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Getting married and concerned about tax implications due to my back taxes and student loans.Should we file jointly or separately? How can I find an itemized account of past IRS tax refunds? Is student loan forgiveness a possibility?Will my wife's return be withheld if I owe back taxes?

It's really hard to say what would be the best scenario without knowing what state they are in and what their income and tax withholding is like. CA I believe has the strictest laws about debts…

Received a 5071C letter for my 2022 return, but I can't find my 1040 or any record of filing through H&R Block, Turbo Tax, or FreeTaxUSA. How can I locate my 1040 or confirm the filing service I used?

Checking your email account is the only thing I can think of at this point. If you used a different software there should be emails when you set up the account. Unless you went to a tax preparer, you…

Didn't file IRS taxes for a decade, lived abroad, and had minimal US income. Can I file now without issues?

If you are a US Citizen working abroad you probably still have a filing requirement, even though you may not owe any US income taxes. For example if you are single and made the equivalent of USD $12,950…

I received a notice for missing eBay sales on my 2021 tax return, and it's asking for payment if I agree with the notice. I've already mailed my 1080-X form to amend my return, but it may take time to process. Do I need to pay by the due date, or is it okay to wait for their response?

The "due date" on the CP2000 just means if you pay by that date they won't add additional interest and penalties. You don't have to pay, because the tax hasn't officially been assessed, but you might…

I need to file my 2021 federal taxes. Is it possible to file them online, or is the only option paper?

Only someone with professional tax software can e-file a 2021 tax return at this point. You can hire a CPA or Enrolled Agent to e-file your 2021 return, or you can wait until next February and go to a…

I was added as an authorized signer on my mother's checking and savings accounts while she was traveling overseas. Can I be held liable for her business taxes or debts, or is there no liability for an authorized signer in the United States?

No, being an authorized signer on a checking account doesn't make you liable for any tax debts.

I received a notice about unreported income in 2021, but I'm sure I reported it, especially regarding stock taxes. I'm willing to pay the IRS taxes, but there's an additional $4k in interest and fees. Is there a way to have those charges removed? Can the $10k owed be rolled over into my 2023 taxes?

They will not waive interest on the tax, but you may get the penalty abated through "First Time Abatement" or "Reasonable Cause". Then, the interest on the penalty, is also abated. Use a Form 843. You…

I received a CP2000 notice from the IRS, and they instructed me to fill out a Schedule D (1040) and a 8949 for my crypto transactions on Robinhood. What to do?

Robinhood give you all the information on the 1099 form. One easy way to do this is to use FreeTaxUSA - make sure you select the correct tax year, which is probably 2021. You can enter a summary of the…

I worked off the books in a bar before I had my green card and didn't fill out a W9 or file a 1099. The bar contacted me about incorrect W9 information after I'd paid my taxes. Should I ignore it, or should I contact the IRS to declare the income? What's the best course of action?

The general rule is all income in the US is taxable unless specifically excluded by law. Even when you don't have a work permit you are supposed to report the income on your tax returns. If you amend…

Can someone advise me on how to address unfiled taxes for the past 20 years, particularly the first 10 years when I was self-employed and had limited recordkeeping?

The IRS only requires taxpayers to file the last six years (to the extent a filing was required) in order for them to be considered compliant. You most likely need not go back all 20 years and can file…

Is there a way to prevent my sister's estranged father, who hasn't been involved in her life since she was 12, from claiming her and her baby on his IRS taxes this year, potentially leaving her with nothing? He never formally relinquished parental rights, and we're looking for guidance on how to handle this situation.

Your sister can try to get an Identity Protection PIN for herself; it will be harder to get one for her child: Get An Identity Protection PIN (IP PIN) Who does your sister and her baby live with? The…

How can I correct the error where my school expenses were placed on the wrong line by Free Tax USA for my 2021 taxes? The IRS is requesting more information (Schedule EIC), and I was told I couldn't send an amendment since it's for the 2021 tax year. What to do?

Education expenses are not reported directly on the Form 1040; they go on Form 8863 which is used to calculate education credits. Was there a Form 8863 in the tax return? Form 8863 The non-refundable…

What additional steps or options are available to address a 570 hold on my tax return, which has been in place since May and has not shown any movement or been accompanied by additional codes or notices?

You could reach out to your Congressional Representative: Representatives and Senators: Contact Senators and ask for Taxpayer Advocate Service intervention as a constituent referral. Contact Tax Payer…

What does ERS mean with respect to IRS Tax returns?

ERS: Error Resolution. Returns that get filed can get flagged by ERS before they’re processed. ERS handles everything from: missing signatures, setting math errors, fraud claims, etc. anything that…

Is it possible and how difficult would it be to file taxes for a friend who hasn't filed since 2015 and often worked under the table? What will be the cost range if we decide to hire someone to handle this, recognizing that costs can vary by state?

There's some good information here about getting someone caught up: Unfiled Tax Returns Your friend should try to access their Wage and Income transcripts online. They should be able to get the last ten…

What steps should I take if I didn't file my taxes as a college student due to difficulties obtaining my W2 forms from my previous employers, who are now unresponsive to my attempts to contact them?

If you can get your IRS Wage and Income transcript, you can use that to file your tax return. The version you can get online will be partially redacted, but has enough information to prepare a federal…

Is the 2645c letter I received from a UT address regarding tax year 2021 a potential glitch or a scam since I never inquired about anything and my tax return for that year was filed and paid on time with no issues?

