Serving Bullitt and Jefferson counties in Kentucky and Clark, Floyd, and Harrison counties in Southern Indiana.
IRSTax Tip Number 2018-95
Dos and Don’ts for Taxpayers Who Get a Letter from the IRS
Every year the IRS mails millions of letters to taxpayers for many reasons. Here are some tips and suggestions for taxpayers who receive one:
Don’t ignore it. Most IRS letters and notices are about federal tax returns or tax accounts. Each notice deals with a specific issue and includes specific instructions on what to do.
Don’t panic. The IRS and its authorized private collection agencies do send letters by mail. Most of the time all the taxpayer needs to do is read the letter carefully and take the appropriate action.
Do take timely action. A notice may reference changes to a taxpayer’s account, taxes owed, a payment request or a specific issue on a tax return. Taking action timely could minimize additional interest and penalty charges.
Do review the information. If a letter is about a changed or corrected tax return, the taxpayer should review the information and compare it with the original return. If the taxpayer agrees, they should make notes about the corrections on their personal copy of the tax return, and keep it for their records.
Don’t reply unless instructed to do so. There is usually no need for a taxpayer to reply to a notice unless specifically instructed to do so. On the other hand, taxpayers who owe should reply with a payment. IRS.gov has information about payment options.
Do respond to a disputed notice. If a taxpayer does not agree with the IRS, they should mail a letter explaining why they dispute the notice. They should mail it to the address on the contact stub at the bottom of the notice. The taxpayer should include information and documents for the IRS to review when considering the dispute. The taxpayer should allow at least 30 days for the IRS to respond.
Do remember that there is usually no need to call the IRS. If a taxpayer must contact the IRS by phone, they should use the number in the upper right-hand corner of the notice. The taxpayer should have a copy of the tax return and letter when calling.
Do avoid scams. The IRS will never initiate contact using social media or text message. The first contact from the IRS usually comes in the mail. Taxpayers who are unsure if they owe money to the IRS can view their tax account information on IRS.gov.
Tax Tip 2018-73
Tips for Taxpayers Who Missed the April Filing Deadline
While the federal income tax-filing deadline has come and gone for most people, some taxpayers still haven’t filed or paid their taxes.
Here are some tips for handling common issues after the filing deadline has passed:
Tax Tip 2018-72
Help Available at IRS.gov for Taxpayers Who Filed an Extension
Millions of taxpayers filed an extension this year, and they have until October 15to file their taxes. Taxpayers who filed an extension can visit IRS.gov for quick access to helpful tax information and tools that can help them between now and October:
IRS Tax Tip 2018-63
Tips for Taxpayers Who Have to Amend a Tax Return
Taxpayers who discover they made mistakes or omissions on their tax return can correct them by filing an amended tax return. Those who need to amend should remember these tips:
Tax-Aide is looking for Volunteers
We are looking for compassionate and friendly individuals to join our volunteer team. Training is provided as well as support to help you learn new skills, and you will get a great feeling from helping those in need.
Volunteers fill a variety of roles:
Counselors work with taxpayers directly by filling out tax returns. If you have no previous experience, you’ll get the training you need and will also receive IRS certification.
Client Facilitators welcome taxpayers, help organize their paper work, and manage the overall flow of service.
Technology Coordinators manage computer equipment, ensure taxpayer data is secure, and provide technical assistance to volunteers.
Leadership and Administrative volunteers make sure program operations run smoothly, manage volunteers, and maintain quality control.
Speak a second language? Bilingual speakers are needed in all roles, especially dedicated interpreters who can assist other volunteers.
Introductory and review training is provided for all volunteers beginning in November. Detailed face-to-face classes will meet in January. All tests are “open book”. Much of the training is available “on line ” so internet access is needed by all volunteers.
Those interested in learning more can find general information at www.aarp-tax-aide-lou.org, via phone 502-394-3443 or via email to LouTaxAide@gmail.com. Persons outside the Louisville Metro area will be referred to their nearest District Coordinator.
Tax-Aide offices are open February 1 - April 15. Tax-Aide does not have copies of your return – see below for further information.
For assistance in the interim, please contact your local IRS or State Department of Revenue office. Their address and phone numbers are listed in the blue pages of the phone book.
Taxpayer Advocate Service operates independently of all other IRS Offices and reports directly to Congress. It protects taxpayers’ rights and ensures that all taxpayers are treated fairly, and that they know and understand their rights under the IRS’s Taxpayer Bill of Rights. For additional information, go to taxpayeradvocate.irs.gov or contact the Louisville office at 502-912-5050 or 877-777-4778.
If several weeks have passed since you filed your KY return and you haven’t received your refund, you can check about the status in any of three ways:
(502) 564-1600 (Automated Line)
(502) 564-4581 (Live Representative)
You will need you Social Security number and the exact amount of the refund.
Back copies of previously-filed tax returns and all attachments, including Forms W-2, can be requested by filing Form 4506, Request for Copy of Tax Return. Alternatively, transcripts showing most line items on these returns can be ordered on-line, by calling 1-800-908-9946 or by using Form 4506T-EZ, Short Form Request for Individual Tax Return Transcript or Form 4506-T, Request for Transcript of Tax Return.
To learn more about volunteering with the AARP Foundation Tax-Aide, check out the rest of the web site and then register on the “Contacts” tab. Most volunteers are involved for only the 10-11 week tax season each year – a great short-term commitment!
You may prefer to call 502-394-3443 or e-mail email@example.com. Your contact will then be referred to the District Coordinator in your area of KY or Southern Indiana. Out of state inquiries will be forwarded to the appropriate state leaders for further contact and information.
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