HR7971119th CongressWALLET

Taxpayer Experience Improvement Act

Sponsored By: Representative Schweikert, David [R-AZ-1]

Passed House

Summary

Real-time service dashboards and expanded online account access for taxpayers. This bill would push the IRS to show live call and service metrics and give taxpayers and their representatives richer online access to returns and refunds.

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  • Households would get clear, up-to-date return and refund details on a website or app, including estimated refund dates, deposit account or mailing details, and reasons and instructions for any suspended processing.
  • People who call the IRS would see per-extension wait metrics and estimated wait times, and would have the option to request a callback for calls unanswered after 5 minutes by 2028.
  • Tax professionals and designated representatives would be able to view and upload documents for multiple client accounts without separate logins and the IRS must investigate and report unauthorized access annually.

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Bill Overview

Analyzed Economic Effects

2 provisions identified: 2 benefits, 0 costs, 0 mixed.

Live IRS wait times and callbacks

The IRS would post real-time data for major phone lines. You would see callers connected, callers waiting, the longest wait, and if callbacks are offered. A public tool would estimate your wait time, and an API would let apps show the same data. Monthly reports would show average and median call times, transfers and holds, hang-ups by the IRS, and the share of callers who got what they needed. The IRS would use tech to block robocalls. Covered lines would include key IRS units and any line with 200,000 or more calls last year. The bill says Congress wants callbacks offered by 2028 when a call is not answered within 5 minutes.

Online IRS account and refund details

You would be able to use a website or app to see if the IRS got your return, if it was processed, and when your refund would be sent. It would show the bank name, routing number, and part or all of the account number for direct deposit, or the mailing address for paper checks. If your return was paused, you would see why, what to send, how to send it, and the due date. The IRS would post the oldest receipt dates they processed in any week with a significant delay (items at least 21 days old). By a later deadline, you would also get an online account to view IRS returns, letters, and notices from about the last 6 years, send replies, and let trusted preparers or reporting agents act for you. The IRS would run focus groups before launch and set up a program to investigate and stop unauthorized access by representatives, with yearly reports.

Sponsors & CoSponsors

Sponsor

Schweikert, David [R-AZ-1]

AZ • R

Cosponsors

  • Rep. Beyer, Donald S. [D-VA-8]

    VA • D

    Sponsored 3/18/2026

Roll Call Votes

No roll call votes available for this bill.

View on Congress.gov
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