Try checking your 2021 Account transcript online to see if there are any recent transactions: Get IRS Transcript If you don't see anything new after your payment, I think it's likely that this is a glitch.…

Will the IRS deduct the balance amount owed due to a fraudulent return in 2022 from our 2023 tax refund, even though the case is still pending and we have not yet received a resolution for the fraudulent return issue we reported back in 2022?

Yeah, unfortunately I think as long as any balance due shows up in your spouse's account the refund will automatically be taken. Hopefully it will be resolved before you file for 2023, but if not you…

Has anyone else experienced a situation where they received a letter from the IRS stating that an error on their tax return was corrected, and they were due a refund, but the refund has not been received within the 4 to 6-week timeframe mentioned in the letter? What steps should my nephew take at this point to resolve the issue?

Because the notice that goes out after IRS makes a correction is automated, and doesn't "know" whether there is still a hold on the refund. There could still be a hold by a different department. If your…

What tax implications should we anticipate when selling a house that was owned by a deceased individual, particularly in terms of the potential capital gains tax, given that the house's value has increased since its purchase in 2011, even though the owner didn't file IRS federal returns in recent years?

Firstly if there’s no living trust then you have to wait for probate that means there could be more debtors than you think so start fixing it up now and do whatever you can to improve the value…

How long does it typically take for the IRS to refund FICA taxes wrongfully withheld from an F-1 visa holder, and at what point should I consider pursuing legal action against the IRS if the issue is not resolved?

The problem is that a lot of employers don't proactively verify whether you are subject to FICA withholding or not, especially if you didn't indicate you are a Nonresident alien on your W-4 form when…

Does receiving IRS Letter 96C, which states "we reviewed the information you provided and determined no action is necessary on your account," mean that I won't receive any more refund after filing an amended return in April?

Are you able to access your Account transcript? Get IRS Transcript You should see two transactions when the amended return was received: a 971 and 977. Are there any transactions after those two?

What should I do with the CP2501 I received in the mail today after experiencing losses during the 2021 crypto Robinhood frenzy?

This actually is pretty easy to fix if you only traded crypto through Robinhood. You can do it yourself, or find a tax professional with experience responding to CP2000 / CP2501 notices. Important thing…

What should I do if I can't pay my $2000 tax debt to IRS by the November 1st deadline, especially considering I initially owed $3000 and was only able to pay $1000? I attempted to revise my payment plan online, but it only offers an option to pay everything at once. What's the best course of action to avoid falling behind on my tax payments?

You can get a regular installment plan if you can afford $55 a month or so, but you'll probably need to call. Or wait until after Nov 1st and try to set it up online again. Or you can see if you qualify…

Are there any honest, reliable companies who do tax relief?

Tax debt settlement is a real thing, IF YOU QUALIFY. You could do it yourself, but if you struggle with understanding tax or law, you may be better off leaving it to a pro. IMO, use a local credentialed…

I got IRS 810 frozen code. What does it mean?

The 810 code indicates that something on your tax return looks suspicious to the fraud detection algorithm. Your return will eventually be reviewed by a human employee; I have no idea what the current…

What should I do about the conflicting information regarding my Earned Income Credit (EIC) eligibility? I received a check for the EIC amount and a letter stating I was eligible after a long process, but now I've received a new letter stating I do not qualify. Should I be concerned about this letter, and what steps should I take to resolve the issue with the IRS?

Can you check your Account transcript online for 2021? Get IRS Transcript The last three transaction codes you see should be 768 EIC, 846 Refund Issued, and 776 Interest credited to your account. If you…

I'm in a tough financial situation with an IRS debt of around $2000 due in October, and I'm living paycheck to paycheck with existing college debt. The IRS help programs have certain criteria I don't meet. What are my options for handling this debt without putting it all on my credit card, considering I want to avoid payday loans?

If you signed up for the six-month Short-term or Full pay option, you can get a Long-term installment agreement online. You can try to apply now, or after the six months is up. You might also qualify…

Can I use Tax return transcripts from IRS as my W2-forms for application of my Tax refund?

Yes, but without the full EIN of the W-2 you cannot e-file the return. If you are using tax software you can make up numbers for the EIN but you'll have to print and mail in the tax return - if you do,…

Who can my friend consult for help with complicated tax questions due to missing records? How can they address this with limited funds?

For this they can go to a CPA or Enrolled Agent; they don't need a tax attorney. Here are a few directories to check: Directory of Federal Tax Return Preparers with Credentials and Select Qualifications…

Could the newly initiated student loan repayment plan potentially result in the offsetting of my tax refunds for 2023, even though my income is close to the poverty line, and I may qualify for the Earned Income Tax Credit (EIC)?

If your student loans are in default, yes they will take your refunds. The best thing you can do is try to get your refund as close to zero as possible. I know that's not usually an option for people…

I got CP 2000 notice from the IRS saying that I owe 10k from 2021.Is it possible that the information on my IRS.gov account, which shows I owe $0 as of yesterday, could be a scam? Should I contact the IRS directly to confirm this?

This is the IRS notice for unreported income. Look inside - it should tell you what type of income (W-2, 1099-B, 1099-NEC, etc) and who reported it, although the name will be partially redacted. The notice…

How can I obtain the necessary tax information for my father's estate in Virginia, given that I submitted a 4506-T Form six months ago but haven't received a response? Probate is nearing completion, and I need to address the estate's tax obligations.

