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Hr block com Publication 524 - Main Content Table of Contents Are You Eligible for the Credit?Qualified Individual Income Limits Credit Figured for You Figuring the Credit YourselfStep 1. Hr block com Determine Initial Amount Step 2. Hr block com Total Certain Nontaxable Pensions and Benefits Step 3. Hr block com Determine Excess Adjusted Gross Income Step 4. Hr block com Determine the Total of Steps 2 and 3 Step 5. Hr block com Determine Your Credit Examples How To Get Tax Help Are You Eligible for the Credit? You can take the credit for the elderly or the disabled if you meet both of the following requirements. Hr block com You are a qualified individual. Hr block com Your income is not more than certain limits. Hr block com You can use Figure A and Table 1 as guides to see if you are eligible for the credit. Hr block com Use Figure A first to see if you are a qualified individual. Hr block com If you are, go to Table 1 to make sure your income is not too high to take the credit. Hr block com You can take the credit only if you file Form 1040 or Form 1040A. Hr block com You cannot take the credit if you file Form 1040EZ or Form 1040NR. Hr block com Qualified Individual You are a qualified individual for this credit if you are a U. Hr block com S. Hr block com citizen or resident alien, and either of the following applies. Hr block com You were age 65 or older at the end of 2013. Hr block com You were under age 65 at the end of 2013 and all three of the following statements are true. Hr block com You retired on permanent and total disability (explained later). Hr block com You received taxable disability income for 2013. Hr block com On January 1, 2013, you had not reached mandatory retirement age (defined later under Disability income ). Hr block com Age 65. Hr block com   You are considered to be age 65 on the day before your 65th birthday. Hr block com As a result, if you were born on January 1, 1949, you are considered to be age 65 at the end of 2013. Hr block com U. Hr block com S. Hr block com Citizen or Resident Alien You must be a U. Hr block com S. Hr block com citizen or resident alien (or be treated as a resident alien) to take the credit. Hr block com Generally, you cannot take the credit if you were a nonresident alien at any time during the tax year. Hr block com Exceptions. Hr block com   You may be able to take the credit if you are a nonresident alien who is married to a U. Hr block com S. Hr block com citizen or resident alien at the end of the tax year and you and your spouse choose to treat you as a U. Hr block com S. Hr block com resident alien. Hr block com If you make that choice, both you and your spouse are taxed on your worldwide incomes. Hr block com   If you were a nonresident alien at the beginning of the year and a resident alien at the end of the year, and you were married to a U. Hr block com S. Hr block com citizen or resident alien at the end of the year, you may be able to choose to be treated as a U. Hr block com S. Hr block com resident alien for the entire year. Hr block com In that case, you may be allowed to take the credit. Hr block com   For information on these choices, see chapter 1 of Publication 519, U. Hr block com S. Hr block com Tax Guide for Aliens. Hr block com Married Persons Generally, if you are married at the end of the tax year, you and your spouse must file a joint return to take the credit. Hr block com However, if you and your spouse did not live in the same household at any time during the tax year, you can file either a joint return or separate returns and still take the credit. Hr block com Head of household. Hr block com   You can file as head of household and qualify to take the credit, even if your spouse lived with you during the first 6 months of the year, if you meet all the following tests. Hr block com You file a separate return. Hr block com You paid more than half the cost of keeping up your home during the tax year. Hr block com Your spouse did not live in your home at any time during the last 6 months of the tax year and the absence was not temporary. Hr block com (See Temporary absences under Head of Household in Publication 501. Hr block com ) Your home was the main home of your child, stepchild, or an eligible foster child for more than half the year. Hr block com An eligible foster child is a child placed with you by an authorized placement agency or by judgment, decree, or other order of any court of competent jurisdiction. Hr block com You can claim an exemption for that child, or you cannot claim the exemption only because the noncustodial parent can claim the child using the rules for children of divorced or separated parents. Hr block com For more information, see Publication 501, Exemptions, Standard Deduction, and Filing Information. Hr block com Figure A. Hr block com Are You a Qualified Individual? Please click here for the text description of the image. Hr block com figure a Under Age 65 If you are under age 65 at the end of 2013, you can qualify for the credit only if you are retired on permanent and total disability (discussed next) and have taxable disability income (discussed later under Disability income ). Hr block com You are retired on permanent and total disability if: You were permanently and totally disabled when you retired, and You retired on disability before the close of the tax year. Hr block com Even if you do not retire formally, you may be considered retired on disability when you have stopped working because of your disability. Hr block com If you retired on disability before 1977, and were not permanently and totally disabled at the time, you can qualify for the credit if you were permanently and totally disabled on January 1, 1976, or January 1, 1977. Hr block com You are considered to be under age 65 at the end of 2013 if you were born after January 1, 1949. Hr block com Permanent and total disability. Hr block com    You are permanently and totally disabled if you cannot engage in any substantial gainful activity because of your physical or mental condition. Hr block com A qualified physician must certify that the condition has lasted or can be expected to last continuously for 12 months or more, or that the condition can be expected to result in death. Hr block com See Physician's statement , later. Hr block com Substantial gainful activity. Hr block com   Substantial gainful activity is the