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Freetaxes Publication 575 - Additional Material Table of Contents Worksheet A. Freetaxes Simplified Method 1. Freetaxes Enter the total pension or annuity payments received this year. Freetaxes Also, add this amount to the total for Form 1040, line 16a; Form 1040A, line 12a; or Form 1040NR, line 17a 1. Freetaxes 2. Freetaxes Enter your cost in the plan (contract) at the annuity starting date plus any death benefit exclusion. Freetaxes * See Cost (Investment in the Contract) , earlier 2. Freetaxes Note: If your annuity starting date was before this year and you completed this worksheet last year, skip line 3 and enter the amount from line 4 of last year's worksheet on line 4 below (even if the amount of your pension or annuity has changed). Freetaxes Otherwise, go to line 3. Freetaxes 3. Freetaxes Enter the appropriate number from Table 1 below. Freetaxes But if your annuity starting date was after 1997 and the payments are for your life and that of your beneficiary, enter the appropriate number from Table 2 below. Freetaxes 3. Freetaxes 4. Freetaxes Divide line 2 by the number on line 3 4. Freetaxes 5. Freetaxes Multiply line 4 by the number of months for which this year's payments were made. Freetaxes If your annuity starting date was before 1987, enter this amount on line 8 below and skip lines 6, 7, 10, and 11. Freetaxes Otherwise, go to line 6 5. Freetaxes 6. Freetaxes Enter any amounts previously recovered tax free in years after 1986. Freetaxes This is the amount shown on line 10 of your worksheet for last year 6. Freetaxes 7. Freetaxes Subtract line 6 from line 2 7. Freetaxes 8. Freetaxes Enter the smaller of line 5 or line 7 8. Freetaxes 9. Freetaxes Taxable amount for year. Freetaxes Subtract line 8 from line 1. Freetaxes Enter the result, but not less than zero. Freetaxes Also, add this amount to the total for Form 1040, line 16b; Form 1040A, line 12b; or Form 1040NR, line 17b. Freetaxes Note: If your Form 1099-R shows a larger taxable amount, use the amount figured on this line instead. Freetaxes If you are a retired public safety officer, see Insurance Premiums for Retired Public Safety Officers , earlier, before entering an amount on your tax return 9. Freetaxes 10. Freetaxes Was your annuity starting date before 1987? □ Yes. Freetaxes STOP. Freetaxes Do not complete the rest of this worksheet. Freetaxes □ No. Freetaxes Add lines 6 and 8. Freetaxes This is the amount you have recovered tax free through 2013. Freetaxes You will need this number if you need to fill out this worksheet next year 10. Freetaxes 11. Freetaxes Balance of cost to be recovered. Freetaxes Subtract line 10 from line 2. Freetaxes If zero, you will not have to complete this worksheet next year. Freetaxes The payments you receive next year will generally be fully taxable 11. Freetaxes * A death benefit exclusion (up to $5,000) applied to certain benefits received by employees who died before August 21, 1996. Freetaxes Table 1 for Line 3 Above IF the age at annuity starting date was . Freetaxes . Freetaxes . Freetaxes AND your annuity starting date was— BEFORE November 19, 1996, enter on line 3 . Freetaxes . Freetaxes . Freetaxes AFTER November 18, 1996, enter on line 3 . Freetaxes . Freetaxes . Freetaxes 55 or under 300 360 56-60 260 310 61-65 240 260 66-70 170 210 71 or over 120 160 Table 2 for Line 3 Above IF the combined ages at annuity starting date were . Freetaxes . Freetaxes . Freetaxes THEN enter on line 3 . Freetaxes . Freetaxes . Freetaxes 110 or under 410 111-120 360 121-130 310 131-140 260 141 or over 210 Prev Up Next Home More Online Publications
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Happy New Year! These New Year's resolutions are popular every year. Here’s information that can help you achieve your goals in 2014.
