UNITED STATES

Unlike last year, this tax season has been going smoothly

Mar 17, 2023, 6:00 AM
The past two tax-filing seasons were fraught with aggravations, delays, last-minute changes and hug...
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. (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

One of Dunkin's most recognizable drinks has disappeared. The Dunkaccino has quietly been pulled fr...
Jordan Valinsky, CNN

Twenty years later, Dunkin’ is retiring the fan-favorite Dunkaccino

Dunkin' didn't specify why the drink is no more, but fast food chains regularly change their menus and eliminate underperforming items.
3 days ago
Microsoft is infusing artificial intelligence tools into its Office software, including Word, Excel...
Associated Press

Microsoft adds AI tools to Office apps like Outlook, Word

The new Microsoft AI feature is a processing engine that will let users summarize long emails and draft stories in Word.
3 days ago
Utah Gov. Spencer Cox and state leaders were apparently preparing to be the backstop for short-term...
Curt Gresseth

Our Banks, Our Savings: Top consumer takeaways with a financial expert

A financial expert joins the show to talk about the financial takeaways you could have learned after the collapse of two US banks.
4 days ago
Republican congressmen called Thursday for a halt to all offshore wind power projects amid a spate ...
Associated Press

GOP congressmen: Halt offshore wind, probe whale deaths

Opponents of offshore wind, elected officials, and community groups believe preparatory work on the ocean floor has led to whale deaths.
4 days ago
Eleven of the biggest U.S. banks Thursday announced a $30 billion rescue package for First Republic...
KEN SWEET AP Business Writer

Big banks create $30B rescue package for First Republic

It's an effort to stop the California-based bank from becoming the third to fail in less than a week.
4 days ago
US Defense Secretary Lloyd Austin speaks before a virtual meeting of the Ukraine Defense Contact Gr...
Haley Britzky, Natasha Bertrand, Oren Liebermann and Kylie Atwood, CNN

US will still fly drones over Black Sea, condemns Russian downing

Defense Secretary Lloyd Austin vowed on Wednesday that US aircraft will continue to "fly and to operate wherever international law allows."
4 days ago

Sponsored Articles

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.
happy friends with sparklers at christmas dinner...
Macey's

15 easy Christmas dinner ideas

We’ve scoured the web for you and narrowed down a few of our favorite Christmas dinner ideas to make your planning easy.
Spicy Homemade Loaded Taters Tots...
Macey's

5 Game Day Snacks for the Whole Family (with recipes!)

Try these game day snacks to make watching football at home with your family feel like a special occasion. 
Happy joyful smiling casual satisfied woman learning and communicates in sign language online using...
Sorenson

The Best Tools for Deaf and Hard-of-Hearing Workplace Success

Here are some of the best resources to make your workplace work better for Deaf and hard-of-hearing employees.
Unlike last year, this tax season has been going smoothly