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Past Year Tax

Past year tax Index A Abusive tax shelters (see Tax shelters) Accounting fees, Attorney or accounting fees. Past year tax Accrual method, Accrual method taxpayers. Past year tax , Accrual method. Past year tax , Holders must use accrual method. Past year tax , When To Deduct Investment Interest Accuracy-related penalty, Accuracy-related penalty. Past year tax Acquisition discount, Government obligations. Past year tax , Acquisition discount on short-term obligations. Past year tax Adjusted basis, Basis adjustment. Past year tax , Fair market value equal to or more than donor's adjusted basis. Past year tax , Adjusted Basis, Short sales. Past year tax Alaska Permanent Fund dividends, Alaska Permanent Fund dividends. Past year tax , Child's Alaska Permanent Fund dividends. Past year tax Amortization of bond premium, Bond Premium Amortization, Bonds acquired after October 22, 1986, but before 1988. Past year tax Annuities Borrowing on, Borrowing on insurance. Past year tax Interest on, Interest on annuity contract. Past year tax Life insurance proceeds used to buy, Annuity. Past year tax Sale of, Sale of Annuity Single-premium, Single-premium life insurance, endowment, and annuity contracts. Past year tax Trade for, Trade of investment property for an annuity. Past year tax , Insurance Policies and Annuities Applicable federal rate, Applicable federal rate. Past year tax Appreciated financial positions, Constructive Sales of Appreciated Financial Positions Arbitrage bonds, Arbitrage bonds. Past year tax Assistance (see Tax help) At-risk rules, At-risk rules. Past year tax , At-risk rules. Past year tax Attorneys' fees, Attorney or accounting fees. Past year tax Automatic investment service, Automatic investment service and dividend reinvestment plans. Past year tax , Automatic investment service. Past year tax , Automatic investment service. Past year tax Average basis, Average Basis Double-category method, Transition rule from double-category method. Past year tax Illustrated, Average basis method illustrated. Past year tax B Backup withholding, Backup withholding. Past year tax Bad debts, Nonbusiness bad debt. Past year tax , Nonbusiness Bad Debts Bankrupt financial institutions Deposit in, Deposit in Insolvent or Bankrupt Financial Institution Bargain purchases, Bargain purchases. Past year tax Basis, Basis of Investment Property, U. Past year tax S. Past year tax Treasury Notes or Bonds Adjusted, Basis adjustment. Past year tax , Fair market value equal to or more than donor's adjusted basis. Past year tax , Adjusted Basis, Short sales. Past year tax Average, Average Basis Cost, Cost Basis, Cost Basis Inherited property, Property Received as Inheritance Investment property, Basis of Investment Property Like-kind exchanges, Basis of property received. Past year tax Other than cost, Basis Other Than Cost REITs, Shares in a mutual fund or REIT. Past year tax REMIC, residual interest, Basis in the residual interest. Past year tax Replacement stock, Basis of replacement stock. Past year tax Shares acquired by reinvestment, Reinvestment right. Past year tax Stocks and bonds, Basis adjustment. Past year tax , Basis. Past year tax , Basis. Past year tax , Stocks and Bonds Bearer obligations, Bearer CDs. Past year tax , Bearer Obligations Below-market loans, Below-Market Loans Bonds Accrued interest on, Accrued interest on bonds. Past year tax Amortization of premium, Bond Premium Amortization Arbitrage, Arbitrage bonds. Past year tax Basis, Basis. Past year tax , Stocks and Bonds Capital asset, Stocks, stock rights, and bonds. Past year tax Convertible, Convertible stocks and bonds. Past year tax Coupon, Coupon bonds. Past year tax Enterprise zone facility, Enterprise zone facility bonds. Past year tax Federally guaranteed, Federally guaranteed bonds. Past year tax Identification, Identifying stock or bonds sold. Past year tax Market discount, Market discount. Past year tax , Limit on interest deduction for market discount bonds. Past year tax , Market discount on bonds. Past year tax , Market discount bonds. Past year tax , Market discount bonds. Past year tax New York Liberty bonds, New York Liberty bonds. Past year tax Par value, Bonds purchased at par value. Past year tax Premiums on, Bond premium. Past year tax , Premiums on bonds. Past year tax Private activity, Private activity bonds. Past year tax Redemption or retirement of, Redemption or retirement of bonds. Past year tax Sold between interest dates, Bonds Sold Between Interest Dates State and local government, Tax-exempt state and local government bonds. Past year tax Stripped, Stripped bonds or coupons. Past year tax , Stripped Bonds and Coupons, Stripped tax-exempt obligation. Past year tax Tax credit bonds, Tax credit bonds. Past year tax Tax-exempt, Tax-exempt state and local government bonds. Past year tax Traded flat, Bonds traded flat. Past year tax U. Past year tax S. Past year tax savings (see U. Past year tax S. Past year tax savings bonds) U. Past year tax S. Past year tax Treasury (see U. Past year tax S. Past year tax Treasury bills, notes, and bonds) Brokerage fees, Fees to buy or sell. Past year tax , Sale expenses. Past year tax C Calls and puts, Puts and Calls Table 4-3, Table 4-3. Past year tax Puts and Calls Capital assets, Capital Assets and Noncapital Assets Capital gain distributions, Capital Gain Distributions, Basis adjustment. Past year tax , Capital gain distributions. Past year tax , Child's capital gain distributions. Past year tax , Capital gain distributions received. Past year tax Capital gains and losses, Capital Gains and Losses, Loss on stock that paid qualified dividends. Past year tax Constructive ownership transactions, Gains From Certain Constructive Ownership Transactions Definition, Capital or Ordinary Gain or Loss Empowerment zone assets, Exclusion of Gain From DC Zone Assets Investment property, Investment property. Past year tax Long-term, Short-Term or Long-Term Capital Gain or Loss, Long-term gains and losses. Past year tax Long-term debt instruments, Long-term debt instruments issued after 1954 and before May 28, 1969 (or before July 2, 1982, if a government instrument). Past year tax Losses, limit on, Limit on deduction. Past year tax Passive activities, Passive activity gains and losses. Past year tax Qualified covered call options, Capital loss on qualified covered call options. Past year tax Qualified small business stock, Gains on Qualified Small Business Stock Reporting requirements, How To Report Gains and Losses (Form 6781), How to report gain. Past year tax Rollover of gain from sale of securities, Rollover of Gain From Publicly Traded Securities Short-term, Short-Term or Long-Term Capital Gain or Loss, Short-term gains and losses. Past year tax Tax rates, Capital Gain Tax Rates, Table 4-4. Past year tax What Is Your Maximum Capital Gain Rate? Table 4-4, Table 4-4. Past year tax What Is Your Maximum Capital Gain Rate? Capital loss carryover, Capital loss carryover. Past year tax , Capital Losses Worksheet 4-1, Worksheet 4-1. Past year tax Capital Loss Carryover Worksheet Cash method, Cash method taxpayers. Past year tax , Cash method. Past year tax , When To Deduct Investment Interest Reporting options for savings bond interest, Reporting options for cash method taxpayers. Past year tax Cash-settled options, Cash-settled options. Past year tax Casualty losses, Ordinary loss or casualty loss. Past year tax CDOs (Collateralized debt obligations), Collateralized Debt Obligations (CDOs) Certificates of deposit (CDs), Certificates of Deposit (CDs) Children Alaska Permanent Fund dividends, Child's Alaska Permanent Fund dividends. Past year tax Capital gain distributions, Child's capital gain