Freetaxes 13. Freetaxes How To Get Tax Help Table of Contents 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. Freetaxes Free help with your tax return. Freetaxes You can get free help preparing your return nationwide from IRS-certified volunteers. Freetaxes The Volunteer Income Tax Assistance (VITA) program helps low-to-moderate income, elderly, people with disabilities, and limited English proficient taxpayers. Freetaxes The Tax Counseling for the Elderly (TCE) program helps taxpayers age 60 and older with their tax returns. Freetaxes 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. Freetaxes In addition, some VITA and TCE sites provide taxpayers the opportunity to prepare their own return with help from an IRS-certified volunteer. Freetaxes To find the nearest VITA or TCE site, you can use the VITA Locator Tool on IRS. Freetaxes gov, download the IRS2Go app, or call 1-800-906-9887. Freetaxes As part of the TCE program, AARP offers the Tax-Aide counseling program. Freetaxes To find the nearest AARP Tax-Aide site, visit AARP's website at www. Freetaxes aarp. Freetaxes org/money/taxaide or call 1-888-227-7669. Freetaxes For more information on these programs, go to IRS. Freetaxes gov and enter “VITA” in the search box. Freetaxes Internet. Freetaxes IRS. Freetaxes gov and IRS2Go are ready when you are —24 hours a day, 7 days a week. Freetaxes Download the free IRS2Go app from the iTunes app store or from Google Play. Freetaxes 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. Freetaxes Check the status of your 2013 refund with the Where's My Refund? application on IRS. Freetaxes gov or download the IRS2Go app and select the Refund Status option. Freetaxes The IRS issues more than 9 out of 10 refunds in less than 21 days. Freetaxes 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. Freetaxes You will also be given a personalized refund date as soon as the IRS processes your tax return and approves your refund. Freetaxes The IRS updates Where's My Refund? every 24 hours, usually overnight, so you only need to check once a day. Freetaxes Use the Interactive Tax Assistant (ITA) to research your tax questions. Freetaxes No need to wait on the phone or stand in line. Freetaxes 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. Freetaxes When you reach the response screen, you can print the entire interview and the final response for your records. Freetaxes New subject areas are added on a regular basis. Freetaxes Answers not provided through ITA may be found in Tax Trails, one of the Tax Topics on IRS. Freetaxes gov which contain general individual and business tax information or by searching the IRS Tax Map, which includes an international subject index. Freetaxes You can use the IRS Tax Map, to search publications and instructions by topic or keyword. Freetaxes The IRS Tax Map integrates forms and publications into one research tool and provides single-point access to tax law information by subject. Freetaxes 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. Freetaxes 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. Freetaxes You can also ask the IRS to mail a return or an account transcript to you. Freetaxes Only the mail option is available by choosing the Tax Records option on the IRS2Go app by selecting Mail Transcript on IRS. Freetaxes gov or by calling 1-800-908-9946. Freetaxes Tax return and tax account transcripts are generally available for the current year and the past three years. Freetaxes Determine if you are eligible for the EITC and estimate the amount of the credit with the Earned Income Tax Credit (EITC) Assistant. Freetaxes Visit Understanding Your IRS Notice or Letter to get answers to questions about a notice or letter you received from the IRS. Freetaxes 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. Freetaxes Check the status of your amended return using Where's My Amended Return? Go to IRS. Freetaxes gov and enter Where's My Amended Return? in the search box. Freetaxes You can generally expect your amended return to be processed up to 12 weeks from the date we receive it. Freetaxes It can take up to 3 weeks from the date you mailed it to show up in our system. Freetaxes Make a payment using one of several safe and convenient electronic payment options available on IRS. Freetaxes gov. Freetaxes Select the Payment tab on the front page of IRS. Freetaxes gov for more information. Freetaxes Determine if you are eligible and apply for an online payment agreement, if you owe more tax than you can pay today. Freetaxes Figure your income tax withholding with the IRS Withholding Calculator on IRS. Freetaxes gov. Freetaxes 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. Freetaxes Determine if you might be subject to the Alternative Minimum Tax by using the Alternative Minimum Tax Assistant on IRS. Freetaxes gov. Freetaxes Request an Electronic Filing PIN by going to IRS. Freetaxes gov and entering Electronic Filing PIN in the search box. Freetaxes Download forms, instructions and publications, including accessible versions for people with disabilities. Freetaxes Locate the nearest Taxpayer Assistance Center (TAC) using the Office Locator tool on IRS. Freetaxes gov, or choose the Contact Us option on the IRS2Go app and search Local Offices. Freetaxes An employee can answer questions about your tax account or help you set up a payment plan. Freetaxes Before you visit, check the Office Locator on IRS. Freetaxes gov, or Local Offices under Contact Us on IRS2Go to confirm the address, phone number, days and hours of operation, and the services provided. Freetaxes If you have a special need, such as a disability, you can request an appointment. Freetaxes Call the local number listed in the Office Locator, or look in the phone book under United States Government, Internal