performance of significant duties over a reasonable period of time while working for pay or profit, or in work generally done for pay or profit. Hr block com Full-time work (or part-time work done at your employer's convenience) in a competitive work situation for at least the minimum wage conclusively shows that you are able to engage in substantial gainful activity. Hr block com   Substantial gainful activity is not work you do to take care of yourself or your home. Hr block com It is not unpaid work on hobbies, institutional therapy or training, school attendance, clubs, social programs, and similar activities. Hr block com However, doing this kind of work may show that you are able to engage in substantial gainful activity. Hr block com    The fact that you have not worked for some time is not, of itself, conclusive evidence that you cannot engage in substantial gainful activity. Hr block com   The following examples illustrate the tests of substantial gainful activity. Hr block com Example 1. Hr block com Trisha, a sales clerk, retired on disability. Hr block com She is 53 years old and now works as a full-time babysitter for the minimum wage. Hr block com Even though Trisha is doing different work, she is able to do the duties of her new job in a full-time competitive work situation for the minimum wage. Hr block com She cannot take the credit because she is able to engage in substantial gainful activity. Hr block com Example 2. Hr block com Tom, a bookkeeper, retired on disability. Hr block com He is 59 years old and now drives a truck for a charitable organization. Hr block com He sets his own hours and is not paid. Hr block com Duties of this nature generally are performed for pay or profit. Hr block com Some weeks he works 10 hours, and some weeks he works 40 hours. Hr block com Over the year he averages 20 hours a week. Hr block com The kind of work and his average hours a week conclusively show that Tom is able to engage in substantial gainful activity. Hr block com This is true even though Tom is not paid and he sets his own hours. Hr block com He cannot take the credit. Hr block com Example 3. Hr block com John, who retired on disability, took a job with a former employer on a trial basis. Hr block com The purpose of the job was to see if John could do the work. Hr block com The trial period lasted for 6 months during which John was paid the minimum wage. Hr block com Because of John's disability, he was assigned only light duties of a nonproductive “make-work” nature. Hr block com The activity was gainful because John was paid at least the minimum wage. Hr block com But the activity was not substantial because his duties were nonproductive. Hr block com These facts do not, by themselves, show that John is able to engage in substantial gainful activity. Hr block com Example 4. Hr block com Joan, who retired on disability from a job as a bookkeeper, lives with her sister who manages several motel units. Hr block com Joan helps her sister for 1 or 2 hours a day by performing duties such as washing dishes, answering phones, registering guests, and bookkeeping. Hr block com Joan can select the time of day when she feels most fit to work. Hr block com Work of this nature, performed off and on during the day at Joan's convenience, is not activity of a “substantial and gainful” nature even if she is paid for the work. Hr block com The performance of these duties does not, of itself, show that Joan is able to engage in substantial gainful activity. Hr block com Sheltered employment. Hr block com   Certain work offered at qualified locations to physically or mentally impaired persons is considered sheltered employment. Hr block com These qualified locations are in sheltered workshops, hospitals and similar institutions, homebound programs, and Department of Veterans Affairs (VA) sponsored homes. Hr block com   Compared to commercial employment, pay is lower for sheltered employment. Hr block com Therefore, one usually does not look for sheltered employment if he or she can get other employment. Hr block com The fact that one has accepted sheltered employment is not proof of the person's ability to engage in substantial gainful activity. Hr block com Physician's statement. Hr block com   If you are under age 65, you must have your physician complete a statement certifying that you were permanently and totally disabled on the date you retired. Hr block com You can use the statement in the Instructions for Schedule R. Hr block com   You do not have to file this statement with your Form 1040 or Form 1040A, but you must keep it for your records. Hr block com Veterans. Hr block com    If the Department of Veterans Affairs (VA) certifies that you are permanently and totally disabled, you can substitute VA Form 21-0172, Certification of Permanent and Total Disability, for the physician's statement you are required to keep. Hr block com VA Form 21-0172 must be signed by a person authorized by the VA to do so. Hr block com You can get this form from your local VA regional office. Hr block com Physician's statement obtained in earlier year. Hr block com   If you got a physician's statement in an earlier year and, due to your continued disabled condition, you were unable to engage in any substantial gainful activity during 2013, you may not need to get another physician's statement for 2013. Hr block com For a detailed explanation of the conditions you must meet, see the instructions for Schedule R, Part II. Hr block com If you meet the required conditions, check the box on your Schedule R, Part II, line 2. Hr block com   If you checked box 4, 5, or 6 in Part I of Schedule R, enter in the space above the box on line 2 in Part II the first name(s) of the spouse(s) for whom the box is checked. Hr block com Disability income. Hr block com   If you are under age 65, you must also have taxable disability income to qualify for the credit. Hr block com Disability income must meet both of the following requirements. Hr block com It must be paid under your employer's accident or health plan or pension plan. Hr block com It must be included in your income as wages (or payments instead of wages) for the time you are absent from work because of permanent and total disability. Hr block com Payments that are not disability income. Hr block com    Any payment you receive from a plan that does not provide for disability retirement is not disability income. Hr block com Any lump-sum