Friday, October 14, 2016

FYI: Update on IRS e-Services and Secure Access (Delay of Oct 24th date...)

Hello Everyone,


I just received the below message and have been asked to share it:


To ensure a smooth transition, the IRS has decided to delay the October 24 date for requiring e-services users to re-register and validate their identities through Secure Access authentication.


In the next few weeks, the IRS plans to have discussions with key stakeholders affected by the e-services changes to discuss security protocols and next steps in this process.


A new implementation date has not been set. When a new date is set, the IRS will share the information widely with e-Services users.


The IRS is strengthening the e-Services registration process as part of a wider effort to ensure the protection of taxpayer data and IRS systems.



Jennifer Henrie-Brown, ID #1000247447

Stakeholder Liaison Specialist

Communications Stakeholder Outreach

Work cell phone:  510-926-0175

IRS Video Portal
Follow us on Twitter, YouTube






Thursday, October 6, 2016

FYI re: Individual Taxpayer Identification Numbers (ITINs)

Hello Everyone,

Taxpayers affected by recent changes involving the Individual Taxpayer Identification Number (ITIN) program can now begin submitting their ITIN renewal applications to the IRS.

Here are some resources to help get this message to all affected taxpayers. 

Please share this information with your members, staff, colleagues and anyone who may benefit from this information.  Please also let us know how you share this information and any feedback you receive so we can adjust these resource tools to better fit your needs.

Thank you!

FYI:  Western Area Stakeholder Liaison is presenting a webinar on ITINs on October 20, 2016.  See below for additional information. 



Understanding Individual Taxpayer Identification Numbers (ITINs)

Presented by:

IRS Stakeholder Liaison Western Area

"formerly IRS 101"


Thursday, October 20, 2016

11:00 a.m. Pacific


This webinar will provide an overview of the following:

·        ITIN Program Changes due to the PATH Act (including ITIN expirations and renewals)

·        Who needs an ITIN and how to get one

·        Certifying Acceptance Agents

·        Dependency exemptions and tax credits for ITIN holders

·        Plus a live Q & A


Register and Attend:


Earn one Continuing Education (CE) credit Category: Federal Tax


To receive a certificate of completion, you must:

·        View the live presentation for at least 50 minutes from the start of the program for one CE credit.

·        View the presentation while signed in using the same email address that you used to register (you will not receive credit by watching on someone else's computer). This will confirm your attendance and generate your certificate of completion.

·        Groups cannot register with one e-mail address and then receive separate certificates.

·        If certificates are needed, each person must register separately.


If you are an Enrolled Agent or an Other Tax Return Preparer attending for education on a voluntary basis, you must register with your 8-character PTIN, and First Name and Last Name as shown on your PTIN card or letter. If you don't have a PTIN, you will receive a certificate; however, your credit will not be reported to the IRS. Other tax professionals will be sent a certificate and may receive credit if the broadcast meets their organization's or state's CE requirements.



Questions?      Email us SL.WESTERN@IRS.GOV




Jennifer Henrie-Brown, ID #1000247447

Stakeholder Liaison Specialist

Communications Stakeholder Outreach

Work cell phone:  510-926-0175

IRS Video Portal
Follow us on Twitter, YouTube













From: Smith Amy M
Sent: Thursday, October 06, 2016 12:24 PM
To: Antal Vivienne; Bchtikian Narina; Breece Dan E; Cox Neki M; Deazeley Kristen K; Footit Christine A; Ganter Derek C; Hamilton Lisa A; Henrie-Brown Jennifer A; Kelly-Brenner Geraldine A; Kershner Keith D; Lauridsen Regina M; Malone Terri L; Sanchez Christella A; Vallombroso Michelle M; Williams Katie M; Zine Marc J
Subject: ACTION: ITIN Outreach Assistance
Importance: High


Sending this on Derek's behalf…


Good afternoon Stakeholder Liaison Field,


Our Wage and Investment colleagues are requesting our expedited assistance in getting the word out about the changes to the ITIN program.  This topic is a current Outreach Priority that we will be communicating through the quarter to our Tax professional, Industry, Fed/State and/or Local Government stakeholders.  


