| Appendix A |
|
Cognitive and Psychological Research (1545-1349) |
|
| Page 1 |
|
Consolidated Burden Hours & Cost 2007-2010 |
|
|
|
|
|
|
|
*Report Requested-No Report Received **Cancelled Study |
Estimated |
Actual |
Estimated |
Actual |
|
|
| SOI # |
|
Subject of Study |
Cost |
Cost |
Burden |
Burden |
Difference |
|
|
|
|
|
|
|
|
|
|
| 278 |
|
Individual Taxpayer Burden Study |
$68,045 |
$247,171 |
4000 |
2323 |
1677 |
|
| 279 |
|
Customer Focus Group |
$3,000 |
$3,000 |
54 |
33 |
21 |
|
| 280 |
|
EITC Focus Group |
$259,448 |
$19,229 |
425 |
132 |
293 |
|
| 281 |
|
Event Feedback |
$300 |
$300 |
105 |
115 |
-10 |
|
| 282 |
2008 |
Cash Economy |
$80,000 |
$80,000 |
215 |
178 |
37 |
|
| 283 |
|
Social Security Worksheet |
$9,000 |
$16,895 |
58 |
33 |
25 |
|
| 284 |
|
1040EZ Focus Groups |
$38,000 |
$52,976 |
241 |
391 |
-150 |
|
| 285 |
|
Media & Publications External Customer Survey |
$123,743 |
$126,120 |
1549 |
874 |
675 |
|
| 286/308 |
** |
Market Segmentation |
$341,912 |
$0 |
687 |
0 |
687 |
Cancelled |
| 287 |
|
Seminar Companion Survey |
$0 |
$0 |
31 |
17 |
14 |
|
| 288 |
|
Free-File Campaign |
$28,000 |
$41,923 |
120 |
100 |
20 |
|
| 289 |
|
International Focus Groups |
$11,500 |
$10,189 |
245 |
116 |
129 |
|
| 290 |
|
Correspondex Notice Study |
$18,000 |
$19,594 |
115 |
46 |
69 |
|
| 291 |
|
SEP Online Survey Study |
$3,500 |
$1,750 |
953 |
63 |
890 |
|
| 292 |
|
Improvement to Forms & Instructions |
$5,600 |
$7,075 |
68 |
154 |
-86 |
|
| 293 |
|
Needs of Taxpayers Living Abroad |
$4,876 |
$4,284 |
65 |
50 |
15 |
|
| 294 |
|
Taxpayer Assistance Blue Print |
$39,785 |
$16,000 |
27 |
96 |
-69 |
|
| 295 |
|
Exempt Organization Focus Groups |
$6,000 |
$5,750 |
80 |
66 |
14 |
|
| 296 |
|
Notice Focus Groups 2008 |
$11,200 |
$4,692 |
120 |
51 |
69 |
|
| 297 |
|
Economic Stimulus Package |
$2,100 |
$840 |
43 |
55 |
-12 |
|
| 298 |
|
Alternative Minimum Tax Patch |
$2,300 |
$4,373 |
43 |
31 |
12 |
|
| 299 |
|
e-help Customer Survey |
$2,000 |
$9,400 |
208 |
188 |
20 |
|
| 300 |
|
TAS 2008 Tax Forum Survey |
$900 |
$2,579 |
279 |
226 |
53 |
|
| 301 |
|
SB/SE Practitioner Focus Group |
$22,848 |
$16,000 |
276 |
232 |
44 |
|
| 302 |
|
Correspondence Exam Focus Groups |
$32,596 |
$32,596 |
129 |
98 |
31 |
|
| 303 |
|
Notice Improvement Study |
$20,000 |
$8,200 |
115 |
54 |
61 |
|
| 304 |
|
Taxpayer Assistance Blue Print |
$39,785 |
$16,000 |
27 |
96 |
-69 |
|
| 305 |
|
MLI 2008 Tax Forum Study |
