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Hr Block Free Tax Filing

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Hr Block Free Tax Filing

Hr block free tax filing 4. Hr block free tax filing   Retirement Savings Contributions Credit (Saver's Credit) Table of Contents What's New Introduction Full-time student. Hr block free tax filing Adjusted gross income. Hr block free tax filing Distributions received by spouse. Hr block free tax filing Testing period. Hr block free tax filing What's New Modified AGI limit for retirement savings contributions credit increased. Hr block free tax filing  For 2013, you may be able to claim the retirement savings contributions credit if your modified AGI is not more than: $59,000 if your filing status is married filing jointly, $44,250 if your filing status is head of household, or $29,500 if your filing status is single, married filing separately, or qualifying widow(er). Hr block free tax filing Introduction You may be able to take a tax credit if you make eligible contributions (defined later) to a qualified retirement plan, an eligible deferred compensation plan, or an individual retirement arrangement (IRA). Hr block free tax filing You may be able to take a credit of up to $1,000 (up to $2,000 if filing jointly). Hr block free tax filing This credit could reduce the federal income tax you pay dollar for dollar. Hr block free tax filing    Can you claim the credit?   If you make eligible contributions to a qualified retirement plan, an eligible deferred compensation plan, or an IRA, you can claim the credit if all of the following apply. Hr block free tax filing You were born before January 2, 1996. Hr block free tax filing You are not a full-time student (explained next). Hr block free tax filing No one else, such as your parent(s), claims an exemption for you on their tax return. Hr block free tax filing Your adjusted gross income (defined below) is not more than: $59,000 if your filing status is married filing jointly, $44,250 if your filing status is head of household, or $29,500 if your filing status is single, married filing separately, or qualifying widow(er). Hr block free tax filing Full-time student. Hr block free tax filing   You are a full-time student if, during some part of each of 5 calendar months (not necessarily consecutive) during the calendar year, you are either: A full-time student at a school that has a regular teaching staff, course of study, and regularly enrolled body of students in attendance, or A student taking a full-time, on-farm training course given by either a school that has a regular teaching staff, course of study, and regularly enrolled body of students in attendance, or a state, county, or local government. Hr block free tax filing You are a full-time student if you are enrolled for the number of hours or courses the school considers to be full time. Hr block free tax filing Adjusted gross income. Hr block free tax filing   This is generally the amount on line 38 of your 2013 Form 1040; line 22 of your 2013 Form 1040A; or line 37 of your 2013 Form 1040NR. Hr block free tax filing However, you must add to that amount any exclusion or deduction claimed for the year for: Foreign earned income, Foreign housing costs, Income for bona fide residents of American Samoa, and Income from Puerto Rico. Hr block free tax filing Eligible contributions. Hr block free tax filing   These include: Contributions to a traditional or Roth IRA, Salary reduction contributions (elective deferrals, including amounts designated as after-tax Roth contributions) to: A 401(k) plan (including a SIMPLE 401(k)), A section 403(b) annuity, An eligible deferred compensation plan of a state or local government (a governmental 457 plan), A SIMPLE IRA plan, or A salary reduction SEP, and Contributions to a section 501(c)(18) plan. Hr block free tax filing They also include voluntary after-tax employee contributions to a tax-qualified retirement plan or section 403(b) annuity. Hr block free tax filing For purposes of the credit, an employee contribution will be voluntary as long as it is not required as a condition of employment. Hr block free tax filing Reducing eligible contributions. Hr block free tax filing   Reduce your eligible contributions (but not below zero) by the total distributions you received during the testing period (defined later) from any IRA, plan, or annuity included above under Eligible contributions. Hr block free tax filing Also reduce your eligible contributions by any distribution from a Roth IRA that is not rolled over, even if the distribution is not taxable. Hr block free tax filing   Do not reduce your eligible contributions by any of the following. Hr block free tax filing The portion of any distribution which is not includible in income because it is a trustee-to-trustee transfer or a rollover distribution. Hr block free tax filing Distributions that are taxable as the result of an in-plan rollover to your designated Roth account. Hr block free tax filing Any distribution that is a return of a contribution to an