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Turbotax 1040ez free 5. Turbotax 1040ez free   Illustrated Examples Table of Contents Illustrated Example of Form 4563Line 1. Turbotax 1040ez free Line 2. Turbotax 1040ez free Lines 3a and 3b. Turbotax 1040ez free Lines 4a and 4b. Turbotax 1040ez free Line 5. Turbotax 1040ez free Line 6. Turbotax 1040ez free Line 7. Turbotax 1040ez free Line 9. Turbotax 1040ez free Line 15. Turbotax 1040ez free Illustrated Example of Form 5074Part I. Turbotax 1040ez free Part II. Turbotax 1040ez free Part III. Turbotax 1040ez free Illustrated Example of Form 8689Part I. Turbotax 1040ez free Part II. Turbotax 1040ez free Part III. Turbotax 1040ez free Part IV. Turbotax 1040ez free Use the following examples to help you complete the correct attachment to your Form 1040. Turbotax 1040ez free The completed form for each example is shown on the pages that follow. Turbotax 1040ez free Illustrated Example of Form 4563 John Black is a U. Turbotax 1040ez free S. Turbotax 1040ez free citizen, single, and under 65. Turbotax 1040ez free He was a bona fide resident of American Samoa during all of 2013. Turbotax 1040ez free John must file Form 1040 because his gross income from sources outside the possessions ($10,000 of dividends from U. Turbotax 1040ez free S. Turbotax 1040ez free corporations) is more than his adjusted filing requirement for single filers under 65. Turbotax 1040ez free (See Filing Requirement if Possession Income Is Excluded in chapter 4. Turbotax 1040ez free ) Because he must file Form 1040 (not illustrated), he fills out Form 4563 to determine the amount of income from American Samoa he can exclude. Turbotax 1040ez free See Bona Fide Resident of American Samoa in chapter 3. Turbotax 1040ez free Completing Form 4563. Turbotax 1040ez free   John enters his name and social security number at the top of the form. Turbotax 1040ez free Line 1. Turbotax 1040ez free   On Form 4563 (see later), John enters the date his bona fide residence began in American Samoa, June 2, 2012. Turbotax 1040ez free Because he is still a bona fide resident, he enters “not ended” in the second blank space. Turbotax 1040ez free Line 2. Turbotax 1040ez free   He checks the box labeled “Rented house or apartment” to describe his type of living quarters in American Samoa. Turbotax 1040ez free Lines 3a and 3b. Turbotax 1040ez free   He checks “No” on line 3a because no family members lived with him. Turbotax 1040ez free He leaves line 3b blank. Turbotax 1040ez free Lines 4a and 4b. Turbotax 1040ez free   He checks “No” on line 4a because he did not maintain a home outside American Samoa. Turbotax 1040ez free He leaves line 4b blank. Turbotax 1040ez free Line 5. Turbotax 1040ez free   He enters the name and address of his employer, Samoa Products Co. Turbotax 1040ez free It is a private American Samoa corporation. Turbotax 1040ez free Line 6. Turbotax 1040ez free   He enters the dates of his 2-week vacation to New Zealand from November 11 to November 25. Turbotax 1040ez free That was his only trip outside American Samoa during the year. Turbotax 1040ez free Line 7. Turbotax 1040ez free   He enters the $24,000 in wages he received from Samoa Products Co. Turbotax 1040ez free Line 9. Turbotax 1040ez free   He received $220 in dividends from an American Samoa corporation, which he enters here. Turbotax 1040ez free He also received $10,000 of dividends from a U. Turbotax 1040ez free S. Turbotax 1040ez free corporation, but he will enter that amount only on his Form 1040 because the U. Turbotax 1040ez free S. Turbotax 1040ez free dividends do not qualify for the possession exclusion. Turbotax 1040ez free Line 15. Turbotax 1040ez free   John totals the amounts on lines 7 and 9 to get the amount he can