Page 12 - Investment Advisor - September 2023
P. 12
Beginnings
WASHINGTON WATCH
By Melanie Waddell
Irs to digitally Process All returns by 2025
Thanks to the funding boost under the Inflation reduction Act, the agency
is becoming a digital-first agency, says Treasury Secretary Janet Yellen.
he Internal Revenue Service 2025, “the IRS will achieve paperless By the 2025 filing season, the IRS “is
said in early August that the processing digitizing all paper-filed committing to digitally process 100%
Tagency is tapping its $80 bil- returns when received.” In effect, the of tax and information returns that are
lion budget boost under the Inflation IRS said, “this means all paper will be submitted by paper — as well as half
Reduction Act to accelerate paperless converted into digital form as soon as it of all paper correspondence, non-tax
processing for the 2024 and 2025 tax arrives at the IRS.” forms, and notice responses,” Yellen
filing seasons. Thanks to the Inflation Reduction continued, as well as digitize “historical
Treasury Secretary Janet Yellen said Act, “we are in the process of trans- documents that are currently in storage
Aug. 2 in a statement that the agency’s forming the IRS into a digital-first at the IRS.”
“Paperless Processing” initiative “marks agency,” Yellen noted. By next filing The agency, according to Yellen,
a significant step in our efforts to [digi- season, taxpayers “will be able to digi- “receives about 200 million paper docu-
tize] IRS operations.” tally submit all correspondence, non- ments a year — many of which still
The “ambitious plan” will ensure that tax forms, and notice responses to the undergo manual processing. It also has
by filing season 2024, “taxpayers will be IRS,” she added; taxpayers, of course, decades of historical documents that
able to go paperless if they choose to do “will always have the choice to submit together cost around $40 million a year Adobe Stock
so,” the IRS said, and by filing season documents by paper.” to store.”
10 Investment AdvIsor September 2023 | thinkAdvisor.com