However, there are Saturday help days where you can visit selected local TAC offices without an appointment on the following dates and locations. These offices will be open from 9 am to 4 pm. Since the locations may change, please verify at IRS.gov. Note that you must make an appointment to visit the office on any other dates or locations other than these.

There were a total of 4 such help days, with 2 remaining on the following dates.

April 13, 2024

Alabama

• 417 20th St. North, Room 501, Birmingham, AL 35203
• 820 S. University Blvd., Mobile, AL 36609

Alaska

• 949 E. 36th Ave., Anchorage, AK 99508

Arizona

• 4041 North Central, Phoenix, AZ 85012

California

• 212 Coffee Road Ste. 200, Bakersfield, CA 93309
• 2525 Capitol St., Fresno, CA 93721
• 501 W. Ocean Blvd., Long Beach, CA 90802
• 300 N. Los Angeles St., Los Angeles, CA 90012
• 1301 Clay St., Oakland, CA 94612
• 4330 Watt Ave., Sacramento, CA 95821
• 880 Front St., Suite 1247, San Diego, CA 92101
• 450 Golden Gate Ave., San Francisco, CA 94102
• 55 S. Market St., Ste. 100, San Jose, CA 95113

Colorado

• 1999 Broadway, Denver, CO 80202

Connecticut

• 135 High St., Hartford, CT 06103
• 150 Court St., New Haven, CT 06510
• 193 Grand St., Waterbury, CT 06702

District of Columbia

• 77 K St. NE, Washington, DC 20002

Florida

• 400 West Bay St., Jacksonville, FL 32202
• 51 S.W. First Ave., Miami, FL 33130
• 1248 N. University Drive, Plantation/Fort Lauderdale, FL 33322
• 3848 W Columbus Drive, Tampa, FL 33607

Georgia

• 401 W. Peachtree St. NW, Atlanta, GA 30308
• 9 Park of Commerce Blvd, Savannah, GA 31405

Hawaii

• 300 Ala Moana Blvd., Honolulu, HI 96850

Idaho

• 550 W. Fort St., Suite 100, Boise, ID 83724

Illinois

• 230 S. Dearborn St., Chicago, IL 60604

Indiana

• 201 East Rudisill Blvd., Fort Wayne, IN 46806

Iowa

• 210 Walnut St., Des Moines, IA 50309

Louisiana

• 2600 Citiplace Centre, Baton Rouge, LA 70808
• 1555 Poydras St., New Orleans, LA 70112
• 3007 Knight St., Shreveport, LA 71105

Massachusetts

• JFK Federal Building, 15 New Sudbury St., Boston, MA 02203

Michigan

• 477 Michigan Ave., 5th Floor, Detroit, MI 48226
• 3215 North Evergreen Dr., Grand Rapids, MI 49525

Minnesota

• 30 East Seventh St., St. Paul, MN 55101

Mississippi

• 100 W. Capitol St., Jackson, MS 39269

Missouri

• 30 W. Pershing Rd. (Union Station), Kansas City, MO 64108
• 2937 S. Claremont Ave., Building A, Springfield, MO 65804

Nevada

• 110 City Parkway, Las Vegas, NV 89106

New Hampshire

• 275 Chestnut St., 4th Floor, Manchester, NH 03101

New Jersey

• 20 Washington Pl., Newark, NJ 07102

New Mexico

• 6200 Jefferson St. NE, Albuquerque, NM 87109

New York

• 1200 Waters Place, Bronx, NY 10461
• 420 Albee Square West, Brooklyn, NY 11201
• 130 S. Elmwood Ave., Buffalo, NY 14202
• 57-07 Junction Blvd., Elmhurst, NY 11373
• 290 Broadway, New York, NY 10007
• 255 East Ave., Rochester, NY 14604

North Carolina

• 10715 David Taylor Dr., Charlotte, NC 28262

Ohio

• 550 Main St., Cincinnati, OH 45202

Oregon

• 1220 SW 3rd Ave., Portland, OR 97204

Pennsylvania

• 600 Arch St., Philadelphia, PA 19106

Puerto Rico

• Los Frailes Industrial Park 475, Calle C, Guaynabo, PR 00968
• 2050 Ponce Bypass, Suite 312, Ponce, PR 00716

South Carolina

• 4400 Leeds Ave., Suite 270, N. Charleston, SC 29405

South Dakota

• 1720 S. Southeastern Ave., Sioux Falls, SD 57103

Tennessee

• 5740 Uptain Rd., Eastgate Center, Chattanooga, TN  37411

Texas

• 825 E. Rundberg Lane., Austin, TX 78753
• 1100 Commerce, Room 121, Dallas, TX 75242
• 700 E. San Antonio, El Paso, TX 79901
• 8701 S. Gessner, Houston (Alliance), TX 77074
• 8122 Datapoint Dr., Suite 210, San Antonio, TX 78229