payment for accrued annual leave that you receive when you retire on disability is a salary payment and is not disability income. Hr block com    For purposes of the credit for the elderly or the disabled, disability income does not include amounts you receive after you reach mandatory retirement age. Hr block com Mandatory retirement age is the age set by your employer at which you would have had to retire, had you not become disabled. Hr block com Income Limits To determine if you can claim the credit, you must consider two income limits. Hr block com The first limit is the amount of your adjusted gross income (AGI). Hr block com The second limit is the amount of nontaxable social security and other nontaxable pensions, annuities, or disability income you received. Hr block com The limits are shown in Table 1. Hr block com If your AGI and your nontaxable pensions, annuities, or disability income are less than the income limits, you may be able to claim the credit. Hr block com See Figuring the Credit Yourself , later. Hr block com Table 1. Hr block com Income Limits IF your filing status is THEN, even if you qualify (see Figure A), you CANNOT take the credit if   Your adjusted gross income (AGI)* is equal to or more than. Hr block com . Hr block com . Hr block com     OR the total of your nontaxable social security and other nontaxable pension(s), annuities, or disability income is equal to or more than. Hr block com . Hr block com . Hr block com   single, head of household, or qualifying widow(er) with dependent child   $17,500     $5,000   married filing jointly and only one spouse qualifies in Figure A   $20,000     $5,000   married filing jointly and both spouses qualify in Figure A   $25,000     $7,500   married filing separately and you lived apart from your spouse for all of 2013   $12,500     $3,750   * AGI is the amount on Form 1040A, line 22, or Form 1040, line 38. Hr block com If your AGI or your nontaxable pensions, annuities, or disability income are equal to or more than the income limits, you cannot take the credit. Hr block com Credit Figured for You You can figure the credit yourself, or the Internal Revenue Service (IRS) will figure it for you. Hr block com See Figuring the Credit Yourself , next. Hr block com If you can take the credit and you want the IRS to figure the credit for you, attach Schedule R to your return. Hr block com Check the appropriate box in Part I of Schedule R and fill in Part II and lines 11, 13a, and 13b of Part III, if they apply to you. Hr block com If you file Form 1040A, enter “CFE” in the space to the left of Form 1040A, line 30. Hr block com If you file Form 1040, check box c on Form 1040, line 53, and enter “CFE” on the line next to that box. Hr block com Attach Schedule R to your return. Hr block com Table 2. Hr block com Initial Amounts IF your filing status is. Hr block com . Hr block com . Hr block com   THEN enter on line 10 of Schedule R. Hr block com . Hr block com . Hr block com single,head of household, or qualifying widow(er) with dependent child and, by the end of 2013, you were       • 65 or older $5,000   • under 65 and retired on permanent and total disability1 $5,000 married filing a joint return and by the end of 2013       • both of you were 65 or older $7,500   • both of you were under 65 and one of you retired on permanent and total disability1 $5,000   • both of you were under 65 and both of you retired on permanent and total disability2 $7,500   • one of you was 65 or older, and the other was under 65 and retired on permanent  and total disability3 $7,500   • one of you was 65 or older, and the other was under 65 and not retired on permanent  and total disability $5,000 married filing a separate return and you did not live with your spouse at any time during the year and, by the end of 2013, you were       • 65 or older $3,750   • under 65 and retired on permanent and total disability1 $3,750   1 Amount cannot be more than the taxable disability income. Hr block com     2 Amount cannot be more than your combined taxable disability income. Hr block com     3 Amount is $5,000 plus the taxable disability income of the spouse under age 65, but not more than $7,500. Hr block com   Figuring the Credit Yourself If you figure the credit yourself, fill out the front of Schedule R. Hr block com Next, fill out Schedule R, Part III. Hr block com If you file Form 1040A, enter the amount from Schedule R, line 22 on line 30. Hr block com If you file Form 1040, include the amount from Schedule R, line 22 on line 53, check box c, and enter “Sch R” on the line next to that box. Hr block com There are five steps in Part III to determine the amount of your credit. Hr block com Determine your initial amount (lines 10–12). Hr block com Determine the total of any nontaxable social security and certain other nontaxable pensions, annuities, and disability benefits you received (lines 13a, 13b, and 13c). Hr block com Determine your excess adjusted gross income (lines 14–17). Hr block com Determine the total of steps 2 and 3 (line 18). Hr block com Determine your credit (lines 19–22). Hr block com These steps are discussed in more detail next. Hr block com Step 1. Hr block com Determine Initial Amount To figure the credit, you must first determine your initial amount using lines 10 through 12. Hr block com See Table 2. Hr block com Your initial amount is on line 12. Hr block com Initial amounts for persons under age 65. Hr block com   If you are a qualified individual under age 65, your initial amount cannot be more than your taxable disability income. Hr block com Special rules for joint returns. Hr block com   If you are a qualified individual under age 65, and your spouse is also a qualified individual, your initial amount is your taxable disability income plus $5,000. Hr block com   If you are a qualified individual, and both you and your spouse are under age 65, your initial amount cannot be more than your combined taxable disability income. Hr block com Step 2. Hr block com Total Certain Nontaxable Pensions and Benefits Step 2 is to figure the total amount of nontaxable social security and certain other nontaxable payments you received during the year. Hr block com You must reduce your initial amount by these payments. Hr block com Enter these nontaxable payments on lines 13a or 13b and total them on line 13c. Hr block com If you are married filing jointly, you must enter the combined amount of nontaxable