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Turbotax login 12. Turbotax login   How To Get More Information Table of Contents Internal Revenue ServiceLow Income Taxpayer Clinics (LITCs) Small Business Administration Other Federal Agencies This section describes the help the IRS and other federal agencies offer to taxpayers who operate their own businesses. Turbotax login Internal Revenue Service Whether it's help with a tax issue, preparing your tax return or a need for a free publication or form, get the help you need the way you want it: online, use a smart phone, call or walk in to an IRS office or volunteer site near you. Turbotax login Free help with your return. Turbotax login   You can get free help preparing your return nationwide from IRS-certified volunteers. Turbotax login The Volunteer Income Tax Assistance (VITA) program helps low-to-moderate income, elderly, people with disabilities, and limited English proficient taxpayers. Turbotax login The Tax Counseling for the Elderly (TCE) program helps taxpayers age 60 and older with their tax returns. Turbotax login Most VITA and TCE sites offer free electronic filing and all volunteers will let you know about credits and deductions you may be entitled to claim. Turbotax login In addition, some VITA and TCE sites provide taxpayers the opportunity to prepare their own return with help from an IRS-certified volunteer. Turbotax login To find the nearest VITA or TCE site, you can use the VITA Locator Tool on IRS. Turbotax login gov, download the IRS2Go app, or call 1-800-906-9887. Turbotax login   As part of the TCE program, AARP offers the Tax-Aide counseling program. Turbotax login To find the nearest AARP Tax-Aide site, visit AARP's website at www. Turbotax login aarp. Turbotax login org/money/taxaide or call 1-888-227-7669. Turbotax login For more information on these programs, go to IRS. Turbotax login gov and enter “VITA” in the search box. Turbotax login Internet. Turbotax login    IRS. Turbotax login gov and IRS2Go are ready when you are —24 hours a day, 7 days a week. Turbotax login Download the free IRS2Go app from the iTunes app store or from Google Play. Turbotax login Use it to check your refund status, order transcripts of your tax returns or tax account, watch the IRS YouTube channel, get IRS news as soon as it's released to the public, subscribe to filing season updates or daily tax tips, and follow the IRS Twitter news feed, @IRSnews, to get the latest federal tax news, including information about tax law changes and important IRS programs. Turbotax login Check the status of your 2013 refund with the Where's My Refund? application on IRS. Turbotax login gov or download the IRS2Go app and select the Refund Status option. Turbotax login The IRS issues more than 9 out of 10 refunds in less than 21 days. Turbotax login Using these applications, you can start checking on the status of your return within 24 hours after we receive your e-filed return or 4 weeks after you mail a paper return. Turbotax login You will also be given a personalized refund date as soon as the IRS processes your tax return and approves your refund. Turbotax login The IRS updates Where's My Refund? every 24 hours, usually overnight, so you only need to check once a day. Turbotax login Use the Interactive Tax Assistant (ITA) to research your tax questions. Turbotax login No need to wait on the phone or stand in line. Turbotax login The ITA is available 24 hours a day, 7 days a week, and provides you with a variety of tax information related to general filing topics, deductions, credits, and income. Turbotax login When you reach the response screen, you can print the entire interview and the final response for your records. Turbotax login New subject areas are added on a regular basis. Turbotax login  Answers not provided through ITA may be found in Tax Trails, one of the Tax Topics on IRS. Turbotax login gov which contain general individual and business tax information or by searching the IRS Tax Map, which includes an international subject index. Turbotax login You can use the IRS Tax Map, to search publications and instructions by topic or keyword. Turbotax login The IRS Tax Map integrates forms and publications into one research tool and provides single-point access to tax law information by subject. Turbotax login When the user searches the IRS Tax Map, they will be provided with links to related content in existing IRS publications, forms and instructions, questions and answers, and Tax Topics. Turbotax login Coming this filing season, you can immediately view and print for free all 5 types of individual federal tax transcripts (tax returns, tax account, record of account, wage and income statement, and certification of non-filing) using Get Transcript. Turbotax login You can also ask the IRS to mail a return or an account transcript to you. Turbotax login Only the mail option is available by choosing the Tax Records option on the IRS2Go app by selecting Mail Transcript on IRS. Turbotax login gov or by calling 1-800-908-9946. Turbotax login Tax return and tax account transcripts are generally available for the current year and the past three years. Turbotax login Determine if you are eligible for the EITC and estimate the amount of the credit with the Earned Income Tax Credit (EITC) Assistant. Turbotax login Visit Understanding Your IRS Notice or Letter to get answers to questions about a notice or letter you received from the IRS. Turbotax login If you received the First Time Homebuyer Credit, you can use the First Time Homebuyer Credit Account Look-up tool for information on your repayments and account balance. Turbotax login Check the status of your amended return using Where's My Amended Return? Go to IRS. Turbotax login gov and enter Where's My Amended Return? in the search box. Turbotax login You can generally expect your amended return to be processed up to 12 weeks from the date we receive it. Turbotax login It can take up to 3 weeks from the date you mailed it to show up in our system. Turbotax login Make a payment using one of several safe and convenient electronic payment options available on IRS. Turbotax login gov. Turbotax login Select the Payment tab on the front