UNITED STATES

Unlike last year, this tax season has been going smoothly

Mar 17, 2023, 6:00 AM

Utah Taxpayers Association created a fictional family, the Beehive family, to break down what taxes...

Utah Taxpayers Association created a fictional family, the Beehive family, to break down what taxes the average Utahn pays. (prachid/Adobe Stock via CNN)

(prachid/Adobe Stock via CNN)

Originally Published: 16 MAR 23 15:21 ET
Updated: 16 MAR 23 15:39 ET

(CNN) — The past two tax-filing seasons were fraught with aggravations, delays, last-minute changes and huge backlogs at the IRS. But by comparison, this year’s tax-filing season has been going relatively smoothly, tax preparers say.

“After a few years of pandemic-related updates, mid-tax season IRS guidance, last-minute tax law changes and more, the ‘quiet’ is a welcome change to many,” the National Association of Tax Preparers said in a statement.

Indeed, the most recent filing season statistics from the IRS indicate more returns are being processed and more refunds are being issued than at the same point last year.

For example, the IRS reports that as of the week ending March 3 it had sent out 11% more refunds than it had during the same week a year ago.

Even though the IRS has processed more refunds at this point, however, the average refund this year, as expected, is smaller — down 11% to $3,028 from the same period last year. That’s because pandemic-relief measures that boosted refunds in the past two years have expired.

Better but far from perfect

A return to a more normal tax-filing season doesn’t mean tax preparers and their clients are getting all the guidance that they need, though.

The IRS this year is doing a much better job of responding to calls from preparers and filers. Treasury Secretary Janet Yellen on Thursday told the Senate Finance Committee that the IRS has been answering 80% to 90% of incoming calls in any given week this filing season, up from 13% last year. That’s thanks in large part to the agency being able to add 5,000 new customer service representatives, she noted.

But the quality of the answers to their questions and request for guidance has still left some tax preparers wanting.

“The seasoned workforce has retired and the newer agents are not properly trained,” said Kentucky-based enrolled agent Martha Nest. [Enrolled agents are federally authorized to not only prepare client taxes, but represent filers before the IRS in a variety of situations.]

And, Nest added, “their computer systems are antiquated and they are not consolidated so the agent cannot see the whole picture regarding a taxpayer when you call.”

Connecticut-based enrolled agent Morris Armstrong said he believes the additional money the IRS used to bolster its call response time was well spent, even if there is still a need for more training of new employees. “With newer people, you may often receive advice that you know is incorrect and sometimes you can be the educator. But sometimes you simply need to say thank you, hang up and call back in the hopes of finding an experienced agent,” Armstrong said.

He also noted the IRS response time to mail correspondence on behalf of his clients has been faster.

And when it comes to online services, Colorado-based enrolled agent John Dundon II has noticed some improvements as well. “The ‘Get Transcript’ functionality is remarkably improved as measured in ease of use and time to set up an account,” Dundon said.

The-CNN-Wire
™ & © 2023 Cable News Network, Inc., a Warner Bros. Discovery Company. All rights reserved.

We want to hear from you.

Have a story idea or tip? Send it to the KSL NewsRadio team here.

Today’s Top Stories

United States

2017 GMC Acadia crossover SUVs are revealed at the 2016 North American International Auto Show in J...

Ramishah Maruf, CNN

US wants a recall of 67 million airbag inflators

NHTSA cited at least nine incidents of airbags manufactured by Knoxville-based ARC Automotive rupturing, leading to significant injuries or even death.

12 months ago

Tuesday, May 9, 2023 in the Roosevelt Room at the White House in Washington. (AP Photo/Susan Walsh)...

CNN

Biden facing political pressures from both parties over handling of migration challenge

President Joe Biden is coming under sustained pressure from both sides over the administration's handling of the expiration of Title 42.

1 year ago

people at restaurant eating on mother's day pictured...

Alexandra Peers, CNN

Why Mother’s Day is the most hated day in the restaurant industry

The National Retail Federation forecasts that Mother's Day spending will reach $35.7 billion this year, with a record $5.6 billion spent on a meal or outing.

1 year ago

Migrants stand near the border wall after crossing the Rio Bravo river...

Dakin Andone and Priscilla Alvarez, CNN

Title 42 has expired. Here’s what happens next

The new asylum rule is already facing a legal challenge as the ACLU and other immigrant advocacy groups filed a lawsuit.

1 year ago

...

LEANNE ITALIE AP Entertainment Writer

Mommy blogger Heather Armstrong, known as Dooce to fans, dead at 47

Armstrong had laid bare her struggles as a mother and her battles with depression and alcoholism on her site, Dooce.com, and on social media since 2001.

1 year ago

A phlebotomist  collects vials of blood from an intravenous line from a patient who is donating blo...

Brenda Goodman, CNN

FDA finalizes new risk-based rules for blood donors, creating a path for more gay donors

Before the FDA revised its rules, all men who have sex with men faced lifetime bans on blood donation.

1 year ago

Sponsored Articles

close up of rose marvel saliva blooms in purple...

Shannon Cavalero

Drought Tolerant Perennials for Utah

The best drought tolerant plants for Utah can handle high elevations, alkaline soils, excessive exposure to wind, and use of secondary water.

Group of cheerful team members high fiving each other...

Visit Bear Lake

How To Plan a Business Retreat in Bear Lake This Spring

Are you wondering how to plan a business retreat this spring? Read our sample itinerary to plan a team getaway to Bear Lake.

Cheerful young woman writing an assignment while sitting at desk between two classmates during clas...

BYU EMBA at the Marriott School of Business

Hear it Firsthand: 6 Students Share Their Executive MBA Experience at BYU’s Marriott School of Business

The Executive MBA program at BYU offers great opportunities. Hear experiences straight from students enrolled in the program.

Skier being towed by a rider on a horse. Skijoring....

Bear Lake Convention and Visitors Bureau

Looking for a New Winter Activity? Try Skijoring in Bear Lake

Skijoring is when someone on skis is pulled by a horse, dog, animal, or motor vehicle. The driver leads the skiers through an obstacle course over jumps, hoops, and gates.

Banner with Cervical Cancer Awareness Realistic Ribbon...

Intermountain Health

Five Common Causes of Cervical Cancer – and What You Can Do to Lower Your Risk

January is National Cervical Cancer Awareness month and cancer experts at Intermountain Health are working to educate women about cervical cancer.

Kid holding a cisco fish at winterfest...

Bear Lake Convention and Visitors Bureau

Get Ready for Fun at the 2023 Bear Lake Monster Winterfest

The Bear Lake Monster Winterfest is an annual weekend event jam-packed full of fun activities the whole family can enjoy.

Unlike last year, this tax season has been going smoothly