payments both you and your spouse received. Hr block com Worksheets are provided in the instructions for Forms 1040 and 1040A to help you determine if any of your social security benefits (or equivalent railroad retirement benefits) are taxable. Hr block com Include the following nontaxable payments in the amounts you enter on lines 13a and 13b. Hr block com Nontaxable social security payments. Hr block com This is the nontaxable part of the benefits shown in box 5 of Form SSA-1099, Social Security Benefit Statement, before deducting any amounts withheld to pay premiums on supplementary Medicare insurance, and before any reduction because of benefits received under workers' compensation. Hr block com (Do not include a lump-sum death benefit payment you may receive as a surviving spouse, or a surviving child's insurance benefit payments you may receive as a guardian. Hr block com ) Nontaxable railroad retirement pension payments treated as social security. Hr block com This is the nontaxable part of the benefits shown in box 5 of Form RRB-1099, Payments by the Railroad Retirement Board. Hr block com Nontaxable pension or annuity payments or disability benefits that are paid under a law administered by the Department of Veterans Affairs (VA). Hr block com (Do not include amounts received as a pension, annuity, or similar allowance for personal injuries or sickness resulting from active service in the armed forces of any country or in the National Oceanic and Atmospheric Administration or the Public Health Service, or as a disability annuity under section 808 of the Foreign Service Act of 1980. Hr block com ) Pension or annuity payments or disability benefits that are excluded from income under any provision of federal law other than the Internal Revenue Code. Hr block com (Do not include amounts that are a return of your cost of a pension or annuity. Hr block com These amounts do not reduce your initial amount. Hr block com ) You should be sure to take into account all of the nontaxable amounts you receive. Hr block com These amounts are verified by the IRS through information supplied by other government agencies. Hr block com Step 3. Hr block com Determine Excess Adjusted Gross Income You also must reduce your initial amount by your excess adjusted gross income. Hr block com Figure your excess adjusted gross income on lines 14–17. Hr block com You figure your excess adjusted gross income as follows. Hr block com Subtract from your adjusted gross income (Form 1040A, line 22 or Form 1040, line 38) the amount shown for your filing status. Hr block com $7,500 if you are single, a head of household, or a qualifying widow(er) with dependent child, $10,000 if you are married filing jointly, or $5,000 if you are married filing separately and you and your spouse did not live in the same household at any time during the tax year. Hr block com Divide the result of (1) by 2. Hr block com Step 4. Hr block com Determine the Total of Steps 2 and 3 To determine if you can take the credit, you must add (on line 18) the amounts you figured in Step 2 (line 13c) and Step 3 (line 17). Hr block com Step 5. Hr block com Determine Your Credit Subtract the amount determined in Step 4 (line 18) from the amount determined in Step 1 (line 12), and multiply the result by 15% (. Hr block com 15). Hr block com In certain cases, the amount of your credit may be limited. Hr block com See Limit on credit , later. Hr block com Example. Hr block com You are 66 years old and your spouse is 64. Hr block com Your spouse is not disabled. Hr block com You file a joint return on Form 1040. Hr block com Your adjusted gross income is $14,630. Hr block com Together you received $3,200 from social security, which was nontaxable. Hr block com You figure the credit as follows: Example applying the 5 step process Amount (Line references (shown in parentheses) are to the Schedule R)      1. Hr block com Initial amount (line 12) $5,000 2. Hr block com Total nontaxable social security  and other nontaxable  pensions (line 13c) $3,200   3. Hr block com Excess adjusted gross income  ($14,630–$10,000) ÷ 2 (line 17) 2,315   4. Hr block com Add (2) and (3) (line 18) 5,515 5. Hr block com Subtract (4) from (1) (line 12 – line 18 = line 19) (Do not enter less than -0-) $ -0- You cannot take the credit because your nontaxable social security plus your excess adjusted gross income is more than your initial amount. Hr block com Limit on credit. Hr block com   The amount of credit you can claim is generally limited to the amount of your tax. Hr block com Use the Credit Limit Worksheet in the Instructions for Schedule R to determine if your credit is limited. Hr block com Examples The following examples illustrate the credit for the elderly or the disabled. Hr block com The initial amounts are taken from Table 2, earlier. Hr block com Example 1. Hr block com James Davis is 58 years old, single, and files Form 1040A. Hr block com In 2011 he retired on permanent and total disability, and he is still permanently and totally disabled. Hr block com He got the required physician's statement in 2011 and kept it with his tax records. Hr block com His physician signed on line B of the statement. Hr block com This year James checks the box in Schedule R, Part II. Hr block com He does not need to get another statement for 2013. Hr block com He received the following income for the year: Nontaxable social security $1,500 Interest (taxable) 100 Taxable disability pension 11,400       James' adjusted gross income is $11,500 ($11,400 + $100). Hr block com He figures the credit on Schedule R as follows: 1. Hr block com Initial amount   $5,000 2. Hr block com Taxable disability pension   11,400 3. Hr block com Smaller of line 1 or line 2   5,000 4. Hr block com Nontaxable social security  benefits $1,500     5. Hr block com Excess adjusted gross income  ($11,500 − $7,500) ÷ 2 2,000     6. Hr block com Add lines 4 and 5   3,500 7. Hr block com Subtract line 6 from line 3  (Do not enter less than (-0-))   1,500 8. Hr block com Multiply line 7 by 15% (. Hr block com 15)   225 9. Hr block com Enter the amount from the  Credit Limit Worksheet in the  Instructions for Schedule R, line 21   151 10. Hr block com Credit (Enter the smaller of  line 8 or line 9)   $ 151 He enters $151 on line 30 of Form 1040A. Hr block com The Schedule R for James Davis is not shown. Hr block com Example 2. Hr block com William White is 53. Hr block com His wife Helen