporter.

The IRS is committed to improving its performance and service to the American public. A first step in this process is to gather reliable information from those who have had contact with IRS services and employees. Your honest opinions will help bring about this improvement.

Thank you in advance for your cooperation.

Sincerely,

Brian K. Griepentrog, Ph.D.

Director of Research

Fors Marsh Group LLC

L4_13257-C2048 • Arlington, VA 22204-9048

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