Utah

• 178 S. Rio Grande St., Salt Lake City, UT 84101

Vermont

• 128 Lakeside Ave., Innovation Center, 2nd Floor, Burlington, VT 05401

Virginia

• 903 Enterprise Pkwy., Suite 100, Hampton, VA 23666
• 400 N Eighth St., Richmond, VA 23219
• 210 1st St. SW, Roanoke, VA 24011

Washington

• 915 Second Ave., Seattle, WA 98174

Wyoming

• 5353 Yellowstone Road, Cheyenne, WY 82009

May 18, 2024

Alabama

• 417 20th St. North, Room 501, Birmingham, AL 35203 

Alaska

• 949 E. 36th Ave., Anchorage, AK 99508

Arizona

• 4041 North Central, Phoenix, AZ 85012

California

• 212 Coffee Road, Suite 200, Bakersfield, CA 93309
• 2525 Capitol St., Fresno, CA 93721
• 300 N. Los Angeles St., Los Angeles, CA 90012
• 1301 Clay St., Oakland, CA 94612
• 4330 Watt Ave., Sacramento, CA 95821
• 450 Golden Gate Ave., San Francisco, CA 94102
• 55 S. Market St., Ste. 100, San Jose, CA 95113
• 4643 Quail Lakes Dr., Stockton, CA 95207

Colorado

• 1999 Broadway, Denver, CO 80202

District of Columbia

• 77 K St. NE, Washington, DC 20002

Florida

• 400 West Bay St., Jacksonville, FL 32202
• 51 SW 1st Ave., Miami, FL 33130
• 1248 N. University Dr., Plantation, FL 33322
• 3848 W. Columbus Dr., Tampa, FL 33607

Georgia

• 401 W. Peachtree St. NW, Atlanta, GA 30308
• 9 Park of Commerce Blvd., Savannah, GA 31405

Illinois

• 230 S. Dearborn St., Chicago, IL 60604

Iowa

• 210 Walnut St., Des Moines, IA 50309

Kansas

• 555 N. Woodlawn Blvd., Building 4, Wichita, KS 67208

Louisiana

• 2600 Citiplace Centre, Baton Rouge, LA 70808
• 1555 Poydras St., New Orleans, LA 70112

Maryland

• 6010 Executive Blvd., Rockville, MD 20852
• 601 East Naylor Mill Rd., Salisbury, MD 21804

Michigan

• 477 Michigan Ave., 5th Floor, Detroit, MI 48226

Mississippi

• 619 Washington Ave., Greenville, MS 38701
• 100 W. Capitol St., Jackson, MS 39269

Missouri

• 30 W. Pershing Rd. (Union Station), Kansas City, MO 64108

Nebraska

• 1616 Capitol St., Omaha, NE  68102

Nevada

• 110 City Parkway, Las Vegas, NV 89106

New Jersey

• 51 Haddonfield Rd., Cherry Hill, NJ 08002
• 20 Washington Pl., Newark, NJ 07102
• 1719 C Route 10, Parsippany, NJ 07054

New York

• 11A Clinton Ave., Albany, NY 05401
• 57-07 Junction Blvd., Elmhurst, NY 11373
• 290 Broadway, New York, NY 10007
• 2116 Adam Clayton Powell Jr. Blvd., New York (Harlem), NY 10027

North Carolina

• 7751 Brier Creek Parkway, Suite 102, Raleigh, NC 27617

Ohio

• 1240 E. Ninth St., Cleveland, OH 44199
• 200 N. High St., Columbus, OH 43215

Oregon

• 1660 Oak St. S. E., Salem, OR 97301

Pennsylvania

• 600 Arch St., Philadelphia, PA 19106

Puerto Rico

• Los Frailes Industrial Park 475, Calle C, Guaynabo, PR 00968
• 48 Carr 165, Suite 2000, Guaynabo, PR 00968
• 349 Avenida Hostos, Suite A-15, Mayagüez, PR 00680
• 2050 Ponce Bypass, Suite 312, Ponce, PR 00716

Rhode Island

• 380 Westminster St., Providence, RI 02903

South Carolina

• 1835 Assembly St., Columbia, SC 29201

South Dakota

• 1720 S. Southeastern Ave., Sioux Falls, SD 57103

Tennessee

• 5740 Uptain Rd., Eastgate Center, Chattanooga, TN 37411

Texas

• 825 E. Rundberg Lane., Austin, TX 78753
• 1100 Commerce, Room 121, Dallas, TX 75242
• 700 E. San Antonio, El Paso, TX 79901
• 8701 S. Gessner, Houston (Alliance), TX 77074
• 12941 I-45, Houston, TX 77060
• 8122 Datapoint Dr., Suite. 210, San Antonio, TX 78229

Utah

• 178 S. Rio Grande St., Salt Lake City, UT 84101

Virginia

• 210 1st St. SW, Roanoke, VA 24011

Washington

• 2707 Colby Ave., Everett, WA 98201
• 1301 A St., Room 540A, Tacoma, WA 98402

West Virginia

• 161 Court St., Charleston, WV 25301

Wisconsin

• 211 W. Wisconsin Ave., Milwaukee, WI 53203

Wyoming

• 5353 Yellowstone Road, Cheyenne, WY 82009

The post IRS Saturday Hours — No Appointment Needed appeared first on IRS Office Near Me.

