ICF TES Focus Group Screener_20230906

139097001

Web survey to be administered to AmeriSpeak panelists to recruit interested panelists

[SP, PROMPT]

S1. Who typically prepares your annual personal income tax return?

1 I do

2 Someone else

77 Not sure [TERMINATE]

S7.

How familiar are you with how your tax return was prepared and filed in 2022?

1. Very familiar

2. Somewhat familiar

3. Not very familiar [TERMINATE]

4. Not familiar at all [TERMINATE]

Q1a_1

Which of the following IRS.gov (online) services/tools have you heard of?

Select all that apply

1. Interactive Tax Assistant (ITA) (asks you a series of questions that guide you to a response tailored to your situation)

2. IP PIN (Identity Protection Personal Identification Number) Application (a unique number from the IRS used for identity theft protection)

3. Tax Withholding Estimator (helps you determine whether you have the right amount of tax withheld from your paycheck)

4. Online Employer Identification Number (EIN) Request (online application to receive an EIN)

5. Tax Exempt Charity Search (online search for tax exempt organizations)

6. Tax Topics (a listing of tax topics that contain general individual and business tax information)

7. Where's My Refund? (check the status of your refund)

8. Where’s My Amended Return? (check the status of your amended return (1040X))

9. Get Transcripts Online (online downloading of transcript or prior year return)

10. Get Transcripts by Mail (online ordering of transcript or prior year return sent to you in the mail)

11. EITC Assistant (helps taxpayers determine Earned Income Tax Credit eligibility)

12. Directory of Tax Return Preparers (find preparers in your area who hold professional credentials recognized by the IRS)

13. IRS Online Account (secure tool allowing taxpayers to view their IRS account balance, payment history, tax record information, and more)

17 Online Payment Agreement (OPA) (online application for an installment agreement)

18 Online Chat with an Automated Bot

19 Online Chat with a Live Representative

[DISPLAY]

DISPLAY1.

We want to find out about your impressions of the IRS. We are partnering with the consulting firm ICF on behalf of the IRS by inviting a small number of AmeriSpeak panelists to participate in some virtual focus groups via MS Teams.

[DISPLAY3]

If you would like to participate, you will be asked to indicate when you are available between [dates]. If you would like to participate and are selected, you will participate in a call with 2-4 other AmeriSpeak panelists and a researcher from ICF.

The focus group will last about an hour and AmeriSpeak panelists who participate will receive <u>75,000 AmeriSpeak points (worth $75!)</u>.

[SP; PROMPT]

S1.

Are you willing and available to participate in this focus group?

You will be participating in a discussion through Microsoft Teams. You will need to have your camera on throughout the discussion and be able to interact with the other group members.

You will get a chance tell us the best date/times for a focus group with ICF.

1. Yes

2. No

If TZONE = 05 “(GMT-08:00) Pacific Time (US & Canada); Tijuana”:

1. 6 AM – 7 AM

2. 7 AM – 8 AM

3. 8 AM – 9 AM

4. 9 AM – 10 AM

5. 10 AM – 11 AM

6. 11 AM – 12 PM

7. 12 PM – 1 PM

8. 1 PM – 2 PM

9. 2 PM – 3 PM

10. 3 PM – 4 PM

IF TZONE = 07 “(GMT-07:00) Mountain Time (US & Canada)” OR 08 “(GMT-07:00) Arizona”:

1. 7 AM – 8 AM

2. 8 AM – 9 AM

3. 9 AM – 10 AM

4. 10 AM – 11 AM

5. 11 AM – 12 PM

6. 12 PM – 1 PM

7. 1 PM – 2 PM

8. 2 PM – 3 PM

9. 3 PM – 4 PM

10. 4 PM – 5 PM

If TZONE = 12 “(GMT-06:00) Central Time (US & Canada)”:

1. 8 AM – 9 AM

2. 9 AM – 10 AM

3. 10 AM – 11 AM

4. 11 AM – 12 PM

5. 12 PM – 1 PM

6. 1 PM – 2 PM

7. 2 PM – 3 PM

8. 3 PM – 4 PM

9. 4 PM – 5 PM

10. 5 PM – 6 PM

If TZONE = 13 “(GMT-05:00) Eastern Time (US & Canada)”:

1. 9 AM – 10 AM

2. 10 AM – 11 AM

3. 11 AM – 12 PM

4. 12 PM – 1 PM

5. 1 PM – 2 PM

6. 2 PM – 3 PM

7. 3 PM – 4 PM

8. 4 PM – 5 PM

9. 5 PM – 6 PM

10. 6 PM – 7 PM

[IF S1=1; GRID, MP ACROSS, MP DOWN]

S2.

While we may not be able to accommodate everyone’s preferences, we would like to know the most convenient times for you to participate in a 1-hour focus group.

Which days would be you be available to be interviewed? Keep in mind, you will want 1 hour in a quiet place with access to a computer with a camera.

Please select all your available dates and times.

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[DISPLAY4]

Thank you for your interest in participating in a focus group with researchers from ICF!

If you are selected, the AmeriSpeak Tax Tools Survey Team will send you an email to let you know the date and telephone information of your focus group. Be sure to look out for an email so you don’t miss out on this opportunity to help us understand taxpayers’ experiences!

The Paperwork Reduction Act requires that the IRS display an OMB control number on all public information requests along with the address where you can send comments regarding the study. You are not required to respond unless a currently valid OMB approval number is displayed. The OMB number for this study is 1545-2274. If you have any comments regarding this study, please write to: IRS, Special Services Committee, SE:W:CAR:MP:T:M:S – Room 6129, 1111 Constitution Avenue, NW, Washington, DC  20224.

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