$27,700 |
$33,727 |
454 |
117 |
337 |
|
| 306 |
|
TFP Forms Study |
$182,228 |
$110,051 |
869 |
899 |
-30 |
|
| 307 |
|
IRS.gov FAQ Study |
$2,000 |
$7,681 |
22 |
11 |
11 |
|
| 308/286 |
286C |
Market Segmentation |
$42,109 |
$421,109 |
1244 |
1238 |
6 |
|
| 309 |
|
2008 Oversight Board Compliance |
$20,000 |
$20,000 |
277 |
423 |
-146 |
|
| 310 |
|
Free File Migration |
$132,303 |
$131,192 |
422 |
431 |
-9 |
|
| 311 |
|
Free File Cognitive/Behavioral Study |
$94,417 |
$93,245 |
470 |
471 |
-1 |
|
| 312 |
|
2008 Marketing Materials Focus Groups |
$39,122 |
$36,432 |
93 |
84 |
9 |
|
| 313 |
|
FEAB Focus Groups |
$8,000 |
$8,000 |
144 |
136 |
8 |
|
| 314 |
|
Modernized IEIN Study |
$0 |
$0 |
623 |
760 |
-137 |
|
| 315 |
|
Economic Stimulus Payment Testing |
$23,000 |
$23,000 |
39 |
25 |
14 |
|
| 316 |
|
SPEC Taxpayer Non-media |
$46,135 |
$46,135 |
132 |
107 |
25 |
|
| 317 |
|
Retirement Plan News Survey |
$0 |
$0 |
494 |
43 |
451 |
|
| 318 |
|
Economic Stimulus Payment Study |
$225,000 |
$216,000 |
750 |
1188 |
-438 |
|
| 319 |
|
Correspondenx Notice 4310C Study |
$25,000 |
$24,709 |
163 |
63 |
100 |
|
| 320 |
|
IRS.gov Picklist Usability Study |
$5,150 |
$5,150 |
31 |
10 |
21 |
|
|
|
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|
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| |
|
Cognitive and Psychological Research (1545-1349) |
|
| Page 2 |
|
Consolidated Burden Hours & Cost 2007-2010 |
|
|
|
|
|
|
|
*Report Requested-No Report Received **Cancelled Study |
Estimated |
Actual |
Estimated |
Actual |
|
|
| SOI # |
|
Subject of Study |
Cost |
Cost |
Burden |
Burden |
Difference |
|
|
|
|
|
|
|
|
|
|
| 321 |
|
EITC Marketing Focus Groups |
$149,655 |
$33,190 |
387 |
155 |
232 |
|
| 322 |
|
Field Assist Comment Card |
$200,457 |
$222,013 |
11750 |
11 |
11739 |
|
| 323 |
|
IRS.gov Usability Study |
$2,000 |
$7,025 |
69 |
23 |
46 |
|
| 324 |
|
Asian Russian Phas I Study |
$342,000 |
$35,669 |
360 |
539 |
-179 |
|
| 325 |
|
LLC Focus Group Study |
$94,984 |
$43,378 |
290 |
197 |
93 |
|
| 326 |
|
F1040 Focus Group |
$99,443 |
$92,147 |
236 |
204 |
32 |
|
| 327 |
|
SPEC Partner Focus Group |
$24,262 |
$24,262 |
37 |
37 |
0 |
|
| 328 |
|
Phase II FRSP Study |
$20,000 |
$126,366 |
1683 |
475 |
1208 |
|
| 329 |
|
EITC/IRS.gov Usability Study |
$138,751 |
$6,230 |
58 |
47 |
11 |
|
| 330 |
|
Form 1040X Redesign Study |
$182,288 |
$99,191 |
355 |
349 |
6 |
|
| 331 |
|
Multi-City Taxpayer Study |