These taxpayers have until July 17, 2023 to submit their tax returns and claim their refunds. Any refunds that are not claimed will become property of the U.S. Treasury.

When is the deadline to claim a refund?

In general, there is a three-year deadline, known as the ‘refund statute’, to claim refunds. The deadline runs from the due date of the tax return.

The deadline usually falls in April. However, since the 2019 tax return deadline was postponed to July 17th, 2020 due to the Covid-19 pandemic emergency, the refund statute for unfiled returns was extended to July 17, 2023 for tax period 2019.

How to gather information to file your 2019 return

If you do not have your tax documents such as W-2s and 1099s, you have options to retrieve them.

1. Request copies of the documents from payors. Copies of old tax documents can be requested from employers, banks or other payers.
2. Get a transcript from IRS.gov. You can request wage and income transcripts from your IRS online account using the Get Transcript Tool. This is the fastest option.
3. Make a written request for transcripts using Form 4506-T. Since it can take several weeks, taxpayers might not be able to obtain their 2019 transcripts before the July 17th deadline using this method.

Source: IR-2023-79

The post Individuals are Due $1.5 Billion in Refunds for Tax Year 2019 appeared first on IRS Office Near Me.

An account transcript provides you with a complete history of your tax account, which can be useful for determining things such as the status of your tax return or refund, whether there have been tax offsets, or even if there was an audit adjustment.

But you have to understand how to read the transcript which can seem mystifying at first.

How to get your account transcript

There are various types of transcripts available, but in this article we’ll be discussing account transcripts.

You can download your account transcripts or have them mailed to you from the IRS website: https://www.irs.gov/individuals/get-transcript

How to read an account transcript

An account transcript has two sections. The first section of the transcript shows a summary of your tax account (Account Balance, Accrued Interest, and Accrued Penalty) and a summary of your tax return (Adjusted Gross Income, Taxable Income, etc.).

Following that, you will find your account transactions which consist of several rows of Codes, Explanations, Dates, and Amounts. Here’s an example:

These Codes on the left, known as Transaction Codes (TC), can mean various things.

In this example of a transcript, we can see the following:

• TC 150 means the tax return was processed. This amount of $4,054 would match line 24 of the tax return (total tax).
  • TC 806 shows credits for W-2 and 1099 withholding in the amount of $5,530.
  • TC 846 dated 2-18-2021 shows a refund of $1,476 was issued ($4,054 total tax – $5,530 W-2 and 1099 withholding). This would match line 34 of the tax return (refund amount).
• TC 766 shows tax relief credits, such as economic impact payments. The refunds related to these credits can be seen in the TC 846 amounts of $1,200 and $600.
• TC 291 shows that $1,224 in taxes were reduced by the IRS. This could be for a number of reasons, such as if the filer included unemployment compensation as income (which was non-taxable per the 2021 American Rescue Plan). A refund of $1,226.11 was issued for these abated taxes, which includes $2.11 interest.
• TC 290 – A positive amount would indicate that additional taxes were assessed by the IRS. This is followed by an IRS notice or letter (TC 971). An amount of $0 usually indicates a routine freeze or hold was lifted and can be simply ignored.

If you’re dealing with a tax debt, you may see any of these following Codes:

• TC 276 – Failure to Pay Penalty
• TC 300 – Additional Tax or Deficiency Assessment by Examination Division or Collection Division
• TC 480 – Offer in Compromise Pending
• TC 494 – Notice of Deficiency
• TC 582 – Lien Indicator
• TC 971 – Generic code for an IRS notice or letter that will provide additional detail regarding your tax return

There are hundreds of Transaction Codes, of which a full list can be found here: https://www.irs.gov/pub/irs-pia/6209sec8amasterfilecodes.pdf

The post How to Read Tax Account Transcripts Like a Tax Pro appeared first on IRS Office Near Me.

However, there are Saturday help days where you can visit selected local TAC offices without an appointment on the following dates and locations. These offices will be open from 9 am to 4 pm. Since the locations may change, please verify at IRS.gov. Note that you must make an appointment to visit the office on any other dates or locations other than these.

