Posts Tagged ‘contact the IRS’
Posted by Manisha Hansraj on May 6, 2019 Last modified: May 9, 2019

Set an alarm on your phone, write on your notepad or put an “x” on your calendar.
Like most taxpayers, you may be rushing to claim your prior year refunds. If you remember that you have a 2016 refund waiting for you, you’re not too late.
Read below to find out if you can still claim your refund.
Can I still claim my refund?
Luckily, because of the IRS Statute of Limitations for prior year refunds. You have three years from the original tax deadline of your return to claim your refund. Otherwise, your refund expires and goes straight to the IRS. That being said, the original tax deadline for 2016 taxes was April 18, 2017, due to April 15th falling on the weekend and Emancipation Day right after.
Deadline to claim your refund
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Tags: 2016 refund, april 15, contact the IRS, failure-to-file, failure-to-pay, IRS penalties, statute of limitations, tax deadline, tax extension, tax refund
Category: Tax and Life Changes, Tax Deadlines, Tax News, Tax Tips and Tricks, Taxes for Prior Years
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Posted by Manisha Hansraj on October 30, 2018 Last modified: April 23, 2019

Running late on your refund?
Refunds come and go when it comes to taxes. Luckily, for you, you can still claim the 2015 refund that you’ve been delaying. Just remember, you have three years within the original due date of your 2015 tax return to claim your refund.
This is due to the IRS Statute of Limitations, which limits taxpayers in claiming a prior year refund. After the three year deadline, your refund expires and goes to the IRS.
Don’t wait. Get the money you’re entitled to.
Will I be able to e-file my taxes?
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Tags: 2015 refund, 2015 tax calculator, 2015 taxes, contact the IRS, e-file, form 4506, form 4506-T, income and wage statement, IRS, late taxes, paperfile, prior year tax, statute of limitations, tax refund, tax transcript
Category: Tax Tips and Tricks
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Posted by Manisha Hansraj on October 16, 2018 Last modified: October 10, 2019

In the worst case scenario, the IRS rejects your tax return.
Someone else claimed my dependent. What should I do? Luckily, the IRS gives you options in case you’re stuck in this situation.
Unfortunately, the IRS cannot disclose who claimed your dependent. Typically it’s either the other parent, their child claimed themselves as an exemption on their individual tax return, another member of the household such as the grandparent, or any other person that lived with the child for a portion of the year.
What you need to do.
If you’re filing a current year return, you may receive a rejection due to your dependent’s social security number. In this case, you should double-check that you reported their SSN correctly.
If it is reported correctly, you will need to paper file your return; meaning you must print, sign and mail your return to the IRS. You cannot e-file it since the IRS will reject it again.
You may receive a CP87A Notice which notifies each party that if they incorrectly claimed the dependent, they need to file an amended tax form. If you can rightfully claim the dependent, you do not need to respond to this notice. In order to dispute the claim of your dependent, you will need to attach a cover letter (more…)
Tags: child and dependent care tax credit, claiming dependent, contact the IRS, CP87A notice, dependent, IRS, IRS penalties, irs rejection, late taxes, paperfile, qualifying child, qualifying relative, someone claimed my dependent, tax deduction, tax refund
Category: Tax Tips and Tricks
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Posted by Manisha Hansraj on September 19, 2018 Last modified: November 28, 2018