IRA (including a Roth IRA) made during the year for which you claim the credit if: The distribution is made before the due date (including extensions) of your tax return for that year, You do not take a deduction for the contribution, and The distribution includes any income attributable to the contribution. Hr block free tax filing Loans from a qualified employer plan treated as a distribution. Hr block free tax filing Distributions of excess contributions or deferrals (and income attributable to excess contributions and deferrals). Hr block free tax filing Distributions of dividends paid on stock held by an employee stock ownership plan under section 404(k). Hr block free tax filing Distributions from an eligible retirement plan that are converted or rolled over to a Roth IRA. Hr block free tax filing Distributions from a military retirement plan. Hr block free tax filing Distributions from an inherited IRA by a nonspousal beneficiary. Hr block free tax filing Distributions received by spouse. Hr block free tax filing   Any distributions your spouse receives are treated as received by you if you file a joint return with your spouse both for the year of the distribution and for the year for which you claim the credit. Hr block free tax filing Testing period. Hr block free tax filing   The testing period consists of the year for which you claim the credit, the period after the end of that year and before the due date (including extensions) for filing your return for that year, and the 2 tax years before that year. Hr block free tax filing Example. Hr block free tax filing You and your spouse filed joint returns in 2011 and 2012, and plan to do so in 2013 and 2014. Hr block free tax filing You received a taxable distribution from a qualified plan in 2011 and a taxable distribution from an eligible deferred compensation plan in 2012. Hr block free tax filing Your spouse received taxable distributions from a Roth IRA in 2013 and tax-free distributions from a Roth IRA in 2014 before April 15. Hr block free tax filing You made eligible contributions to an IRA in 2013 and you otherwise qualify for this credit. Hr block free tax filing You must reduce the amount of your qualifying contributions in 2013 by the total of the distributions you received in 2011, 2012, 2013, and 2014. Hr block free tax filing Maximum eligible contributions. Hr block free tax filing   After your contributions are reduced, the maximum annual contribution on which you can base the credit is $2,000 per person. Hr block free tax filing Effect on other credits. Hr block free tax filing   The amount of this credit will not change the amount of your refundable tax credits. Hr block free tax filing A refundable tax credit, such as the earned income credit or the refundable amount of your child tax credit, is an amount that you would receive as a refund even if you did not otherwise owe any taxes. Hr block free tax filing Maximum credit. Hr block free tax filing   This is a nonrefundable credit. Hr block free tax filing The amount of the credit in any year cannot be more than the amount of tax that you would otherwise pay (not counting any refundable credits) in any year. Hr block free tax filing If your tax liability is reduced to zero because of other nonrefundable credits, such as the credit for child and dependent care expenses, then you will not be entitled to this credit. Hr block free tax filing How to figure and report the credit. Hr block free tax filing   The amount of the credit you can get is based on the contributions you make and your credit rate. Hr block free tax filing Your credit rate can be as low as 10% or as high as 50%. Hr block free tax filing Your credit rate depends on your income and your filing status. Hr block free tax filing See Form 8880 to determine your credit rate. Hr block free tax filing   The maximum contribution taken into account is $2,000 per person. Hr block free tax filing On a joint return, up to $2,000 is taken into account for each spouse. Hr block free tax filing   Figure the credit on Form 8880. Hr block free tax filing Report the credit on line 50 of your Form 1040; line 32 of your Form 1040A; or line 47 of your Form 1040NR and attach Form 8880 to your return. Hr block free tax filing Prev  Up  Next   Home   More Online Publications
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The Hr Block Free Tax Filing

