... call as their federal return using the IRS TeleFil

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FEDERAL/STATE TELEFILE
2
BACKGROUND

• Federal/State TeleFile allows eligible taxpayers
  in participating states to file their state
  income tax return in the same phone call as their
  federal return using the IRS TeleFile System.

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TARGET AUDIENCE

• Taxpayers must qualify for TeleFile
• Receive the special tax package(s) in the mail
• Taxpayers must live in the participating states
• Have withholding only from the participating
  states sources

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PROGRAM OPERATION

• Taxpayer completes both the federal state tax
  record
• Calls the toll-free number
• Completes the federal portion
• Receives a federal confirmation number

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PROGRAM OPERATION (contd)

• Taxpayer completes the disclosure consent
• Taxpayer completes the state specific portion
• The return is formatted as a Federal/State e-file
  return
• State data is retrieved from the State Retrieval
  Subsystem

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PROTOYPE

• Conducted in June 1998 with Indiana and Kentucky
• Complete end to end test
• Volunteers called indummy returns
• Call length IN - 20 mins. KY-18 mins.
• Technical issues resolved
• Overall 96satisfaction rate

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PILOT RESULTS- KY

• Simple return
• Average call length (state portion) 6 mins.
• 15 secs.
• Average call length (entire call) 18 mins.
• 51 secs.
• Volume 40,833 returns
• Projected 10,000 returns
• Exceeded projections by 308
• Over 90 satisfaction rate

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PILOT RESULTS- IN

• Complex return
• Average call length (state portion)
• 9 mins. 5 secs.
• Average call length (entire call)
• 21 mins .41 secs
• Volume 65,507 returns
• Projected 49,000 returns
• Exceeded projections by 33
• Over 90 satisfaction rate

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2000 FILING SEASON

• KY Volumes 54,813 returns
• -34 increase from last year
• IN Volumes 81,903 returns
• -25 increase from last year
• (As of 4/24/00)

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2001 FILING SEASON

• Indiana
• Kentucky
• Georgia
• Oklahoma

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CONTACT PERSON

• Portia D. Bingham
• Federal/State TeleFile Program Analyst
• Headquarters
• 202-283-0226
• Portia.D.Bingham_at_irs.gov