Revenue Service. Freetaxes Apply for an Employer Identification Number (EIN). Freetaxes Go to IRS. Freetaxes gov and enter Apply for an EIN in the search box. Freetaxes Read the Internal Revenue Code, regulations, or other official guidance. Freetaxes Read Internal Revenue Bulletins. Freetaxes Sign up to receive local and national tax news and more by email. Freetaxes Just click on “subscriptions” above the search box on IRS. Freetaxes gov and choose from a variety of options. Freetaxes Phone. Freetaxes You can call the IRS, or you can carry it in your pocket with the IRS2Go app on your smart phone or tablet. Freetaxes Download the free IRS2Go app from the iTunes app store or from Google Play. Freetaxes Call to locate the nearest volunteer help site, 1-800-906-9887 or you can use the VITA Locator Tool on IRS. Freetaxes gov, or download the IRS2Go app. Freetaxes 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. Freetaxes The Tax Counseling for the Elderly (TCE) program helps taxpayers age 60 and older with their tax returns. Freetaxes Most VITA and TCE sites offer free electronic filing. Freetaxes Some VITA and TCE sites provide IRS-certified volunteers who can help prepare your tax return. Freetaxes Through the TCE program, AARP offers the Tax-Aide counseling program; call 1-888-227-7669 to find the nearest Tax-Aide location. Freetaxes 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. Freetaxes 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. Freetaxes The IRS issues more than 9 out of 10 refunds in less than 21 days. Freetaxes Where's My Refund? will give you a personalized refund date as soon as the IRS processes your tax return and approves your refund. Freetaxes 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. Freetaxes The IRS updates Where's My Refund? every 24 hours, usually overnight, so you only need to check once a day. Freetaxes Note, the above information is for our automated hotline. Freetaxes 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. Freetaxes Call the Amended Return Hotline, 1-866-464-2050, to check the status of your amended return. Freetaxes You can generally expect your amended return to be processed up to 12 weeks from the date we receive it. Freetaxes It can take up to 3 weeks from the date you mailed it to show up in our system. Freetaxes 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). Freetaxes You should receive your order within 10 business days. Freetaxes Call TeleTax, 1-800-829-4477, to listen to pre-recorded messages covering general and business tax information. Freetaxes 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. Freetaxes Call using TTY/TDD equipment, 1-800-829-4059 to ask tax questions or order forms and publications. Freetaxes The TTY/TDD telephone number is for people who are deaf, hard of hearing, or have a speech disability. Freetaxes These individuals can also contact the IRS through relay services such as the Federal Relay Service. Freetaxes Walk-in. Freetaxes You can find a selection of forms, publications and services — in-person. Freetaxes Products. Freetaxes You can walk in to some post offices, libraries, and IRS offices to pick up certain forms, instructions, and publications. Freetaxes Some IRS offices, libraries, and city and county government offices have a collection of products available to photocopy from reproducible proofs. Freetaxes Services. Freetaxes You can walk in to your local TAC for face-to-face tax help. Freetaxes An employee can answer questions about your tax account or help you set up a payment plan. Freetaxes Before visiting, use the Office Locator tool on IRS. Freetaxes gov, or choose the Contact Us option on the IRS2Go app and search Local Offices for days and hours of operation, and services provided. Freetaxes Mail. Freetaxes You can send your order for forms, instructions, and publications to the address below. Freetaxes You should receive a response within 10 business days after your request is received. Freetaxes Internal Revenue Service 1201 N. Freetaxes Mitsubishi Motorway Bloomington, IL 61705-6613 The Taxpayer Advocate Service Is Here to Help You. Freetaxes The Taxpayer Advocate Service (TAS) is your voice at the IRS. Freetaxes Our job is to ensure that every taxpayer is treated fairly and that you know and understand your rights. Freetaxes What can TAS do for you? We can offer you free help with IRS problems that you can't resolve on your own. Freetaxes 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. Freetaxes You face (or your business is facing) an immediate threat of adverse action. Freetaxes You've tried repeatedly to contact the IRS but no one has responded, or the IRS hasn't responded by the date promised. Freetaxes 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. Freetaxes Here's why we can help: TAS is an independent organization within the IRS. Freetaxes Our advocates know how to work with the IRS. Freetaxes Our services are free and tailored to meet your needs. Freetaxes We have offices in every state, the District of Columbia, and Puerto Rico. Freetaxes 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. Freetaxes How else does TAS help taxpayers? TAS also works to resolve large-scale, systemic problems that affect many taxpayers. Freetaxes If you know of one of these broad issues, please report it to us through our Systemic Advocacy Management System. Freetaxes Low Income Taxpayer Clinics. Freetaxes 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. Freetaxes Some clinics can provide information about taxpayer rights and responsibilities in different languages for individuals who speak English as a second language. Freetaxes Visit Taxpayer Advocate or see IRS Publication 4134, Low Income Taxpayer Clinic List. Freetaxes Prev Up Next Home More Online Publications