exclude from his gross income in 2013. Turbotax 1040ez free He will not enter his excluded income on Form 1040. Turbotax 1040ez free However, he will attach his completed Form 4563 to his Form 1040. Turbotax 1040ez free Illustrated Example of Form 5074 Tracy Grey is a U. Turbotax 1040ez free S. Turbotax 1040ez free citizen who is a self-employed fisheries consultant with a tax home in New York. Turbotax 1040ez free Her only income for 2013 was net self-employment income of $80,000. Turbotax 1040ez free Of the $80,000, $20,000 was from consulting work in Guam and the rest was earned in the United States. Turbotax 1040ez free Thinking she would owe tax to Guam on the $20,000, Tracy made estimated tax payments of $1,409 to Guam. Turbotax 1040ez free She was not a bona fide resident of Guam during 2013. Turbotax 1040ez free Tracy completes Form 1040 (not illustrated), reporting her worldwide income. Turbotax 1040ez free Because the adjusted gross income on her Form 1040 was $50,000 or more and at least $5,000 of her gross income is from Guam, Tracy must file Form 5074 with her Form 1040. Turbotax 1040ez free All amounts reported on Form 5074 are also reported on her Form 1040. Turbotax 1040ez free See U. Turbotax 1040ez free S. Turbotax 1040ez free Citizen or Resident Alien (Other Than a Bona Fide Resident of Guam) in chapter 3. Turbotax 1040ez free Completing Form 5074. Turbotax 1040ez free   Tracy enters her name and social security number at the top of the form. Turbotax 1040ez free Part I. Turbotax 1040ez free   On Form 5074 (see later), Tracy enters her self-employment income from Guam ($20,000) on line 6. Turbotax 1040ez free She has no other income from Guam, so the total on line 16 is $20,000. Turbotax 1040ez free Part II. Turbotax 1040ez free   Tracy's only adjustment in Part II is the deductible part of the self-employment tax on her net income earned in Guam. Turbotax 1040ez free She enters $1,413 on line 21 and line 28. Turbotax 1040ez free Her adjusted gross income on line 29 is $18,587. Turbotax 1040ez free Part III. Turbotax 1040ez free   Tracy made estimated tax payments of $1,409. Turbotax 1040ez free She enters this amount on line 30, and again on line 34 as the total payments. Turbotax 1040ez free Illustrated Example of Form 8689 Juan and Carla Moreno live and work in the United States. Turbotax 1040ez free In 2013, they received $14,400 in income from the rental of a condominium they own in the U. Turbotax 1040ez free S. Turbotax 1040ez free Virgin Islands (USVI). Turbotax 1040ez free The rental income was deposited in a bank in the USVI and they received $500 of interest on this income. Turbotax 1040ez free They were not bona fide residents of the USVI during the entire tax year. Turbotax 1040ez free The Morenos complete Form 1040 (not illustrated), reporting their income from all sources, including their interest income and the income and expenses from their USVI rental property (reported on Schedule E (Form 1040)). Turbotax 1040ez free The Morenos take the standard deduction for married filing jointly, both are under 65, and they have no dependents. Turbotax 1040ez free The Morenos also complete Form 8689 to determine how much of their U. Turbotax 1040ez free S. Turbotax 1040ez free tax shown on Form 1040, line 61 (with certain adjustments), must be paid to the U. Turbotax 1040ez free S. Turbotax 1040ez free Virgin Islands. Turbotax 1040ez free See U. Turbotax 1040ez free S. Turbotax 1040ez free Citizen or Resident Alien (Other Than a Bona Fide Resident of the USVI) in chapter 3. Turbotax 1040ez free The Morenos file their Form 1040, attaching Form 8689 and all other schedules, with the Internal Revenue Service. Turbotax 1040ez free At the same time, they send a copy of their Form 