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1040ez turbotax free Publication 531 - Main Content Table of Contents Keeping a Daily Tip RecordElectronic tip record. 1040ez turbotax free Reporting Tips to Your EmployerElectronic tip statement. 1040ez turbotax free Final report. 1040ez turbotax free Tip Rate Determination and Education Program Reporting Tips on Your Tax Return Allocated Tips How To Get Tax Help Keeping a Daily Tip Record Why keep a daily tip record. 1040ez turbotax free   You must keep a daily tip record so you can: Report your tips accurately to your employer, Report your tips accurately on your tax return, and Prove your tip income if your return is ever questioned. 1040ez turbotax free How to keep a daily tip record. 1040ez turbotax free   There are two ways to keep a daily tip record. 1040ez turbotax free You can either: Write information about your tips in a tip diary, or Keep copies of documents that show your tips, such as restaurant bills and credit or debit card charge slips. 1040ez turbotax free You should keep your daily tip record with your tax or other personal records. 1040ez turbotax free You must keep your records for as long as they are important for administration of the federal tax law. 1040ez turbotax free For information on how long to keep records, see How Long to Keep Records in chapter 1 of Publication 17, Your Federal Income Tax. 1040ez turbotax free    If you keep a tip diary, you can use Form 4070A, Employee's Daily Record of Tips. 1040ez turbotax free To get Form 4070A, ask the Internal Revenue Service (IRS) or your employer for Publication 1244, Employee's Daily Record of Tips and Report to Employer. 1040ez turbotax free Publication 1244 is also available at www. 1040ez turbotax free irs. 1040ez turbotax free gov/pub1244. 1040ez turbotax free Publication 1244 includes a 1-year supply of Form 4070A. 1040ez turbotax free Each day, write in the information asked for on the form. 1040ez turbotax free A filled-in Form 4070A is shown on the following page. 1040ez turbotax free   In addition to the information asked for on Form 4070A, you also need to keep a record of the date and value of any noncash tips you get, such as tickets, passes, or other items of value. 1040ez turbotax free Although you do not report these tips to your employer, you must report them on your tax return. 1040ez turbotax free   If you do not use Form 4070A, start your records by writing your name, your employer's name, and the name of the business (if it is different from your employer's name). 1040ez turbotax free Then, each workday, write the date and the following information. 1040ez turbotax free Cash tips you get directly from customers or from other employees. 1040ez turbotax free Tips from credit and debit card charge customers that your employer pays you. 1040ez turbotax free The value of any noncash tips you get, such as tickets, passes, or other items of value. 1040ez turbotax free The amount of tips you paid out to other employees through tip pools or tip splitting, or other arrangements, and the names of the employees to whom you paid the tips. 1040ez turbotax free Please click here for the text description of the image. 1040ez turbotax free Sample Filled-in Form 4070A from Publication 1244 Electronic tip record. 1040ez turbotax free   You can use an electronic system provided by your employer to record your daily tips. 1040ez turbotax free If you do, you must receive and keep a paper copy of this record. 1040ez turbotax free Service charges. 1040ez turbotax free    Do not write in your tip diary the amount of any service charge that your employer adds to a customer's bill and then pays to you and treats as wages. 1040ez turbotax free This is part of your wages, not a tip. 1040ez turbotax free The following factors determine if you have a tip or service charge: The payment is made free from compulsion; The customer has the right to determine the amount of payment; The payment is not subject to negotiation or dictated by employer policy; and The customer generally has the right to determine who receives the payment. 1040ez turbotax free See examples below. 1040ez turbotax free Example 1. 1040ez turbotax free Good Food Restaurant adds an 18% charge to the bill for parties of 6 or more customers. 1040ez turbotax free Jane's bill for food and beverages for her party of 8 includes an amount on the tip line equal to 18% of the charges for food and beverages, and the total includes this amount. 1040ez turbotax free Because Jane did not have an unrestricted right to determine the amount on the “tip line,” the 18% charge is considered a service charge. 1040ez turbotax free Do not include the 18% charge in your tip diary. 1040ez turbotax free Service charges that are paid to you are considered wages, not tips. 1040ez turbotax free Example 2. 1040ez turbotax free Good Food Restaurant includes sample calculations of tip amounts at the bottom of its bills for food and beverages provided to customers. 1040ez turbotax free David's bill includes a blank “tip line,” with sample tip calculations of 15%, 18%, and 20% of the charges for food and beverages at the bottom of the bill beneath the signature line. 1040ez turbotax free Because David is free to enter any amount on the “tip line” or leave it blank, any amount he includes is considered a tip. 1040ez turbotax free Be sure to include this amount in your tip diary. 