Hr block free tax filing 3. Hr block free tax filing   Credit for Withholding and Estimated Tax for 2013 Table of Contents Introduction Topics - This chapter discusses: WithholdingForm W-2 Form W-2G The 1099 Series Form Not Correct Form Received After Filing Separate Returns Fiscal Years (FY) Estimated TaxSeparate Returns Divorced Taxpayers Excess Social Security or Railroad Retirement Tax WithholdingJoint returns. Hr block free tax filing Worksheet for Nonrailroad Employees Worksheets for Railroad Employees Introduction When you file your 2013 income tax return, take credit for all the income tax and excess social security or railroad retirement tax withheld from your salary, wages, pensions, etc. Hr block free tax filing Also take credit for the estimated tax you paid for 2013. Hr block free tax filing These credits are subtracted from your total tax. Hr block free tax filing Because these credits are refundable, you should file a return and claim these credits, even if you do not owe tax. Hr block free tax filing If the total of your withholding and your estimated tax payments for any payment period is less than the amount you needed to pay by the due date for that period, you may be charged a penalty, even if the total of these credits is more than your tax for the year. Hr block free tax filing Topics - This chapter discusses: How to take credit for withholding, How to take credit for estimated taxes you paid, and How to take credit for excess social security, Medicare, or railroad retirement tax withholding. Hr block free tax filing Withholding If you had income tax withheld during 2013, you generally should be sent a statement by January 31, 2014, showing your income and the tax withheld. Hr block free tax filing Depending on the source of your income, you will receive: Form W-2, Wage and Tax Statement, Form W-2G, Certain Gambling Winnings, or A form in the 1099 series. Hr block free tax filing Form W-2 Your employer is required to provide or send Form W-2 to you no later than January 31, 2014. Hr block free tax filing You should receive a separate Form W-2 from each employer you worked for. Hr block free tax filing If you stopped working before the end of 2013, your employer could have given you your Form W-2 at any time after you stopped working. Hr block free tax filing However, your employer must provide or send it to you by January 31, 2014. Hr block free tax filing If you ask for the form, your employer must send it to you within 30 days after receiving your written request or within 30 days after your final wage payment, whichever is later. Hr block free tax filing If you have not received your Form W-2 by January 31, contact your employer or payer to request a copy. Hr block free tax filing If you still do not get the form by February 15, the IRS can help you by requesting the form from your employer. Hr block free tax filing The phone number for the IRS is listed in chapter 5. Hr block free tax filing You will be asked for the following information. Hr block free tax filing Your name, address, city and state, zip code, and social security number. Hr block free tax filing Your employer's name, address, city, state, zip code, and the employer's identification number (if known). Hr block free tax filing An estimate of the wages you earned, the federal income tax withheld, and the period you worked for that employer. Hr block free tax filing The estimate should be based on year-to-date information from your final pay stub or leave-and-earnings statement, if possible. Hr block free tax filing Form W-2 shows your total pay and other compensation and the income tax, social security tax, and Medicare tax that was withheld during the year. Hr block free tax filing Total the federal income tax withheld (shown in box 2 of all Forms W-2 received) and enter that amount on the appropriate line of your tax return. Hr block free tax filing In addition, Form W-2 is used to report any taxable sick pay you received and any income tax withheld from your sick pay. Hr block free tax filing Your sick pay may be combined with other wages in one Form W-2 or you may receive a separate Form W-2 for sick pay. Hr block free tax filing If you file a paper tax return, attach Copy B of Form W-2 to your return. Hr block free tax filing Form W-2G If you had gambling winnings in 2013, the payer may have withheld income tax. Hr block free tax filing If tax was withheld, the payer will give you a Form W-2G showing the amount you won and the amount of tax withheld. Hr block free tax filing Report the amounts you won on line 21 of Form 1040. Hr block free tax filing Take credit for the tax withheld on line 62 of Form 1040. Hr block free tax filing If you had gambling winnings, you must use Form 1040; you cannot use Form 1040A or Form 1040EZ. Hr block free tax filing Gambling losses can be deducted on Schedule A (Form 1040) as a miscellaneous itemized deduction. Hr block free tax filing However, you cannot deduct more than the gambling winnings you report on Form 1040. Hr block free tax filing File Form W-2G with your income tax return only if it shows any federal income tax withheld in box 2. Hr block free tax filing The 1099 Series Most forms in the 1099 series are not filed with your return. Hr block free tax filing In general, these forms should be furnished to you by January 31, 2014. Hr block free tax filing Unless instructed to file any of these forms with your return, keep them for your records. Hr block free tax filing There are several different forms in this series, including: Form 1099-B, Proceeds From Broker and Barter Exchange Transactions; Form 1099-C, Cancellation of Debt; Form 1099-DIV, Dividends and Distributions; Form 1099-G, Certain Government Payments; Form 1099-INT, Interest