Saturday February 11, 2023

Alabama

• 417 20th St. North, Room 501, Birmingham, AL 35203

Alaska

• 949 E. 36th Ave., Anchorage, AK 99508

Arizona

• 4041 North Central, Phoenix, AZ 85012

California

• 212 Coffee Road Ste. 200, Bakersfield, CA 93309
• 9350 East Flair Dr., El Monte, CA 91731
• 2525 Capitol St., Suite 101, Fresno, CA 93721
• 1301 Clay St., Oakland, CA 94612
• 4330 Watt Ave., Sacramento, CA 95821
• 55 S. Market St., Ste. 100, San Jose, CA 95113
• 4643 Quail Lakes Dr., Stockton, CA 95207

Colorado

• 1999 Broadway, Denver, CO 80202

Connecticut

• 135 High St., Hartford, CT 06103

District of Columbia

• 77 K St NE, Washington, DC 20002

Florida

• 850 Trafalgar Ct., Maitland/Orlando, FL 32751
• 51 S.W. First Ave., Miami, FL 33130
• 1248 N. University Drive, Plantation/Fort Lauderdale, FL 33322

Georgia

• 401 W. Peachtree St. NW, Atlanta, GA 30308

Illinois

• 230 S. Dearborn St., Chicago, IL 60604

Louisiana

• 2829 Fourth Ave., Suite 105, Lake Charles, LA 70601

Massachusetts

• JFK Federal Building, 15 New Sudbury St., Boston, MA 02203

Michigan

• 477 Michigan Ave., Detroit, MI 48226

Missouri

• 30 W. Pershing Road (Union Station), Kansas City, MO 64108

Nevada

• 110 City Parkway, Las Vegas, NV 89106

New Jersey

• 100 Dey Place, Edison, NJ 08817

New York

• 1200 Waters Place, Bronx, NY 10461
• 2 Metro Tech, 1st floor, Brooklyn/Kings, NY 11201
• 130 South Elmwood Ave., Buffalo, NY 14202

North Carolina

• Five Resource Square, 10715 David Taylor Dr., Charlotte, NC 28262

Oregon

• 1220 SW 3rd Ave., Portland, OR 97204

Pennsylvania

• 600 Arch St., Philadelphia, PA 19106

Tennessee

• 801 Broadway, Nashville, TN 37203

Texas

• 1100 Commerce, Room 121, Dallas, TX 75242
• 700 E. San Antonio, El Paso, TX 79901
• 8701 S. Gessner, Houston (SW) (Alliance), TX 77074
• 8122 Datapoint Dr., Ste. 210, San Antonio, TX 78229

Utah

• 178 S. Rio Grande St., Salt Lake City, UT 84101

Washington

• 915 Second Ave., Seattle, WA 98174

Saturday March 11, 2023

Alabama

• 204 S. Walnut St., Florence, AL 35630

Alaska

• 949 E. 36th Ave., Anchorage, AK 99508

Arizona

• 4041 North Central, Phoenix, AZ 85012
• 300 W. Congress, Tucson, AZ 85701

California

• 212 Coffee Road, Suite. 200, Bakersfield, CA 93309
• 2525 Capitol St., Suite 101, Fresno, CA 93721
• 300 N. Los Angeles St., Los Angeles, CA 90012
• 1301 Clay St., Oakland, CA 94612
• 4330 Watt Ave., Sacramento, CA 95821
• 880 Front St., Suite 1247, San Diego, CA 92101
• 450 Golden Gate Ave., San Francisco, CA 94102

Colorado

• 1999 Broadway, Denver, CO 80202

Connecticut

• 193 Grand St., Waterbury, CT 06702

District of Columbia

• 77 K St NE, Washington, DC 20002

Florida

• 850 Trafalgar Court, Maitland, FL 32751
• 1232 Sarno Rd., Melbourne, FL 32935
• 51 S.W. First Ave., Miami, FL 33130
• 1248 N. University Drive, Plantation/Fort Lauderdale, FL 33322
• 3848 W. Columbus Dr., Tampa, FL 33607

Georgia

• 401 W. Peachtree St. NW, Atlanta, GA 30308
• 9 Park of Commerce Boulevard, Savannah, GA 31405

Hawaii

• 300 Ala Moana Blvd., Honolulu, HI 96850

Illinois

• 230 S. Dearborn St., Chicago, IL 60604

Kansas

• 555 N. Woodlawn Blvd., Building 4, Wichita, KS 67208

Kentucky

• 600 Dr. Martin Luther King Jr. Pl., Louisville, KY 40202

Louisiana

• 1555 Poydas Street, New Orleans, LA 70112

Maine

• 440 Western Avenue, S. Portland, ME 04106

Maryland

• 31 Hopkins Plaza, Baltimore, MD 21201
• 601 East Naylor Mill Road, Unit C, Salisbury, MD 21804

Michigan

• 477 Michigan Ave., Detroit, MI 48226

Mississippi

• 100 W. Capital St., Jackson, MS 39269

Missouri

• 30 W. Pershing Road (Union Station), Kansas City, MO 64108
• 2937 S. Claremont Ave., Building A, Springfield, MO 65804

Nebraska

• 1616 Capitol Ave., Omaha, NE 68102

Nevada

• 110 City Parkway, Las Vegas, NV 89106

New Hampshire

• 275 Chestnut St., Fourth Floor, Manchester, NH 03101

New Mexico

• 6200 Jefferson St. NE, Albuquerque, NM 87109

New York

• 2 Metro Tech, 1st floor, Brooklyn/Kings, NY 11201
• 57-07 Junction Blvd., Elmhurst, (Rego Park/Corona), NY 11373
• 290 Broadway, New York, NY 10007