For IRS you need to file Form 56 before you can get information on your father's tax status. About Form 56, Notice Concerning Fiduciary Relationship You should also check out Publication 559 for more…

What affordable online services can I use to file my past two years' tax returns as an NJ resident in the military stationed overseas, considering I have all my W2s digitally on hand? Alternatively, should I consider contacting a CPA or tax service from my state, despite potential costs due to long-distance communication, as I need to file these returns for FAFSA?

You can still claim a refund for 2020 - 2022; the 2020 return has to be filed by May 15, 2024 in order to get the federal refund. I don't know what the cut-off for NJ is. I would recommend you try contacting…

How long does it typically take to receive tax transcripts after filing for the tax years 2021 and 2022? I've already set up a payment plan, but I need to determine the total amount owed, including any interest or penalties. My returns were electronically accepted last week. Can I print copies of the returns, bring a signed POA, and visit a local IRS office to address these matters?

Going to the local office isn't going to help - you need to wait for the returns to process. It usually takes a minimum of three weeks for balance due returns that were e-filed. You might be able to find…

What should I do if my Missouri state tax return was returned to me due to insufficient postage and it's now September? Am I in trouble with the IRS, and how can I rectify this situation?

IRS doesn't care about your state income tax return. You should be able to take your envelope to the post office and pay the extra 87¢ and mail it again. I hope you didn't mail your federal and state…

I entered my crpto and stock information incorrectly on my 2021 taxes and recently received a letter for the IRS stating that I need to send them the correct 1099 along with an attached 8949 and schedule D form? Is there something online where I can just drag my 1099 so it’ll auto populate onto a 8949 form?

I think Coinledger will do this. I've never used it though. If you traded on Robinhood they issue separate 1099s for stock and crypto.

What happens if the IRS notices errors on my tax returns for 2020, 2021, and 2022 before my mailed amendments are processed, considering I've already e-filed an amendment for 2022?

IRS wouldn't know if these are errors or not until they audited you. If you get a notice that your return has been selected for audit or examination, you can let them know you recently filed an amended…

How can I file an amended IRS return for 2020 to claim the Recovery Rebate Credit, and do I need to enter all the information from my original 2020 return or just file for the credit?

Yes you need the information from the original tax return in order to amend. You can access the transcripts online; the Account transcript would be the first place to check, then the Return transcript.…

If my self-employed income is $12,000 or less, am I exempt from paying income tax to IRS on top of the 15% self-employment tax?

When you are self-employed nobody is collecting taxes for you. You are supposed to make estimated tax payments instead, which should be done on a quarterly basis to avoid any underpayment penalties. Form…

Has anyone else received an IRS audit notice for the Residential Clean Energy Credit when they didn't use any qualifying clean energy systems?

Possibly someone filed a bogus return for an energy credit refund using your SS#. You may want to go to the IRS website and get a transcript of you return. Or.....it could be a scam.

How should I address an accidental over-contribution to my retirement account (457 non-governmental) when my income fluctuates, and what steps should I take to avoid penalties?

The additional taxes are pretty steep for an over contribution to a retirement account, so contact the financial institution and explain what happened. It's better to withdraw the excess contribution…

What does "your return processing has been delayed beyond the normal timeframe" in the IRS website means?

This might happen because you claimed a questionable credit when you filed your tax return, and it’s going to take them a long time to decide whether to examine you, and if they decide to examine…

Does the custodial parent have a legal obligation to offer the non-custodial parent the opportunity to claim the child on their IRS taxes, especially if the custodial parent hasn't filed taxes in six years and wants to allow the child's grandmother to claim the dependent instead? Do the parents typically have the primary right to claim the child over other relatives, aside from the custodial parent?

There's no IRS rule that says the custodial parent has to release the claim to the non-custodial parent if the custodial parent doesn't file tax returns. However the custodial parent cannot allow anyone…

Is it advisable for my 68-year-old retired mother in Virginia, who only has Social Security as income, to take up gig work for additional earnings while staying below the income threshold to minimize taxes? Should we consider filing IRS taxes quarterly, and does Social Security count towards this threshold?

People who do gig work have to calculate at least two taxes: Self-employment tax, which is their contribution to Social Security and Medicare, and income taxes. There is no standard deduction for SE tax…

Is there any general advice for filing three years' worth of IRS taxes, especially if I anticipate getting a decent refund and don't expect to owe anything? Should I consider hiring a tax attorney, using a tax preparation service like H&R Block, or are there other recommended options for this situation?

You may qualify for free filing through Get Your Refund: GetYourRefund They can still e-file 2020 - 2022 returns this year as long as you qualify and get started before Oct 1. Or you can wait until next…

Has anyone had experience with filing an amended return via fileyourtaxes.com that includes an additional amount due, and if so, did the platform process the payment to the IRS directly? I'm confused because the filing status indicates the return was accepted, yet the IRS website suggests sending hard copies of amendments by mail and waiting for manual processing. Should I be concerned about the payment method and timing?

You can select Electronic Funds Withdrawal (EFW) when you file a tax return; you would have had to select a date for the EFW and enter your account information near the end of the filing process.…

Has anyone experienced a situation where an employer initially provided an incomplete W-2, later issued a corrected one (W-2C), triggering an IRS tax examination (CP05A)? Despite submitting documents for verification, the IRS couldn't confirm, resulting in owing $800 instead of a $2,300 refund. What steps should I take to resolve this?

If you are able, pay the $800. That way you stop any penalties & interest if you lose. If you win, they'll pay it back to you with interest. I would ask the employer to verify the submission.