Income; Form 1099-K, Payment Card and Third-Party Network Transactions; Form 1099-MISC, Miscellaneous Income; Form 1099-OID, Original Issue Discount; Form 1099-PATR, Taxable Distributions Received From Cooperatives; Form 1099-Q, Payments From Qualified Education Programs (Under Sections 529 and 530); Form 1099-R, Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. Hr block free tax filing ; Form SSA-1099, Social Security Benefit Statement; and Form RRB-1099, Payments by the Railroad Retirement Board. Hr block free tax filing If you received the types of income reported on some forms in the 1099 series, you may not be able to use Form 1040A or Form 1040EZ. Hr block free tax filing See the instructions to these forms for details. Hr block free tax filing Reporting your withholding. Hr block free tax filing   Report on your tax return all federal income tax withholding shown on your Form 1099, Form SSA-1099, and/or Form RRB-1099. Hr block free tax filing Include the amount withheld in the total on line 62 of Form 1040, line 36 of Form 1040A, or line 7 of Form 1040EZ. Hr block free tax filing Form 1099-R. Hr block free tax filing   Attach Form 1099-R to your paper return if federal income tax withholding is shown in box 4. Hr block free tax filing Do not attach any other Form 1099. Hr block free tax filing Form Not Correct If you receive a form with incorrect information, you should ask the payer for a corrected form. Hr block free tax filing Call the telephone number or write to the address given for the payer on the form. Hr block free tax filing The corrected Form W-2G or Form 1099 you receive will have an “X” in the “CORRECTED” box at the top of the form. Hr block free tax filing A special form, Form W-2c, Corrected Wage and Tax Statement, is used to correct a Form W-2. Hr block free tax filing In certain situations, you will receive two forms in place of the original incorrect form. Hr block free tax filing This will happen when your taxpayer identification number is wrong or missing, your name and address are wrong, or you received the wrong type of form (for example, a Form 1099-DIV instead of a Form 1099-INT). Hr block free tax filing One new form you receive will be the same incorrect form or have the same incorrect information, but all money amounts will be zero. Hr block free tax filing This form will have an “X” in the “CORRECTED” box at the top of the form. Hr block free tax filing The second new form should have all the correct information, prepared as though it is the original (the “CORRECTED” box will not be checked). Hr block free tax filing Form Received After Filing If you file your return and you later receive a form for income that you did not include on your return, report the income and take credit for any income tax withheld by filing Form 1040X, Amended U. Hr block free tax filing S. Hr block free tax filing Individual Income Tax Return. Hr block free tax filing Separate Returns If you are married but file a separate return, you can take credit only for the tax withheld from your own income. Hr block free tax filing Do not include any amount withheld from your spouse's income. Hr block free tax filing However, different rules may apply if you live in a community property state. Hr block free tax filing Community property states. Hr block free tax filing   The following are community property states. Hr block free tax filing Arizona. Hr block free tax filing California. Hr block free tax filing Idaho. Hr block free tax filing Louisiana. Hr block free tax filing Nevada. Hr block free tax filing New Mexico. Hr block free tax filing Texas. Hr block free tax filing Washington. Hr block free tax filing Wisconsin. Hr block free tax filing Generally, if you live in a community property state and file a separate return, you and your spouse each must report half of all community income in addition to your own separate income. Hr block free tax filing If you are required to report half of all community income, you are entitled to take credit for half of all taxes withheld on the community income. Hr block free tax filing If you were divorced during the year, each of you generally must report half the community income and can take credit for half the withholding on that community income for the period before the divorce. Hr block free tax filing   For more information on these rules, and some exceptions, see Publication 555, Community Property. Hr block free tax filing Fiscal Years (FY) If you file your tax return on the basis of a fiscal year (a 12-month period ending on the last day of any month except December), you must follow special rules, described below, to determine your credit for federal income tax withholding. Hr block free tax filing Fiscal year withholding. Hr block free tax filing    You can claim credit on your tax return only for the tax withheld during the calendar year (CY) ending within your fiscal year. Hr block free tax filing You cannot claim credit for any of the tax withheld during the calendar year beginning in your fiscal year. Hr block free tax filing You will be