distributions. Past year tax Custodian account for, Custodian account for your child. Past year tax Gifts to, Income from property given to a child. Past year tax Investment income of, Tax on unearned income of certain children. Past year tax , Investment income of child reported on parent's return. Past year tax Qualified dividends, Child's qualified dividends. Past year tax Savings account with parent as trustee, Savings account with parent as trustee. Past year tax U. Past year tax S. Past year tax savings bond owner, Child as only owner. Past year tax Clerical help, Clerical help and office rent. Past year tax Co-owners of U. Past year tax S. Past year tax savings bonds, Co-owners. Past year tax Collateralized debt obligations (CDOs), Collateralized Debt Obligations (CDOs) Collectibles, Collectibles gain or loss. Past year tax Commissions, Commissions and load charges. Past year tax Commodity futures, Commodity Futures, Commodity futures. Past year tax Community property U. Past year tax S. Past year tax savings bonds, Community property. Past year tax Constructive ownership transactions, Constructive ownership of stock. Past year tax , Gains From Certain Constructive Ownership Transactions Constructive receipt, Constructive receipt. Past year tax Constructive sales, Constructive Sales of Appreciated Financial Positions Contractors, insolvency of, Insolvency of contractor. Past year tax Conversion transactions, Conversion Transactions Convertible stocks and bonds, Convertible stocks and bonds. Past year tax Cooperatives, sales of stock to, Sales of Stock to ESOPs or Certain Cooperatives Corporate distributions, Dividends and Other Distributions Capital gain, Capital gain distributions. Past year tax , Child's capital gain distributions. Past year tax , Capital gain distributions received. Past year tax Constructive, Constructive distributions. Past year tax Dividends (see Dividends) Fractional shares, Fractional shares. Past year tax Liquidating, Liquidating Distributions, Liquidating distributions. Past year tax Nondividend, Nondividend Distributions, Nondividend distributions. Past year tax Return of capital, Basis adjustment. Past year tax Stock rights, Distributions of Stock and Stock Rights Undistributed capital gains, Undistributed capital gains of mutual funds and REITs. Past year tax Corporate reorganizations, Corporate reorganizations. Past year tax Cost basis, Cost Basis, Cost Basis Coupon bonds, Coupon bonds. Past year tax D Day traders, Special Rules for Traders in Securities Dealer equity options, Dealer equity option. Past year tax Dealer securities futures contracts, Dealer securities futures contract. Past year tax Debt instruments, retirement of, Retirement of debt instrument. Past year tax Decedents, Appreciated property you gave the decedent. Past year tax , Decedent's capital loss. Past year tax U. Past year tax S. Past year tax savings bond interest, reporting of, Decedents. Past year tax Demutualization, Demutualization of Life Insurance Companies Deposits, loss on, Deposit in Insolvent or Bankrupt Financial Institution Discount on debt instruments, Discount on Debt Instruments Certificates of deposit, Certificates of Deposit (CDs) Election to report all interest as OID, Election To Report All Interest as OID Face-amount certificates, Face-Amount Certificates Gain or loss treatment, Discounted Debt Instruments Inflation-indexed, Inflation-Indexed Debt Instruments Market discount bonds (see Market discount bonds) Original issue discount (see Original issue discount (OID)) Short-term obligations, Discount on Short-Term Obligations, Short-term government obligations. Past year tax Stripped bonds and coupons, Stripped Bonds and Coupons Discounted debt instruments, Discount on Debt Instruments Discounted tax-exempt obligations, Discounted tax-exempt obligations. Past year tax Dividends, Dividends and Other Distributions, Form 1099-DIV. Past year tax (see also Form 1099-DIV) Alaska Permanent Fund, Alaska Permanent Fund dividends. Past year tax , Child's Alaska Permanent Fund dividends. Past year tax Exempt-interest, Exempt-interest dividends. Past year tax , Exempt-interest dividends. Past year tax , Exempt-interest dividends on mutual fund stock. Past year tax Extraordinary, Extraordinary dividends. Past year tax Holding period, Holding period. Past year tax Insurance policies, Dividends on insurance policies. Past year tax Money market funds, Money Market Funds Nominees, Nominees. Past year tax , Nominees. Past year tax Ordinary, Ordinary Dividends Patronage, Patronage dividends. Past year tax Payments in lieu of, Payments in lieu of dividends. Past year tax Qualified, Qualified Dividends, Qualified dividends. Past year tax , Child's qualified dividends. Past year tax Qualified foreign corporation, Qualified foreign corporation. Past year tax Received in January, Dividends received in January. Past year tax Reinvestment of, Reinvested distributions. Past year tax Reinvestment plans, Dividends Used To Buy More Stock, Automatic investment service and dividend reinvestment plans. Past year tax , Dividend reinvestment plans. Past year tax Reporting requirements, Form 1099-DIV. Past year tax , How To Report Dividend Income, Stripped Preferred Stock Restricted stock, Dividends received on restricted stock. Past year tax Sale or trade vs. Past year tax , Dividend versus sale or trade. Past year tax Scrip, Scrip dividends. Past year tax Sold stock, Dividends on stock sold. Past year tax Stock, Stock dividends. Past year tax , Stock dividends. Past year tax Underreported, Underreported interest and dividends. Past year tax Veterans' insurance, Interest on VA dividends. Past year tax , Dividends on veterans' insurance. Past year tax Divorce, Property Received From Your Spouse, Transfers Between Spouses E Education Savings Bond Program, Education Savings Bond Program Interest excluded under, Interest excluded under the Education Savings Bond Program. Past year tax Recordkeeping requirements, Education Savings Bond Program Employee stock options, Reminders Employee stock ownership plans (ESOPs), sales of stock to, Sales of Stock to ESOPs or Certain Cooperatives Employer identification numbers (EINs), Identifying number. Past year tax Empowerment zone, Exclusion of Gain From DC Zone Assets Endowment contracts, Single-premium life insurance, endowment, and annuity contracts. Past year tax Enterprise zone facility bonds, Enterprise zone facility bonds. Past year tax Equity option, Equity option. Past year tax Estate income received by beneficiary, Beneficiary of an estate or trust. Past year tax Exchanges of mutual fund shares, Exchange of Shares In One Mutual Fund For Shares In Another Mutual Fund Exclusion of gain DC zone assets, Exclusion of Gain From DC Zone Assets Exempt-interest dividends on mutual fund stock, Exempt-interest dividends on mutual fund stock. Past year tax Expenses of producing income, Expenses of Producing Income F Face-amount certificates, Face-Amount Certificates Fair market value, Fair market value. Past year tax , Fair market value less than donor's adjusted basis. Past year tax , Fair market value. Past year tax Federal guarantee on bonds, Federally guaranteed bonds. Past year tax Fees to buy or sell, Fees to buy or sell. Past year tax Financial asset securitization investment trusts (FASITs), FASITs First-in first-out (FIFO), First-in first-out (FIFO). Past year tax Foreign currency transactions, Foreign currency contract. Past year tax Foreign income, Reminders Form 1040, Form 1040. Past year tax , Form 1040A or Form 1040. Past year tax Form 1040, Schedule B, Schedule B (Form 1040A or 1040). Past year tax Form 1040, Schedule D, How to report gain. Past year tax Form 1040A, Form 1040A. Past year tax Form 1040X, Filing a claim for refund. Past