What should I do if I received a 1099 for $140k in 2022, kept around $65k after paying others via Zelle, and received another 1099 for $71k in 2023 with another one expected this year? I haven't filed my IRS taxes due to overwhelming fear and lack of funds for payment, and I'm only 23 and never had to file taxes before. I have about $10k saved but need it for the winter when work slows down.

First, file your return. You will save money on penalties. Not filing will just cause more issues and make you more noticeable. Second, start making regular estimated tax deposits. The best "feather in…

What does this indicates the availability of a Verification of Non-Filing letter for the year on IRS website?

It means your return hasn't been processed yet. Your return is going to be under additional scrutiny. You'll probably need to go in person to an IRS office to verify your identity and return. That's…

How to talk to a human at the IRS ?

Follow the below steps to speak to a real person at IRS. The IRS telephone number is 1-800-829-1040. The automated system's first question is to choose your language. Once you've set your language,…

Is ID.me the only way to log into my account IRS.gov?

That is the only way to access your online account as of now. Follow these directions exactly and you'll get in. If you have moved or changed your name in the last year use the old name and address. If…

Is there any other way to contact IRS besides phone call?

Call the IRS Innocent Spouse toll-free line: 1-855-851-2009 M - F 7:30am - 3:30pm ET Inquiries / Claims you can also schedule an appointment at your local IRS office - 844 545-5640

I got an accountant instead of doing taxes myself back in 2021. Never got my federal taxes, just state. Is there any way to reclaim them?

First, find out what is going on. Pull your account transcript. That will tell you if they received it, processed it, etc. From there you can get a clearer picture of what you need to do. If you see an…

Is there any way my boyfriend can protect himself from the IRS freezing his bank account, which has caused financial difficulties and an eviction notice due to unpaid rent? What steps can he take to address this situation and potentially resolve it?

Generally, a bank account is not levied simply for an audit. An account must be in collections (usually) to be levied. And when an account is levied, it is usually done after multiple years of ignored…

What are the tax basics for setting up a business in US?

Starting a new business can seem overwhelming for new entrepreneurs or even seasoned professionals. The IRS has resources to help new business owners understand the tax responsibilities of running…

Are my freelance income and earnings as a part-time student seller of comics and paintings enough to warrant paying the flat freelancer tax, even if I don't meet the income threshold by IRS for regular income tax, and are there any other essential tax-related considerations for someone new to freelancing in Ohio?

If your self-employment income is >$400, you have to file. What you are referring to as "freelance tax" is actually FICA - your Social Security & Medicare. FICA is generally paid 1/2 by individual…

Our account was frozen by IRS 5 months back and it is now unfrozen.Does this mean they are finally done reviewing and will be sending us our return or no? Anyone have experience with a freeze? How much longer after being unfrozen did it take to get your return?

Are you able to access your online tax account transcript for the year in question? IRS Transcript The freeze was for a particular issue. The removal of the freeze just says that particular issue has…

Need help contacting IRS about my personal taxes. Anybody know a good number to talk straight to a representative?

Here is a way to reach someone directly at IRS. How to talk to a human at the IRS ?

Can I electronically sign Form W-7 and 1040NR for ITIN application? Or they must be ink-signed?

You cannot electronically sign Form W-7 and 1040NR for ITIN application. Blue ink is best ink.

What does "your return processing has been delayed beyond the normal timeframe" in the IRS website means?

Anyone knows how long refund would take after seeing the message "We cannot provide any informaion about your refund". I was asked to read a topic 152.

Tax Topic 152 is a reference code that taxpayers see if their return is under review and could take a bit longer to be processed. It does not indicate a significant issue or error with the tax return…

What steps should I take to rectify the situation where my father placed a business in my name in 2015, and I have accumulated over $80,000 in IRS debt that I did not generate, and I have never received a federal tax refund since graduating high school and entering the workforce?

You should probably get a lawyer to help you with this business being in your name thing. I don't know what your father had you sign, but you don't need to call the cops for that. That's probably not…

If my annual gross earned income from side activities like beermoney is around $4,000 to $5,000 and I receive 1040 forms for exceeding certain thresholds (e.g., $600 from Amazon Vine or PayPal), am I required to file taxes even if I don't expect to receive a refund?

Usually beer money things count as self-employment income in the US, so if you make more as an individual than $400 a year you have a filing requirement. This is completely separate from the requirements…

How do I find my IRS transcripts?

Check IRS Transcripts You'll need to dry up an account and verify with ID.me if you don't already have an account. There's also a link on that page to request some transcripts by mail - IRS will mail…

Has anyone else received an IRS audit notice for the Residential Clean Energy Credit when they didn't use any qualifying clean energy systems?

Possibly someone filed a bogus return for an energy credit refund using your SS#. You may want to go to the IRS website and get a transcript of you return. Or.....it could be a scam.

What does ERS mean with respect to IRS Tax returns?

I was added as an authorized signer on my mother's checking and savings accounts while she was traveling overseas. Can I be held liable for her business taxes or debts, or is there no liability for an authorized signer in the United States?

No, being an authorized signer on a checking account doesn't make you liable for any tax debts.

What are the key differences between TurboTax and SprintTax for international students (F1 Visa) in the US, and what potential long-term consequences should I be aware of if I choose to use TurboTax, considering that some of my peers have reported higher tax returns with it?

When you are in the US on a F-1 visa, you cannot be considered a US Resident for tax purposes unless you have been present in the US for five calendar years. You are exempt from the Substantial Presence…

My mom filed her 2022 taxes with an expired itin. She then received a letter saying she owed money because her ITIN was expired. My question is once her itin is renewed will she get her tax credits back and will the amount due be wiped? If so how long will it take?