page of IRS. Turbotax login gov for more information. Turbotax login Determine if you are eligible and apply for an online payment agreement, if you owe more tax than you can pay today. Turbotax login Figure your income tax withholding with the IRS Withholding Calculator on IRS. Turbotax login gov. Turbotax login Use it if you've had too much or too little withheld, your personal situation has changed, you're starting a new job or you just want to see if you're having the right amount withheld. Turbotax login Determine if you might be subject to the Alternative Minimum Tax by using the Alternative Minimum Tax Assistant on IRS. Turbotax login gov. Turbotax login Request an Electronic Filing PIN by going to IRS. Turbotax login gov and entering Electronic Filing PIN in the search box. Turbotax login Download forms, instructions and publications, including accessible versions for people with disabilities. Turbotax login Locate the nearest Taxpayer Assistance Center (TAC) using the Office Locator tool on IRS. Turbotax login gov, or choose the Contact Us option on the IRS2Go app and search Local Offices. Turbotax login An employee can answer questions about your tax account or help you set up a payment plan. Turbotax login Before you visit, check the Office Locator on IRS. Turbotax login gov, or Local Offices under Contact Us on IRS2Go to confirm the address, phone number, days and hours of operation, and the services provided. Turbotax login If you have a special need, such as a disability, you can request an appointment. Turbotax login Call the local number listed in the Office Locator, or look in the phone book under United States Government, Internal Revenue Service. Turbotax login Apply for an Employer Identification Number (EIN). Turbotax login Go to IRS. Turbotax login gov and enter Apply for an EIN in the search box. Turbotax login Read the Internal Revenue Code, regulations, or other official guidance. Turbotax login Read Internal Revenue Bulletins. Turbotax login Sign up to receive local and national tax news and more by email. Turbotax login Just click on “subscriptions” above the search box on IRS. Turbotax login gov and choose from a variety of options. Turbotax login    Phone. Turbotax login You can call the IRS, or you can carry it in your pocket with the IRS2Go app on your smart phone or tablet. Turbotax login Download the free IRS2Go app from the iTunes app store or from Google Play. Turbotax login Call to locate the nearest volunteer help site, 1-800-906-9887 or you can use the VITA Locator Tool on IRS. Turbotax login gov, or download the IRS2Go app. Turbotax login Low-to-moderate income, elderly, people with disabilities, and limited English proficient taxpayers can get free help with their tax return from the nationwide Volunteer Income Tax Assistance (VITA) program. Turbotax login The Tax Counseling for the Elderly (TCE) program helps taxpayers age 60 and older with their tax returns. Turbotax login Most VITA and TCE sites offer free electronic filing. Turbotax login Some VITA and TCE sites provide IRS-certified volunteers who can help prepare your tax return. Turbotax login Through the TCE program, AARP offers the Tax-Aide counseling program; call 1-888-227-7669 to find the nearest Tax-Aide location. Turbotax login Call the automated Where's My Refund? information hotline to check the status of your 2013 refund 24 hours a day, 7 days a week at 1-800-829-1954. Turbotax login If you e-file, you can start checking on the status of your return within 24 hours after the IRS receives your tax return or 4 weeks after you've mailed a paper return. Turbotax login The IRS issues more than 9 out of 10 refunds in less than 21 days. Turbotax login Where's My Refund? will give you a personalized refund date as soon as the IRS processes your tax return and approves your refund. Turbotax login Before you call this automated hotline, have your 2013 tax return handy so you can enter your social security number, your filing status, and the exact whole dollar amount of your refund. Turbotax login The IRS updates Where's My Refund? every 24 hours, usually overnight, so you only need to check once a day. Turbotax login Note, the above information is for our automated hotline. Turbotax login Our live phone and walk-in assistors can research the status of your refund only if it's been 21 days or more since you filed electronically or more than 6 weeks since you mailed your paper return. Turbotax login Call the Amended Return Hotline, 1-866-464-2050, to check the status of your amended return. Turbotax login You can generally expect your amended return to be processed up to 12 weeks from the date we receive it. Turbotax login It can take up to 3 weeks from the date you mailed it to show up in our system. Turbotax login Call 1-800-TAX-FORM (1-800-829-3676) to order current-year forms, instructions, publications, and prior-year forms and instructions (limited to 5 years). Turbotax login You should receive your order within 10 business days. Turbotax login Call TeleTax, 1-800-829-4477, to listen to pre-recorded messages covering general and business tax information. Turbotax login If, between January and April 15, you still have questions about the Form 1040, 1040A, or 1040EZ (like filing requirements, dependents, credits, Schedule D, pensions and IRAs or self-employment taxes), call 1-800-829-1040. Turbotax login Call using TTY/TDD equipment, 1-800-829-4059 to ask tax questions or order forms and publications. Turbotax login The TTY/TDD telephone number is for people who are deaf, hard of hearing, or have a speech disability. Turbotax login These individuals can also contact the IRS through relay services such as the Federal Relay Service. Turbotax login    Walk-in. Turbotax login You can find a selection of forms, publications and services — in-person. Turbotax login Products. Turbotax login You can walk in to some post offices, libraries, and IRS offices to pick up certain forms, instructions, and publications. Turbotax login Some IRS offices, libraries, and city and county government offices have a collection of products available to photocopy from reproducible proofs. Turbotax login Services. Turbotax login You can walk in to your local