2020 20 INTERNAL REVENUE - IRS tax forms

1 Publication 55-B (Rev. 6 2021) Catalog Number 21567I Department of the Treasury INTERNAL REVENUE Service REVENUE SERVICEDATA BOOKO ctober 1, 2019 to September 30, 20202020 INTERNAL REVENUE SERVICE DATA BOOKD epartment of the TreasuryInternal REVENUE ServiceCharles P. RettigCommissionerBarry W. Johnson (Acting)Chief Research and Analytics OfficerDavid P. Paris (Acting)Director, Statistics of Income DivisionMichael E. Weber (Acting)Chief, Individual and Tax-Exempt BranchWayne K. KeiChief, Data Dissemination SectionThe IRS Mission Provide America s taxpayers top-quality service by helping them understand and meet their tax responsibilities and enforce the law with integrity and fairness to REVENUE Service Data Book, 2020 INTERNAL REVENUE Service Data Book, 2020* Chief Counsel reports to both the Commissioner and the Treasury Department General Counsel in circumstances specified by the INTERNAL REVENUE Service Restructuring and Reform Act of , Small Business / Self-EmployedCommissioner.

2 Wage and InvestmentCommissioner, Large Business and InternationalCommissioner, Tax Exempt and Government EntitiesDirector, Office of Professional ResponsibilityDirector, Whistleblower OfficeChief, Criminal InvestigationDirector, Return Preparer OfficeDirector, Office of Online ServicesChief Information OfficerChief Financial OfficerIRS Human Capital OfficerChief, Facilities Management and Security ServicesChief Privacy OfficerChief Diversity OfficerChief Research and Analytics OfficerChief Risk OfficerChief Procurement OfficerChief Counsel* Chief, AppealsNational Taxpayer AdvocateChief, Communications and Liaison CommissionerChief of StaffDeputy Chief of StaffDeputy Commissioner for Services and EnforcementDeputy Commissioner for Operations SupportEnterprise Digitalization and Case Management Office INTERNAL REVENUE ServiceData Book.

3 2020 This report describes activities conducted by the INTERNAL REVENUE Service during Fiscal Year 2020 (October 1, 2019, through September 30, 2020). It provides information on returns filed and taxes collected, enforcement, taxpayer assis-tance, the IRS budget and workforce, and other selected using information from this report, cite the INTERNAL REVENUE Service Data Book, 2020, as follows INTERNAL REVENUE ServiceData Book, 2020 Publication 55 BWashington, DCJune 2021 ContentsAcknowledgments .. vLetter from the Commissioner .. viIRS Response to the COVID-19 Pandemic.

4 ViiiTaxpayer Attitudes and Service Channel Preferences .. xList of Statistical Tables .. xiiReturns Filed, Taxes Collected, and Refunds Issued .. 1 Service to Taxpayers .. 21 Compliance Presence ..33 Collection Activities, Penalties, and Appeals ..57 Chief Counsel ..63 IRS Budget and 69 Data Sources, by Subject Area and Table Number ..75 Principal Officers of the INTERNAL REVENUE Service ..76 Principal Officers of the INTERNAL REVENUE Service Office of Chief Counsel ..78 Commissioners of INTERNAL REVENUE ..79 Chief Counsels for the INTERNAL REVENUE Service.

5 80 INTERNAL REVENUE Service Organization ..inside back covervInternal REVENUE Service Data Book, 2020 AcknowledgmentsInternal REVENUE Service OfficesAppealsCriminal InvestigationTax Exempt and Government EntitiesPaula BayleyStephen D. HarrisHans J. VenableFrank KowalkowskiDavy M. LeightonTaxpayer AdvocateChief CounselEquity, Diversity and InclusionKimberly A. KnowltonCristina L. JacobsCharles R. MartinsenJoAnn F. MorasseHilary A. FerrellOnline ServicesVicki M. StevensChief Financial OfficerJoshua JessarWage and InvestmentAdrian T. Dance, BassResearch, Applied Analytics, Matthew R.

6 Grayand StatisticsStaci StantzKirstee Sarah E. HildebrandDonna BaldwinShadlyn WolfeDonald J. JemisonJeff MatsuoLouis C. MalfaitSmall Business / Self-EmployedCharles A. MessingShameka AndersonJeshal PatelBrandy BrewsterAfzaal H. ShamsieNyna CoxJoseph SkopicTerri GrantSharon TelesfordJames HellerCommunications & LiaisonDarryl E. LiuBarlo BrownBob D. SchwallerMichael DeneroffWilliam Zanieski, Jr. Statistics of Income DivisionManaging EditorsLayout DesignerKelly D. DaubermanClay R. MoultonGlenn J. HentzPublishing Services CoordinatorJessica N. HollandClay R.

7 MoultonTechnical EditorsJames R. HobbsBarry W. JohnsonThe INTERNAL REVENUE Service Data Book OnlineThe INTERNAL REVENUE Service Data Book tables for the current year and previous years may be found online at An archive of historical Data Books and its predecessor from 1863 to 2020 is also available on the site. For additional information, contact Statistical Information Services at 202 803 9285 or e-mail REVENUE Service Data Book, 2020viLetter from the CommissionerI m pleased to present the Fiscal Year of Economic Impact Payments (EIPs) of the Where s My Refund?

8 Tool in-2020 INTERNAL REVENUE Service Data to help millions of Americans facing creased by 37 percent, with more than Book. This publication will give every-financial hardship. IRS employees million inquiries in FY 2020. Due one an idea of the important work that worked many long hours to develop to reductions in capabilities to provide takes place at the IRS, year in and year new tools and meaningful guidance to in-person and phone assistance while out, to help taxpayers. We also hope simultaneously deliver the first round offices were closed, live toll-free call it will help illustrate IRS accomplish-of nearly 162 million payments totaling volume decreased 16 percent and con-ments over the past year and the many more than $271 billion in record time tacts at Taxpayer Assistance Centers ways our employees provide service while still keeping the annual filing decreased by 54 the on track.

9 In fact, millions of Americans started seeing EIPs show Even with those challenges, the IRS re-By sharing this information, we want ev-up in their bank accounts within 14 mained committed to its core mission. eryone to understand the scope of our days after the CARES Act was enacted. We didn t have a playbook for how to work. My experience as Commissioner respond to a pandemic that shut down has strengthened my belief that a Realizing how difficult the pandemic or slowed wide segments of the fully functioning IRS is critical to the has been for so many Americans, we economy.

10 Nonetheless, thanks to the success of our nation. Each year, the also moved quickly to provide impor-agility and flexibility of our workforce, IRS collects more than $3 trillion in tant administrative relief. We postponed the IRS moved forward, rapidly switch-taxes and generates approximately 96 the deadline for individuals to file and ing to a virtual work environment and percent of the funding that supports pay Federal income tax from April 15, shifting the majority of our employees the Federal Government s operations. 2020, to July 15, 2020 the latest tax to working remotely to protect their We serve and interact with more deadline ever.