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  • Claiming Undelivered IRS Tax Refund Checks

    Claiming Undelivered IRS Tax Refund Checks

    Don’t be one of the 99,123 taxpayers who did not receive their tax refund check. The Internal Revenue Service has over $153 million of undelivered tax refund checks for the 2010 tax year. According to their website, the average refund amount is $1,547. That’s a lot of money. Cause for Non-Delivery The major cause of [...]

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    | December 8, 2011
  • Applying for a Federal Employers Identification Number (EIN)

    Applying for a Federal Employers Identification Number (EIN)

    A Federal Employers Identification Number (EIN) is the equivalent of a business social security number. Businesses and some individuals apply for and employers’ identification number in order to report income/withholdings and file tax forms. Some independent contractors (while not required to have one) prefer to use an employers identification number instead of a social security [...]

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    | October 21, 2011
  • How to Apply for PTIN (Preparer’s Tax Identification Number) Online

    How to Apply for PTIN (Preparer’s Tax Identification Number) Online

    If you get paid for preparing tax returns, you probably already know that the Internal Revenue Service requires you to get a Preparers Tax Identification Number. Effective January of 2011 all paid tax preparers must obtain a PTIN or face penalties for not obtaining one. How to Apply Online for a PTIN Registering an Account: [...]

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    | October 11, 2011
  • IRS PTIN Requirement: What is a Preparer Tax ID Number and Who Needs One?

    IRS PTIN Requirement: What is a Preparer Tax ID Number and Who Needs One?

    Effective January 1, 2011 the Internal Revenue Service requires all tax preparers that charge a fee for tax preparation services to have a PTIN. PTIN stands for Preparer Tax Identification Number. In the past, anyone with the appropriate tax preparation software could prepare taxes for someone else and charge a fee. Such individuals were not [...]

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    | October 7, 2011
  • Amending Federal Tax Returns with Form 1040X

    Amending Federal Tax Returns with Form 1040X

    If you file your federal tax returns and later realize you made a mistake on your returns, there is the possibility you might have to file an amended tax return using IRS Form 1040X. Not all tax return mistakes require the amended tax return form 1040 X. Mistakes like mathematical miscalculations or forgetting to attach [...]

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    | October 6, 2011

Recent Articles

Filing Taxes Even if You Don’t Have to

Filing Taxes Even if You Don’t Have to

| January 5, 2012

Most people breathe a sigh of relief when they are not required to file income taxes.  Filing taxes and visiting the dentist are two things most people would rather avoid.  However, just like visiting the dentist, it may be in your best interest to file your taxes whether you are required to or not.  Why [...]

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How to Handle Late Tax Payments/Filing

How to Handle Late Tax Payments/Filing

| May 17, 2011

If you are placed in the less than enviable position of either not filing your taxes or filing your taxes late, there are a few things you should know: If you receive a tax bill from the IRS, respond to it. Even if you don’t have the money to pay the bill in full, contact [...]

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Completing 2011 IRS form W-4

Completing 2011 IRS form W-4

| May 10, 2011

IRS form W-4 is also known as the Employee’s Withholding Allowance Certificate. This is the form that you fill out and submit to your employer so your employer will know how much tax to withhold from your paycheck. Form W-4 consists of a worksheet and the actual form to be submitted to your employer. The [...]

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IRS Tax Form 4506T (Long Form): Requesting Old Tax Returns

IRS Tax Form 4506T (Long Form): Requesting Old Tax Returns

| February 9, 2011

IRS Form 4506 T is entitled Request for Transcript of Tax Returns and is used to get copies of prior tax filings.  This is the long form which is used for individuals and companies that file their tax forms based on non calendar fiscal years. In other words, if you’re a fiscal tax filing year [...]

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IRS Form 4506T-EZ: Requesting Prior Year Tax Transcript

IRS Form 4506T-EZ: Requesting Prior Year Tax Transcript

| February 7, 2011

IRS form 4506T-EZ is called the Short Form Request for Individual Tax Return Transcript.  This is the form to use if you need a copy of your last year’s tax return transcript.  Form 4506T-EZ can be used to request tax return transcripts for the four most recent tax years. You can only use this form [...]

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Completing IRS Form 8822: Change of Address

Completing IRS Form 8822: Change of Address

| January 28, 2011

Despite popular belief that no one can hide from the government, there are times when it becomes necessary to notify the government of a change in name, change in business location or a change in home address.  IRS form 8822 is used to notify the government of such changes. If changes also affect tax-filing children [...]

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IRS Form 1098: Mortgage Interest Statement

IRS Form 1098: Mortgage Interest Statement

| January 19, 2011

IRS tax form 1098 is also known as the Mortgage Interest Statement.  This statement must be furnished to anyone who paid more than $600 in mortgage interest to a lender.  The lender can be a person, financial institution, coal up housing Corporation or a governmental unit. IRS Form 1098 Must be Original If you are [...]

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The American Dream…

The American Dream…

| January 17, 2011

Is your dream getting closer or is it moving farther away?

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Tax Filing: Stop Procrastinating

Tax Filing: Stop Procrastinating

| January 12, 2011

Will all of the last-minute tax filers please step forward? Good. Read the following ‘no more tax procrastination plan’ to learn how to file taxes in a timely fashion It’s time to break the old habit of waiting until the last minute to prepare and file taxes. Tax filing procrastination is understandable for those individuals [...]

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Foreign Earned Income Tax Reporting

Foreign Earned Income Tax Reporting

| January 12, 2011

How do American citizens working overseas report their foreign earned income to the IRS in time for the April 15th deadline? They start by completing the right IRS form. Being out of the country is not a free pass for American citizens to avoid filing and paying taxes. Whether overseas or on American soil, Uncle [...]

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