1040ez turbotax free Sample Filled-in Form 4070 from Publication 1244 Please click here for the text description of the image. 1040ez turbotax free Filled-in Form 4070 Reporting Tips to Your Employer Why report tips to your employer. 1040ez turbotax free   You must report tips to your employer so that: Your employer can withhold federal income tax and social security, Medicare, Additional Medicare, or railroad retirement taxes, Your employer can report the correct amount of your earnings to the Social Security Administration or Railroad Retirement Board (which affects your benefits when you retire or if you become disabled, or your family's benefits if you die), and You can avoid the penalty for not reporting tips to your employer (explained later). 1040ez turbotax free What tips to report. 1040ez turbotax free   Report to your employer only cash, check, and debit and credit card tips you receive. 1040ez turbotax free   If your total tips for any 1 month from any one job are less than $20, do not report the tips for that month to that employer. 1040ez turbotax free   If you participate in a tip-splitting or tip-pooling arrangement, report only the tips you receive and retain. 1040ez turbotax free Do not report to your employer any portion of the tips you receive that you pass on to other employees. 1040ez turbotax free However, you must report tips you receive from other employees. 1040ez turbotax free   Do not report the value of any noncash tips, such as tickets or passes, to your employer. 1040ez turbotax free You do not pay social security, Medicare, Additional Medicare, or railroad retirement taxes on these tips. 1040ez turbotax free How to report. 1040ez turbotax free   If your employer does not give you any other way to report your tips, you can use Form 4070, Employee's Report of Tips to Employer. 1040ez turbotax free Fill in the information asked for on the form, sign and date the form, and give it to your employer. 1040ez turbotax free A sample filled-in Form 4070 is shown above. 1040ez turbotax free To get a 1-year supply of the form, ask the IRS or your employer for Publication 1244. 1040ez turbotax free   If you do not use Form 4070, give your employer a statement with the following information. 1040ez turbotax free Your name, address, and social security number. 1040ez turbotax free Your employer's name, address, and business name (if it is different from your employer's name). 1040ez turbotax free The month (or the dates of any shorter period) in which you received tips. 1040ez turbotax free The total tips required to be reported for that period. 1040ez turbotax free You must sign and date the statement. 1040ez turbotax free Be sure to keep a copy with your tax or other personal records. 1040ez turbotax free   Your employer may require you to report your tips more than once a month. 1040ez turbotax free However, the statement cannot cover a period of more than 1 calendar month. 1040ez turbotax free Electronic tip statement. 1040ez turbotax free   Your employer can have you furnish your tip statements electronically. 1040ez turbotax free When to report. 1040ez turbotax free   Give your report for each month to your employer by the 10th of the next month. 1040ez turbotax free If the 10th falls on a Saturday, Sunday, or legal holiday, give your employer the report by the next day that is not a Saturday, Sunday, or legal holiday. 1040ez turbotax free Example. 1040ez turbotax free You must report your tips received in September 2014 by October 10, 2014. 1040ez turbotax free Final report. 1040ez turbotax free   If your employment ends during the month, you can report your tips when your employment ends. 1040ez turbotax free Penalty for not reporting tips. 1040ez turbotax free   If you do not report tips to your employer as required, you may be subject to a penalty equal to 50% of the social security, Medicare, Additional Medicare, or railroad retirement taxes you owe on the unreported tips. 1040ez turbotax free (For information about these taxes, see Reporting social security, Medicare, Additional Medicare, or railroad retirement taxes on tips not reported to your employer under Reporting Tips on Your Tax Return, later. 1040ez turbotax free ) The penalty amount is in addition to the taxes you owe. 1040ez turbotax free   You can avoid this penalty if you can show reasonable cause for not reporting the tips to your employer. 1040ez turbotax free To do so, attach a statement to your return explaining why you did not report them. 1040ez turbotax free Giving your employer money for taxes. 1040ez turbotax free   Your regular pay may not be enough for your employer to withhold all the taxes you owe on your regular pay plus your reported tips. 1040ez turbotax free If this happens, you can give your employer money until the close of the calendar year to pay the rest of the taxes. 1040ez turbotax free   If you do not give your employer enough money, your employer will apply your regular pay and any money you give to the taxes, in the following order. 1040ez turbotax free All taxes on your regular pay. 1040ez turbotax free Social security, Medicare, Additional Medicare, or railroad retirement taxes on your reported tips. 1040ez turbotax free Federal, state, and local income taxes on your reported tips. 1040ez turbotax free    Any taxes that remain unpaid can be collected by your employer from your next paycheck. 