TAC for face-to-face tax help. Turbotax login An employee can answer questions about your tax account or help you set up a payment plan. Turbotax login Before visiting, use the Office Locator tool on IRS. Turbotax login gov, or choose the Contact Us option on the IRS2Go app and search Local Offices for days and hours of operation, and services provided. Turbotax login    Mail. Turbotax login You can send your order for forms, instructions, and publications to the address below. Turbotax login You should receive a response within 10 business days after your request is received. Turbotax login  Internal Revenue Service 1201 N. Turbotax login Mitsubishi Motorway Bloomington, IL 61705-6613    The Taxpayer Advocate Service Is Here to Help You. Turbotax login The Taxpayer Advocate Service (TAS) is your voice at the IRS. Turbotax login Our job is to ensure that every taxpayer is treated fairly and that you know and understand your rights. Turbotax login   What can TAS do for you? We can offer you free help with IRS problems that you can't resolve on your own. Turbotax login We know this process can be confusing, but the worst thing you can do is nothing at all! TAS can help if you can't resolve your tax problem and: Your problem is causing financial difficulties for you, your family, or your business. Turbotax login You face (or your business is facing) an immediate threat of adverse action. Turbotax login You've tried repeatedly to contact the IRS but no one has responded, or the IRS hasn't responded by the date promised. Turbotax login   If you qualify for our help, you'll be assigned to one advocate who'll be with you at every turn and will do everything possible to resolve your problem. Turbotax login Here's why we can help: TAS is an independent organization within the IRS. Turbotax login Our advocates know how to work with the IRS. Turbotax login Our services are free and tailored to meet your needs. Turbotax login We have offices in every state, the District of Columbia, and Puerto Rico. Turbotax login   How can you reach us? If you think TAS can help you, call your local advocate, whose number is in your local directory and at Taxpayer Advocate, or call us toll-free at 1-877-777-4778. Turbotax login   How else does TAS help taxpayers?  TAS also works to resolve large-scale, systemic problems that affect many taxpayers. Turbotax login If you know of one of these broad issues, please report it to us through our Systemic Advocacy Management System. Turbotax login Low Income Taxpayer Clinics (LITCs) Low Income Taxpayer Clinics (LITCs) serve individuals whose income is below a certain level and need to resolve tax problems such as audits, appeals and tax collection disputes. Turbotax login Some clinics can provide information about taxpayer rights and responsibilities in different languages for individuals who speak English as a second language. Turbotax login Visit Taxpayer Advocate or see IRS Publication 4134, Low Income Taxpayer Clinic List. Turbotax login Small Business Administration The Small Business Administration (SBA) offers training and educational programs, counseling services, financial programs, and contract assistance for small business owners. Turbotax login The SBA also has publications and videos on a variety of business topics. Turbotax login The following briefly describes assistance provided by the SBA. Turbotax login Small Business Development Centers (SBDCs). Turbotax login   SBDCs provide counseling, training, and technical services to current and prospective small business owners who cannot afford the services of a private consultant. Turbotax login Help is available when beginning, improving, or expanding a small business. Turbotax login Business Information Centers (BICs). Turbotax login   BICs offer a small business reference library, management video tapes, and computer technology to help plan a business. Turbotax login BICs also offer one-on-one assistance. Turbotax login Individuals who are in business or are interested in starting a business can use BICs as often as they wish at no charge. Turbotax login Service Corps of Retired Executives (SCORE). Turbotax login   SCORE provides small business counseling and training to current and prospective small business owners. Turbotax login SCORE is made up of current and former business people who offer their expertise and knowledge to help people start, manage, and expand a small business. Turbotax login SCORE also offers a variety of small business workshops. Turbotax login Internet. Turbotax login    You can visit the SBA website at www. Turbotax login sba. Turbotax login gov. Turbotax login While visiting the SBA website, you can find a variety of information of interest to small business owners. Turbotax login Phone. Turbotax login    Call the SBA Answer Desk at 1-800-U-ASK-SBA (1-800-827-5722) for general information about programs available to assist small business owners. Turbotax login Walk-in. Turbotax login   You can walk in to a Small Business Development Center or Business Information Center to request assistance with your small business. Turbotax login To find the location nearest you, visit the SBA website or call the SBA Answer Desk. Turbotax login Other Federal Agencies Other federal agencies also publish publications and pamphlets to assist small businesses. Turbotax login Most of these are available from the Superintendent of Documents at the Government Printing Office. Turbotax login You can get information and order these publications and pamphlets in several ways. Turbotax login Internet. Turbotax login   You can visit the GPO website at  www. Turbotax login access. Turbotax login gpo. Turbotax login gov. Turbotax login Mail. Turbotax login   Write to the GPO at the following address. Turbotax login  Superintendent of Documents U. Turbotax login S. Turbotax login Government Printing Office P. Turbotax login O. Turbotax login Box 979050 St. Turbotax login Louis, MO 63917-9000 Phone. Turbotax login   Call the GPO toll-free at 1-866-512-1800 or at 202-512-1800 from the Washington, DC, area. Turbotax login Prev  Up  Next   Home   More Online Publications
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Understanding Your CP123 Notice