is 49. Hr block com William had a stroke 3 years ago and retired on permanent and total disability. Hr block com He is still permanently and totally disabled because of the stroke. Hr block com In November, Helen was injured in an accident at work and retired on permanent and total disability. Hr block com William received nontaxable social security disability benefits of $2,000 during the year and a taxable disability pension of $6,200. Hr block com Helen earned $12,500 from her job and received a taxable disability pension of $1,700. Hr block com Their joint return on Form 1040 shows adjusted gross income of $20,400 ($6,200 + $12,500 + $1,700). Hr block com They do not itemize deductions. Hr block com They do not have any amounts that would increase their standard deduction. Hr block com Helen's doctor completed the physician's statement in the Instructions for Schedule R. Hr block com Helen is not required to include the statement with their return, but she must keep it for her records. Hr block com William got a physician's statement for the year he had the stroke. Hr block com His doctor had signed on line B of that physician's statement to certify that William was permanently and totally disabled. Hr block com William has kept the physician's statement with his records. Hr block com He checks the box on Schedule R, Part II and writes his first name in the space above the box on line 2. Hr block com William and Helen use Schedule R to figure their $41 credit for the elderly or the disabled. Hr block com They attach Schedule R to their Form 1040 and enter $41 on line 53. Hr block com They check box c on line 53 and enter “Sch R” on the line next to that box. Hr block com See their filled-in Schedule R and Helen's filled-in physician's statement, later. Hr block com Instructions for Physician's Statement     Taxpayer Physician If you retired after 1976, enter the date you retired in the space provided on the statement below. Hr block com A person is permanently and totally disabled if both of the following apply:   1. Hr block com He or she cannot engage in any substantial gainful activity because of a physical or mental condition. Hr block com   2. Hr block com A physician determines that the disability has lasted or can be expected to last continuously for at least a year or can lead to death. Hr block com Physician's Statement     I certify that Helen A. Hr block com White Name of disabled person was permanently and totally disabled on January 1, 1976, or January 1, 1977, or was permanently and totally disabled on the date he or she retired. Hr block com If retired after 1976, enter the date retired ▶ November 1, 2013   Physician: Sign your name on either A or B below. Hr block com AThe disability has lasted or can be expected to last continuously for at least a year     Physician's signatureDate BThere is no reasonable probability that the disabled condition will ever improve Ayden D. Hr block com Doctor 2/8/14   Physician's signatureDate Physician's name Physician's address Ayden D. Hr block com Doctor 1900 Green St. Hr block com , Hometown, MD 20000         This image is too large to be displayed in the current screen. Hr block com Please click the link to view the image. Hr block com Page 1 of Schedule R for the Whites This image is too large to be displayed in the current screen. Hr block com Please click the link to view the image. Hr block com Page 2 of Schedule R for the Whites How To Get Tax Help Go online, use a smart phone, call or walk in to an office near you. Hr block com 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. Hr block com Free help with your tax return. Hr block com   Free help in preparing your return is available nationwide from IRS-certified volunteers. Hr block com The Volunteer Income Tax Assistance (VITA) program is designed to help low-to-moderate income, elderly, persons with disabilities, and limited English proficient taxpayers. Hr block com The Tax Counseling for the Elderly (TCE) program is designed to assist taxpayers age 60 and older with their tax returns. Hr block com 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. Hr block com Some VITA and TCE sites provide taxpayers the opportunity to prepare their return with the assistance of an IRS-certified volunteer. Hr block com To find the nearest VITA or TCE site, visit IRS. Hr block com gov or call 1-800-906-9887. Hr block com   As part of the TCE program, AARP offers the Tax-Aide counseling program. Hr block com To find the nearest AARP Tax-Aide site, visit AARP's website at www. Hr block com aarp. Hr block com org/money/taxaide or call 1-888-227-7669. Hr block com   For more information on these programs, go to IRS. Hr block com gov and enter “VITA” in the search box. Hr block com Internet. Hr block com IRS. Hr block com gov and IRS2Go are ready when you are — every day, every night, 24 hours a day, 7 days a week. Hr block com Apply for an Employer Identification Number (EIN). Hr block com Go to IRS. Hr block com gov and enter Apply for an EIN in the search box. Hr block com Request an Electronic Filing PIN by going to IRS. Hr block com gov and entering Electronic Filing PIN in the search box. Hr block com Check the status of your 2013 refund with Where's My Refund? Go to IRS. Hr block com 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. Hr block com 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. Hr block com Check the status of your amended return. Hr block com Go to IRS. Hr block com gov and enter Where's My Amended Return in the search box. Hr block com Download forms, instructions, and publications, including some accessible versions. Hr block com Order free transcripts of your tax returns or tax account using the Order a Transcript tool on IRS. Hr block com gov or IRS2Go. Hr block com Tax return and tax account transcripts are generally available for the current year and past three years. Hr block com Figure your income tax withholding with the IRS Withholding Calculator on IRS. Hr block com gov. Hr block com 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. Hr block com Determine if you might be subject to the Alternative Minimum Tax by using the Alternative Minimum Tax Assistant on IRS. Hr block com gov. Hr block com Locate the nearest Taxpayer Assistance Center using the Office Locator tool on IRS. Hr block com gov or IRS2Go. Hr block com Stop by most business days for face-to-face tax help, no appointment necessary — just