1040ez turbotax free If withholding taxes remain uncollected at the end of the year, you may be subject to a penalty for underpayment of estimated taxes. 1040ez turbotax free See Publication 505, Tax Withholding and Estimated Tax, for more information. 1040ez turbotax free    Uncollected taxes. 1040ez turbotax free You must report on your tax return any social security and Medicare taxes, or railroad retirement taxes that remained uncollected at the end of 2013. 1040ez turbotax free These uncollected taxes will be shown on your 2013 Form W-2. 1040ez turbotax free See Reporting uncollected social security, Medicare, Additional Medicare, or railroad retirement taxes on tips reported to your employer under Reporting Tips on Your Tax Return, later. 1040ez turbotax free Tip Rate Determination and Education Program Your employer may participate in the Tip Rate Determination and Education Program. 1040ez turbotax free The program was developed to help employees and employers understand and meet their tip reporting responsibilities. 1040ez turbotax free There are two agreements under the program: the Tip Rate Determination Agreement (TRDA) and the Tip Reporting Alternative Commitment (TRAC). 1040ez turbotax free A variation of the TRAC program, the Employer Tip Reporting Alternative Commitment, (EmTRAC) was designed to allow employers in the food and beverage industry to design and receive approval for their own TRAC programs. 1040ez turbotax free For information on the EmTRAC program, see Notice 2001-1, which is on page 261 of Internal Revenue Bulletin 2001-2 at www. 1040ez turbotax free irs. 1040ez turbotax free gov/pub/irs-irbs/irb01-02. 1040ez turbotax free pdf. 1040ez turbotax free If you are employed in the gaming industry, your employer may participate in the Gaming Industry Tip Compliance Agreement Program. 1040ez turbotax free See Revenue Procedure 2007-32, 2007-22 I. 1040ez turbotax free R. 1040ez turbotax free B. 1040ez turbotax free 1322, available at www. 1040ez turbotax free irs. 1040ez turbotax free gov/pub/irs-irbs/irb07_22. 1040ez turbotax free pdf. 1040ez turbotax free Your employer can provide you with a copy of any applicable agreement. 1040ez turbotax free To find out more about these agreements, visit IRS. 1040ez turbotax free gov and enter “restaurant tip reporting” in the search box. 1040ez turbotax free You may also call 1-800-829-4933, visit www. 1040ez turbotax free irs. 1040ez turbotax free gov/localcontacts for the IRS Taxpayer Assistance Center in your area, or send an email to Tip. 1040ez turbotax free Program@irs. 1040ez turbotax free gov and request information on this program. 1040ez turbotax free Reporting Tips on Your Tax Return How to report tips. 1040ez turbotax free   Report your tips with your wages on Form 1040, line 7; Form 1040A, line 7; Form 1040EZ, line 1; Form 1040NR, line 8; or Form 1040NR-EZ, line 3. 1040ez turbotax free What tips to report. 1040ez turbotax free   Generally, you must report all tips you received in 2013 on your tax return, including both cash tips and noncash tips. 1040ez turbotax free Any tips you reported to your employer as required in 2013 are included in the wages shown in box 1 of your Form W-2. 1040ez turbotax free Add to the amount in box 1 only the tips you did not report to your employer. 1040ez turbotax free   However, any tips you received in 2013 that you reported to your employer as required after 2013 but before January 11, 2014, are not included in the wages shown in box 1 of your 2013 Form W-2. 1040ez turbotax free Do not include the amount of these tips on your 2013 tax return. 1040ez turbotax free Instead, include them on your 2014 tax return. 1040ez turbotax free Tips you received in 2012 that you reported to your employer as required after 2012 but before January 11, 2013, are included in the wages shown in box 1 of your 2013 Form W-2. 1040ez turbotax free Although these tips were received in 2012, you must report them on your 2013 tax return. 1040ez turbotax free   If you participate in a tip-splitting or tip-pooling arrangement, report only the tips you receive and retain. 1040ez turbotax free Do not report on your income tax return any portion of the tips you receive that you pass on to other employees. 1040ez turbotax free However, you must report tips you receive from other employees. 1040ez turbotax free    If you received $20 or more in cash and charge tips in a month and did not report all of those tips to your employer, see Reporting social security, Medicare, Additional Medicare, or railroad retirement taxes on tips not reported to your employer, later. 1040ez turbotax free    If you did not keep a daily tip record as required and an amount is shown in box 8 of your Form W-2, see Allocated Tips, later. 1040ez turbotax free   If you kept a daily tip record and reported tips to your employer as required under the rules explained earlier, add the following tips to the amount in box 1 of your Form W-2. 1040ez turbotax free Cash and charge tips you received that totaled less than $20 for any month. 1040ez turbotax free The value of noncash tips, such as tickets, passes, or other items of value. 1040ez turbotax free Example. 1040ez turbotax free Ben Smith began working at the Blue Ocean Restaurant (his only employer in 2013) on June 30 and received $10,000 in wages during the year. 1040ez turbotax free Ben kept a daily tip record showing that his tips for June were $18 and his tips for the rest of the year totaled $7,000. 