year tax Form 1041, Filing requirement. Past year tax Form 1065, Filing requirement. Past year tax Schedule K-1, Schedule K-1 (Form 1065). Past year tax Form 1066, Schedule Q, Schedule Q (Form 1066). Past year tax , Investment expenses from pass-through entities. Past year tax Form 1096, File Form 1099-INT with the IRS. Past year tax , File Form 1099-DIV with the IRS. Past year tax , File Form 1099-B or Form 1099-S with the IRS. Past year tax Form 1099-B, Form 1099-B. Past year tax , Form 1099-B transactions. Past year tax , File Form 1099-B or Form 1099-S with the IRS. Past year tax Form 1099-CAP, Form 1099-CAP transactions. Past year tax Form 1099-DIV, General Information, Form 1099-DIV. Past year tax , Form 1099-DIV. Past year tax , File Form 1099-DIV with the IRS. Past year tax Form 1099-INT, General Information, Form 1099-INT. Past year tax , Form 1099-INT for U. Past year tax S. Past year tax savings bond interest. Past year tax , Form 1099-INT. Past year tax , File Form 1099-INT with the IRS. Past year tax , Forms 1099-INT and 1099-OID. Past year tax , Forms 1099-INT and 1099-OID. Past year tax Form 1099-MISC, Form 1099-MISC. Past year tax , Reporting Substitute Payments Form 1099-OID, Form 1099-OID. Past year tax , Form 1099-OID, Form 1099-OID. Past year tax , Forms 1099-INT and 1099-OID. Past year tax , Forms 1099-INT and 1099-OID. Past year tax Form 1099-S, Form 1099-S transactions. Past year tax , File Form 1099-B or Form 1099-S with the IRS. Past year tax Form 1120, Filing requirement. Past year tax Form 2439, Undistributed capital gains of mutual funds and REITs. Past year tax Form 3115, Change from method 2. Past year tax , Choosing To Amortize, How To Make the Mark-to-Market Election Form 4684, Ordinary loss or casualty loss. Past year tax Form 4797, How to report. Past year tax , Losses on Section 1244 (Small Business) Stock, How to report. Past year tax Form 4952, Form 4952 Form 6198, At-risk rules. Past year tax Form 6781, Form 6781. Past year tax , How to report. Past year tax , How To Report Gains and Losses (Form 6781), Section 1256 contracts and straddles. Past year tax Form 8275, Negligence or disregard of rules or regulations. Past year tax Form 8275-R, Negligence or disregard of rules or regulations. Past year tax Form 8582, Form 8582. Past year tax Form 8615, Tax on unearned income of certain children. Past year tax Form 8815, Form 8815. Past year tax , Figuring the interest part of the proceeds (Form 8815, line 6). Past year tax , Interest excluded under the Education Savings Bond Program. Past year tax Form 8824, How to report. Past year tax Form 8832, Clubs formed before 1997. Past year tax Form 8886, Reportable Transaction Disclosure Statement, Negligence or disregard of rules or regulations. Past year tax Form 8949 Bad debts, How to report bad debts. Past year tax Basis adjustment, Basis adjustment. Past year tax Capital Gains, Reporting Capital Gains and Losses Capital Losses, Reporting Capital Gains and Losses Cooperative, sale to certain, Sales of Stock to ESOPs or Certain Cooperatives Copyrights in musical works, Capital asset treatment for self-created musical works. Past year tax Employee stock ownership plan, sale to, Sales of Stock to ESOPs or Certain Cooperatives Empowerment Zone Assets, Exclusion of Gain From DC Zone Assets Exempt-interest dividends, Exempt-interest dividends on mutual fund stock. Past year tax Form 1099-B, Form 1099-B. Past year tax , Form 1099-B transactions. Past year tax Form 1099-CAP, Form 1099-CAP transactions. Past year tax Form 1099-S, Form 1099-S transactions. Past year tax Fractional shares, Fractional shares. Past year tax Gain, qualified small business stock, How to report gain. Past year tax How to fill in, generally, Reporting Capital Gains and Losses Long-term gains and losses, Long-term gains and losses. Past year tax Marked-to-market election, Mark-to-market election made. Past year tax Market discount bonds, Market discount bonds. Past year tax , Market discount bonds. Past year tax Musical compositions, Capital asset treatment for self-created musical works. Past year tax Nominees, Nominees. Past year tax Nonbusiness bad debt, Nonbusiness bad debt. Past year tax Nondividend distributions, Nondividend distributions. Past year tax Option, How to report. Past year tax Property bought at various times, Sale of property bought at various times. Past year tax Rollover, publicly traded securities, Rollover of Gain From Publicly Traded Securities Rollover, qualified small business stock, How to report gain. Past year tax Sale expenses, Sale expenses. Past year tax Short-term gains and losses, Short-term gains and losses. Past year tax Software, Stocks and Bonds Worthless securities, How to report loss. Past year tax Form SS-4, Identifying number. Past year tax Form W-8BEN, Nonresident aliens. Past year tax Form W-9, Certification. Past year tax Fractional shares, Fractional shares. Past year tax , Automatic investment service. Past year tax Free tax services, Free help with your tax return. Past year tax Frozen deposits, Interest income on frozen deposits. Past year tax , Frozen deposits. Past year tax Futures contracts Regulated, Regulated futures contract. Past year tax Securities, Securities futures contract. Past year tax , Securities futures contract to sell. Past year tax , Securities Futures Contracts Futures, commodity, Commodity Futures, Commodity futures. Past year tax Wash sales, Options and futures contracts. Past year tax G Gains on qualified small business stock, Gains on Qualified Small Business Stock Gains on sales or trades, How To Figure Gain or Loss, Gain on Sale or Trade of Depreciable Property, Property received from a related party. Past year tax (see also Capital gains and losses) Gifts, What's New, Income from property given to a child. Past year tax , Property Received as a Gift, Property received as a gift. Past year tax Gifts of shares, Shares received as gift. Past year tax Government obligations, Government obligations. Past year tax H Hedging transactions, Hedging exception. Past year tax , Hedging Transactions, Hedging transaction. Past year tax Help (see Tax help) Holding period Investment property, Holding Period Replacement stock, Holding period of replacement stock. Past year tax Shares acquired by reinvestment, Reinvested distributions. Past year tax Straddles, Holding Period and Loss Treatment Rules I Income from sources outside U. Past year tax S. Past year tax , Reminders Income tax treaties (Table 1-3), Qualified Dividends Indian tribal government, Indian tribal government. Past year tax Individual retirement arrangements (IRAs) Interest income, Individual retirement arrangements (IRAs). Past year tax Inflation-indexed debt instruments, Inflation-Indexed Debt Instruments, Stripped inflation-indexed debt instruments. Past year tax Inherited property Basis, Property Received as Inheritance Holding period, Inherited property. Past year tax Transfer by inheritance, Transfer by inheritance. Past year tax Insolvency of contractors, Insolvency of contractor. Past year tax Installment sales, Installment sales. Past year tax Insurance Borrowing on, Borrowing on insurance. Past year tax Dividends, interest on, Interest on insurance dividends. Past year tax , Dividends on insurance policies. Past year tax Interest option on, Interest option on insurance. Past year tax Life insurance companies, demutualization, Demutualization of Life Insurance Companies Life, paid to beneficiary, Insurance Prepaid premiums, Prepaid insurance premiums. Past year tax Single-premium life, Single-premium life insurance, endowment, and annuity contracts. Past year tax Trades, Insurance Policies and Annuities Veterans' dividends, interest on, Interest on VA dividends. Past year tax , Dividends