Requesting an Extension of Time to File

Filing Help For most people, your tax return needs to be filed by April 15.   If you need assistance with filing your tax return you can visit the Filing for Individuals page, Online tools and resources , or Free tax preparation available for millions of families pages on IRS.gov. If you haven’t filed yet and you cannot do so by…

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Accessible tax forms and language options – 2024

Need an IRS form, information, or notice in a different format or language? Here’s how to find them and make requests for future notices and letters to be sent in your preferred language. Tax Forms and Information Accessible Formats The IRS already provides a number of accessible tax forms, instructions, and publications on its Accessible…

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Filing and Paying Taxes for U.S. Citizens or Residents Living Abroad

I previously described the dizzying tax compliance challenges encountered by U.S. citizens and residents living abroad. Now, I will describe the basics of filing and paying U.S. taxes for U.S. citizens and residents living abroad. Who Must File The United States taxes its citizens and residents on worldwide income, regardless of where they live. This…

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Where’s My Refund?

Where’s My Refund 2024? If you filed a  federal income tax return and are expecting a refund from the IRS, you may want to find out the status of the refund or at least get an idea of when you might receive it. You can start checking on the status of your refund within 24…

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The Dizzying Tax Challenges for U.S. Citizens or Residents Living Abroad

Are you a U.S. citizen or resident living abroad? If so, you are required to comply with U.S. tax laws and may have filing obligations even if you did not step foot in the United States last year. These obligations can be a surprise to many, and, with increased globalization and post-COVID-19 remote work freedoms,…

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How to Prevent a Refund Offset If You Are Experiencing Economic Hardship

Taxpayers are often surprised after they file their tax return requesting a refund to receive a smaller amount or no refund at all. Many are not familiar with the law that provides the IRS the ability to reduce their refund and apply it to prior federal and state liabilities. The IRS’s authority to offset a…

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Identity Verification and Your Tax Return

Identity theft issues impact millions of taxpayers each year, resulting in considerable delays and taxpayer burden. In the 2023 Annual Report to Congress, National Taxpayer Advocate Erin M. Collins discussed how each year, the IRS flags millions of returns for potential fraud. In 2022, the IRS suspended processing of 4.8 million tax returns pending identity…

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Your tax “to-do” list: important tax dates for 2024

The Taxpayer Advocate Service shares information on important tax deadlines for individuals and businesses. Looking for your tax “to-do list” for 2024? When dealing with IRS, there are important tax deadlines throughout the year. Here are a few key dates for 2024 to keep you in the know. For a more comprehensive list of dates…

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Choosing the correct filing status for your tax return

Sometimes we see confusion about which filing status people should choose when filing their tax return. Did you know IRS.gov has an online application to help you decide? They do, it’s called What Is My Filing Status? What You’ll Need to Determine Your Filing Status To use the What Is My Filing Status? tool, you will need to know: • Marital…

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