North Carolina

• Five Resource Square, 10715 David Taylor Dr., Charlotte, NC 28262
• 7751 Brier Creek Parkway, Raleigh, NC 27617

Ohio

• 1240 E. Ninth St., Cleveland, OH 44199

Oregon

• 1660 Oak St. S. E., Salem, OR 97301

Pennsylvania

• 600 Arch St., Philadelphia, PA 19106

Puerto Rico

• City View Plaza II Bldg. 48 Carr 165 km. 1.2, Guaynabo, PR 00968
• DASE Building, Los Frailes Industrial Park Ave., Calle C #475, Guaynabo, PR 00969

South Dakota

• 1720 S. Southeastern Ave., Sioux Falls, SD 57103

Tennessee

• 710 Locust St., Knoxville, TN 37902

Texas

• 1100 Commerce, Room 121, Dallas, TX 75242
• 700 E. San Antonio, El Paso, TX 79901
• 819 Taylor St., Room 6A14, Fort Worth, TX 76102
• 8701 S. Gessner, Houston (SW) (Alliance), TX 77074
• 12941 I-45, N. Houston (NW), TX 77060
• 8122 Datapoint Dr., Ste. 210, San Antonio, TX 78229

Utah

• 178 S. Rio Grande St., Salt Lake City, UT 84101

Washington

• 2707 Colby Ave., Suite 705, Everett, WA 98201
• 1301 A St., Rm. 530, Tacoma, WA 98402

West Virginia

• 161 Court St., Charleston, WV 25301

Saturday April 8, 2023

Alabama

• 820 S. University Blvd., Mobile, AL 36609

Alaska

• 949 E. 36th Ave., Anchorage, AK 99508

Arizona

• 4041 North Central, Phoenix, AZ 85012
• 300 W. Congress, Tucson, AZ 85701

California

• 212 Coffee Road, Ste. 200, Bakersfield, CA 93309
• 2525 Capitol St., Suite 101, Fresno, CA 93721
• 300 N. Los Angeles St., Los Angeles, CA 90012
• 1301 Clay St., Oakland, CA 94612
• 4330 Watt Ave., Sacramento, CA 95821
• 450 Golden Gate Ave., San Francisco, CA 94102

Colorado

• 1999 Broadway, Denver, CO 80202

Connecticut

• 150 Court St., New Haven, CT 06510

Delaware

• 844 King Street, Wilmington, DE 19801

District of Columbia

• 77 K St NE, Washington, DC 20002

Florida

• 4210 Metro Parkway, Ft. Myers, FL 33916
• 400 West Bay St., Jacksonville, FL 32202
• 850 Trafalgar Ct., Maitland/Orlando, FL 32751
• 51 S.W. First Ave., Miami, FL 33130
• 1248 N. University Drive, Plantation/Fort Lauderdale, FL 33322
• 3848 W. Columbus Dr., Tampa, FL 33607

Georgia

• 401 W. Peachtree St. NW, Atlanta, GA 30308

Hawaii

• 300 Ala Moana Blvd., Honolulu, HI 96850

Idaho

• 550 W Fort St., Ste. 100, Boise, ID 83724

Illinois

• 230 S. Dearborn St., Chicago, IL 60604

Indiana

• 7409 Eagle Crest Blvd., Evansville, IN 47715

Iowa

• 210 Walnut St., Des Moines, IA 50309

Louisiana

• 3007 Knight St., Shreveport, LA 71105

Massachusetts

• JFK Federal Building, 15 New Sudbury St., Boston, MA 02203

Michigan

• 477 Michigan Ave., Detroit, MI 48226
• 917 N. Saginaw Street, Flint, MI 48503

Missouri

• 30 W. Pershing Road (Union Station), Kansas City, MO 64108

Nevada

• 110 City Parkway, Las Vegas, NV 89106

New Jersey

• 20 Washington Pl., Newark, NJ 07102

New Mexico

• 6200 Jefferson St. NE, Albuquerque, NM 87109

New York

• 2 Metro Tech, 1st floor, Brooklyn/Kings, NY 11201
• 57-07 Junction Blvd., Elmhurst, (Rego Park/Corona), NY 11373

Oklahoma

• 8023 E 63rd Place Ste. 400, Tulsa, OK 74133

Oregon

• 1220 SW 3rd Ave., Portland, OR 97204

Pennsylvania

• 600 Arch St., Philadelphia, PA 19106

Puerto Rico

• City View Plaza II Bldg. 48 Carr 165 km. 1.2, Guaynabo, PR 00968
• DASE Building, Los Frailes Industrial Park Ave., Calle C #475, Guaynabo, PR 00969