walk in. Hr block com An employee can explain IRS letters, request adjustments to your tax account or help you set up a payment plan. Hr block com Before you visit, check the Office Locator for the address, phone number, hours of operation and the services provided. Hr block com If you have an ongoing tax account problem or a special need, such as a disability, you can request an appointment. Hr block com Call the local number listed in the Office Locator, or look in the phone book under United States Government, Internal Revenue Service. Hr block com Locate the nearest volunteer help site with the VITA Locator Tool on IRS. Hr block com gov. Hr block com 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. Hr block com The Tax Counseling for the Elderly (TCE) program helps taxpayers 60 and older with their tax returns. Hr block com Most VITA and TCE sites offer free electronic filing and some provide IRS-certified volunteers who can help prepare your tax return. Hr block com AARP offers the Tax-Aide counseling program as part of the TCE program. Hr block com Visit AARP's website to find the nearest Tax-Aide location. Hr block com Research your tax questions. Hr block com Search publications and instructions by topic or keyword. Hr block com Read the Internal Revenue Code, regulations, or other official guidance. Hr block com Read Internal Revenue Bulletins. Hr block com Sign up to receive local and national tax news by email. Hr block com Phone. Hr block com You can call the IRS, or you can carry it in your pocket with the IRS2Go app on your smart phone or tablet. Hr block com Download the free IRS2Go mobile app from the iTunes app store or from Google Play. Hr block com 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. Hr block com Call to locate the nearest volunteer help site, 1-800-906-9887. Hr block com 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. Hr block com The Tax Counseling for the Elderly (TCE) program helps taxpayers 60 and older with their tax returns. Hr block com Most VITA and TCE sites offer free electronic filing. Hr block com Some VITA and TCE sites provide IRS-certified volunteers who can help prepare your tax return. Hr block com Through the TCE program, AARP offers the Tax-Aide counseling program; call 1-888-227-7669 to find the nearest Tax-Aide location. Hr block com Call to check the status of your 2013 refund, 1-800-829-1954 or 1-800-829-4477. Hr block com The automated Where's My Refund? information is available 24 hours a day, 7 days a week. Hr block com 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. Hr block com 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. Hr block com Where's My Refund? can give you a personalized refund date as soon as the IRS processes your tax return and approves your refund. Hr block com Where's My Refund? includes information for the most recent return filed in the current year and does not include information about amended returns. Hr block com Call the Amended Return Hotline, 1-866-464-2050, to check the status of your amended return. Hr block com 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). Hr block com You should receive your order within 10 business days. Hr block com Call to order transcripts of your tax returns or tax account, 1-800-908-9946. Hr block com Follow the prompts to provide your Social Security Number or Individual Taxpayer Identification Number, date of birth, street address and ZIP code. Hr block com Call for TeleTax topics, 1-800-829-4477, to listen to pre-recorded messages covering various tax topics. Hr block com Call to ask tax questions, 1-800-829-1040. Hr block com Call using TTY/TDD equipment, 1-800-829-4059 to ask tax questions or order forms and publications. Hr block com The TTY/TDD telephone number is for people who are deaf, hard of hearing, or have a speech disability. Hr block com These individuals can also contact the IRS through relay services such as the Federal Relay Service available at www. Hr block com gsa. Hr block com gov/fedrelay. Hr block com Walk-in. Hr block com You can find a selection of forms, publications and services — in-person, face-to-face. Hr block com Products. Hr block com You can walk in to some post offices, libraries, and IRS offices to pick up certain forms, instructions, and publications. Hr block com Some IRS offices, libraries, and city and county government offices have a collection of products available to photocopy from reproducible proofs. Hr block com Services. Hr block com You can walk in to your local TAC most business days for personal, face-to-face tax help. Hr block com An employee can explain IRS letters, request adjustments to your tax account, or help you set up a payment plan. Hr block com 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. Hr block com No appointment is necessary—just walk in. Hr block com Before visiting, check www. Hr block com irs. Hr block com gov/localcontacts for hours of operation and services provided. Hr block com Mail. Hr block com You can send your order for forms, instructions, and publications to the address below. Hr block com You should receive a response within 10 business days after your request is received. Hr block com  Internal Revenue Service 1201 N. Hr block com Mitsubishi Motorway Bloomington, IL 61705-6613 The Taxpayer Advocate Service Is Here to Help You. Hr block com   The Taxpayer Advocate Service (TAS) is your voice at the IRS. Hr block com Our job is to ensure that every taxpayer is treated fairly and that you know and understand your rights. Hr block com What can TAS do for you?   We can offer you free help with IRS problems that you can't resolve on your own. Hr block com 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. Hr block com You face (or your business is facing) an immediate threat of adverse action. Hr block com You've tried repeatedly to contact the IRS but no one has responded, or the IRS hasn't responded by the date promised. Hr block com   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. Hr block com Here's why we can help: TAS is an independent organization within the IRS. Hr block com Our advocates know how to work with the IRS. Hr block com Our services are free and tailored to meet your needs. Hr block com We have offices in every state, the District of Columbia, and Puerto Rico. Hr block com 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. Hr block com irs. Hr block com gov/advocate, or call us toll-free at 1-877-777-4778. Hr block com How else does TAS help taxpayers?   TAS also works to resolve large-scale, systemic problems that affect many taxpayers. Hr block com If you know of one of these broad issues, please report it to us through our Systemic Advocacy Management System at www. Hr block com irs. Hr block com gov/sams. Hr block com Low Income Taxpayer Clinics. Hr block com   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. Hr block com Some clinics can provide information about taxpayer rights and responsibilities in different languages for individuals who speak English as a second language. Hr block com Visit www. Hr block com TaxpayerAdvocate. Hr block com irs. Hr block com gov or see IRS Publication 4134, Low Income Taxpayer Clinic List. Hr block com Prev  Up  Next   Home   More Online Publications
