Tax Forums

2020 Nationwide Tax Forums

The Forums were conducted virtually in July and August. Find more information about the tax forums here. Now is the time to complete your online training if you could not attend this summer.

The Refundable Credits Administration office sponsored the following seminars:

Learn the Facts about IRS Due Diligence Requirements and Audits

This seminar provided an overview of due diligence requirements for the earned income tax credit, child tax credit/additional child tax credit, credit for other dependents, American opportunity tax credit and head-of-household filing status. Tax professionals received insight on what to do when IRS contacts them for not meeting their due diligence requirements and walked through the steps of a due diligence audit. This session included compliance and educational training resources available at no charge.

Nationwide Tax Forum Videos - the videos focus on the process for due diligence examinations under Internal Revenue Code section 6695(g).

Be Tax Ready – Understanding the Rules for Due Diligence Tax Credits and Head of Household Filing Status

Participants explored scenarios from the Tax Preparer Toolkit and had an opportunity to test their understanding of the rues for the earned income tax credit, child tax credit/additional child tax credit, credit for other dependents, American opportunity tax credit and head-of-household filing status. This session included guidance on how to use resources and tools available online at no charge to tax preparers. 

2019 Nationwide Tax Forums

The forums began in Washington, D.C and continued through the summer, ending in San Diego in September. Find more information about the tax forums here. 

The Refundable Credits Administration office sponsored the following seminars:

Learn the Facts about IRS Due Diligence Contacts!

This seminar helped paid preparers learn more about IRS compliance and educational efforts available to meet their due diligence requirements. The session included additional training resources and tools available at no charge to participants.

Nationwide Tax Forum Videos - the videos focus on due diligence requirements for the Child Tax Credit/Other Dependents Credits and the examination process.

One Year Later…Tax Cuts and Jobs Act Due Diligence Update

With one filing season complete under the new TCJA legislation, tax professionals continue to have questions regarding its effect on Child Tax Credit/Additional Child Tax Credit/Other Dependents Credit and the Head of Household filing requirements. This presentation provided information on the due diligence requirements and complex relationship issues involving credits and filing status. The session included additional training resources and tools available at no charge to participants.

IRS Nationwide Tax Forums Online

The IRS Nationwide Tax Forums Online (NTFO) provides courses based on taped seminars from previous IRS Nationwide Tax Forums. NTFO courses may be taken for either CPE credit or audit.