South Carolina

• 1835 Assembly St., Columbia, SC 29201

Texas

• 825 E. Rundberg Lane, Austin, TX 78753
• 1100 Commerce, Room 121, Dallas, TX 75242
• 700 E. San Antonio, El Paso, TX 79901
• 4050 Alpha Rd., Room 170, Farmers Branch, TX 75242
• 8701 S. Gessner, Houston (SW) (Alliance), TX 77074
• 12941 I-45, N. Houston (NW), TX 77060
• 1205 Texas Ave., Room 606, Lubbock, TX 79401
• 1004 N. Big Spring, Midland, TX 79701
• 8122 Datapoint Dr., Ste. 210, San Antonio, TX 78229

Utah

• 178 S. Rio Grande St., Salt Lake City, UT 84101

Vermont

• Innovation Center, 128 Lakeside Avenue, Second Floor, Burlington, VT 05401

Virginia

• 400 N. Eighth St., Richmond, VA 23219

Washington

• 915 Second Ave., Seattle, WA 98174

Saturday May 13, 2023

Alaska

• 949 E. 36th Ave., Anchorage, AK 99508

Arizona

• 4041 North Central, Phoenix, AZ 85012

California

• 212 Coffee Road Ste. 200, Bakersfield, CA 93309
• 2525 Capitol St., Suite 101, Fresno, CA 93721
• 300 N. Los Angeles St., Los Angeles, CA 90012
• 1301 Clay St., Oakland, CA 94612
• 4330 Watt Ave., Sacramento, CA 95821
• 55 S. Market St., Ste. 100, San Jose, CA 95113
• 4643 Quail Lakes Dr., Stockton, CA 95207

Colorado

• 1999 Broadway, Denver, CO 80202

District of Columbia

• 77 K St NE, Washington, DC 20002

Florida

• 400 West Bay St., Jacksonville, FL 32202
• 2133 Harden Blvd., Lakeland, FL 33803
• 850 Trafalgar Ct., Maitland/Orlando, FL 32751
• 51 S.W. First Ave., Miami, FL 33130
• 1248 N. University Drive, Plantation/Fort Lauderdale, FL 33322

Georgia

• 401 W. Peachtree St. NW, Atlanta, GA 30308

Illinois

• 230 S. Dearborn St., Chicago, IL 60604

Indiana

• 575 N. Pennsylvania St., Indianapolis, IN 46204

Louisiana

• 2600 Citiplace Centre, Baton Rouge, LA 70808

Michigan

• 477 Michigan Ave., Detroit, MI 48226

Minnesota

• 430 North Wabasha St., St. Paul, MN 55101

Mississippi

• 100 W. Capital St., Jackson, MS 39269

Missouri

• 30 W. Pershing Road (Union Station), Kansas City, MO 64108
• 1222 Spruce St., St. Louis, MO 63103

Nevada

• 110 City Parkway, Las Vegas, NV 89106

New Jersey

• 51 Haddonfield Rd., Cherry Hill, NJ 08002

New York

• 2 Metro Tech, 1st floor, Brooklyn/Kings, NY 11201
• 130 South Elmwood Ave., Buffalo, NY 14202
• 2116 Adam Clayton Powell Jr. Blvd., Harlem, NY 10027

Ohio

• 550 Main St., Cincinnati, OH 45202
• 1240 E. Ninth St., Cleveland, OH 44199

Oklahoma

• 55 N. Robinson, Oklahoma City, OK 73102

Oregon

• 1660 Oak St. S. E., Salem, OR 97301

Pennsylvania

• 600 Arch St., Philadelphia, PA 19106

Puerto Rico

• City View Plaza II Bldg. 48 Carr 165 km. 1.2, Guaynabo, PR 00968
• DASE Building, Los Frailes Industrial Park Ave., Calle C #475, Guaynabo, PR 00969

Rhode Island

• 380 Westminster St., Providence, RI 02903

South Carolina

• 440 Roper Mountain Rd., Greenville, SC 29615

Tennessee

• 2513 Wesley St., Suite 2, Johnson City, TN 37601

Texas

• 1100 Commerce, Room 121, Dallas, TX 75242
• 700 E. San Antonio, El Paso, TX 79901
• 8701 S. Gessner, Houston (SW) (Alliance), TX 77074
• 8122 Datapoint Dr., Ste. 210, San Antonio, TX 78229

Utah

• 178 S. Rio Grande St., Salt Lake City, UT 84101

Virginia

• 400 N. Eighth St., Richmond, VA 23219

Washington

• 2707 Colby Ave., Suite 705, Everett, WA 98201
• 1301 A St. Rm 530, Tacoma, WA 98402

Wisconsin

• 211 W. Wisconsin Ave., Milwaukee, WI 53203

What to bring

• A current government-issued photo identification,
• Social Security cards for members for all members of the household (if applicable)
• If visiting in regards to an IRS letter or notice, then bring a copy of the letter or notice and related documents.
• If you need identity verification services, you must have two forms of identification and a copy of the tax return filed for the year in question if you filed a return.
• You may also be requested to provide your current mailing address and proof of bank account information that you used on your tax return to receive refunds by direct deposit.