on veterans' insurance. Past year tax Interest expenses Allocation of, Allocation of Interest Expense Investment interest, Investment Interest Limit on, Limit on interest deduction for market discount bonds. Past year tax , Limit on Deduction When to deduct, When To Deduct Investment Interest Margin accounts, Interest on margin accounts. Past year tax Paid in advance, Interest paid in advance. Past year tax Straddles, Interest expense and carrying charges on straddles. Past year tax Interest income, Interest Income Annuity contracts, Interest on annuity contract. Past year tax Bonds traded flat, Bonds traded flat. Past year tax Certificates of deposits, Certificates of deposit and other deferred interest accounts. Past year tax Condemnation awards, Interest on condemnation award. Past year tax Deferred interest accounts, Certificates of deposit and other deferred interest accounts. Past year tax Dividends on deposit or share accounts, Dividends that are actually interest. Past year tax Frozen deposits, Interest income on frozen deposits. Past year tax , Frozen deposits. Past year tax Gift for opening account, Gift for opening account. Past year tax Individual retirement arrangements (IRAs), Individual retirement arrangements (IRAs). Past year tax Installment sale payments, Installment sale payments. Past year tax Insurance dividends, Interest on insurance dividends. Past year tax Money market funds, Money market funds. Past year tax Nominee distributions, Nominees. Past year tax Prepaid insurance premiums, Prepaid insurance premiums. Past year tax Reporting, When To Report Interest Income, Penalty on early withdrawal of savings. Past year tax Seller-financed mortgage, Form 1040A. Past year tax , Interest on seller-financed mortgage. Past year tax Tax refunds, Interest on tax refunds. Past year tax Tax-exempt, Tax-Exempt Interest, Reporting tax-exempt interest. Past year tax Taxable, Taxable Interest — General, Bonds traded flat. Past year tax , Taxation of interest. Past year tax , Taxable Interest U. Past year tax S. Past year tax savings bonds, person responsible for tax (Table 1-2), Table 1-2. Past year tax Who Pays the Tax on U. Past year tax S. Past year tax Savings Bond Interest Underreported, Underreported interest and dividends. Past year tax Unstated, Unstated interest. Past year tax Usurious interest, Usurious interest. Past year tax VA insurance dividends, Interest on VA dividends. Past year tax Investment clubs, Investment Clubs, Filing requirement. Past year tax Investment counsel and advice, Investment counsel and advice. Past year tax Investment expenses, Investment Expenses Allocated, Allocated investment expenses. Past year tax At-risk rules, At-risk rules. Past year tax Deductible, Expenses of Producing Income Interest, Investment interest deducted. Past year tax Limits on deductions, Limits on Deductions Nondeductible, Nondeductible Expenses Pass-through entities, Investment expenses from pass-through entities. Past year tax Reporting requirements, How To Report Investment Expenses Investment income, Investment Income Children, Tax on unearned income of certain children. Past year tax , Investment income of child reported on parent's return. Past year tax General Information, General Information Net income, Net Investment Income Records to keep, General Information Reporting of (Table 1-1), Table 1-1. Past year tax Where To Report Common Types of Investment Income Investment property, Investment property. Past year tax Basis, Basis of Investment Property Definition, Investment property. Past year tax Gain or loss treatment, Investment property. Past year tax Gift, received as, Property Received as a Gift Holding period, Holding Period Liquidation, received in, Investment property received in liquidation. Past year tax Nontaxable trades, received in, Property Received in Nontaxable Trades Sales and trades, Sales and Trades of Investment Property Services, received for, Property Received for Services Spouse, received from, Property Received From Your Spouse Taxable trades, received in, Property Received in Taxable Trades J Joint accounts, Joint accounts. Past year tax Joint and separate returns, Joint return. Past year tax , Joint and separate returns. Past year tax L Life insurance companies demutualization, Demutualization of Life Insurance Companies Like-kind exchanges, Like-Kind Exchanges, Like-Kind Exchanges Basis of property received, Basis of property received. Past year tax Reporting requirements, How to report. Past year tax Liquidating distributions, Liquidating Distributions, Investment property received in liquidation. Past year tax Listed options, Listed option. Past year tax Load charges, Commissions and load charges. Past year tax Loans Below-market, Below-Market Loans, Effective dates. Past year tax Gift and demand, Gift and demand loans. Past year tax Guarantees, Loan guarantees. Past year tax Term, Term loans. Past year tax Local government obligations (see State or local government obligations) Long-term capital gains and losses, Short-Term or Long-Term Capital Gain or Loss, Long-term gains and losses. Past year tax Long-term debt instruments, Long-term debt instruments issued after 1954 and before May 28, 1969 (or before July 2, 1982, if a government instrument). Past year tax Losses on sales or trades, Property received from a related party. Past year tax (see also Capital gains and losses) Amount calculation, How To Figure Gain or Loss Carryback election, Loss carryback election. Past year tax , Loss carryback election. Past year tax Mutual fund or REIT stock held 6 months or less, Loss on mutual fund or REIT stock held 6 months or less. Past year tax Passive activities, Passive activity losses. Past year tax , Passive activity losses. Past year tax , Passive activity losses and credits. Past year tax , Losses from passive activities. Past year tax Related parties, Losses on Sales or Trades of Property Section 1244 (small business) stock, Losses on Section 1244 (Small Business) Stock Small business investment company stock, Losses on Small Business Investment Company Stock Wash sales, Coordination of Loss Deferral Rules and Wash Sale Rules M Mark-to-market election, Mark-to-market election made. Past year tax Marked-to-market rules, Marked-to-Market Rules, Mark-to-market election made. Past year tax Market discount bonds, Market discount. Past year tax , Market Discount Bonds, Partial principal payments. Past year tax , Limit on interest deduction for market discount bonds. Past year tax , Market discount on bonds. Past year tax , Market discount bonds. Past year tax , Market discount bonds. Past year tax Accrued market discount, Accrued market discount. Past year tax Maximum rate of capital gains (Table 4-4), Table 4-4. Past year tax What Is Your Maximum Capital Gain Rate? Mechanics' and suppliers' liens, Mechanics' and suppliers' liens. Past year tax Meetings, expenses of attending, Stockholders' meetings. Past year tax Missing children, photographs of, Reminders Mixed straddles, Mixed straddles. Past year tax , Mixed straddles. Past year tax Money market funds, Money Market Funds Interest income, Money market funds. Past year tax Mortgages Revenue bonds, Mortgage revenue bonds. Past year tax Secondary liability on home, Secondary liability on home mortgage. Past year tax Seller-financed, Interest on seller-financed mortgage. Past year tax Municipal bonds, State or Local Government Obligations, Reporting tax-exempt interest. Past year tax , Tax-exempt state and local government bonds. Past year tax (see also State or local government obligations) Mutual funds, Capital Gain Distributions, Other income (nonpassive income). Past year tax , Choosing to include net capital gain. Past year tax , Including mutual fund or REMIC