1040ez turbotax free He was not required to report his June tips to his employer, but he reported all of the rest of his tips to his employer as required. 1040ez turbotax free Ben's Form W-2 from Blue Ocean Restaurant shows $17,000 ($10,000 wages + $7,000 reported tips) in box 1. 1040ez turbotax free He adds the $18 unreported tips to that amount and reports $17,018 as wages on his tax return. 1040ez turbotax free Reporting social security, Medicare, Additional Medicare, or railroad retirement taxes on tips not reported to your employer. 1040ez turbotax free    If you received $20 or more in cash and charge tips in a month from any one job and did not report all of those tips to your employer, you must report the social security, Medicare, and Additional Medicare taxes on the unreported tips as additional tax on your return. 1040ez turbotax free To report these taxes, you must file a return even if you would not otherwise have to file. 1040ez turbotax free You must use Form 1040, Form 1040NR, Form 1040NR-EZ, Form 1040-SS, or 1040-PR (as appropriate) for this purpose. 1040ez turbotax free (You cannot file Form 1040EZ or Form 1040A. 1040ez turbotax free )    Use Form 4137, Social Security and Medicare Tax on Unreported Tip Income, to figure social security and Medicare taxes. 1040ez turbotax free Enter the tax on your return as instructed, and attach the completed Form 4137 to your return. 1040ez turbotax free Use Form 8959 to figure Additional Medicare Tax. 1040ez turbotax free If you are subject to the Railroad Retirement Tax Act, you cannot use Form 4137 to pay railroad retirement tax on unreported tips. 1040ez turbotax free To get railroad retirement credit, you must report tips to your employer. 1040ez turbotax free Reporting uncollected social security, Medicare, Additional Medicare, or railroad retirement taxes on tips reported to your employer. 1040ez turbotax free    You may have uncollected taxes if your regular pay was not enough for your employer to withhold all the taxes you owe and you did not give your employer enough money to pay the rest of the taxes. 1040ez turbotax free For more information, see Giving your employer money for taxes , under Reporting Tips to Your Employer, earlier. 1040ez turbotax free   If your employer could not collect all the social security and Medicare taxes, or railroad retirement taxes you owe on tips reported for 2013, the uncollected taxes will be shown in box 12 of your Form W-2 (codes A and B). 1040ez turbotax free You must report these amounts as additional tax on your return. 1040ez turbotax free   If you worked in the U. 1040ez turbotax free S. 1040ez turbotax free possessions and received Form W-2AS, Form W-2CM, Form W-2GU, or Form W-2VI, any uncollected taxes on tips will be shown in box 12 with codes A and B. 1040ez turbotax free If you received Form 499R-2/W-2PR, any uncollected taxes will be shown in boxes 22 and 23. 1040ez turbotax free Unlike the uncollected portion of the regular (1. 1040ez turbotax free 45%) Medicare tax, the uncollected Additional Medicare Tax is not reported on Form W-2. 1040ez turbotax free   To report these uncollected taxes, you must file a return even if you would not otherwise have to file. 1040ez turbotax free You can report these taxes on Form 1040, in the space next to line 60; Form 1040NR, line 59; Form 1040-SS, Part I, line 6; or Form 1040-PR, Part I, line 6. 1040ez turbotax free See the instructions for the appropriate form and line number indicated, and Form 8959. 1040ez turbotax free (You cannot file Form 1040A, Form 1040EZ, or Form 1040NR-EZ. 1040ez turbotax free ) Self-employed persons. 1040ez turbotax free    If you receive tips as a self-employed person, you should report these tips as income on Schedule C or C-EZ. 1040ez turbotax free See Publication 334, Tax Guide for Small Business, for more information on reporting business income. 1040ez turbotax free Allocated Tips If your employer allocated tips to you, they are shown separately in box 8 of your Form W-2. 1040ez turbotax free They are not included in box 1 with your wages and reported tips. 1040ez turbotax free If box 8 is blank, this discussion does not apply to you. 1040ez turbotax free What are allocated tips. 1040ez turbotax free   These are tips that your employer assigned to you in addition to the tips you reported to your employer for the year. 1040ez turbotax free Your employer will have done this only if: You worked in an establishment (restaurant, cocktail lounge, or similar business) that must allocate tips to employees, and The tips you reported to your employer were less than your share of 8% of food and drink sales. 1040ez turbotax free No income, social security, Medicare, Additional Medicare, or railroad retirement taxes are withheld on allocated tips. 1040ez turbotax free How were your allocated tips figured. 1040ez turbotax free   The tips allocated to you are your share of an amount figured by subtracting the reported tips of all employees from 8% (or an approved lower rate) of food and drink sales (other than carryout sales and sales with a service charge of 10% or more). 1040ez turbotax free Your share of that amount was figured using either a method provided by an employer-employee agreement or a method provided by IRS regulations based on employees' sales or hours worked. 