The post How to Visit Your IRS Local Office Without an Appointment appeared first on IRS Office Near Me.

1. Online

View and Download

You can view and download many tax forms and publications online.

Visit here: https://www.irs.gov/forms-instructions

Note that printed online versions of certain forms, such as some information returns, cannot be filed. See the instructions for your form to confirm how to file.

Online Ordering

You can order tax forms, instructions, and publications online to be shipped to you by U.S. mail. You’re limited to 20 each for forms and 5 copies each for instructions and publications.

Visit here: https://www.irs.gov/forms-pubs/order-products

You can receive the order within 15 business days.

2. By Telephone

You can order forms, instructions, and publications by calling 1-800-TAX-FORM (1-800-829-3676). Hours of operation are 7am to 7pm, Monday through Friday, local time.

You can receive the order within 10 working days.

3. By Mail

You can send a written request for tax forms or publications to:

Internal Revenue Service
1201 N. Mitsubishi Motorway
Bloomington, IL 61705-6613

You can receive the order within 10 working days.

4. Community Locations

You can pick up tax forms from various locations such as your local IRS office, grocery stores, and copy centers.

Sources:
IRS Publication 2053A

The post How to Get Tax Forms and Publications from the IRS appeared first on IRS Office Near Me.

If you’ve lost the notice, here are some things you can try.

Before Contacting the IRS

If you only need the EIN number and not an EIN verification letter, you might be able to locate your EIN without contacting the IRS.

First, check if you’ve filed a business tax return previously using the EIN. If so, you can find the EIN on the tax return.

Next, if you used your EIN to open a bank account, the bank may be able to provide your EIN.

Contact the IRS

If you’re still not able to locate your EIN, you can get the number over the phone by calling the Business & Specialty Tax Line at 1-800-829-4933. The hours of operation are 7:00 a.m. – 7:00 p.m. local time, Monday through Friday.

1. Press 1 – English
2. Press 1 – EIN information
3. Press 3 – You have an EIN but can’t remember the number or need a confirmation letter

Only authorized persons will be able to receive the EIN. Such persons include, but are not limited to, a sole proprietor, a partner in a partnership, a corporate officer, a trustee of a trust, or an executor of an estate.

You will need to provide contact information to prove your identity such as, business name, address, and contact details.

If you know your EIN but need an EIN Verification Letter (147C)

Follow the same steps above to contact the IRS and request an EIN confirmation letter.

The post What to Do if You’ve Lost Your Ein appeared first on IRS Office Near Me.

Taxpayers who have already paid these penalties could be seeing a refund check in the mail.

What Penalties Will be Abated?

The following penalties for tax periods 2019 and 2020 if filed before September 30, 2022 will be abated:

• Section 6651(a)(1) failure to file penalties for most Form 1040 and 1120 series, Form 1041, Form 1066, Form 990-PF, and Form 990-T
• Systemic penalties for certain late-filed Form 5471, Form 5472, Form 3520, Form 3520-A
• Certain penalties for failure to file timely and show required information on Form 1065 and Form 1120-S

TIP: If you have not yet filed the above forms for the covered periods, you may qualify for penalty relief by filing before September 30, 2022.

In addition, certain failures to timely file information returns that meet the following criteria will be abated:

• 2019 returns that were filed on or before August 1, 2020, with an original due date of January 31, 2020; February 28, 2020 (if filed on paper) or March 31, 2020 (if filed electronically); or March 15, 2020; or
• 2020 returns that were filed on or before August 1, 2021, with an original due date of January 31, 2021; February 28, 2021 (if filed on paper) or March 31, 2021 (if filed electronically); or March 15, 2021.

Exception: No penalties will be abated under the announced relief if not specifically listed in section 3.A of Notice 2022-36. The penalty relief also does not apply to any return that has a fraudulent failure to file or fraud penalty, or to penalties included in an offer in compromise, IRS closing agreement, or judicial order,

How Do I get Penalty Relief?

If the penalty qualifies for abatement, it will automatically abated, refunded, or credited. There is no need to request relief.

If the penalty is abated, refunded, or credited you should receive a notice in the mail.

The post IRS Announces Penalty Relief for Some 2019-2020 Returns appeared first on IRS Office Near Me.

The reason is likely that your return is caught up in a backlog of paper-filed returns.

Take a Deep Breath

IRS employees are real people and working as hard as possible to process tax returns. Contacting the IRS will not speed up the refund.

Always E-file Whenever Possible

E-filing returns helps avoid mistakes such as incorrect SSNs that can delay your tax refund.

When you e-file you will receive an acknowledgement within minutes. If rejected you’ll find out how to fix the error.

When a tax return is paper filed, IRS employees have to manually enter the data into the IRS system. This takes much longer. If there are mistakes on the return, there will likely be further delays.

Sometimes it is not possible to e-file, for example, if you have an ITIN application with your return.