Am I too late to file my 2017 taxes?
For taxpayers who are receiving a refund, there’s absolutely nothing to worry about! The IRS does not attach penalties to late returns that have refunds. On the other hand, if you had a tax due to the IRS, you must have paid your taxes to the IRS by the tax deadline which was April 17, 2018 or you will be subject to penalties.
Read on to find out the steps you need to take in order to file your return.
Can I still E-file?
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Tags: 1099, 2017 tax deadline, 2017 tax return, 2017 tax year, 2017 taxes, 2018 tax season, contact the IRS, deadline for taxes 2018, deadline to file taxes 2018, failure-to-file, failure-to-pay, interest, IRS, irs deadline 2018, IRS penalties, late taxes, natural disaster, penalty relief, reasonable cause, refund, tax refund, taxes owed, unpaid tax, W-2
Category: Tax and Life Changes, Tax Deadlines, Tax News
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Posted by Michelle O'Brien on October 20, 2016 Last modified: May 24, 2018
Go online and use the “Where’s My Refund” IRS tool. It works!
Although the IRS “Where’s My Refund” tool is available to check the progress of your return, it only applies to the tax return you filed for the most current tax year.
For example, let’s say you file your 2013 tax return and soon after remember to file your late 2012 return. Although you filed your 2013 taxes before your 2012, 2013 is going to be the one that the IRS site shows the status for since it is the most recent tax year in their database for you.
So how do you check your prior year tax refund status after mailing your return to the IRS?
Brace yourselves as many of you aren’t going to like Plan B. You’ll need to call the IRS. Of course, you don’t want to mail your return and call on your lunch break the following day. The IRS insists that you wait it out for at least 6 weeks after mailing your return to call and check on the status. When you call, make sure you have the following handy:
- tax year
- social security number
- filing status
- exact refund amount
You can call 1-800-829-1040 and follow the prompts for a live representative. The person that you speak with will have direct access to your tax return and be able to provide you with a status update.
Tip: Request a tracking number when mailing your return. It’ll give you peace of mind to know that it arrived safe and sound.
Tags: amended tax return, contact the IRS, progress of tax return, tax refund, where's my refund tool
Category: Taxes for Prior Years
154 Comments »
Posted by admin on October 18, 2016 Last modified: November 2, 2016
It’s easy to lose your W-2 and just as simple to file without it.
E-filing your tax return these days is pretty straightforward. You just plug in the numbers on your W-2 to the online tax application, take the credits and deductions you’re entitled to, and VOILA! Couldn’t be simpler.
But what happens if you don’t have a W-2? Suddenly things get a lot more complicated. Don’t worry. There are steps to take to make sure you get your tax return to the IRS.
Contact your employer
First thing’s first. Make every attempt to get the actual document itself. If your employer didn’t send you one, or sent you one that was incorrect, contact them and request that they send you the right one.
Employers are required to have W-2 forms issued to their employees by January 31. If you still don’t have it by then, it’s time to take additional action. At this point you should call the IRS at 1-800-829-1040 and tell them about your missing W-2. They will call your employer and tell them to send you the W-2.
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Tags: contact the IRS, employer, form 4852, IRS forms, IRS penalties, W-2
Category: Tax Tips and Tricks
49 Comments »
Posted by Michelle O'Brien on May 25, 2016 Last modified: November 2, 2016
You can’t run from your past…even when it comes to taxes.
With federal taxes, we’re all, more or less, in the same boat. The IRS is a one stop shop for everyone; no matter where in the country you live. When we’re talking state tax returns, we each seem to be out to sea on our own one-man floats. States are given some leeway to construct a unique set of guidelines for resident and nonresident taxpayers.
For federal taxes, you can always contact one entity; the IRS. If you want to request prior year state tax information, you’ll need to contact that state specifically. We’ve put together a list for you including the following information for each state:
- State revenue department telephone number
- State revenue department address (for tax purposes)
- State revenue department website link
- Price of requested documentation (if provided)
Alabama
Phone: 334-353-0602
Address: Alabama Department of Revenue
50 North Ripley Street
Montgomery, AL 36104
Website: Alabama Department of Revenue
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Tags: contact the IRS, form 4506, form 4506-T, state revenue department, state tax refund
Category: Taxes for Prior Years
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Posted by Michelle O'Brien on April 5, 2016 Last modified: December 21, 2016
Credit and taxes are both pretty high up there on the adult responsibility ladder.
Putting them together kinda makes you want to hide under a rock. Don’t worry. You don’t need to know everything about credit (or taxes) in order to start taking steps in the right direction. You’ll learn what you need to along the way.
Let’s take a look at some of the initial questions you probably have about your tax debt and how it will affect your credit score.
Will a tax debt show up on my credit report?
Well, it could. The IRS will not automatically run off to the land of credit agencies and warn them about you if you have built up some tax debt over the years. However, if you owe over $10,000 in taxes and continue to do nothing about it, then a Notice of Federal Tax Lien is automatically filed against you. This lien has the potential to be pretty damaging to your credit score – it will show up as a ‘seriously negative’ item on your credit report. If this has happened to you, don’t panic and keep reading. We’ll let you know how to remove this from your record and prevent this from happening to you in the future.
Can I remove a tax lien from my credit report?
You have a tax lien. This is a stressful situation, but you can only panic so much. Now you need to take baby steps toward fixing it. To do this, you’ll need to initiate repayment of your debt. Since this can stay put on your credit report up to seven years after the bill is paid, it is important to take action sooner rather than later. (more…)
Tags: contact the IRS, credit score, IRS payment plan, late taxes, tax debt, tax lien, W-4
Category: Tax and Life Changes
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