We made changes to your excise tax return because we believe there was a miscalculation. As a result of these changes, you have a balance due of less than $1.


What you need to do

  • Read the notice carefully.
  • Compare the figures on the notice with your railroad retirement tax return.
  • Contact us within 30 days of the date of your notice if you disagree with the changes we made.
  • Correct the copy of your railroad retirement tax return that you kept for your records if you agree with our changes.
  • You don’t have to pay if you owe less than $1.

You may want to

  • Download copies of the following materials (if they weren’t included with your notice).
  • Call 1-800-829-FORM to have forms and publications mailed to you.

 


Answers to Common Questions

Q. How can I find out what caused my tax return to change?

A. You can contact us at the number listed on your notice for specific information about your tax return.

Q. What should I do if I disagree with the changes you made?

A. If you disagree, contact us at the toll-free number listed on the top right corner of your notice or respond in writing within 30 days of the date of the notice. If your response provides additional information that justifies a reversal of the change, we’ll reverse the change we made to your account. If you agree with the change, update your records. No further action is required.

 


Tips for next year

Review your return for accuracy before mailing it to us.

Page Last Reviewed or Updated: 23-Jan-2014

How to get help

  • Call the 1-800 number listed on the top right corner of your notice.
  • Authorize someone (e.g., accountant) to contact the IRS on your behalf using Form 2848.
  • See if you qualify for help from a Low Income Taxpayer Clinic.
     