1040ez turbotax free For information about the exact allocation method used, ask your employer. 1040ez turbotax free Must you report your allocated tips on your tax return. 1040ez turbotax free   You must report tips you received in 2013 (including both cash and noncash tips) on your tax return as explained in What tips to report , earlier. 1040ez turbotax free Any tips you reported to your employer in 2013 as required (explained under Reporting Tips to Your Employer , earlier) are included in the wages shown in box 1 of your Form W-2. 1040ez turbotax free Add to the amount in box 1 only the tips you did not report to your employer as required. 1040ez turbotax free This should include any allocated tips shown in box 8 on your Form(s) W-2, unless you have adequate records to show that you received less tips in the year than the allocated amount. 1040ez turbotax free   See What tips to report under Reporting Tips on Your Tax Return, and Keeping a Daily Tip Record , earlier. 1040ez turbotax free How to report allocated tips. 1040ez turbotax free   If you received any tips in 2013 that you did not report to your employer as required (including allocated tips that you are required to report on your tax return), add these tips to the amount in box 1 of your Form(s) W-2 and report this amount as wages on Form 1040, line 7; Form 1040NR, line 8; or Form 1040NR-EZ, line 3. 1040ez turbotax free (You cannot file Form 1040A or Form 1040EZ). 1040ez turbotax free    Because social security, Medicare, or Additional Medicare taxes were not withheld from the allocated tips, you must report those taxes as additional tax on your return. 1040ez turbotax free Complete Form 4137 and include the allocated tips on line 1 of the form as provided in its instructions. 1040ez turbotax free See Reporting social security, Medicare, Additional Medicare, or railroad retirement taxes on tips not reported to your employer under Reporting Tips on Your Tax Return, earlier. 1040ez turbotax free How to request an approved lower rate. 1040ez turbotax free   Your employer can use a tip rate lower than 8% (but not lower than 2%) to figure allocated tips only if the IRS approves the lower rate. 1040ez turbotax free Either the employer or the employees can request approval of a lower rate by filing a petition with the IRS. 1040ez turbotax free The petition must include specific information about the establishment that will justify the lower rate. 1040ez turbotax free A user fee must be paid with the petition. 1040ez turbotax free    An employee petition can be filed only with the consent of a majority of the directly tipped employees (waiters, bartenders, and others who receive tips directly from customers). 1040ez turbotax free The petition must state the total number of directly tipped employees and the number of employees consenting to the petition. 1040ez turbotax free Employees filing the petition must promptly notify the employer, and the employer must promptly give the IRS a copy of all Forms 8027, Employer's Annual Information Return of Tip Income and Allocated Tips, filed for the establishment for the previous 3 years. 1040ez turbotax free   For more information about how to file a petition and what information to include, see Allocation of Tips in the Instructions for Form 8027. 1040ez turbotax free How To Get Tax Help Go online, use a smart phone, call or walk in to an office near you. 1040ez turbotax free Whether it's help with a tax issue, preparing your tax return or picking up a free publication or form, get the help you need the way you want it. 1040ez turbotax free Free help with your tax return. 1040ez turbotax free   Free help in preparing your return is available nationwide from IRS-certified volunteers. 1040ez turbotax free The Volunteer Income Tax Assistance (VITA) program is designed to help low-to-moderate income, elderly, persons with disabilities, and limited English proficient taxpayers. 1040ez turbotax free The Tax Counseling for the Elderly (TCE) program is designed to assist taxpayers age 60 and older with their tax returns. 1040ez turbotax free 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. 1040ez turbotax free Some VITA and TCE sites provide taxpayers the opportunity to prepare their return with the assistance of an IRS-certified volunteer. 1040ez turbotax free To find the nearest VITA or TCE site, visit IRS. 1040ez turbotax free gov or call 1-800-906-9887. 1040ez turbotax free   As part of the TCE program, AARP offers the Tax-Aide counseling program. 1040ez turbotax free To find the nearest AARP Tax-Aide site, visit AARP's website at www. 1040ez turbotax free aarp. 1040ez turbotax free org/money/taxaide or call 1-888-227-7669. 1040ez turbotax free   For more information on these programs, go to IRS. 1040ez turbotax free gov and enter “VITA” in the search box. 1040ez turbotax free Internet. 1040ez turbotax free IRS. 1040ez turbotax free gov and IRS2Go are ready when you are — every day, every night, 24 hours a day, 7 days a week. 1040ez turbotax free Apply for an Employer Identification Number (EIN). 