It is essential each and every Stakeholder Liaison disseminate this information (and attachments) to the intended audience(s) as prescribed:



·         Get the word out broadly on the ITIN program changes announced this summer


Delivery Channels:

·         E-mail

1) other methods that align with the prescribed objective and timeline are possible

                2) crafted e-mail attached with suggested language


·         Actions should be completed related to this effort by close of business today, October 6 2016


Actions Needed:

·         Enter Contact in the CSO Calendar for "Information Sharing."

·         Check the box next to "ITIN Outreach" in the SL initiatives block.

·         Follow up with stakeholders/partners as to the method and outcome of their information sharing and enter as a leveraged contact on the CSO Calendar.

·         For more information, please visit:  OID 114


Background (provided by W&I):

A news release will go out later today reminding taxpayers of these changes, so you can begin sharing the outreach materials with partners today. Specifically, all ITINs not used on a federal income tax return at least once in the last three consecutive tax years and ITINs with middle digits 78 or 79 will expire at the end of the year based on the 2015 PATH Act. Second, dependents without a date of U.S. entry on their passports from countries other than Mexico or Canada will need to prove residency before an ITIN can be issued.

We met with stakeholders prior to announcing these changes, and they requested outreach materials that could be used electronically as well in print. They suggested having a stuffer-sized product that could be inexpensively reproduced and used in grassroots efforts, as well. We have developed products to meet those needs.

For your convenience, we created Publication 5261, ITIN Outreach Products, to help you in your outreach effort. You simply need to share the link to it with stakeholders and they can choose which products they need for their use. Publication 5261 has links to the following outreach products in English, Spanish, Russian, Chinese, Korean, Vietnamese and Haitian Creole:

(1)     ITIN Fact Sheet (Pub 5259) - informs ITIN holders what needs to done to renew their expiring ITIN and where they can go to get help if they need it.

(2)    You May Need to Renew Your Expired ITIN (Pub 5256) – a small, informational flyer ready to print and cut (three per page) – no live links on this page as it's intended for printing, but it directs taxpayers to the page for more information.

(3)    Renewing Your ITIN (Pub 5257) – A full-page flyer with more information than Pub 5256 – also includes links to additional information.

Attached are several additional documents for your use. The ITIN one-pager is intended for partners, not for taxpayers. It includes links to a variety of resources on ITINs as well as the outreach products. The ITIN Tweets document includes all approved ITIN tweets in English and Spanish for partners to use. The next two attachments (ITINinfoSPtweet and ITINinfoEngTweet) are images that have been formatted to the size specifications on Twitter – one in English, one in Spanish.  The last image is set up for use on Facebook in both languages. 


There is additional information on the ITIN program available in English, Spanish, Chinese, Russian, Korean, Vietnamese and Haitian Creole. We've also been tweeting regularly about the ITIN changes from @IRSnews and @IRSenEspanol (see attached) and hope to update you on the availability of YouTube videos in English, Spanish and ASL in the weeks ahead.


My apologies for the short turnaround time on this request but I have full confidence that we will meet the challenge.  If you have any questions please feel free to reach to me at your convenience. 


Thank you in advance for your cooperation!


Derek Ganter

Western Area Manager

Stakeholder Liaison Field Operations

(California, Hawaii & Nevada)


Office (626) 927-1416|Cell (213) 514-2623|Fax (877) 477-8628



Friday, September 30, 2016

FYI: Important e-Services Update

Important Update for e-Services Users

The IRS is committed to protecting taxpayer and tax preparer information and maintaining the security of its systems.  As part of that effort, the IRS is strengthening the identity validating process used to access certain self-help tools on

Starting late October – October 24 is the target date – e-services users will be required to re-register using the Secure Access authentication process. Users must validate their identities through this process before they can access their accounts.

All e-services users will be affected by this change. Those who use e-services for TIN Matching only also must re-register. However, because there is no exchange of sensitive data, TIN Matching will use a more streamlined process. 

For details, please see: Important Update for Your e-services Account.

Secure Access is a two-factor authentication process that meets government standards and adds greater protections against attacks by cybercriminals.  This is a more rigorous process, and part of a wider effort to protect taxpayers and the tax community. For first-time users, it requires identity proofing, financial verification and an activation code text.  Returning users must submit their username/password credentials AND a security code text.

Starting October 24, the IRS also will provide additional staff for the e-Help Desk and provide assistance to those users who are having difficulty passing Secure Access. This assistance may include identity authentication by phone and an activation code by mail which will take five to 10 calendar days for delivery.