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Turbotax login Publication 575 - Introductory Material Table of Contents What's New Reminders IntroductionThe General Rule. Turbotax login Individual retirement arrangements (IRAs). Turbotax login Civil service retirement benefits. Turbotax login Social security and equivalent tier 1 railroad retirement benefits. Turbotax login Tax-sheltered annuity plans (403(b) plans). Turbotax login Ordering forms and publications. Turbotax login Tax questions. Turbotax login Useful Items - You may want to see: What's New For purposes of the net investment income tax (NIIT), net investment income does not include distributions from a qualified retirement plan (for example, 401(a), 403(a), 403(b), 408, 408A, or 457(b) plans). Turbotax login However, these distributions are taken into account when determining the modified adjusted gross income threshold. Turbotax login Distributions from a nonqualified retirement plan are included in net investment income. Turbotax login See Form 8960, Net Investment Income Tax - Individuals, Estates, and Trusts, and its instructions for more information. Turbotax login Reminders Future developments. Turbotax login  For the latest information about developments related to Publication 575, such as legislation enacted after it was published, go to www. Turbotax login irs. Turbotax login gov/pub575. Turbotax login In-plan Roth rollovers. Turbotax login   Starting in 2013, the American Taxpayer Relief Act of 2012 expanded the rules for in-plan Roth rollovers to include more taxpayers. Turbotax login For more information, see In-plan Roth rollovers under Rollovers, discussed later. Turbotax login Photographs of missing children. Turbotax login  The Internal Revenue Service is a proud partner with the National Center for Missing and Exploited Children. Turbotax login Photographs of missing children selected by the Center may appear in this publication on pages that would otherwise be blank. Turbotax login You can help bring these children home by looking at the photographs and calling 1-800-THE-LOST (1-800-843-5678) if you recognize a child. Turbotax login Introduction This publication discusses the tax treatment of distributions you receive from pension and annuity plans and also shows you how to report the income on your federal income tax return. Turbotax login How these distributions are taxed depends on whether they are periodic payments (amounts received as an annuity) that are paid at regular intervals over several years or nonperiodic payments (amounts not received as an annuity). Turbotax login What is covered in this publication?   This publication contains information that you need to understand the following topics. Turbotax login How to figure the tax-free part of periodic payments under a pension or annuity plan, including using a simple worksheet for payments under a qualified plan. Turbotax login How to figure the tax-free part of nonperiodic payments from qualified and nonqualified plans, and how to use the optional methods to figure the tax on lump-sum distributions from pension, stock bonus, and profit-sharing plans. Turbotax login How to roll over certain distributions from a retirement plan into another retirement plan or IRA. Turbotax login How to report disability payments, and how beneficiaries and survivors of employees and retirees must report benefits paid to them. Turbotax login How to report railroad retirement benefits. Turbotax login When additional taxes on certain distributions may apply (including the tax on early distributions and the tax on excess accumulation). Turbotax login For additional information on how to report pension or annuity payments on your federal income tax return, be sure to review the instructions on the back of Copies B, C, and 2 of the Form 1099-R that you received and the instructions for Form 1040, lines 16a and 16b (Form 1040A, lines 12a and 12b or Form 1040NR, lines 17a and 17b). Turbotax login A “corrected” Form 1099-R replaces the corresponding original Form 1099-R if the original Form 1099-R contained an error. Turbotax login Make sure you use the amounts shown on the corrected Form 1099-R when reporting information on your tax return. Turbotax login What is not covered in this publication?   