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Hr block com 11. Hr block com   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. Hr block com Free help with your tax return. Hr block com   You can get free help preparing your return nationwide from IRS-certified volunteers. Hr block com The Volunteer Income Tax Assistance (VITA) program helps low-to-moderate income, elderly, people with disabilities, and limited English proficient taxpayers. Hr block com The Tax Counseling for the Elderly (TCE) program helps taxpayers age 60 and older with their tax returns. Hr block com 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. Hr block com In addition, some VITA and TCE sites provide taxpayers the opportunity to prepare their own return with help from an IRS-certified volunteer. Hr block com To find the nearest VITA or TCE site, you can use the VITA Locator Tool on IRS. Hr block com gov, download the IRS2Go app, or call 1-800-906-9887. Hr block com   As part of the TCE program, AARP offers the Tax-Aide counseling program. Hr block com To find the nearest AARP Tax-Aide site, visit AARP's website at www. Hr block com aarp. Hr block com org/money/taxaide or call 1-888-227-7669. Hr block com For more information on these programs, go to IRS. Hr block com gov and enter “VITA” in the search box. Hr block com Internet. Hr block com    IRS. Hr block com gov and IRS2Go are ready when you are —24 hours a day, 7 days a week. Hr block com Download the free IRS2Go app from the iTunes app store or from Google Play. Hr block com 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. Hr block com Check the status of your 2013 refund with the Where's My Refund? application on IRS. Hr block com gov or download the IRS2Go app and select the Refund Status option. Hr block com The IRS issues more than 9 out of 10 refunds in less than 21 days. Hr block com 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. Hr block com You will also be given a personalized refund date as soon as the IRS processes your tax return and approves your refund. Hr block com The IRS updates Where's My Refund? every 24 hours, usually overnight, so you only need to check once a day. Hr block com Use the Interactive Tax Assistant (ITA) to research your tax questions. Hr block com No need to wait on the phone or stand in line. Hr block com 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. Hr block com When you reach the response screen, you can print the entire interview and the final response for your records. Hr block com New subject areas are added on a regular basis. Hr block com  Answers not provided through ITA may be found in Tax Trails, one of the Tax Topics on IRS. Hr block com gov which contain general individual and business tax information or by searching the IRS Tax Map, which includes an international subject index. Hr block com You can use the IRS Tax Map, to search publications and instructions by topic or keyword. Hr block com The IRS Tax Map integrates forms and publications into one research tool and provides single-point access to tax law information by subject. Hr block com 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. Hr block com 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. Hr block com You can also ask the IRS to mail a return or an account transcript to you. Hr block com Only the mail option is available by choosing the Tax Records option on the IRS2Go app by selecting Mail Transcript on IRS. Hr block com gov or by calling 1-800-908-9946. Hr block com Tax return and tax account transcripts are generally available for the current year and the past three years. Hr block com Determine if you are eligible for the EITC and estimate the amount of the credit with the Earned Income Tax Credit (EITC) Assistant. Hr block com Visit Understanding Your IRS Notice or Letter to get answers to questions about a notice or letter you received from the IRS. Hr block com 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. Hr block com Check the status of your amended return using Where's My Amended Return? Go to IRS. Hr block com gov and enter Where's My Amended Return? in the search box. Hr block com You can generally expect your amended return to be processed up to 12 weeks from the date we receive it. Hr block com It can take up to 3 weeks from the date you mailed it to show up in our system. Hr block com Make a payment using one of several safe and convenient electronic payment options available on IRS. Hr block com gov. Hr block com Select the Payment tab on the front page of IRS. Hr block com gov for more information. Hr block com Determine if you are eligible and apply for an online payment agreement, if you owe more tax than you can pay today. Hr block com Figure your income tax withholding with the IRS Withholding Calculator on IRS. Hr block com gov. Hr block com 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. Hr block com Determine if you might be subject to the Alternative Minimum Tax by using the Alternative Minimum Tax Assistant on IRS. Hr block com gov. Hr block com Request an Electronic Filing PIN by going to IRS. Hr block com gov and entering Electronic Filing PIN in the search box. Hr block com Download forms, instructions and publications, including accessible versions for people with disabilities. Hr block com Locate the nearest Taxpayer Assistance Center (TAC) using the Office Locator tool on IRS. Hr block com gov, or choose the Contact Us option on the IRS2Go app and search Local Offices. Hr block com An employee can answer questions about your tax account or help you set up a payment plan. Hr block com Before you visit, check