able to claim credit for that withholding on your return for your next fiscal year. Hr block free tax filing   The Form W-2 or 1099 you receive for the calendar year that ends during your fiscal year will show the tax withheld and the income you received during that calendar year. Hr block free tax filing   Although you take credit for all the withheld tax shown on the form, report only the part of the income shown on the form that you received during your fiscal year. Hr block free tax filing Add to that the income you received during the rest of your fiscal year. Hr block free tax filing Example. Hr block free tax filing Miles Hanson files his return for a fiscal year ending June 30, 2013. Hr block free tax filing In January 2013, he received a Form W-2 that showed that his wages for 2012 were $31,200 and that his income tax withheld was $3,380. Hr block free tax filing His records show that he had received $15,000 of the wages by June 30, 2012, and $16,200 from July 1 through December 31, 2012. Hr block free tax filing See Table 3-1 . Hr block free tax filing On his return for the fiscal year ending June 30, 2013, Miles will report the $16,200 he was paid in July through December of 2012, plus the $18,850 he was paid during the rest of the fiscal year, January 1, 2013, through June 30, 2013. Hr block free tax filing However, he takes credit for all $3,380 that was withheld during 2012. Hr block free tax filing On his return for the fiscal year ending June 30, 2012, he reported the $15,000 he was paid in January through June 2012, but took no credit for the tax withheld during that time. Hr block free tax filing On his return for the fiscal year ending June 30, 2014, he will take the credit for any tax withheld during 2013 but not for any tax withheld during 2014. Hr block free tax filing Table 3-1. Hr block free tax filing Example for Fiscal Year Ending June 30, 2013—Miles Hanson Date Form W-2 Miles' records Tax return for FY ending 6/30/20121 Tax return for FY ending 6/30/2013 Wages With- holding Wages With- holding Wages With- holding Wages With- holding CY 20122 $31,200 $3,380             1/1/2012 –  6/30/2012     $15,000 $1,600 $15,000       7/1/2012 –  12/31/2012     $16,200 $1,780     $16,200 $3,380 CY 2013 $37,700 $4,316 3             1/1/2013 –  6/30/2013     $18,850 $2,158     $18,850   7/1/2013 –  12/31/2013     $18,850 4 $2,158         1Miles' tax return for FY ending 6/30/2012 also included his wages for 7/1–12/31/2011 and the withholding shown on his 2011 Form W-2. Hr block free tax filing  2Calendar year (January 1 – December 31). Hr block free tax filing   3Withholding shown on 2013 Form W-2 ($4,316) will be included in Miles' tax return for FY ending 6/30/2014, the fiscal year in which calendar year 2013 ends. Hr block free tax filing   4Wages for 7/1–12/31/2013 ($18,850) will be included in Miles' tax return for FY ending 6/30/2014, the fiscal year in which the wages were received. Hr block free tax filing Backup withholding. Hr block free tax filing   If income tax has been withheld under the backup withholding rule, take credit for it on your tax return for the fiscal year in which you received the income. Hr block free tax filing Example. Hr block free tax filing Emily Smith's records show that she received income in November 2013 and February 2014 from which there was backup withholding ($100 and $50, respectively). Hr block free tax filing Emily takes credit for the entire $150 of backup withholding on her tax return for the fiscal year ending September 30, 2014. Hr block free tax filing Estimated Tax Take credit for all your estimated tax payments for 2013 on line 63 of Form 1040 or line 37 of Form 1040A. Hr block free tax filing Include any overpayment from 2012 that you had credited to your 2013 estimated tax. Hr block free tax filing You must use Form 1040 or Form 1040A if you paid estimated tax. Hr block free tax filing You cannot file Form 1040EZ. Hr block free tax filing If you were a beneficiary of an estate or trust, you should receive a Schedule K-1 (Form 1041), Beneficiary's Share of Income, Deductions, Credits, etc. Hr block free tax filing , from the fiduciary. Hr block free tax filing If you have estimated taxes credited to you from the estate or trust (from Schedule K-1 (Form 1041)), you must report the estimated taxes on Schedule E (Form 1040). Hr block free tax filing On the dotted line next to the entry space for line 37 of Schedule E (Form 1040), enter “ES payment claimed” and the amount. Hr block free tax filing However, do not include this amount in the total on line 37. Hr block free tax filing Instead, enter the amount on Form 1040, line 63. Hr block free tax filing This estimated tax payment for 2013 is treated as being made by you on January 15, 2014. Hr block free tax filing Name changed. Hr block free tax filing   If you changed your name, and you made estimated tax payments using your former name, attach a statement to the front of your paper tax return indicating: When you made the payments, The amount of each payment, Your name when you made the