Yes, once the ITIN gets renewed she can get the credits. She can call IRS to get the credits applied to the tax return again once she gets the ITIN renewal notice in the mail. I can't tell you how long…

Will the IRS proactively identify and return the withholdings from my 1099-DIV form that I forgot to claim as a refund, or do I need to amend my tax return to ensure I receive the overpayment?

No, they do not usually proactively return money that you don't claim on the tax return. Sometimes they send a letter right before the three year Refund Statute Expiration Date letting you know you need…

Do I need to file taxes for my 7-month employment at Walmart, which started on November 15th, 2022, and ended on May 6th, 2023, especially considering that I never received any communication from them regarding my taxes and faced difficulties in reaching them after quitting? If I do need to file, what steps should I take given the circumstances?

Yeah, this is actually a pretty common situation. I wouldn't count on anyone at Walmart getting back to you or mailing you the W-2 form you need to file your tax return. You can still file a tax return,…

What steps should I take to address the ongoing identity theft issue, especially when the IRS helpline hangs up after looking at my case, and they haven't returned my calls despite providing my callback number?

You can call 800-908-4490 to reach the IRS specialized unit for identity theft. Usually calling early in the day is better than later, but I'm not sure with this specific phone line. Taxpayer Guide to…

As a Canadian citizen living and working in the US, I recently changed my address with the IRS and CRA. I have savings accounts in both countries and some missing tax documents from past years. What should I do next to make sure I'm in good standing with both tax authorities, and where can I find simple guidance to help me through this process?

The easy solution is to hire a CPA or Enrolled Agent to help you with your US taxes. They might even be able to help with your Canadian taxes although I know zip about that. If you are a US Resident and…

What should we do when the IRS sent a letter claiming that the $259 owed was never paid, even though we have proof it was sent through the bank, and we have a phone call appointment with the IRS soon to address this issue?

If he paid his taxes through TurboTax, there apparently have been a lot of issues with that process where funds were withdrawn but not sent to IRS correctly. Those payments went through a third -party…

I haven't filed a tax return in 10 years. I've been on disability and unable to work. I'd like to straighten it out with IRS. Should I? Where to begin?

You probably do not have a filing requirement, unless you need tax returns to prove your income. Disability (SSDI or SSI) can be taxable if you have enough other income or if you are married, living with…

What steps can we take immediately to address the IRS Notice of Deficiency for my son's cryptocurrency trading on Robinhood, where they've added every transaction as income and he's facing a substantial tax bill and penalty that he can't afford as a college student, with our court petition deadline approaching soon?

File the petition with Tax Court! That is the most important thing to do before the deadline. It is extremely difficult to correct this if he misses that deadline, not to mention expensive. Then he needs…

I have no idea how to do taxes, haven't done taxes, and have no paperwork kept around. What to do?

You have options, and you still have time to file these tax returns. You might not need to file for all the past years you worked - it really depends on whether you had enough income taxes withheld from…

What should I do in a situation where we filed our taxes jointly using TurboTax, and a third-party company, Value Payment Systems, collected our balance payment, but the IRS has no record of it, despite our bank providing a statement showing the payment to the US Treasury, and Value Payment Systems not responding to calls, especially since we've received a CP14 notice from the IRS?

Anytime you pay taxes with a credit card or debit card it goes through a third-party company, and they all are bad for customer service. The issues with card processors has been a problem for awhile,…

Is it possible for me to catch up on my tax payments and avoid accumulating more debt if I'm self-employed, make around $40,000 annually, and have struggled to pay estimated taxes due to living expenses, especially since I don't receive refunds like individuals with regular jobs, and what steps can I take to improve this situation?

It's really easy to get deeper and deeper in debt in this situation. When you are self-employed you are responsible for saving enough money to pay your tax liability. Regular W-2 employees usually don't…

How does my ex-husband not filing his taxes, especially after our divorce was finalized in 2023, impact my ability to receive my IRS tax return, given that I filed as "married filing separately" for the previous year while we were still married?

You can always call IRS to find out what's going on. Here is a way to reach someone directly at IRS. How to talk to a human at the IRS ? Unless you lived in a community property state IRS shouldn't hold…

Should I resend my IRS tax return papers via FedEx or UPS, considering my USPS Certified Mail hasn't been delivered, and it's been over 6 weeks without any information on my refund, or is there a recommended course of action to follow in this situation?

Even if you don't qualify as a US Resident for tax purposes, there are ways to e-file a 1040 NR. You can go to a CPA or Enrolled Agent (the two main types of tax professionals), which might be a good…

I have not been working for 3 yeas now but i am receiving SSA. Can i file above 30k on IRS Tax refund?

Yes, you can still file. If your only income is from SSA you probably don't owe any taxes, and you probably won't get a refund unless you had federal income taxes withheld. If you received a lump sum…

Is it possible to request a first-time penalty waiver when setting up a payment plan with the IRS for the additional tax, penalty, and interest owed due to a corrected W2, even if the mistake was not malicious but a genuine oversight?

If most of that is an Accuracy-related penalty, you can only get that waived if you meet Reasonable cause criteria. Accuracy-Related Penalties If you just received a CP2000 you can include a request to…

Unexpectedly owing $13k+ for marketplace misunderstanding. We don’t really have it. I know I can go on a payment plan with IRS. How likely are they to work with me? The interest accrued already has been quite a bit.