1040 with all attachments, including Form 8689, to the Virgin Islands Bureau of Internal Revenue. Turbotax 1040ez free The Virgin Islands Bureau of Internal Revenue will process this copy. Turbotax 1040ez free Completing Form 8689. Turbotax 1040ez free   Juan and Carla enter their names and Juan's social security number at the top of the form. Turbotax 1040ez free Part I. Turbotax 1040ez free   The Morenos enter their income from the USVI in Part I (see later). Turbotax 1040ez free The interest income is entered on line 2 and the net rental income of $6,200 ($14,400 of rental income minus $8,200 of rental expenses) is entered on line 11. Turbotax 1040ez free The Morenos' total USVI income of $6,700 is entered on line 16. Turbotax 1040ez free Part II. Turbotax 1040ez free   The Morenos have no adjustments to their USVI income, so they enter zero (-0-) on line 28, and $6,700 on line 29. Turbotax 1040ez free Their USVI adjusted gross income (AGI) is $6,700. Turbotax 1040ez free Part III. Turbotax 1040ez free   On line 30, the Morenos enter the amount from Form 1040, line 61 ($4,539). Turbotax 1040ez free Their Form 1040 does not show any entries required on line 31, so they leave that line blank and enter $4,539 on line 32. Turbotax 1040ez free   The Morenos enter their worldwide AGI, $54,901 (Form 1040, line 38), on line 33. Turbotax 1040ez free Next, they find what percentage of their AGI is from USVI sources ($6,700 ÷ $54,901 = 0. Turbotax 1040ez free 122) and enter that as a decimal on line 34. Turbotax 1040ez free They then apply that percentage to the U. Turbotax 1040ez free S. Turbotax 1040ez free tax entered on line 32 to find the amount of U. Turbotax 1040ez free S. Turbotax 1040ez free tax allocated to USVI income ($4,539 x 0. Turbotax 1040ez free 122 = $554), and enter that amount on line 35. Turbotax 1040ez free Part IV. Turbotax 1040ez free   Part IV is used to show payments of income tax to the USVI only. Turbotax 1040ez free The Morenos had no tax withheld by the U. Turbotax 1040ez free S. Turbotax 1040ez free Virgin Islands, but made estimated tax payments to the USVI of $400, which they entered on lines 37 and 39. Turbotax 1040ez free They include this amount ($400) in the total payments on Form 1040, line 72. Turbotax 1040ez free On the dotted line next to the entry space for line 72, they enter “Form 8689” and show the amount. Turbotax 1040ez free The Morenos do not complete Form 1116 because they receive credit on Form 1040, line 72, for the tax paid to the USVI. Turbotax 1040ez free   The income tax they owe to the USVI ($154) is shown on Form 8689, line 44. Turbotax 1040ez free They enter this amount on line 45. Turbotax 1040ez free They also include this additional amount ($154) on the dotted line next to the entry space and in the total on Form 1040, line 72. Turbotax 1040ez free The Morenos will pay their USVI tax at the same time they file the copy of their U. Turbotax 1040ez free S. Turbotax 1040ez free income tax return with the U. Turbotax 1040ez free S. Turbotax 1040ez free Virgin Islands. Turbotax 1040ez free This image is too large to be displayed in the current screen. Turbotax 1040ez free Please click the link to view the image. Turbotax 1040ez free Form 4563, page 1 for John Black This image is too large to be displayed in the current screen. Turbotax 1040ez free Please click the link to view the image. Turbotax 1040ez free Form 5074, for Tracy Grey This image is too large to be displayed in the current screen. Turbotax 1040ez free Please click the link to view the image. Turbotax 1040ez free Form 8689, page 1 for Juan and Carla Moreno Prev  Up  Next   Home   More Online Publications
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Contact My Local Office in Wisconsin