expenses in income. Past year tax , Shares in a mutual fund or REIT. Past year tax , Special Rules for Mutual Funds, Loss on mutual fund or REIT stock held 6 months or less. Past year tax Individual retirement arrangements (IRAs), Qualified retirement plans and IRAs. Past year tax publicly offered, Publicly-offered mutual funds. Past year tax N Net Investment Income Tax, What's New, Net investment income tax (NIIT). Past year tax New York Liberty bonds, New York Liberty bonds. Past year tax NIIT, What's New, Net investment income tax (NIIT). Past year tax Nominee distributions Dividends, Nominees. Past year tax , Nominees. Past year tax Interest income, Nominees. Past year tax , Nominee distributions. Past year tax Original issue discount, Nominee. Past year tax Nonbusiness bad debts, Nonbusiness bad debt. Past year tax , Nonbusiness Bad Debts Noncapital assets, Capital Assets and Noncapital Assets Nondeductible investment expenses, Nondeductible Expenses Nondividend distributions, Nondividend Distributions Nonequity options, Nonequity option. Past year tax Nonqualified preferred stock, Nonqualified preferred stock. Past year tax Nonresident aliens Backup withholding, Nonresident aliens. Past year tax Nontaxable return of capital, Basis adjustment. Past year tax Nontaxable stock rights, Nontaxable stock rights. Past year tax Nontaxable trades, Nontaxable Trades, Nontaxable trades. Past year tax Notes Individuals, bought at discount, Notes of individuals. Past year tax U. Past year tax S. Past year tax Treasury (see U. Past year tax S. Past year tax Treasury bills, notes, and bonds) O Office expenses, Clerical help and office rent. Past year tax Options, Options Calls and puts, Puts and Calls Cash settlement, Cash-settled options. Past year tax , Cash settlement option. Past year tax Dealer equity, Dealer equity option. Past year tax Deep-in-the-money, Qualified covered call options and optioned stock. Past year tax Employee stock, Reminders Equity, Equity option. Past year tax Gain or loss, Options, Qualified covered call options and optioned stock. Past year tax Holding period, Option exercised. Past year tax Listed, Listed option. Past year tax Nonequity, Nonequity option. Past year tax Qualified covered call, Qualified covered call options and optioned stock. Past year tax Reporting requirements, How to report. Past year tax Section 1256 contracts, Section 1256 Contracts Marked to Market, Section 1256 contract options. Past year tax Wash sales, Options and futures contracts. Past year tax Ordinary gains and losses, Capital or Ordinary Gain or Loss, Ordinary loss or casualty loss. Past year tax Original issue discount (OID), Original issue discount. Past year tax , Original Issue Discount (OID), Stripped tax-exempt obligations. Past year tax , Original issue discount (OID) on debt instruments. Past year tax Adjustment to, Original issue discount (OID) adjustment. Past year tax Reporting requirements, Exceptions to reporting OID. Past year tax , Form 1099-OID Rules, Applying the OID Rules P Pass-through entities Rollover of gain, Pass-through entity. Past year tax Passive activities Gains and losses, Passive activity losses. Past year tax , Passive activity losses. Past year tax , Passive activity losses and credits. Past year tax , Losses from passive activities. Past year tax , Passive activity gains and losses. Past year tax Patronage dividends, Patronage dividends. Past year tax Penalties Accuracy-related, Accuracy-related penalty. Past year tax , Accuracy-related penalties. Past year tax Backup withholding, Penalties. Past year tax Civil fraud, Civil fraud penalty. Past year tax Early withdrawal, Interest subject to penalty for early withdrawal. Past year tax , Penalty on early withdrawal of savings. Past year tax Failure to pay tax, Failure to pay tax. Past year tax Failure to supply SSN, Penalty for failure to supply SSN. Past year tax Substantial understatement, Substantial understatement of tax. Past year tax Valuation misstatement, Substantial valuation misstatement. Past year tax Political parties Debts owed by, Debts owed by political parties. Past year tax Preferred stock Nonqualified, Nonqualified preferred stock. Past year tax Redeemable at a premium, Preferred stock redeemable at a premium. Past year tax Stripped, Stripped Preferred Stock Premiums on bonds, Bond premium. Past year tax , Premiums on bonds. Past year tax Private activity bonds, Private activity bonds. Past year tax Public utility stock reinvestment, Public utilities. Past year tax Publications (see Tax help) Puts and calls, Puts and Calls Table 4-3, Table 4-3. Past year tax Puts and Calls Q Qualified dividends, Qualified dividends. Past year tax Qualified small business stock, Qualified small business stock. Past year tax , Qualified small business stock. Past year tax , Gains on Qualified Small Business Stock Gains on, Gains on Qualified Small Business Stock R Real estate investment trusts (REITs), Undistributed capital gains of mutual funds and REITs. Past year tax , Shares in a mutual fund or REIT. Past year tax , Loss on mutual fund or REIT stock held 6 months or less. Past year tax Real estate mortgage investment conduits (REMICs), REMICs, Expenses. Past year tax , Including mutual fund or REMIC expenses in income. Past year tax Regular interest, Regular Interest Residual interest, Residual Interest, Residual interests in a REMIC. Past year tax Recordkeeping requirements Education Savings Bond Program, Education Savings Bond Program Investment income, General Information Small business stock, Losses on Section 1244 (Small Business) Stock Redemption of stock, Redemption of stock. Past year tax Redemption or retirement of bonds, Redemption or retirement of bonds. Past year tax Regulated futures contract, Regulated futures contract. Past year tax Reinvestment rights, Commissions and load charges. Past year tax REITs (see Real estate investment trusts (REITs)) Related party transactions, Unpaid expenses owed to related party. Past year tax , Related Party Transactions, Property received from a related party. Past year tax Related persons, Related persons. Past year tax REMICs (see Real estate mortgage investment conduits (REMICs)) Reorganizations, corporate, Corporate reorganizations. Past year tax Reporting requirements Bad debts, How to report bad debts. Past year tax Bond premium amortization, How To Report Amortization Capital gains and losses, How To Report Gains and Losses (Form 6781), How to report gain. Past year tax , Reporting Capital Gains and Losses Dividend income, How To Report Dividend Income Exempt-interest dividends, Information reporting requirement. Past year tax Interest on U. Past year tax S. Past year tax savings bonds, Reporting options for cash method taxpayers. Past year tax , Choice to report interest each year. Past year tax Investment expenses, How To Report Investment Expenses Like-kind exchanges, How to report. Past year tax Options, How to report. Past year tax Original issue discount, Form 1099-OID S corporation income, deductions, and credits, Reporting S corporation income, deductions, and credits. Past year tax Section 1256 contracts, How To Report State or local government obligations, Information reporting requirement. Past year tax Straddles, Section 1256 contracts and straddles. Past year tax Substitute payments, Reporting Substitute Payments Tax-exempt interest income, Reporting tax-exempt interest. Past year tax Trades, How To Report Repossession of real property, Real property repossessed. Past year tax Restricted property, Restricted property. Past year tax Restricted stock, Dividends received on restricted stock. Past year tax Retirement of debt instrument, Retirement of debt instrument. Past year tax Return of capital (see Nondividend