The same Secure Access authentication process currently supports Get Transcript Online. E-services users who created a Get Transcript account after June 2016 will have their Secure Access registration automatically migrate to e-services, but they will need to change their passwords on October 24.

It helps to be prepared. Please review Secure Access: How to Register for Certain Online Self-Help Tools to learn what you need to register successfully.

Users should ensure all credentials and certificates are up-to-date prior to October 24. Those with upcoming filing requirements should consider filing early.

Over the next month we will keep you informed of the next steps involving e-services.

Thank you.


Jennifer Henrie-Brown, ID #1000247447

Stakeholder Liaison Specialist

Communications Stakeholder Outreach

Work cell phone:  510-926-0175

IRS Video Portal
Follow us on Twitter, YouTube



FYI: IRS TAC appointment news for Oakland, Salinas, Laguna Niguel, CA Offices

Hello Everyone,
Hope all is going well with you!
FYI: IRS Began appointment service at the Oakland, Salinas, and Laguna Niguel Taxpayer Assistance Centers on September 12, 2016.  See below attached news releases for additional information.
Jennifer Henrie-Brown, ID #1000247447
Stakeholder Liaison Specialist
Communications Stakeholder Outreach
Work cell phone:  510-926-0175
From: Henrie-Brown Jennifer A
Sent: Tuesday, March 03, 2015 12:24 PM
Subject: FYI: IRS Pilot Program of Appointment Service Test for Certain Taxpayer Assistance Centers (Only 3 affected TACs are located in CA: Fresno, Redding, & Long Beach)
Importance: Low
Hello Everyone,
IRS management has requested we inform you IRS is conducting a pilot program of appointment service test for certain Taxpayer Assistance Centers (TACs) this filing season beginning with ten large Taxpayer Assistance Centers.  (See below, “Appointment Service List FINAL” attachment for list of participating TACs  in the appointment service test pilot program). 
Note:  Fresno is the only large TAC in California noted on this list.
IRS hopes the results of the test will help us determine if an appointment process would benefit both the IRS and the taxpayer.
IRS added more TACs to this test pilot program on March 2nd. 
Note:  TACs noted on the above attached list to, “begin taking appointments later this filing season” that are located in California are Long Beach and Redding.  (IRS will begin taking appointment requests in these new locations the first week (March 2) and start serving taxpayers in appointments the following week (March 9).
To help raise awareness of the appointment service test with taxpayers, IRS made a national media release along with local releases at the ten initial participating locations. IRS had posted signage at the ten TACs and has updated with background information and the instructions needed by taxpayers to make an appointment.
The below attached fact sheet, “Internal Revenue Service Appointment Test” has additional information on this appointment service test pilot program.
If this test pilot program works well, additional TACs will be added in the future.
Jennifer Henrie-Brown, ID #1000247447
Stakeholder Liaison Specialist
Communications Stakeholder Outreach
510-637-2199/ fax 510-637-2434

FYI: IRS News & Events from Stakeholder Liaison

Hello Everyone,


Hope all is going well with you!


Attached is, IRS News and Events from Stakeholder Liaison.


IRS News and Events from Stakeholder Liaison - Please share with your members and colleagues. Select the blue links to see the full article.


What to Watch: IRS videos:

Featured video: Reminders for Extension Filers

If you asked for an extension to file your tax return, remember that the deadline is mid-October. Learn more at


Protect Your Clients; Protect Yourself


IRS and Security Summit Partners Warn of Fake Tax Bill Emails

IR-2016-123, Sept. 22, 2016 — The IRS and its Security Summit partners today issued an alert to taxpayers and tax professionals to be on guard against fake emails purporting to contain an IRS tax bill related to the Affordable Care Act


Important Update for Your e-services Account

Starting late October – October 24 is the target date – e-services users will be required to re-register using the Secure Access authentication process. Users must validate their identities through this process before they can access their accounts.


Secure Access: How to Register for Certain Online Self-Help Tools

To better protect taxpayers, the IRS recently upgraded its identity verification process for certain online self-help tools.  The purpose is to prevent taxpayer impersonations and account takeovers by identity thieves. Because the Secure Access Authentication platform is more rigorous, it helps if you prepare to register in advance.