1040ez turbotax free Go to IRS. 1040ez turbotax free gov and enter Apply for an EIN in the search box. 1040ez turbotax free Request an Electronic Filing PIN by going to IRS. 1040ez turbotax free gov and entering Electronic Filing PIN in the search box. 1040ez turbotax free Check the status of your 2013 refund with Where's My Refund? Go to IRS. 1040ez turbotax free gov or the IRS2Go app, and click on Where's My Refund? You'll get a personalized refund date as soon as the IRS processes your tax return and approves your refund. 1040ez turbotax free If you e-file, your refund status is usually available within 24 hours after the IRS receives your tax return or 4 weeks after you've mailed a paper return. 1040ez turbotax free Check the status of your amended return. 1040ez turbotax free Go to IRS. 1040ez turbotax free gov and enter Where's My Amended Return in the search box. 1040ez turbotax free Download forms, instructions, and publications, including some accessible versions. 1040ez turbotax free Order free transcripts of your tax returns or tax account using the Order a Transcript tool on IRS. 1040ez turbotax free gov or IRS2Go. 1040ez turbotax free Tax return and tax account transcripts are generally available for the current year and past three years. 1040ez turbotax free Figure your income tax withholding with the IRS Withholding Calculator on IRS. 1040ez turbotax free gov. 1040ez turbotax free 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. 1040ez turbotax free Determine if you might be subject to the Alternative Minimum Tax by using the Alternative Minimum Tax Assistant on IRS. 1040ez turbotax free gov. 1040ez turbotax free Locate the nearest Taxpayer Assistance Center using the Office Locator tool on IRS. 1040ez turbotax free gov or IRS2Go. 1040ez turbotax free Stop by most business days for face-to-face tax help, no appointment necessary — just walk in. 1040ez turbotax free An employee can explain IRS letters, request adjustments to your tax account or help you set up a payment plan. 1040ez turbotax free Before you visit, check the Office Locator for the address, phone number, hours of operation and the services provided. 1040ez turbotax free If you have an ongoing tax account problem or a special need, such as a disability, you can request an appointment. 1040ez turbotax free Call the local number listed in the Office Locator, or look in the phone book under United States Government, Internal Revenue Service. 1040ez turbotax free Locate the nearest volunteer help site with the VITA Locator Tool on IRS. 1040ez turbotax free gov. 1040ez turbotax free Low-to-moderate income, elderly, persons with disabilities, and limited English proficient taxpayers can get free help with their tax return from the nationwide Volunteer Income Tax Assistance (VITA) program. 1040ez turbotax free The Tax Counseling for the Elderly (TCE) program helps taxpayers 60 and older with their tax returns. 1040ez turbotax free Most VITA and TCE sites offer free electronic filing and some provide IRS-certified volunteers who can help prepare your tax return. 1040ez turbotax free AARP offers the Tax-Aide counseling program as part of the TCE program. 1040ez turbotax free Visit AARP's website to find the nearest Tax-Aide location. 1040ez turbotax free Research your tax questions. 1040ez turbotax free Search publications and instructions by topic or keyword. 1040ez turbotax free Read the Internal Revenue Code, regulations, or other official guidance. 1040ez turbotax free Read Internal Revenue Bulletins. 1040ez turbotax free Sign up to receive local and national tax news by email. 1040ez turbotax free Phone. 1040ez turbotax free You can call the IRS, or you can carry it in your pocket with the IRS2Go app on your smart phone or tablet. 1040ez turbotax free Download the free IRS2Go mobile app from the iTunes app store or from Google Play. 1040ez turbotax free Use it to watch the IRS YouTube channel, get IRS news as soon as it's released to the public, order transcripts of your tax returns or tax account, check your refund status, 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. 1040ez turbotax free Call to locate the nearest volunteer help site, 1-800-906-9887. 1040ez turbotax free Low-to-moderate income, elderly, persons with disabilities, and limited English proficient taxpayers can get free help with their tax return from the nationwide Volunteer Income Tax Assistance (VITA) program. 1040ez turbotax free The Tax Counseling for the Elderly (TCE) program helps taxpayers 60 and older with their tax returns. 1040ez turbotax free Most VITA and TCE sites offer free electronic filing. 1040ez turbotax free Some VITA and TCE sites provide IRS-certified volunteers who can help prepare your tax return. 1040ez turbotax free Through the TCE program, AARP offers the Tax-Aide counseling program; call 1-888-227-7669 to find the nearest Tax-Aide location. 1040ez turbotax free Call to check the status of your 2013 refund, 1-800-829-1954 or 1-800-829-4477. 1040ez turbotax free The automated Where's My Refund? information is available 24 hours a day, 7 days a week. 1040ez turbotax free If you e-file, your refund status is usually available within 24 hours after the IRS receives your tax return or 4 weeks after you've mailed a paper return. 1040ez turbotax free Before you call, have your 2013 tax return handy so you can provide your social security number, your filing status, and the exact whole dollar amount of your refund. 1040ez turbotax free Where's My Refund? can give you a personalized refund date as soon as the IRS processes your tax return and approves your refund. 