As long as you filed the return and it's been processed you can easily apply online for a payment plan: Apply Online for a Payment Plan If you are married the spouse listed first on the tax return is…

What are our options when the IRS claims we owe over $2k in taxes and interest for every trade my husband made on Robinhood in 2021, even though he actually had a loss of $200 and never cashed out any profits?

It sounds like your husband was probably trading crypto - Robinhood reports the total proceeds of all crypto transactions to IRS, but they don't report the cost basis. So IRS assumes the total proceeds…

I am the child (minor) of immigrant parents and they use my social security to file their IRS taxes and was wondering if this could be a problem for me in the future?

Yes this can be a problem for you and your parents. It depends on what they are doing with your SSN - are they using it with an employer, or using it on the tax return itself? The biggest problem for…

How can I amend my tax return for free in US?

FreeTaxUSA should let you amend - first you have to recreate your original return, finalize it and say you will mail it in, then you can amend and make the necessary changes. It should be free for federal…

When should I expect to receive a bill from the IRS for the money I owe for the 2022 tax year, considering that it's almost June and I haven't received one yet, and should I be concerned if the IRS account site says "Your Information Is Not Available at This Time"?

The first bill usually comes in late May. If you want to set up a monthly payment plan, it's cheaper to do so online: Apply Online for a Payment Plan Unless you owe a lot of money / have a balance due…

How can I obtain a copy of my W-2 from a previous employer who has not provided it, especially since I missed the initial May 21st deadline to request it from the IRS, and I'm struggling to reach a human representative at the IRS for assistance?

Try the IRS Wage and Income transcript online. If you don't see anything there, employers file their copies of W-2s with Social Security. You can check your online SSA account to see if the earnings show…

What steps can I take to resolve the issue of the IRS claiming I owe them $5k due to an amended tax return for 2020 that incorrectly shows I made $10k more than I actually did, and my attempts to get the correct W-2 from my employer have been unsuccessful, causing delays in my tax return for this year and financial hardship?

See if you can get help from a Low Income Taxpayer Clinic: Low Income Taxpayer Clinics (LITC) It sounds like the notice you received was a CP2000 for unreported income. The IRS computer runs a program…

Is there a way to resolve the issue of not being able to verify my identity on ID.me due to my phone number being under my parent's name, without changing my phone number, and if not, what steps should I take to address this situation effectively?

ID.me is a private company - they have a contract with IRS and other govt agencies to provide verification service, but they aren't part of IRS. You'll need to contact their customer support for help.…

What steps should I take to address a CP2000 notice claiming I made over $120k in 2021 from crypto and trading in Robinhood when I actually incurred a loss of around $10k, especially since I cannot afford the $40k the IRS is requesting by June 7th, and where can I find resources or assistance to navigate this situation?

Robinhood sends IRS the information for your crypto trades, but only the proceeds amount. You basically need to reply with a Form 8949 showing the proceeds and cost basis for your trades with your letter…

Is there a possibility to request the removal of fines and penalties associated with a CP2000 notice due to not including my husband's W-2 on last year's filing, especially given the challenging circumstances involving moving, health issues, and pregnancy, and if so, what steps should I take to pursue this option and potentially reduce the amount owed to the IRS?

This post from a tax pro suggests requesting a waiver of the accuracy-related penalties in your initial response to the CP2000: IRS CP2000 Underreporter Inquiries I think his explanation in another post…

How can I determine which years I need to file taxes for, considering I haven't filed for approximately 5-8 years, and what steps should I take to file the outstanding years and get my taxes in order to alleviate the worry of potential audits or legal issues with the IRS?

Create an account with IRS.Gov and ID.ME. Once you have access, request your filing history Sign In or Create a New Account Return Transcript and Record of Account Transcript are just the current tax…

What steps can I take on my own and what should I keep in mind to address my tax situation, given that I fell into a bad mental state a few years ago and may need to seek the assistance of accountants to get back on track, with a focus on resolving potential issues with the IRS and the state of Massachusetts, even though I believe I've received tax refunds in the past?

If you've only worked W-2 jobs then you probably only have to file 2019 - 2022 right now, and you don't NEED a tax professional to help you unless you owe a lot of money. If you are due…

Why does my tax transcript show future dates for IRS codes 570 and 971?

A lot of IRS transactions have future dates for legal reasons. That's because if they assess a tax or make a change they have to allow some time for you to get the notice in the mail. If you see the same…

308

What is better, setting up a payment plan with IRS or paying monthly without their plan? Why?

One of the main advantages to setting up a Long-term Installment Agreement is that the Failure to Pay (FTP) penalty can be reduced from 0.5% per month to 0.25% per month, as long as you filed your return…

Should I hire an attorney to help negotiate with the IRS for my tax debts of $700k from 2021 and $300 for 2022, or can I handle this negotiation on my own, given my financial situation due to medical bills and bad business decisions?

Look for a tax professional (CPA, Enrolled Agent, or tax attorney) with experience. They can help figure out the best option for you. Here are a couple of sites you can try: Tax Cure American Society…

How can I file my taxes in California without providing my estranged parents' names and social security numbers, as required by Free Tax USA, considering I have income from 2 W-2s and a 1099-NEC, and I'm looking for a cost-effective solution, given that I have an extension until October to file?