$437,756 |
$437,756 |
2911 |
2911 |
0 |
|
| 332 |
|
Estate/Gift Tax Focus Groups |
$15,189 |
$15,189 |
66 |
39 |
27 |
|
| 333 |
|
Contact Ctr Focus Groups |
$87,500 |
$87,500 |
222 |
137 |
85 |
|
| 334 |
|
IRS.gov Focus Group Study |
$101,434 |
$101,147 |
493 |
195 |
298 |
|
| 335 |
|
Advancing E-file Focus Groups Phase II |
$45,000 |
$628,958 |
70 |
93 |
-23 |
|
| 336 |
|
ETITC Media Focus Group Study |
$234,000 |
$45,519 |
1070 |
244 |
826 |
|
| 337 |
|
SBSE Field Exam |
$44,451 |
$44,451 |
135 |
122 |
13 |
|
| 338 |
|
Schedule M |
$55,000 |
$31,594 |
236 |
251 |
-15 |
|
| 339 |
|
CAS Compliance FG |
$22,000 |
$22,000 |
159 |
159 |
0 |
|
| 340 |
|
Bonds Examiniation Study |
$3,400 |
$3,400 |
36 |
24 |
12 |
|
| 341 |
|
Evaluating Decision Points Interview |
$33,100 |
|
202 |
|
202 |
Ongoing |
| 342 |
|
AUR Focus Groups |
$35,296 |
$26,000 |
129 |
55 |
74 |
|
| 343 |
** |
Economically Stressed FG |
$6,700 |
$0 |
68 |
0 |
68 |
Cancelled |
| 344 |
|
Form 1040X Testing |
$120,000 |
$235,000 |
114 |
172 |
-58 |
|
| 345 |
** |
e-Pay FG |
$42,000 |
$35,670 |
100 |
67 |
33 |
|
| 346 |
|
Forum Practitioner on Hold Music Interviews |
$9,000 |
$0 |
20 |
0 |
20 |
Cancelled |
| 347 |
|
First Contact Resolution |
$44,903 |
$244,903 |
282 |
222 |
60 |
|
| 348 |
|
Participatory Design IRS.gov Website |
$15,000 |
$14,800 |
72 |
72 |
0 |
|
| 349 |
|
Participatory Design IRS.gov Website II |
$15,000 |
$14,800 |
72 |
72 |
0 |
|
| 350 |
|
SBSE Operating Division Focus Groups |
$35,712 |
$33,343 |
492 |
529 |
-37 |
|
| 351 |
|
Form 8863 Focus Groups |
$55,000 |
$35,020 |
326 |
273 |
53 |
|
| 352 |
|
TAS 2009 Focus Groups |
$28,000 |
$27,618 |
374 |
356 |
18 |
|
| 353 |
|
ETA Preparer Marketing Focus Groups |
$72,752 |
$66,336 |
167 |
104 |
63 |
|
| 354 |
|
Schedule L Focus Groups |
$30,000 |
$37,104 |
236 |
244 |
-8 |
|
| 355 |
* |
E-preparer Focus Groups |
$39,250 |
|
95 |
|
95 |
|
| 356 |
|
FOIA Web-paper Card Sort |
$2,976 |
$2,800 |
35 |
74 |
-39 |
|
| 357 |
|
HCTC Focus Groups |
$44,000 |
$3,420 |
360 |
330 |
30 |
|
| 358 |
|
Notice Tax Forum Focus Group |
$5,600 |
$10,048 |
72 |
59 |
13 |
|
| 359 |
|
TAS External Focus Groups |
$70,100 |
$70,100 |
195 |
107 |
88 |
|
| 360 |
|
Offer in Compromise Study |
$14,500 |
$14,400 |
210 |
182 |
28 |
|
| 361 |
|
Deaf/Hard of Hearing Focus Group |
$55,000 |
$53,254 |
118 |
46 |
72 |
|
| 362 |
|
COLDS Usability Study |
$17,000 |
$14,200 |
37 |
34 |
3 |
|
| 363 |
|