distributions) Revocable trust, trustee's commissions for, Trustee's commissions for revocable trust. Past year tax Rollover of gain from sale Securities, Rollover of Gain From Publicly Traded Securities, Rollover of Gain S S corporations, S Corporations, S corporation stock. Past year tax Safe deposit box, Safe deposit box rent. Past year tax Sales and trades of investment property, Sales and Trades of Investment Property Definition, What Is a Sale or Trade? Savings bonds (see U. Past year tax S. Past year tax savings bonds) SBIC stock (see Small business investment company stock) Scrip dividends, Scrip dividends. Past year tax Section 1202 gain, Section 1202 Exclusion, Gain on qualified small business stock. Past year tax Section 1244 stock, Losses on Section 1244 (Small Business) Stock Section 1250 gain, Unrecaptured section 1250 gain. Past year tax Section 1256 contracts, Section 1256 Contracts Marked to Market, Section 1256 contracts. Past year tax , Section 1256 contract options. Past year tax , Section 1256 contracts and straddles. Past year tax Net gain on, Net section 1256 contracts gain. Past year tax Net loss on, Net section 1256 contracts loss. Past year tax Reporting requirements, How To Report Securities Holding period, Holding Period Installment sales, Installment sales. Past year tax Lost, stolen, etc. Past year tax , cost of replacing, Cost of replacing missing securities. Past year tax Rollover of gain from sale, Rollover of Gain From Publicly Traded Securities, Rollover of Gain Traders in, Special Rules for Traders in Securities Worthless, Worthless Securities, Worthless securities. Past year tax Securities futures contracts, Dealer securities futures contract. Past year tax , Securities futures contract. Past year tax , Securities Futures Contracts Self-employment income, Self-Employment Income Self-employment tax, Self-employment tax. Past year tax Seller-financed mortgages, Interest on seller-financed mortgage. Past year tax Short sales, Short Sales, Extraordinary dividends. Past year tax Adjusted basis, Short sales. Past year tax Expenses of, Short-sale expenses. Past year tax Extraordinary dividends, Extraordinary dividends. Past year tax Puts, Put option as short sale. Past year tax Small business investment company stock, Short sale. Past year tax Short-term capital gains and losses, Short-Term or Long-Term Capital Gain or Loss, Short-term gains and losses. Past year tax Short-term obligations, Discount on Short-Term Obligations, Choosing to include accrued discount and other interest in current income. Past year tax , Acquisition discount on short-term obligations. Past year tax , Short-term government obligations. Past year tax Interest deduction, limit on, Limit on interest deduction for short-term obligations. Past year tax Sixty/forty (60/40) rule, 60/40 rule. Past year tax Small business investment company stock, Losses on Small Business Investment Company Stock, SSBIC stock. Past year tax Reporting requirements, How to report. Past year tax Small business stock, Qualified small business stock. Past year tax , Losses on Section 1244 (Small Business) Stock, Qualified small business stock. Past year tax , Gains on Qualified Small Business Stock Social security number (SSN) Custodial accounts, Custodian account for your child. Past year tax Joint accounts, SSN for joint account. Past year tax Requirement to give, Social security number (SSN). Past year tax Specialized small business investment company stock, Specialized small business investment company stock or partnership interest. Past year tax , SSBIC stock. Past year tax Spouses Transfers between, Property Received From Your Spouse, Transfers Between Spouses (see also Related party transactions) State or local government obligations, State or Local Government Obligations, Taxable Interest Market discount bonds (see Market discount bonds) Private activity bonds, Private activity bonds. Past year tax Registration requirement, Registration requirement. Past year tax Tax-exempt interest, Tax-Exempt Interest Taxable interest, Taxable Interest Stock Basis, Basis adjustment. Past year tax , Basis adjustment. Past year tax , Basis. Past year tax , Stocks and Bonds, Basis of replacement stock. Past year tax Capital asset, Stocks, stock rights, and bonds. Past year tax Constructive ownership, Constructive ownership of stock. Past year tax Convertible, Convertible stocks and bonds. Past year tax Corporate, Corporate Stocks Dividends (see Dividends) Fractional shares, Fractional shares. Past year tax , Automatic investment service. Past year tax Identification, Identifying stock or bonds sold. Past year tax Installment sales, Installment sales. Past year tax Nonqualified preferred stock, Nonqualified preferred stock. Past year tax Options for employees, Reminders Public utility, reinvestment, Public utilities. Past year tax Redemption of, Redemption of stock. Past year tax Replacement stock, Basis of replacement stock. Past year tax Restricted stock, Dividends received on restricted stock. Past year tax Rights, Distributions of Stock and Stock Rights, Stock rights. Past year tax , Nontaxable stock rights. Past year tax S corporations, S corporation stock. Past year tax Sales to ESOPs or cooperatives, Sales of Stock to ESOPs or Certain Cooperatives Small business, Qualified small business stock. Past year tax , Qualified small business stock. Past year tax Specialized small business investment company, Specialized small business investment company stock or partnership interest. Past year tax Splits, Stock splits. Past year tax Straddles (see Straddles) Stripped preferred stock, Stripped Preferred Stock Surrender of, Surrender of stock. Past year tax Trades, Stock for stock of the same corporation. Past year tax Trust instruments treated as, Certain trust instruments treated as stock. Past year tax Straddles, Straddles, Interest expense and carrying charges relating to mixed straddle account positions. Past year tax Holding period, Holding Period and Loss Treatment Rules Interest expense and carrying charges, Interest expense and carrying charges on straddles. Past year tax Loss deferral rules, Loss Deferral Rules Mixed, Mixed straddles. Past year tax , Mixed straddles. Past year tax , Mixed Straddle Elections Reporting requirements, Section 1256 contracts and straddles. Past year tax Stripped bonds and coupons, Stripped bonds or coupons. Past year tax , Stripped Bonds and Coupons, Stripped tax-exempt obligation. Past year tax Stripped preferred stock, Stripped Preferred Stock Substitute payments, Reporting Substitute Payments T Tables Capital gains maximum rate (Table 4-4), Table 4-4. Past year tax What Is Your Maximum Capital Gain Rate? Income tax treaties (Table 1-3), Qualified Dividends Investment income, reporting of (Table 1-1), Table 1-1. Past year tax Where To Report Common Types of Investment Income Puts and calls (Table 4-3), Table 4-3. Past year tax Puts and Calls U. Past year tax S. Past year tax savings bonds, person responsible for tax (Table 1-2), Table 1-2. Past year tax Who Pays the Tax on U. Past year tax S. Past year tax Savings Bond Interest Tax credit bonds, Tax credit bonds. Past year tax Tax help, How To Get Tax Help Tax rates, What's New Capital gain and losses, Capital Gain Tax Rates Tax refunds Interest on, Interest on tax refunds. Past year tax Tax shelters, Tax Shelters and Other Reportable Transactions, Whether To Invest Penalties, Penalties Reporting requirements, Investor Reporting Rules to curb abuse, Rules To Curb Abusive Tax Shelters Tax-exempt bonds, Tax-exempt state and local government bonds. Past year tax Tax-exempt income Expenses of, Tax-exempt income. Past year tax Interest, Tax-Exempt Interest, Reporting tax-exempt interest. Past year tax Tax-exempt obligations, Tax-Exempt