1040ez turbotax free Where's My Refund? includes information for the most recent return filed in the current year and does not include information about amended returns. 1040ez turbotax free Call the Amended Return Hotline, 1-866-464-2050, to check the status of your amended return. 1040ez turbotax free Call to order forms, instructions and publications, 1-800-TAX-FORM (1-800-829-3676) to order current-year forms, instructions and publications, and prior-year forms and instructions (limited to 5 years). 1040ez turbotax free You should receive your order within 10 business days. 1040ez turbotax free Call to order transcripts of your tax returns or tax account, 1-800-908-9946. 1040ez turbotax free Follow the prompts to provide your Social Security Number or Individual Taxpayer Identification Number, date of birth, street address and ZIP code. 1040ez turbotax free Call for TeleTax topics, 1-800-829-4477, to listen to pre-recorded messages covering various tax topics. 1040ez turbotax free Call to ask tax questions, 1-800-829-1040. 1040ez turbotax free Call using TTY/TDD equipment, 1-800-829-4059 to ask tax questions or order forms and publications. 1040ez turbotax free The TTY/TDD telephone number is for people who are deaf, hard of hearing, or have a speech disability. 1040ez turbotax free These individuals can also contact the IRS through relay services such as the Federal Relay Service available at www. 1040ez turbotax free gsa. 1040ez turbotax free gov/fedrelay. 1040ez turbotax free Walk-in. 1040ez turbotax free You can find a selection of forms, publications and services — in-person, face-to-face. 1040ez turbotax free Products. 1040ez turbotax free You can walk in to some post offices, libraries, and IRS offices to pick up certain forms, instructions, and publications. 1040ez turbotax free Some IRS offices, libraries, and city and county government offices have a collection of products available to photocopy from reproducible proofs. 1040ez turbotax free Services. 1040ez turbotax free You can walk in to your local TAC most business days for personal, face-to-face tax help. 1040ez turbotax free An employee can explain IRS letters, request adjustments to your tax account, or help you set up a payment plan. 1040ez turbotax free If you need to resolve a tax problem, have questions about how the tax law applies to your individual tax return, or you are more comfortable talking with someone in person, visit your local TAC where you can talk with an IRS representative face-to-face. 1040ez turbotax free No appointment is necessary—just walk in. 1040ez turbotax free Before visiting, check www. 1040ez turbotax free irs. 1040ez turbotax free gov/localcontacts for hours of operation and services provided. 1040ez turbotax free Mail. 1040ez turbotax free You can send your order for forms, instructions, and publications to the address below. 1040ez turbotax free You should receive a response within 10 business days after your request is received. 1040ez turbotax free  Internal Revenue Service 1201 N. 1040ez turbotax free Mitsubishi Motorway Bloomington, IL 61705-6613 The Taxpayer Advocate Service Is Here to Help You. 1040ez turbotax free   The Taxpayer Advocate Service (TAS) is your voice at the IRS. 1040ez turbotax free Our job is to ensure that every taxpayer is treated fairly and that you know and understand your rights. 1040ez turbotax free What can TAS do for you?   We can offer you free help with IRS problems that you can't resolve on your own. 1040ez turbotax free 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. 1040ez turbotax free You face (or your business is facing) an immediate threat of adverse action. 1040ez turbotax free You've tried repeatedly to contact the IRS but no one has responded, or the IRS hasn't responded by the date promised. 1040ez turbotax free   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. 1040ez turbotax free Here's why we can help: TAS is an independent organization within the IRS. 1040ez turbotax free Our advocates know how to work with the IRS. 1040ez turbotax free Our services are free and tailored to meet your needs. 1040ez turbotax free We have offices in every state, the District of Columbia, and Puerto Rico. 1040ez turbotax free 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 www. 1040ez turbotax free irs. 1040ez turbotax free gov/advocate, or call us toll-free at 1-877-777-4778. 1040ez turbotax free How else does TAS help taxpayers?   TAS also works to resolve large-scale, systemic problems that affect many taxpayers. 1040ez turbotax free If you know of one of these broad issues, please report it to us through our Systemic Advocacy Management System at www. 1040ez turbotax free irs. 1040ez turbotax free gov/sams. 1040ez turbotax free Low Income Taxpayer Clinics. 1040ez turbotax free   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. 1040ez turbotax free Some clinics can provide information about taxpayer rights and responsibilities in different languages for individuals who speak English as a second language. 1040ez turbotax free Visit www. 1040ez turbotax free TaxpayerAdvocate. 1040ez turbotax free irs. 1040ez turbotax free gov or see IRS Publication 4134, Low Income Taxpayer Clinic List. 1040ez turbotax free Prev  Up  Next   Home   More Online Publications
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Understanding your CP14I Notice