payments, and The social security number under which you made the payments. Hr block free tax filing  The statement should cover payments you made jointly with your spouse as well as any you made separately. Hr block free tax filing   Be sure to report the change to your local Social Security Administration office before filing your 2014 tax return. Hr block free tax filing This prevents delays in processing your return and issuing refunds. Hr block free tax filing It also safeguards your future social security benefits. Hr block free tax filing For more information, call the Social Security Administration at 1-800-772-1213. Hr block free tax filing Separate Returns If you and your spouse made separate estimated tax payments for 2013 and you file separate returns, you can take credit only for your own payments. Hr block free tax filing If you made joint estimated tax payments, you must decide how to divide the payments between your returns. Hr block free tax filing One of you can claim all of the estimated tax paid and the other none, or you can divide it in any other way you agree on. Hr block free tax filing If you cannot agree, you must divide the payments in proportion to each spouse's individual tax as shown on your separate returns for 2013. Hr block free tax filing Example. Hr block free tax filing James and Evelyn Brown made joint estimated tax payments for 2013 totaling $3,000. Hr block free tax filing They file separate 2013 Forms 1040. Hr block free tax filing James' tax is $4,000 and Evelyn's is $1,000. Hr block free tax filing If they do not agree on how to divide the $3,000, they must divide it proportionately between their returns. Hr block free tax filing Because James' tax ($4,000) is 80% of the total tax ($5,000), his share of the estimated tax is $2,400 (80% of $3,000). Hr block free tax filing The balance, $600 (20% of $3,000), is Evelyn's share. Hr block free tax filing Divorced Taxpayers If you made joint estimated tax payments for 2013 and you were divorced during the year, either you or your former spouse can claim all of the joint payments, or you each can claim part of them. Hr block free tax filing If you cannot agree on how to divide the payments, you must divide them in proportion to each spouse's individual tax as shown on your separate returns for 2013. Hr block free tax filing See Example earlier under Separate Returns. Hr block free tax filing If you claim any of the joint payments on your tax return, enter your former spouse's social security number (SSN) in the space provided at the top of page 1 of Form 1040 or Form 1040A. Hr block free tax filing If you divorced and remarried in 2013, enter your present spouse's SSN in that space. Hr block free tax filing Enter your former spouse's SSN, followed by “DIV,” under Payments to the left of Form 1040, line 63, or in the blank space to the left of Form 1040A, line 37. Hr block free tax filing Excess Social Security or Railroad Retirement Tax Withholding Most employers must withhold social security tax from your wages. Hr block free tax filing In some cases, however, the federal government and state and local governments do not have to withhold social security tax from their employees' wages. Hr block free tax filing If you work for a railroad employer, that employer must withhold tier 1 railroad retirement (RRTA) tax and tier 2 RRTA tax. Hr block free tax filing Two or more employers. Hr block free tax filing   If you worked for two or more employers in 2013, too much social security tax or tier 1 RRTA tax may have been withheld from your pay. Hr block free tax filing You may be able to claim the excess as a credit against your income tax when you file your return. Hr block free tax filing Table 3-2 shows the maximum amount that should have been withheld for any of these taxes for 2013. Hr block free tax filing Figure the excess withholding on the appropriate worksheet. Hr block free tax filing    Table 3-2. Hr block free tax filing Maximum Social Security and RRTA Withholding for 2013 Type of tax Maximum wages subject to tax Tax rate Maximum tax to be withheld Social security $113,700 6. Hr block free tax filing 2% $7,049. Hr block free tax filing 40 Tier 1 RRTA $113,700 6. Hr block free tax filing 2% $7,049. Hr block free tax filing 40 Tier 2 RRTA $84,300 4. Hr block free tax filing 4% $3,709. Hr block free tax filing 20 Joint returns. Hr block free tax filing   If you are filing a joint return, you and your spouse must figure any excess social security or tier 1 RRTA separately. Hr block free tax filing Note. Hr block free tax filing All wages are subject to Medicare tax withholding. Hr block free tax filing Employer's error. Hr block free tax filing   If you had only one employer and he or she withheld too much social security, Medicare, or tier 1 RRTA tax, ask the employer to refund the excess amount to you. Hr block free tax filing If the employer refuses to refund the overcollection, ask for a statement indicating the amount of the overcollection to support your claim. Hr block free tax filing File a claim for