Interest, Stripped tax-exempt obligations. Past year tax , Discounted tax-exempt obligations. Past year tax Taxable income, expenses of, Expenses for both tax-exempt and taxable income. Past year tax Taxes State and local transfer, State and local transfer taxes. Past year tax State income, State income taxes. Past year tax Term loans, Term loans. Past year tax Trade or business, Passive activity. Past year tax Traders in securities, Special Rules for Traders in Securities Trades Insurance, Insurance Policies and Annuities Investment property, Sales and Trades of Investment Property Like-kind, Like-Kind Exchanges, Like-Kind Exchanges Nontaxable, Property Received in Nontaxable Trades, Nontaxable Trades, Nontaxable trades. Past year tax Reporting requirements, How To Report Stock, Stock for stock of the same corporation. Past year tax Taxable, Property Received in Taxable Trades U. Past year tax S. Past year tax Treasury notes or bonds, U. Past year tax S. Past year tax Treasury Notes or Bonds Treasury bills, notes, and bonds (see U. Past year tax S. Past year tax Treasury bills, notes, and bonds) Treasury inflation-indexed securities, Inflation-Indexed Debt Instruments Treasury inflation-protected securities (TIPS), Treasury inflation-protected securities (TIPS). Past year tax , Inflation-Indexed Debt Instruments Treaties, income tax (Table 1-3), Qualified Dividends Trust income received by beneficiary, Beneficiary of an estate or trust. Past year tax Trustee's commission for revocable trust, Trustee's commissions for revocable trust. Past year tax U U. Past year tax S. Past year tax savings bonds, U. Past year tax S. Past year tax obligations. Past year tax , U. Past year tax S. Past year tax Savings Bonds Reporting interest on, U. Past year tax S. Past year tax obligations. Past year tax , U. Past year tax S. Past year tax Savings Bonds Retirement or profit-sharing plan, distributed from, Savings bonds distributed from a retirement or profit-sharing plan. Past year tax Worksheet, Worksheet for savings bonds distributed from a retirement or profit-sharing plan. Past year tax Tax, responsible person (Table 1-2), Table 1-2. Past year tax Who Pays the Tax on U. Past year tax S. Past year tax Savings Bond Interest U. Past year tax S. Past year tax Treasury bills, notes, and bonds, U. Past year tax S. Past year tax obligations. Past year tax , U. Past year tax S. Past year tax Treasury Bills, Notes, and Bonds, U. Past year tax S. Past year tax Treasury Notes or Bonds, U. Past year tax S. Past year tax Treasury notes and bonds. Past year tax Undistributed capital gains, Undistributed capital gains. Past year tax Usurious interest, Usurious interest. Past year tax V Veterans' insurance Dividends on, Dividends on veterans' insurance. Past year tax W Warrants, Warrants. Past year tax Wash sales, Wash Sales, Securities Futures Contracts Holding period, Wash sales. Past year tax Loss deferral rules, straddles, Coordination of Loss Deferral Rules and Wash Sale Rules Withholding, backup, Backup withholding. Past year tax Worksheets Capital loss carryover, Worksheet 4-1. Past year tax Capital Loss Carryover Worksheet Worthless securities, Worthless Securities, Worthless securities. Past year tax Prev  Up     Home   More Online Publications
 
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Page Last Reviewed or Updated: 11-Mar-2014

The Past Year Tax

Past year tax 11. Past year tax   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. Past year tax Free help with your tax return. Past year tax   You can get free help preparing your return nationwide from IRS-certified volunteers. Past year tax The Volunteer Income Tax Assistance (VITA) program helps low-to-moderate income, elderly, people with disabilities, and limited English proficient taxpayers. Past year tax The Tax Counseling for the Elderly (TCE) program helps taxpayers age 60 and older with their tax returns. Past year tax 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. Past year tax In addition, some VITA and TCE sites provide taxpayers the opportunity to prepare their own return with help from an IRS-certified volunteer. Past year tax To find the nearest VITA or TCE site, you can use the VITA Locator Tool on IRS. Past year tax gov, download the IRS2Go app, or call 1-800-906-9887. Past year tax   As part of the TCE program, AARP offers the Tax-Aide counseling program. Past year tax To find the nearest AARP Tax-Aide site, visit AARP's website at www. Past year tax aarp. Past year tax org/money/taxaide or call 1-888-227-7669. Past year tax For more information on these programs, go to IRS. Past year tax gov and enter “VITA” in the search box. Past year tax Internet. Past year tax    IRS. Past year tax gov and IRS2Go are ready when you are —24 hours a day, 7 days a week. Past year tax Download the free IRS2Go app from the iTunes app store or from Google Play. Past year tax 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. Past year tax Check the status of your 2013 refund with the Where's My Refund? application on IRS. Past year tax gov or download the IRS2Go app and select the Refund Status option. Past year tax The IRS issues more than 9 out of 10 refunds in less than 21 days. Past year tax 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. Past year tax You will also be given a personalized refund date as soon as the IRS processes your tax return and approves your refund. Past year tax The IRS updates Where's My Refund? every 24 hours, usually overnight, so you only need to check once a day. Past year tax Use the Interactive Tax Assistant (ITA) to research your tax questions. Past year tax No need to wait on the phone or stand in line. Past year tax 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. Past year tax When you reach the response screen, you can print the entire interview and the final response for your records. Past year tax New subject areas are added on a regular basis. Past year tax  Answers not provided through ITA may be found in Tax Trails, one of the Tax Topics on IRS. Past year tax gov which contain general individual and business tax information or by searching the IRS Tax Map, which includes an international subject index. Past year tax You can use the IRS Tax Map, to search publications and instructions by topic or keyword. Past year tax The IRS Tax Map integrates forms and publications into one research tool and provides single-point access to tax law information by subject. Past year tax 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. Past year tax 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. Past year tax You can also ask the IRS to mail a return or an account transcript to you. Past year tax Only the mail option is available by choosing the Tax Records option on the IRS2Go app by selecting Mail Transcript on IRS. Past year tax gov or by calling 1-800-908-9946. Past year tax Tax return and tax account transcripts are generally available for the current year and the past three years. Past year tax Determine if you are eligible for the EITC and estimate the amount of the credit with the Earned Income Tax Credit (EITC) Assistant. Past year tax Visit Understanding Your IRS Notice or Letter to get answers to questions about a notice or letter you received from the IRS. Past year tax 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. Past year tax Check the status of your amended return using Where's My Amended Return? Go to IRS. Past year tax gov and enter Where's My Amended Return? in the search box. Past year tax You can generally expect your amended return to be processed up to 12 weeks from the date we receive it. Past year tax It can take up to 3 weeks from the date you mailed it to show up in our system. Past year tax Make a payment using