ETA Marketing Focus Groups |
$73,016 |
$65,410 |
167 |
139 |
28 |
|
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| Appendix A |
|
Cognitive and Psychological Research (1545-1349) |
|
| Page 3 |
|
Consolidated Burden Hours & Cost 2007-2010 |
|
|
|
|
|
|
|
*Report Requested-No Report Received **Cancelled Study |
Estimated |
Actual |
Estimated |
Actual |
|
|
| SOI # |
|
Subject of Study |
Cost |
Cost |
Burden |
Burden |
Difference |
|
|
|
|
|
|
|
|
|
|
| 364 |
|
Injured Spouse |
$162,257 |
$11,112 |
33 |
27 |
6 |
|
| 365 |
* |
TEGE IRD |
$21,243 |
|
68 |
|
68 |
|
| 366 |
|
Field Assistance |
$10,311 |
|
96 |
|
96 |
Ongoing |
| 367 |
* |
TAS Evaluative |
$109,600 |
|
564 |
|
564 |
Ongoing |
| 368 |
|
GLD |
$150,000 |
$170,000 |
264 |
205 |
59 |
|
| 369 |
|
CCE Toll Free |
$9,691 |
|
26 |
|
26 |
Ongoing |
| 370 |
|
Field Exam |
$19,900 |
|
128 |
|
128 |
Ongoing |
| 371 |
|
Conjoint Analysis |
$75,000 |
|
52 |
|
52 |
Ongoing |
| 372 |
|
Return Preparer Review |
$17,856 |
|
108 |
|
108 |
Ongoing |
| 373 |
|
Form 1099/Schedule D |
$30,000 |
|
252 |
|
252 |
Ongoing |
| 374 |
** |
Tax Forum |
$23,787 |
$0 |
180 |
0 |
180 |
Cancelled |
| 375 |
|
Employment Tax |
$310,000 |
|
771 |
|
771 |
Ongoing |
| 376 |
|
TAS Tax Forum Focus Groups |
$0 |
|
256 |
|
256 |
Ongoing |
| 377 |
|
SBSE CLD Tax Forum Focus Groups |
$27,540 |
|
414 |
|
414 |
Ongoing |
| 378 |
|
MLI 2010 Tax Forum Focus Groups |
$200 |
|
92 |
|
92 |
Ongoing |
| 379 |
|
Health Care Hire Act Tax Forum Focus Groups |
$17,856 |
|
108 |
|
108 |
Ongoing |
| 380 |
|
Form 1040 |
$35,000 |
|
252 |
|
252 |
Ongoing |
| 381 |
|
ETA 2010 Marketing |
$82,020 |
|
167 |
|
167 |
Ongoing |
| 382 |
|
eTranscripts Usability Testing |
$15,000 |
|
19 |
|
19 |
Ongoing |
| 383 |
|
Language Services Interactive DVD Usability Study |
$23,610 |
|
133 |
|
133 |
Ongoing |
| 384 |
|
Services and Asstance |
$72,500 |
|
214 |
|
214 |
Ongoing |
| 385 |
|
Form 8822 Focus Group Testing |
$35,000 |
|
252 |
|
252 |
Ongoing |
| 386 |
|
Indian Tribal Government Web-based Educ Material |
$15,760 |
|
235 |
|
235 |
Ongoing |
|
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Totals - Cost and Burden |
$1,264,131 |
$181,112 |
4684 |
232 |
4452 |
|
|
|
Three-Year Approved Burden Hours |
|
|
|
|
|
112,500 |
|
|
3-Year Burden Minus Estimated Hours |
|
|
|
|
|
-4,684 |
|
|
3-Year Burden Minus Actual Hours |
|
|
|
|
|
-232 |
|
|
Grand Total Pages 2-3 |
$1,264,131 |
$181,112 |
4,684 |
232 |
4,452 |
|