Face-to-face Tax Help

IRS Taxpayer Assistance Centers (TACs) are your source for personal tax help when you believe your tax issue can only be handled face-to-face. No appointment is necessary.

Keep in mind, many questions can be resolved online without waiting in line. Through IRS.gov you can:
• Set up a payment plan.
• Get a transcript of your tax return.
• Make a payment.
• Check on your refund.
• Find answers to many of your tax questions.

We are now referring all requests for tax return preparation services to other available resources. You can take advantage of free tax preparation through Free File, Free File Fillable Forms or through a volunteer site in your community. To find the nearest volunteer site location or to get more information about Free File, go to the top of the page and enter “Free Tax Help” in the Search box.

If you have a tax account issues and feel that it requires talking with someone face-to-face, visit your local TAC.

Caution:  Many of our offices are located in Federal Office Buildings. These buildings may not allow visitors to bring in cell phones with camera capabilities.

Multilingual assistance is available in every office. Hours of operation are subject to change.

Before visiting your local office click on "Services Provided" in the chart below to see what services are available. Services are limited and not all services are available at every TAC office and may vary from site to site. You can get these services on a walk-in basis.

City  Street Address  Days/Hours of Service  Telephone* 
Appleton  1901B East Capitol Dr.
Appleton, WI 54911 

Monday-Friday - 8:30 a.m.-4:30 p.m.
(Closed for lunch 12:00 noon - 1:00 p.m.)

 

Services Provided

(920) 996-4860 
Eau Claire  2403 Folsom St.
Eau Claire, WI  54703

Monday-Friday - 8:30 a.m.-4:30 p.m.
(Closed for lunch 12:00 noon - 1:00 p.m.)

 

**This office will open at 1:00 p.m. on 3/31**

 

**This office will close at 12:00 noon on 4/4**

 

Services Provided

(715) 836-8750 
Green Bay  440 Security  Boulevard
Green Bay, WI 54313 

Tuesday and Thursday-8:30 a.m.- 4:30 p.m.
(Closed for lunch 12:00 noon - 1:00 p.m.)

 

Services Provided

(920) 662-5999 
LaCrosse  425 State St.
LaCrosse, WI 54601 

Monday-Friday - 8:30 a.m.-4:30 p.m.
(Closed for lunch 12:00 noon - 1:00 p.m.)

 

**This office will be closed on 3/31**

 

    Services Provided

(608) 785-0246 
Madison  1242 Fourier Drive  
Suite 200
Madison, WI 53717 

Monday-Friday - 8:30 a.m.- 4:30 p.m.
(Closed for lunch 12:00 noon - 1:00 p.m.)

 

Services Provided

(608) 829-5827 
Milwaukee  211 W. Wisconsin Ave.
Milwaukee, WI 53203 

Monday-Friday 8:30 a.m.- 4:30 p.m.

 

Services Provided

(414) 231-2100 
Rothschild  10208 Park Plaza
Rothschild, WI 54474 

Monday-Friday 8:30 a.m.- 3:30 p.m.

 

Services Provided

(715) 355-4447 

* Note: The phone numbers in the chart above are not toll-free for all locations. When you call, you will reach a recorded business message with information about office hours, locations and services provided in that office. If face-to-face assistance is not a priority for you, you may also get help with IRS letters or resolve tax account issues by phone, toll free at 1-800-829-1040 (individuals) or 1-800-829-4933 (businesses).

For information on where to file your tax return please see Where to File Addresses.

The Taxpayer Advocate Service: Call (414) 231-2390 in Milwaukee or 1-877-777-4778 elsewhere, or see  Publication 1546, The Taxpayer Advocate Service of the IRS.

For further information, see  Tax Topic 104

Partnerships

IRS and organizations all over the country are partnering to assist taxpayers. Through these partnerships, organizations are also achieving their own goals. These mutually beneficial partnerships are strengthening outreach efforts and bringing education and assistance to millions.

For more information about these programs for individuals and families, contact the Stakeholder Partnerships, Education and Communication Office at:

Internal Revenue Service
211 W. Wisconsin Ave.
Stop 4312 
Milwaukee, WI  53203

For more information about these programs for businesses, your local Stakeholder Liaison office establishes relationships with organizations representing small business and self-employed taxpayers. They provide information about the policies, practices and procedures the IRS uses to ensure compliance with the tax laws. To establish a relationship with us, use this list to find a contact in your state:

Stakeholder Liaison (SL) Phone Numbers for Organizations Representing Small Businesses and Self-employed Taxpayers.