Do you have a lot of grants to pay for school? It sounds like FreeTaxUSA thinks you are subject to the Kiddie tax because you are a full time student with unearned income. It doesn't matter if you are…

117 Important "Irs Tax Return” Questions and its Answers

Getting married and concerned about tax implications due to my back taxes and student loans.Should we file jointly or separately? How can I find an itemized account of past IRS tax refunds? Is student loan forgiveness a possibility?Will my wife's return be withheld if I owe back taxes?

Received a 5071C letter for my 2022 return, but I can't find my 1040 or any record of filing through H&R Block, Turbo Tax, or FreeTaxUSA. How can I locate my 1040 or confirm the filing service I used?

Didn't file IRS taxes for a decade, lived abroad, and had minimal US income. Can I file now without issues?

I received a notice for missing eBay sales on my 2021 tax return, and it's asking for payment if I agree with the notice. I've already mailed my 1080-X form to amend my return, but it may take time to process. Do I need to pay by the due date, or is it okay to wait for their response?

I need to file my 2021 federal taxes. Is it possible to file them online, or is the only option paper?

I was added as an authorized signer on my mother's checking and savings accounts while she was traveling overseas. Can I be held liable for her business taxes or debts, or is there no liability for an authorized signer in the United States?

I received a notice about unreported income in 2021, but I'm sure I reported it, especially regarding stock taxes. I'm willing to pay the IRS taxes, but there's an additional $4k in interest and fees. Is there a way to have those charges removed? Can the $10k owed be rolled over into my 2023 taxes?

I received a CP2000 notice from the IRS, and they instructed me to fill out a Schedule D (1040) and a 8949 for my crypto transactions on Robinhood. What to do?

I worked off the books in a bar before I had my green card and didn't fill out a W9 or file a 1099. The bar contacted me about incorrect W9 information after I'd paid my taxes. Should I ignore it, or should I contact the IRS to declare the income? What's the best course of action?

Can someone advise me on how to address unfiled taxes for the past 20 years, particularly the first 10 years when I was self-employed and had limited recordkeeping?

How can I correct the error where my school expenses were placed on the wrong line by Free Tax USA for my 2021 taxes? The IRS is requesting more information (Schedule EIC), and I was told I couldn't send an amendment since it's for the 2021 tax year. What to do?

What additional steps or options are available to address a 570 hold on my tax return, which has been in place since May and has not shown any movement or been accompanied by additional codes or notices?

What does ERS mean with respect to IRS Tax returns?

Is it possible and how difficult would it be to file taxes for a friend who hasn't filed since 2015 and often worked under the table? What will be the cost range if we decide to hire someone to handle this, recognizing that costs can vary by state?

What steps should I take if I didn't file my taxes as a college student due to difficulties obtaining my W2 forms from my previous employers, who are now unresponsive to my attempts to contact them?

Is the 2645c letter I received from a UT address regarding tax year 2021 a potential glitch or a scam since I never inquired about anything and my tax return for that year was filed and paid on time with no issues?

Will the IRS deduct the balance amount owed due to a fraudulent return in 2022 from our 2023 tax refund, even though the case is still pending and we have not yet received a resolution for the fraudulent return issue we reported back in 2022?

How long does it typically take for the IRS to refund FICA taxes wrongfully withheld from an F-1 visa holder, and at what point should I consider pursuing legal action against the IRS if the issue is not resolved?

Does receiving IRS Letter 96C, which states "we reviewed the information you provided and determined no action is necessary on your account," mean that I won't receive any more refund after filing an amended return in April?

What should I do with the CP2501 I received in the mail today after experiencing losses during the 2021 crypto Robinhood frenzy?

Are there any honest, reliable companies who do tax relief?

I got IRS 810 frozen code. What does it mean?

Can I use Tax return transcripts from IRS as my W2-forms for application of my Tax refund?

Who can my friend consult for help with complicated tax questions due to missing records? How can they address this with limited funds?

Could the newly initiated student loan repayment plan potentially result in the offsetting of my tax refunds for 2023, even though my income is close to the poverty line, and I may qualify for the Earned Income Tax Credit (EIC)?

I got CP 2000 notice from the IRS saying that I owe 10k from 2021.Is it possible that the information on my IRS.gov account, which shows I owe $0 as of yesterday, could be a scam? Should I contact the IRS directly to confirm this?

How can I obtain the necessary tax information for my father's estate in Virginia, given that I submitted a 4506-T Form six months ago but haven't received a response? Probate is nearing completion, and I need to address the estate's tax obligations.

What should I do if my Missouri state tax return was returned to me due to insufficient postage and it's now September? Am I in trouble with the IRS, and how can I rectify this situation?

What happens if the IRS notices errors on my tax returns for 2020, 2021, and 2022 before my mailed amendments are processed, considering I've already e-filed an amendment for 2022?

How can I file an amended IRS return for 2020 to claim the Recovery Rebate Credit, and do I need to enter all the information from my original 2020 return or just file for the credit?

If my self-employed income is $12,000 or less, am I exempt from paying income tax to IRS on top of the 15% self-employment tax?

Has anyone else received an IRS audit notice for the Residential Clean Energy Credit when they didn't use any qualifying clean energy systems?

How should I address an accidental over-contribution to my retirement account (457 non-governmental) when my income fluctuates, and what steps should I take to avoid penalties?

What does "your return processing has been delayed beyond the normal timeframe" in the IRS website means?

What does this indicates the availability of a Verification of Non-Filing letter for the year on IRS website?

How to talk to a human at the IRS ?

Is ID.me the only way to log into my account IRS.gov?

Is there any other way to contact IRS besides phone call?

