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Taxpayer Compliance Burden Survey, Tax Year 2019

Information about the IRS's 2020 study of taxpayers' financial decision making, for those who may have received an invitation to participate.

Individual Income Tax - Taxpayer Burden Survey, Tax Year 2019

You have been invited to share your feedback on the information you receive from any retirement plan for which you are (or were) a participant or beneficiary. Your participation is a unique opportunity to help government agencies understand the usefulness of retirement notices. The results from this survey will be used to make recommendations to Congress on ways to improve the notices you receive from retirement plans.

The Tax Cuts and Jobs Act (TCJA) included many new and revised provisions. The IRS is conducting a survey of randomly-selected business taxpayers to learn about the costs they incurred to learn about and comply with new requirements and/or claim new benefits included in the law.

SOI Tax Stats - 2018 IRS-TPC Research Conference

This survey is an important project that can benefit the administration of your retirement plan. We are conducting a survey of randomly selected retirement plans to learn more about ways to improve the reporting and disclosure requirements of retirement plans. Your answers will help us find ways to consolidate, simplify, and improve the reporting and disclosure requirements of retirement plans under the Employee Retirement Income Security Act (ERISA) and the Internal Revenue Code.

The Retirement Plan Burden Survey is an important project that can benefit the administration of your retirement plan and other plans as well. We hear from taxpayers that the annual Form 5500 series reporting requirements are time consuming and expensive. We are conducting a survey of randomly selected retirement plans to learn more about those costs.

The Trust and Estate Form 1041 Income Tax (TEIT) Return Burden Survey is an important project that can benefit you and other Form 1041 filers. We hear from taxpayers that the Form 1041 reporting requirements are time consuming and expensive. We are conducting a survey of randomly selected trusts and estates to learn more about those costs.