refund using Form 843, Claim for Refund and Request for Abatement. Hr block free tax filing Worksheet for Nonrailroad Employees If you did not work for a railroad during 2013, figure the excess social security withholding on Worksheet 3-1. Hr block free tax filing Note. Hr block free tax filing If you worked for both a railroad employer and a nonrailroad employer, use Worksheet 3-2, to figure excess social security and tier 1 RRTA tax. Hr block free tax filing Where to claim credit for excess social security withholding. Hr block free tax filing   If you file Form 1040, enter the excess on line 69. Hr block free tax filing   If you file Form 1040A, include the excess in the total on line 41. Hr block free tax filing Write “Excess SST” and show the amount of the credit in the space to the left of the line. Hr block free tax filing   You cannot claim excess social security tax withholding on Form 1040EZ. Hr block free tax filing Worksheets for Railroad Employees If you worked for a railroad during 2013, figure your excess withholding on Worksheet 3-2 and 3-3, as appropriate. Hr block free tax filing Where to claim credit for excess tier 1 RRTA withholding. Hr block free tax filing   If you file Form 1040, enter the excess on line 69. Hr block free tax filing   If you file Form 1040A, include the excess in the total on line 41. Hr block free tax filing Write “Excess SST” and show the amount of the credit in the space to the left of the line. Hr block free tax filing   You cannot claim excess tier 1 RRTA withholding on Form 1040EZ. Hr block free tax filing How to claim refund of excess tier 2 RRTA. Hr block free tax filing   To claim a refund of tier 2 tax, use Form 843. Hr block free tax filing Be sure to attach a copy of all of your Forms W-2. Hr block free tax filing   See Worksheet 3-3 and the Instructions for Form 843, for more details. Hr block free tax filing Worksheet 3-1. Hr block free tax filing Excess Social Security—Nonrailroad Employees 1. Hr block free tax filing Add all social security tax withheld (but not more than  $7,049. Hr block free tax filing 40 for each employer). Hr block free tax filing This tax should be shown  in box 4 of your Forms W-2. Hr block free tax filing Enter the total here 1. Hr block free tax filing   2. Hr block free tax filing Enter any uncollected social security tax on tips or group-term life insurance on Form 1040, line 60, identified by “UT” 2. Hr block free tax filing   3. Hr block free tax filing Add lines 1 and 2. Hr block free tax filing If $7,049. Hr block free tax filing 40 or less, stop here. Hr block free tax filing You cannot claim the credit 3. Hr block free tax filing   4. Hr block free tax filing Social security limit 4. Hr block free tax filing $7,049. Hr block free tax filing 40 5. Hr block free tax filing Excess. Hr block free tax filing Subtract line 4 from line 3 5. Hr block free tax filing   Worksheet 3-2. Hr block free tax filing Excess Social Security and Tier 1 RRTA—Railroad Employees 1. Hr block free tax filing Add all social security and tier 1 RRTA tax withheld (but not more than $7,049. Hr block free tax filing 40 for each employer). Hr block free tax filing Social security tax should be shown in box 4 and tier 1 RRTA should be shown  in box 14 of your Forms W-2. Hr block free tax filing Enter the total here 1. Hr block free tax filing   2. Hr block free tax filing Enter any uncollected social security and tier 1 RRTA tax on tips or group-term life insurance on Form 1040, line 60, identified by “UT” 2. Hr block free tax filing   3. Hr block free tax filing Add lines 1 and 2. Hr block free tax filing If $7,049. Hr block free tax filing 40 or less, stop here. Hr block free tax filing You cannot claim the credit 3. Hr block free tax filing   4. Hr block free tax filing Social security and tier 1 RRTA tax limit 4. Hr block free tax filing $7,049. Hr block free tax filing 40 5. Hr block free tax filing Excess. Hr block free tax filing Subtract line 4 from line 3 5. Hr block free tax filing   Worksheet 3-3. Hr block free tax filing Excess Tier 2 RRTA—Railroad Employees 1. Hr block free tax filing Add all tier 2 RRTA tax withheld (but not more than $3,709. Hr block free tax filing 20 for each employer). Hr block free tax filing Box 14 of your Forms W-2 should show tier 2 RRTA tax. Hr block free tax filing Enter the total here 1. Hr block free tax filing   2. Hr block free tax filing Enter any uncollected tier 2 RRTA tax on tips or group-term life insurance on Form 1040, line 60, identified by “UT” 2. Hr block free tax filing   3. Hr block free tax filing Add lines 1 and 2. Hr block free tax filing If $3,709. Hr block free tax filing 20 or less, stop here. Hr block free tax filing You cannot claim the credit. Hr block free tax filing 3. Hr block free tax filing   4. Hr block free tax filing Tier 2 RRTA tax limit 4. Hr block free tax filing $3,709. Hr block free tax filing 20 5. Hr block free tax filing Excess. Hr block free tax filing Subtract line 4 from line 3. Hr block free tax filing 5. 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