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Improved Communication and Outreach With Federal Agencies Could Reduce the Number of Invalid Retirement Benefit Statements Filed Each Year

Report Information

Date Issued
Report Number
2018-IE-R007
Report Type
Inspection / Evaluation
Joint Report
Yes
Participating OIG
Treasury Inspector General for Tax Administration
Agency Wide
No (location specific)
Questioned Costs
$0
Funds for Better Use
$0
View Report

Recommendations

The Acting Commissioner, Tax Exempt and Government Entities Division, should consider using the error notice to alert all Federal agencies when they file a benefit statement with a missing or inaccurate SSN.

The Acting Commissioner, Tax Exempt and Government Entities Division, should consider revising the error notice to improve the overall clarity of the instructions and ensure that all payees are included so Federal agencies can take appropriate corrective action. Additionally, the IRS should explore alternative notification processes that ensure that Federal agencies can always retrieve payee name and SSN listings from error notices.

The Acting Commissioner, Tax Exempt and Government Entities Division, should conduct proactive outreach activities with Federal agencies to ensure that they understand their filing and withholding requirements