I got an accountant instead of doing taxes myself back in 2021. Never got my federal taxes, just state. Is there any way to reclaim them?

Is there any way my boyfriend can protect himself from the IRS freezing his bank account, which has caused financial difficulties and an eviction notice due to unpaid rent? What steps can he take to address this situation and potentially resolve it?

What are the tax basics for setting up a business in US?

Our account was frozen by IRS 5 months back and it is now unfrozen.Does this mean they are finally done reviewing and will be sending us our return or no? Anyone have experience with a freeze? How much longer after being unfrozen did it take to get your return?

Need help contacting IRS about my personal taxes. Anybody know a good number to talk straight to a representative?

Can I electronically sign Form W-7 and 1040NR for ITIN application? Or they must be ink-signed?

What does "your return processing has been delayed beyond the normal timeframe" in the IRS website means?

Anyone knows how long refund would take after seeing the message "We cannot provide any informaion about your refund". I was asked to read a topic 152.

What steps should I take to rectify the situation where my father placed a business in my name in 2015, and I have accumulated over $80,000 in IRS debt that I did not generate, and I have never received a federal tax refund since graduating high school and entering the workforce?

If my annual gross earned income from side activities like beermoney is around $4,000 to $5,000 and I receive 1040 forms for exceeding certain thresholds (e.g., $600 from Amazon Vine or PayPal), am I required to file taxes even if I don't expect to receive a refund?

How do I find my IRS transcripts?

Has anyone else received an IRS audit notice for the Residential Clean Energy Credit when they didn't use any qualifying clean energy systems?

What does ERS mean with respect to IRS Tax returns?

I was added as an authorized signer on my mother's checking and savings accounts while she was traveling overseas. Can I be held liable for her business taxes or debts, or is there no liability for an authorized signer in the United States?

What are the key differences between TurboTax and SprintTax for international students (F1 Visa) in the US, and what potential long-term consequences should I be aware of if I choose to use TurboTax, considering that some of my peers have reported higher tax returns with it?

My mom filed her 2022 taxes with an expired itin. She then received a letter saying she owed money because her ITIN was expired. My question is once her itin is renewed will she get her tax credits back and will the amount due be wiped? If so how long will it take?

Will the IRS proactively identify and return the withholdings from my 1099-DIV form that I forgot to claim as a refund, or do I need to amend my tax return to ensure I receive the overpayment?

What steps should I take to address the ongoing identity theft issue, especially when the IRS helpline hangs up after looking at my case, and they haven't returned my calls despite providing my callback number?

What should we do when the IRS sent a letter claiming that the $259 owed was never paid, even though we have proof it was sent through the bank, and we have a phone call appointment with the IRS soon to address this issue?

I haven't filed a tax return in 10 years. I've been on disability and unable to work. I'd like to straighten it out with IRS. Should I? Where to begin?

I have no idea how to do taxes, haven't done taxes, and have no paperwork kept around. What to do?

How does my ex-husband not filing his taxes, especially after our divorce was finalized in 2023, impact my ability to receive my IRS tax return, given that I filed as "married filing separately" for the previous year while we were still married?

Should I resend my IRS tax return papers via FedEx or UPS, considering my USPS Certified Mail hasn't been delivered, and it's been over 6 weeks without any information on my refund, or is there a recommended course of action to follow in this situation?

I have not been working for 3 yeas now but i am receiving SSA. Can i file above 30k on IRS Tax refund?

Is it possible to request a first-time penalty waiver when setting up a payment plan with the IRS for the additional tax, penalty, and interest owed due to a corrected W2, even if the mistake was not malicious but a genuine oversight?

Unexpectedly owing $13k+ for marketplace misunderstanding. We don’t really have it. I know I can go on a payment plan with IRS. How likely are they to work with me? The interest accrued already has been quite a bit.

What are our options when the IRS claims we owe over $2k in taxes and interest for every trade my husband made on Robinhood in 2021, even though he actually had a loss of $200 and never cashed out any profits?

I am the child (minor) of immigrant parents and they use my social security to file their IRS taxes and was wondering if this could be a problem for me in the future?

How can I amend my tax return for free in US?

When should I expect to receive a bill from the IRS for the money I owe for the 2022 tax year, considering that it's almost June and I haven't received one yet, and should I be concerned if the IRS account site says "Your Information Is Not Available at This Time"?

How can I obtain a copy of my W-2 from a previous employer who has not provided it, especially since I missed the initial May 21st deadline to request it from the IRS, and I'm struggling to reach a human representative at the IRS for assistance?

Is there a way to resolve the issue of not being able to verify my identity on ID.me due to my phone number being under my parent's name, without changing my phone number, and if not, what steps should I take to address this situation effectively?

How can I determine which years I need to file taxes for, considering I haven't filed for approximately 5-8 years, and what steps should I take to file the outstanding years and get my taxes in order to alleviate the worry of potential audits or legal issues with the IRS?

Why does my tax transcript show future dates for IRS codes 570 and 971?

What is better, setting up a payment plan with IRS or paying monthly without their plan? Why?

Should I hire an attorney to help negotiate with the IRS for my tax debts of $700k from 2021 and $300 for 2022, or can I handle this negotiation on my own, given my financial situation due to medical bills and bad business decisions?

How can I file my taxes in California without providing my estranged parents' names and social security numbers, as required by Free Tax USA, considering I have income from 2 W-2s and a 1099-NEC, and I'm looking for a cost-effective solution, given that I have an extension until October to file?

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