Page Last Reviewed or Updated: 31-Mar-2014

The Turbotax 1040ez Free

Turbotax 1040ez free Index Symbols 403(b) plans, 403(b) Plans A Accounting methods, Nonaccrual-Experience Method Acquisition date: Special depreciation allowance, Acquisition date test. Turbotax 1040ez free Special Liberty Zone depreciation allowance, Acquisition date test. Turbotax 1040ez free Annuities, tax-sheltered 403(b) plans, 403(b) Plans Assistance (see Tax help) Automobile (see Passenger automobile) B Bonds: New York Liberty, Tax Incentives for New York Liberty Zone Qualified zone academy, Issuance of Qualified Zone Academy Bonds C Car (see Passenger automobile) Car expenses, Car Expenses Catch-up contributions, 403(b), 403(b) Plans Child and dependent care, Child and Dependent Care Expenses Church employees and ministers, Years of service for church employees and ministers. Turbotax 1040ez free Clean-fuel vehicle, Electric and Clean-Fuel Vehicles Comments, Comments and suggestions. Turbotax 1040ez free Credit: Child and dependent care, Child and Dependent Care Expenses Credit for pension plan startup, Credit For Pension Plan Startup Costs Electric vehicles, Electric and Clean-Fuel Vehicles Indian employment, Indian Employment Credit Extended Renewable electricity production, Renewable Electricity Production Credit Welfare-to-work, Welfare-to-Work Credit Extended Work opportunity, Work Opportunity Credit Expanded in New York Liberty Zone , Work Opportunity Credit Extended D Deduction limit, automobile, Passenger Automobiles Deemed IRAs, Deemed IRAs Depletion, Depletion Depreciation: New property, Special Depreciation Allowance Property on reservations, Depreciation of Property Used on Indian Reservations Special depreciation allowance, Special Depreciation Allowance Special Liberty Zone depreciation allowance, Special Liberty Zone Depreciation Allowance Supplement to Publication 946, Depreciation E Election: Deemed not to claim special allowance, Deemed election. Turbotax 1040ez free Not to claim special allowance, Election Not To Claim the Allowance Not to claim special Liberty Zone allowance, Election Not To Claim the Liberty Zone Allowance Electric vehicle, Electric and Clean-Fuel Vehicles Eligible educator, Deduction for Educator Expenses Estimated tax payments, Adjusting your withholding or estimated tax payments for 2002. Turbotax 1040ez free Excepted property: Special depreciation allowance, Excepted Property Special Liberty Zone depreciation allowance, Excepted property. Turbotax 1040ez free F Foreign missionaries, Foreign missionaries. Turbotax 1040ez free Form 1099, Electronic Form 1099 Free tax services, How To Get Tax Help H Help (see Tax help) I Indian employment credit, Indian Employment Credit Extended Indian reservations, depreciation rules, Depreciation of Property Used on Indian Reservations IRAs, Deemed IRAs L Leasehold improvement property, defined, Qualified leasehold improvement property. Turbotax 1040ez free Liberty Zone leasehold improvement property: Defined, Qualified New York Liberty Zone leasehold improvement property. Turbotax 1040ez free Depreciated as 5-year property, Liberty Zone Leasehold Improvement Property Returns filed before June 1, 2002, Returns Filed Before June 1, 2002 Liberty Zone property: Increased section 179 dollar limit, Increased Dollar Limit Reduced section 179 dollar limit, Reduced Dollar Limit M Marginal production, Depletion More information (see Tax help) N Net operating losses, New 5-Year Carryback Rule for Net Operating Losses (NOLs), New 5-Year Carryback Rule for Net Operating Losses (NOLs) New York Liberty Zone: Area defined, New York Liberty Zone Benefits Leasehold improvement property, Liberty Zone Leasehold Improvement Property Section 179 deduction, Increased Section 179 Deduction Special depreciation, Special Liberty Zone