You owe taxes and penalties because you didn't take out the minimum amount you had to from your traditional individual retirement arrangement (IRA). Or, you put into a tax-sheltered account more than you can legally.


What you need to do

  • Read your notice carefully — it'll explain how much you owe and how to pay it.
  • Pay the amount you owe by the date the notice asks.
  • Make a payment plan if you can't pay the full amount you owe.
  • Contact us if you disagree.

You may want to...


Answers to Common Questions

What is a traditional individual retirement arrangement (IRA)?
A traditional IRA is a retirement savings plan where the amount you put in is tax-deductable. The money you put in is usually not taxed until you take it out. A traditional IRA is not a Roth IRA or a SIMPLE IRA.

What is a Roth IRA?
A Roth IRA is a retirement plan where the amount you put in is taxable. But what the amount earns and what you take out is not taxable.

What is a SIMPLE IRA?
A SIMPLE IRA is a retirement plan sponsored by your employer. You put part of your pay into it. Your employer matches a certain amount of what you put in. You don't pay tax on what you and your employer put in until you take it out.

How much do I have to take out from my traditional IRA?
You must take out a minimum amount from your IRA starting at age 70½. The amount you have to take out is based on your life expectancy. Publication 590, Individual Retirement Arrangements (IRAs) has a life expectancy chart. You divide the money in your account by the years of your life expectancy. The result is the minimum amount you must take out. You don't have to take out a minimum amount from Roth IRAs.

Are there different types of tax-sheltered accounts?
The different types of tax-sheltered accounts, besides retirement accounts, could include saving accounts for educational or medical expenses.

What is the maximum amount I can contribute to a tax-sheltered account?
The maximum amount depends on the type of account.

What happens if I can't pay what I owe?
You can make a payment plan if you can’t pay the full amount you owe.

How can I make a payment plan?
Call us at the toll free number on the top right corner of your notice to talk about payment plans or learn more about them.

What should I do if I disagree with the notice?
Call us at the toll free number on the top right corner of your notice. Please have your paperwork (such as cancelled checks, amended return, etc.) ready when you call.

Am I charged interest on the money I owe?
Not if you pay the full amount you owe by the date on the payment coupon. However, interest adds up on the unpaid amount after that date.

Will I receive a penalty if I can't pay the full amount?
Yes, you'll receive a late payment penalty. Call us at the number on your notice if you can't pay the full amount because of financial problems. We may be able to remove the penalty.


Tips for next year

Consider filing your taxes electronically. Filing online can help you avoid mistakes and find credits and deductions that you may qualify for. In many cases you can file for free. Learn more about e-file.

Printable samples of this notice (PDF)

Tax publications you may find useful

How to get help

Calling the 1-800 number listed on the top right corner of your notice is the fastest way to get your questions answered.

You can also authorize someone (such as an accountant) to contact the IRS on your behalf using this Power of Attorney and Declaration of Representative (Form 2848).

Or you may qualify for help from a Low Income Taxpayer Clinic.
 

Page Last Reviewed or Updated: 14-Mar-2014

The 1040ez Turbotax Free

1040ez turbotax free 16. 1040ez turbotax free   Rulings Program The IRS has a program for assisting taxpayers who have technical problems with tax laws and regulations. 1040ez turbotax free The IRS will answer inquiries from individuals and organizations about the tax effect of their acts or transactions. 1040ez turbotax free The National Office of the IRS issues rulings on those matters. 1040ez turbotax free A ruling is a written statement to a taxpayer that interprets and applies tax laws to the taxpayer's specific set of facts. 1040ez turbotax free There are also determination letters issued by IRS directors and information letters issued by IRS directors or the National Office. 1040ez turbotax free There is a fee for most types of determination letters and rulings. 1040ez turbotax free For complete information on the rulings program, see the first Internal Revenue Bulletin published each year. 1040ez turbotax free Prev  Up  Next   Home   More Online Publications