Helpful Publications

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General News

IRS Urges Employers to Take Advantage of Expanded Work Opportunity Tax Credit; Employers Have until Sept. 28 to Request Certification for Many New Hires

IR-2016-122, Sept. 20, 2016 — With a key certification deadline fast approaching, the IRS today urged employers to take advantage of a valuable tax credit designed to help those who hire long-term unemployment recipients and workers who face significant barriers to employment.


IRS Has a Reminder for Extension Filers: Prior-Year Adjusted Gross Income Amount May Be Needed to File Electronically

IR-2016-124, Sept. 22, 2016 — The IRS has an important reminder for taxpayers who filed for an extension and face an Oct. 17 filing deadline: the adjusted gross income (AGI) amount from your 2014 return may be needed to electronically file a tax return.


New ITIN Acceptance Agent Program Changes

The IRS has updated procedures that affect the Individual Taxpayer Identification Number (ITIN) application process. Taxpayers and their representatives should review these changes identified below before requesting an ITIN:


Electronically Submit Your Form 8976, Notice of Intent to Operate Under Section 501(c)(4)

New legislation enacted at the end of 2015 added Section 506 to the Internal Revenue Code. Section 506 requires an organization to notify the IRS of its intent to operate as a Section 501(c)(4) organization. The IRS has developed a new form – Form 8976 – that organizations should use to provide this notification.


Whistleblower - Informant Award

The IRS Whistleblower Office pays money to people who blow the whistle on persons who fail to pay the tax that they owe. If the IRS uses information provided by the whistleblower, it can award the whistleblower up to 30 percent of the additional tax, penalty and other amounts it collects.

·       Publication 5251 – Whistleblower Claim Process


IRS Continues Comprehensive Assessment of the CAP Program

LB&I is in the process of assessing all three phases of the Compliance Assurance Process (CAP) program. The three phases are CAP, Pre-CAP and Compliance Maintenance. The assessment will include input from both internal and external stakeholders to determine if any changes are needed to the program.

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Affordable Care Act

ACA Information Center for Tax Professionals


Health Care Tax Tips

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Technical Guidance

T.D. 9783 Modifications to Minimum Present Value Requirements for Partial Annuity Distribution Options under Defined Benefit Pension Plans

These regulations are effective on September 9, 2016.


T.D. 9785 Definition of Terms Relating to Marital Status

These regulations are effective on September 2, 2016.


Announcement 2016-32 requests comments on ways in which Treasury and the IRS can facilitate compliance with the qualification requirements for qualified plan documents in light of the changes to the determination letter program described in Rev. Proc. 2016-37. Comments may be submitted in writing on or before December 15, 2016. 


Notice 2016-57 extends the temporary nondiscrimination relief for closed defined benefit plans provided in Notice 2014-5, 2014-2 I.R.B. 276, through 2017.


Notice 2016-55 provides guidance for income and employment tax purposes on the treatment of cash payments made by employers under leave-based donation programs for the relief of victims of the Louisiana storms.


Notice 2016-52 provides guidance relating to certain transactions, undertaken in anticipation of foreign-initiated income tax adjustments, which will be considered foreign tax credit splitter arrangements under section 909.

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Webinars for Tax Practitioners

·       Now available on Demand! - Protect your Clients: Protect Yourself from Data Theft


Practitioner Local Liaison Meetings and Seminars

The IRS Small Business/Self-Employed Stakeholder Liaison Office offers periodic local liaison meetings and seminars for the tax professional community. These sessions are designed to share important information about IRS programs and issues with tax professionals


Tax Exempt & Government Entities

·        Available on Demand! – Government Information Letter

·        Online educational programs available anytime at


Webinars for Businesses

·       IRS Focus Series: Identity Theft and Phishing Scams – September 27, 2016


California Workshops for Small Business Owners

Please share these links with your small business clients. The workshops provide detailed instructional lessons that cover their tax filing, paying and operating requirements and responsibilities

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I hope you find this information useful. If you would like additional information, you can subscribe to an IRS e-Subscription by going to the Subscription page on


If you would like to discontinue receiving my local Stakeholder Liaison e-mails, please e-mail and request removal of your name.


Have a great day, and a wonderful weekend!



Jennifer Henrie-Brown, ID #1000247447

Stakeholder Liaison Specialist

Communications Stakeholder Outreach

Work cell phone:  510-926-0175

IRS Video Portal
Follow us on Twitter, YouTube