IRS Transcripts in Just 10 Seconds Presented by: Irina N Bobrova, MST, EA, CAA, NTPI Fellow

What you need to use PitBullTax Transcripts? Access to IRS e-Services with TDS (Transcript Delivery System) Form 2848 or Form 8821 registered with CAF Unit of the IRS

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IMPROVED REPORTS PACKAGE Income Tax Liability Compliance Estimated Collection Statute Expiration Date (CSED) First Time Penalty Abatement (FTA) Eligibility Civil Penalties Estimated Civil Penalty CSED Payroll Tax Liability / Form 941 (business clients only) Payroll Tax Liability / Form 940 (business clients only) Bankruptcy Dischargeability Account Transcript Summary Payment Summary

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What events trigger CSED tolling? Offer in Compromise Bankruptcy CDP Hearing Innocent Spouse Claim Pending Installment Agreement Military deferment Tax Court Petition + 30 days + 180 days + 90 days + 60 days

3 Rules of Tax Discharge in Bankruptcy: 3-Year Rule tolled by Bankruptcy & CDP Hearing 2-Year Rule 240-Day Rule tolled by OIC, Bankruptcy & CDP Hearing

Additional Considerations in Bankruptcy: Fraud Survival of Liens “McCoy Rule” SFR / The Beard Test Penalties discharge after SFR

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Some Examples of Daily Alerts: 290 – Additional tax assessed 922 – Review of unreported income 971 – Collection due process Notice of Intent to Levy - issued 532 – Account currently considered collectable 582 – Lien placed on assets due to balance owed 781 – Offer in compromise terms not met 608 – Write-off of balance due 583 – Lien released 780 – Offer in compromise accepted 971 – Full bankruptcy discharge

ACCURACY Morgan King In law practice since 1971, specializing in consumer bankruptcy and delinquent tax matters. Author of 7 books on consumer bankruptcy law as well as IRS delinquent tax remedies, including so-called “bible” for tax discharges in bankruptcy. Director of King Bankruptcy Practice, which publishes books and conducts courses and seminars for consumer bankruptcy attorneys.

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