Depreciation Allowance Tax incentives, Tax Incentives for New York Liberty Zone Work opportunity credit, Work Opportunity Credit Expanded in New York Liberty Zone NOLs, New 5-Year Carryback Rule for Net Operating Losses (NOLs), New 5-Year Carryback Rule for Net Operating Losses (NOLs) Nonaccrual-experience method, Nonaccrual-Experience Method Nonresidential real property, Nonresidential real property and residential rental property. Turbotax 1040ez free P Passenger automobile, limit on, Passenger Automobiles Pension plan startup costs, Credit For Pension Plan Startup Costs Placed in service date, Placed in service date test. Turbotax 1040ez free , Placed in service date test. Turbotax 1040ez free Plans, tax-sheltered annuities, 403(b) plans, 403(b) Plans Publications (see Tax help) Q Qualified leasehold improvement property, defined, Qualified leasehold improvement property. Turbotax 1040ez free Qualified Liberty Zone leasehold improvement property, Qualified New York Liberty Zone leasehold improvement property. Turbotax 1040ez free Qualified property: Increased section 179 deduction, Qualified property. Turbotax 1040ez free Special depreciation allowance, Qualified Property Special Liberty Zone depreciation allowance, Qualified Liberty Zone Property Qualified zone academy bonds, Issuance of Qualified Zone Academy Bonds R Recapture, section 179 deduction, Recapture Rules Renewable electricity, Renewable Electricity Production Credit Residential rental property, Nonresidential real property and residential rental property. Turbotax 1040ez free Rollovers, 403(b) plans, Rollovers to and from 403(b) plans. Turbotax 1040ez free S Section 1256 contracts, Wash Sale Rules Do Not Apply to Section 1256 Contracts Section 179 deduction: Increased dollar limit for Liberty Zone property, Increased Dollar Limit Reduced dollar limit for Liberty Zone property, Reduced Dollar Limit Returns filed before June 1, 2002, Returns Filed Before June 1, 2002 Simplified employee pensions (SEPs), Simplified Employee Pensions (SEPs) Special depreciation allowance: Election not to claim, Election Not To Claim the Allowance Excepted property, Excepted Property Qualified property, Qualified Property Requirements for claiming, Qualified Property Returns filed before June 1, 2002, Rules for Returns Filed Before June 1, 2002 Tests for qualification, Tests To Be Met Special Liberty Zone depreciation allowance: Election not to claim, Election Not To Claim the Liberty Zone Allowance Excepted property, Excepted property. Turbotax 1040ez free Qualified property, Qualified Liberty Zone Property Requirements for claiming, Qualified Liberty Zone Property Returns filed before June 1, 2002, Returns filed before June 1, 2002. Turbotax 1040ez free Tests for qualification, Tests to be met. Turbotax 1040ez free Substantial use, special Liberty Zone depreciation allowance, Substantial use test. Turbotax 1040ez free Suggestions, Comments and suggestions. Turbotax 1040ez free T Tax help, How To Get Tax Help Tax-sheltered annuity plans, 403(b) plans, 403(b) Plans Taxpayer Advocate, Contacting your Taxpayer Advocate. Turbotax 1040ez free Teachers, classroom materials, Deduction for Educator Expenses Tests for qualification, Tests To Be Met, Tests to be met. Turbotax 1040ez free TTY/TDD information, How To Get Tax Help W Wash sale rules, Wash Sale Rules Do Not Apply to Section 1256 Contracts Welfare-to-work credit, Welfare-to-Work Credit Extended Withholding, Adjusting your withholding or estimated tax payments for 2002. Turbotax 1040ez free Work opportunity credit, Work Opportunity Credit Expanded in New York Liberty Zone , Work Opportunity Credit Extended Y Years of service, church employees and ministers, Years of service for church employees and ministers. Turbotax 1040ez free Prev  Up     Home   More Online Publications