Check the Status of Your Refund Online

You can check Where’s My Refund? or you can view your account.

If your return does not show as received, it does not necessarily mean the return has not been received. The IRS may not have populated that information yet.

How Long Will You Have to Wait?

Before the pandemic, the IRS issued refunds to paper-filers within 4-6 weeks. Those timeframes are no longer applicable due to the backlog.

According to the IRS website, all error-free tax returns filed before April 2022 have been processed.

However, as of December 2, 2022, the IRS has 3.1 million unprocessed returns, about half of which have errors requiring correction and half that are unprocessed paper returns.

The tax returns are processed in the order received. If there are errors or suspected identity theft or fraud, it may take more than 4 months to resolve the issues.

Should you Re-File Your Return?

The IRS states that if you are due a refund, filed on paper more than six months ago, and Where’s My Refund? does not indicate the IRS received your return, you should resubmit your tax return, electronically if possible.

In all other cases, the IRS advises that no further action is needed.

The Good News

If you’re owed a refund and the IRS hasn’t issued it yet, the IRS is required to pay you interest.

The interest starts accruing 45 days after the acceptance of the return.

On October 1st, the interest rate rose to 6% from 5%. The interest should be paid with your refund.

The post Why Haven’t I Received My Refund? appeared first on IRS Office Near Me.

Law Regarding Charitable Contributions Over $250

IRC § 170(a)(1) allows deductions for charitable contributions.

For a contribution over $250, IRC § 170(f)(8) requires a contemporaneous written acknowledgement (CWA) from the donee organization which must include the following:

1. the amount of cash and a description (but not value) of any property other than cash contributed;
2. whether the donee organization provided any goods or services in consideration, in whole or in part, for any such property; and
3. a description and good faith estimate of the value of any such goods or services. 

The CWA must be received on or before the earlier of the date the taxpayer files her return or the due date for filing such return.

Facts and Court’s Ruling

In this case, the taxpayer donated Native American jewelry and artifacts to the Wheelright Museum. The taxpayer and the museum executed a Deed of Gift.

The issue was whether the second requirement of IRC § 170(f)(8)(B) was met – i.e., did the CWA include whether or not the museum provided any goods or services in consideration of the gift?

The deed did not explicitly state whether the museum provided any goods or services in consideration for the donation. So the court instead looked to the deed as a whole to determine whether the CWA met the second requirement.

In the deed it stated that while the gift was unconditional and irrevocable, “all rights, titles and interests held by the donor in the property are included in the donation, unless otherwise stated in the Gift Agreement.”

Thus, the terms of the deed were subject to a separate agreement (the Gift Agreement) which the taxpayer did not provide. The Tax Court found that “by referencing another document that superseded the terms of the deed with respect to the donor’s rights in the donation, the deed provided the donor with the ability to retain an interest in the donation, including under a potential quid pro quo arrangement.”

Therefore the Tax Court found that the donation did not meet the requirements of section 170(f)(8)(B) and was not deductible.

The post Tax Court Clarifies Requirements for Charitable Contributions appeared first on IRS Office Near Me.

There are certain requirements to be met for such payments to be deductible and the Tax Court fleshes those out in the recent Ibrahim v. Commissioner; No. 10750-20S; T.C. Summ. Op. 2022-7.

Law Regarding Alimony or Separate Maintenance Deductions

I.R.C. 71(b)(1) defines alimony or separate maintenance payments as any monetary payment that satisfies the following four requirements:

A. the payment is received by (or on behalf of) a spouse under a divorce or separation instrument;

B. the divorce or separation instrument does not designate the payment as a payment that is not includible in gross income under this section and not allowable as a deduction under section 215;

C. in the case of an individually legally separated from his spouse under a decree of divorce or of separate maintenance, the payee spouse and the payor spouse are not members of the same household when the payment is made; and

D. there is no liability to make the payment for any period after the death of the payee spouse, and there is no liability to make any payment (in cash or property) as a substitute for such payments after the death of the payee spouse. 

Facts and Tax Court’s Findings

In this case the husband claimed a $50,000 alimony or separate maintenance deduction for 2017 which the IRS disallowed.

Taxpayers’ divorce decree stated that neither the husband nor wife would pay maintenance to each other. It therefore does not meet the the second requirement since neither party is required to pay alimony.

Finally, there was no express termination upon death in the agreement, and there was no finding by the state court that the spouse was eligible for maintenance under state law. Therefore, the fourth requirement was not met.

The Tax Court sustained in favor of the IRS.

Takeaway

Divorce decrees should be carefully reviewed before claiming an alimony deduction. The instrument should be clear that the payment is to or for a spouse or a former spouse made under a divorce or separation instrument, and that that such payments will terminate upon the death of the payee spouse.

Voluntary payments, not required by a divorce or separation instrument, are not deductible as alimony or separate maintenance.

The post Tax Court Says Voluntary Payments to Spouse not Deductible as Alimony appeared first on IRS Office Near Me.