The following topics are not discussed in this publication. Turbotax login The General Rule. Turbotax login   This is the method generally used to determine the tax treatment of pension and annuity income from nonqualified plans (including commercial annuities). Turbotax login For a qualified plan, you generally cannot use the General Rule unless your annuity starting date is before November 19, 1996. Turbotax login Although this publication will help you determine whether you can use the General Rule, it will not help you use it to determine the tax treatment of your pension or annuity income. Turbotax login For that and other information on the General Rule, see Publication 939, General Rule for Pensions and Annuities. Turbotax login Individual retirement arrangements (IRAs). Turbotax login   Information on the tax treatment of amounts you receive from an IRA is in Publication 590, Individual Retirement Arrangements (IRAs). Turbotax login Civil service retirement benefits. Turbotax login   If you are retired from the federal government (regular, phased, or disability retirement) or are the survivor or beneficiary of a federal employee or retiree who died, get Publication 721, Tax Guide to U. Turbotax login S. Turbotax login Civil Service Retirement Benefits. Turbotax login Publication 721 covers the tax treatment of federal retirement benefits, primarily those paid under the Civil Service Retirement System (CSRS) or the Federal Employees' Retirement System (FERS). Turbotax login It also covers benefits paid from the Thrift Savings Plan (TSP). Turbotax login Social security and equivalent tier 1 railroad retirement benefits. Turbotax login   For information about the tax treatment of these benefits, see Publication 915, Social Security and Equivalent Railroad Retirement Benefits. Turbotax login However, this publication (575) covers the tax treatment of the non-social security equivalent benefit portion of tier 1 railroad retirement benefits, tier 2 benefits, vested dual benefits, and supplemental annuity benefits paid by the U. Turbotax login S. Turbotax login Railroad Retirement Board. Turbotax login Tax-sheltered annuity plans (403(b) plans). Turbotax login   If you work for a public school or certain tax-exempt organizations, you may be eligible to participate in a 403(b) retirement plan offered by your employer. Turbotax login Although this publication covers the treatment of benefits under 403(b) plans and discusses in-plan Roth rollovers from 403(b) plans to designated Roth accounts, it does not cover other tax provisions that apply to these plans. Turbotax login For that and other information on 403(b) plans, see Publication 571, Tax-Sheltered Annuity Plans (403(b) Plans) For Employees of Public Schools and Certain Tax-Exempt Organizations. Turbotax login Comments and suggestions. Turbotax login   We welcome your comments about this publication and your suggestions for future editions. Turbotax login   You can write to us at the following address: Internal Revenue Service Tax Forms and Publications Division 1111 Constitution Ave. Turbotax login NW, IR-6526 Washington, DC 20224   We respond to many letters by telephone. Turbotax login Therefore, it would be helpful if you would include your daytime phone number, including the area code, in your correspondence. Turbotax login   You can send your comments from www. Turbotax login irs. Turbotax login gov/formspubs/. Turbotax login Click on “More Information” and then on “Comment on Tax Forms and Publications. Turbotax login ”   Although we cannot respond individually to each comment received, we do appreciate your feedback and will consider your comments as we revise our tax products. Turbotax login Ordering forms and publications. Turbotax login   Visit www. Turbotax login irs. Turbotax login gov/formspubs/ to download forms and publications, call 1-800-TAX-FORM (1-800-829-3676), or write to the address below and receive a response within 10 days after your request is received. Turbotax login Internal Revenue Service 1201 N. Turbotax login Mitsubishi Motorway Bloomington, IL 61705-6613 Tax questions. Turbotax login   If you have a tax question, check the information available on IRS. Turbotax login gov or call 1-800-829-1040. Turbotax login We cannot answer tax questions sent to either of the above addresses. Turbotax login Useful Items - You may want to see: Publication 524 Credit for the Elderly or the Disabled 525 Taxable and Nontaxable Income 560 Retirement Plans for Small Business (SEP, SIMPLE, and Qualified Plans) 571 Tax-Sheltered Annuity Plans (403(b) Plans) For Employees of Public Schools and Certain Tax-Exempt Organizations 590 Individual Retirement Arrangements (IRAs) 721 Tax Guide to U. Turbotax login S. Turbotax login Civil Service Retirement Benefits 915 Social Security and Equivalent Railroad Retirement Benefits 939 General Rule for Pensions and Annuities Form (and Instructions) W-4P Withholding Certificate for Pension or Annuity Payments 1099-R Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. Turbotax login 4972 Tax on Lump-Sum Distributions 5329 Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts See How To Get Tax Help near the end of this publication for information about getting publications and forms. Turbotax login Prev  Up  Next   Home   More Online Publications