one of several safe and convenient electronic payment options available on IRS. Past year tax gov. Past year tax Select the Payment tab on the front page of IRS. Past year tax gov for more information. Past year tax Determine if you are eligible and apply for an online payment agreement, if you owe more tax than you can pay today. Past year tax Figure your income tax withholding with the IRS Withholding Calculator on IRS. Past year tax gov. Past year tax 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. Past year tax Determine if you might be subject to the Alternative Minimum Tax by using the Alternative Minimum Tax Assistant on IRS. Past year tax gov. Past year tax Request an Electronic Filing PIN by going to IRS. Past year tax gov and entering Electronic Filing PIN in the search box. Past year tax Download forms, instructions and publications, including accessible versions for people with disabilities. Past year tax Locate the nearest Taxpayer Assistance Center (TAC) using the Office Locator tool on IRS. Past year tax gov, or choose the Contact Us option on the IRS2Go app and search Local Offices. Past year tax An employee can answer questions about your tax account or help you set up a payment plan. Past year tax Before you visit, check the Office Locator on IRS. Past year tax gov, or Local Offices under Contact Us on IRS2Go to confirm the address, phone number, days and hours of operation, and the services provided. Past year tax If you have a special need, such as a disability, you can request an appointment. Past year tax Call the local number listed in the Office Locator, or look in the phone book under United States Government, Internal Revenue Service. Past year tax Apply for an Employer Identification Number (EIN). Past year tax Go to IRS. Past year tax gov and enter Apply for an EIN in the search box. Past year tax Read the Internal Revenue Code, regulations, or other official guidance. Past year tax Read Internal Revenue Bulletins. Past year tax Sign up to receive local and national tax news and more by email. Past year tax Just click on “subscriptions” above the search box on IRS. Past year tax gov and choose from a variety of options. Past year tax Phone. Past year tax    You can call the IRS, or you can carry it in your pocket with the IRS2Go app on your smart phone or tablet. Past year tax Download the free IRS2Go app from the iTunes app store or from Google Play. Past year tax Call to locate the nearest volunteer help site, 1-800-906-9887 or you can use the VITA Locator Tool on IRS. Past year tax gov, or download the IRS2Go app. Past year tax 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. Past year tax The Tax Counseling for the Elderly (TCE) program helps taxpayers age 60 and older with their tax returns. Past year tax Most VITA and TCE sites offer free electronic filing. Past year tax Some VITA and TCE sites provide IRS-certified volunteers who can help prepare your tax return. Past year tax Through the TCE program, AARP offers the Tax-Aide counseling program; call 1-888-227-7669 to find the nearest Tax-Aide location. Past year tax 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. Past year tax 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. Past year tax The IRS issues more than 9 out of 10 refunds in less than 21 days. Past year tax Where's My Refund? will give you a personalized refund date as soon as the IRS processes your tax return and approves your refund. Past year tax 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. Past year tax The IRS updates Where's My Refund? every 24 hours, usually overnight, so you only need to check once a day. Past year tax Note, the above information is for our automated hotline. Past year tax 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. Past year tax Call the Amended Return Hotline, 1-866-464-2050, to check the status of your amended return. Past year tax You can generally expect your amended return to be processed up to 12 weeks from the date we receive it. Past year tax It can take up to 3 weeks from the date you mailed it to show up in our system. Past year tax 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). Past year tax You should receive your order within 10 business days. Past year tax Call TeleTax, 1-800-829-4477, to listen to pre-recorded messages covering general and business tax information. Past year tax 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. Past year tax Call using TTY/TDD equipment, 1-800-829-4059 to ask tax questions or order forms and publications. Past year tax The TTY/TDD telephone number is for people who are deaf, hard of hearing, or have a speech disability. Past year tax These individuals can also contact the IRS through relay services such as the Federal Relay Service. Past year tax Walk-in. Past year tax   You can find a selection of forms, publications and services — in-person. Past year tax Products. Past year tax You can walk in to some post offices, libraries, and IRS offices to pick up certain forms, instructions, and publications. Past year tax Some IRS offices, libraries, and city and county government offices have a collection of products available to photocopy from reproducible proofs. Past year tax Services. Past year tax You can walk in to your local TAC for face-to-face tax help. Past year tax An employee can answer questions about your tax account or help you set up a payment plan. Past year tax Before visiting, use the Office Locator tool on IRS. Past year tax gov, or choose the Contact Us option on the IRS2Go app and search Local Offices for days and hours of operation, and services provided. Past year tax Mail. Past year tax   You can send your order for forms, instructions, and publications to the address below. Past year tax You should receive a response within 10 business days after your request is received. Past year tax Internal Revenue Service 1201 N. Past year tax Mitsubishi Motorway Bloomington, IL 61705-6613    The Taxpayer Advocate Service Is Here to Help You. Past year tax The Taxpayer Advocate Service (TAS) is your voice at the IRS. Past year tax Our job is to ensure that every taxpayer is treated fairly and that you know and understand your rights. Past year tax   What can TAS do for you? We can offer you free help with IRS problems that you can't resolve on your own. Past year tax 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. Past year tax You face (or your business is facing) an immediate threat of adverse action. Past year tax You've tried repeatedly to contact the IRS but no one has responded, or the IRS hasn't responded by the date promised. Past year tax   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. Past year tax Here's why we can help: TAS is an independent organization within the IRS. Past year tax Our advocates know how to work with the IRS. Past year tax Our services are free and tailored to meet your needs. Past year tax We have offices in every state, the District of Columbia, and Puerto Rico. Past year tax   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. Past year tax   How else does TAS help taxpayers?  TAS also works to resolve large-scale, systemic problems that affect many taxpayers. Past year tax If you know of one of these broad issues, please report it to us through our Systemic Advocacy Management System. Past year tax Low Income Taxpayer Clinics. Past year tax   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. Past year tax Some clinics can provide information about taxpayer rights and responsibilities in different languages for individuals who speak English as a second language. Past year tax Visit Taxpayer Advocate or see IRS Publication 4134, Low Income Taxpayer Clinic List. Past year tax Prev  Up  Next   Home   More Online Publications