the Office Locator on IRS. Hr block com gov, or Local Offices under Contact Us on IRS2Go to confirm the address, phone number, days and hours of operation, and the services provided. Hr block com If you have a special need, such as a disability, you can request an appointment. Hr block com Call the local number listed in the Office Locator, or look in the phone book under United States Government, Internal Revenue Service. Hr block com Apply for an Employer Identification Number (EIN). Hr block com Go to IRS. Hr block com gov and enter Apply for an EIN in the search box. Hr block com Read the Internal Revenue Code, regulations, or other official guidance. Hr block com Read Internal Revenue Bulletins. Hr block com Sign up to receive local and national tax news and more by email. Hr block com Just click on “subscriptions” above the search box on IRS. Hr block com gov and choose from a variety of options. Hr block com Phone. Hr block com    You can call the IRS, or you can carry it in your pocket with the IRS2Go app on your smart phone or tablet. Hr block com Download the free IRS2Go app from the iTunes app store or from Google Play. Hr block com Call to locate the nearest volunteer help site, 1-800-906-9887 or you can use the VITA Locator Tool on IRS. Hr block com gov, or download the IRS2Go app. Hr block com 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. Hr block com The Tax Counseling for the Elderly (TCE) program helps taxpayers age 60 and older with their tax returns. Hr block com Most VITA and TCE sites offer free electronic filing. Hr block com Some VITA and TCE sites provide IRS-certified volunteers who can help prepare your tax return. Hr block com Through the TCE program, AARP offers the Tax-Aide counseling program; call 1-888-227-7669 to find the nearest Tax-Aide location. Hr block com 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. Hr block com 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. Hr block com The IRS issues more than 9 out of 10 refunds in less than 21 days. Hr block com Where's My Refund? will give you a personalized refund date as soon as the IRS processes your tax return and approves your refund. Hr block com 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. Hr block com The IRS updates Where's My Refund? every 24 hours, usually overnight, so you only need to check once a day. Hr block com Note, the above information is for our automated hotline. Hr block com 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. Hr block com Call the Amended Return Hotline, 1-866-464-2050, to check the status of your amended return. Hr block com You can generally expect your amended return to be processed up to 12 weeks from the date we receive it. Hr block com It can take up to 3 weeks from the date you mailed it to show up in our system. Hr block com 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). Hr block com You should receive your order within 10 business days. Hr block com Call TeleTax, 1-800-829-4477, to listen to pre-recorded messages covering general and business tax information. Hr block com 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. Hr block com Call using TTY/TDD equipment, 1-800-829-4059 to ask tax questions or order forms and publications. Hr block com The TTY/TDD telephone number is for people who are deaf, hard of hearing, or have a speech disability. Hr block com These individuals can also contact the IRS through relay services such as the Federal Relay Service. Hr block com Walk-in. Hr block com   You can find a selection of forms, publications and services — in-person. Hr block com Products. Hr block com You can walk in to some post offices, libraries, and IRS offices to pick up certain forms, instructions, and publications. Hr block com Some IRS offices, libraries, and city and county government offices have a collection of products available to photocopy from reproducible proofs. Hr block com Services. Hr block com You can walk in to your local TAC for face-to-face tax help. Hr block com An employee can answer questions about your tax account or help you set up a payment plan. Hr block com Before visiting, use the Office Locator tool on IRS. Hr block com gov, or choose the Contact Us option on the IRS2Go app and search Local Offices for days and hours of operation, and services provided. Hr block com Mail. Hr block com   You can send your order for forms, instructions, and publications to the address below. Hr block com You should receive a response within 10 business days after your request is received. Hr block com Internal Revenue Service 1201 N. Hr block com Mitsubishi Motorway Bloomington, IL 61705-6613    The Taxpayer Advocate Service Is Here to Help You. Hr block com The Taxpayer Advocate Service (TAS) is your voice at the IRS. Hr block com Our job is to ensure that every taxpayer is treated fairly and that you know and understand your rights. Hr block com   What can TAS do for you? We can offer you free help with IRS problems that you can't resolve on your own. Hr block com 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. Hr block com You face (or your business is facing) an immediate threat of adverse action. Hr block com You've tried repeatedly to contact the IRS but no one has responded, or the IRS hasn't responded by the date promised. Hr block com   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. Hr block com Here's why we can help: TAS is an independent organization within the IRS. Hr block com Our advocates know how to work with the IRS. Hr block com Our services are free and tailored to meet your needs. Hr block com We have offices in every state, the District of Columbia, and Puerto Rico. Hr block com   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. Hr block com   How else does TAS help taxpayers?  TAS also works to resolve large-scale, systemic problems that affect many taxpayers. Hr block com If you know of one of these broad issues, please report it to us through our Systemic Advocacy Management System. Hr block com Low Income Taxpayer Clinics. Hr block com   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. Hr block com Some clinics can provide information about taxpayer rights and responsibilities in different languages for individuals who speak English as a second language. Hr block com Visit Taxpayer Advocate or see IRS Publication 4134, Low Income Taxpayer Clinic List. Hr block com Prev  Up  Next   Home   More Online Publications