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State Income Taxes More:label_state_20income_20taxes More:taxes

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State Income Taxes More:label_state_20income_20taxes More:taxes

State income taxes more:label_state_20income_20taxes more:taxes 33. State income taxes more:label_state_20income_20taxes more:taxes   Credit for the Elderly or the Disabled Table of Contents Introduction Useful Items - You may want to see: Are You Eligible for the Credit?Qualified Individual Income Limits How to Claim the CreditCredit Figured for You Credit Figured by You Introduction If you qualify, you may be able to reduce the tax you owe by taking the credit for the elderly or the disabled which is figured on Schedule R (Form 1040A or 1040). State income taxes more:label_state_20income_20taxes more:taxes This chapter explains the following. State income taxes more:label_state_20income_20taxes more:taxes Who qualifies for the credit for the elderly or the disabled. State income taxes more:label_state_20income_20taxes more:taxes How to claim the credit. State income taxes more:label_state_20income_20taxes more:taxes You may be able to take the credit for the elderly or the disabled if: You are age 65 or older at the end of 2013, or You retired on permanent and total disability and have taxable disability income. State income taxes more:label_state_20income_20taxes more:taxes Useful Items - You may want to see: Publication 524 Credit for the Elderly or the Disabled 554 Tax Guide for Seniors Form (and Instruction) Schedule R (Form 1040A or 1040) Credit for the Elderly or the Disabled Are You Eligible for the Credit? You can take the credit for the elderly or the disabled if you meet both of the following requirements. State income taxes more:label_state_20income_20taxes more:taxes You are a qualified individual. State income taxes more:label_state_20income_20taxes more:taxes Your income is not more than certain limits. State income taxes more:label_state_20income_20taxes more:taxes You can use Figure 33-A and Table 33-1 as guides to see if you are eligible for the credit. State income taxes more:label_state_20income_20taxes more:taxes Use Figure 33-A first to see if you are a qualified individual. State income taxes more:label_state_20income_20taxes more:taxes If you are, go to Table 33-1 to make sure your income is not too high to take the credit. State income taxes more:label_state_20income_20taxes more:taxes You can take the credit only if you file Form 1040 or Form 1040A. State income taxes more:label_state_20income_20taxes more:taxes You cannot take the credit if you file Form 1040EZ. State income taxes more:label_state_20income_20taxes more:taxes Qualified Individual You are a qualified individual for this credit if you are a U. State income taxes more:label_state_20income_20taxes more:taxes S. State income taxes more:label_state_20income_20taxes more:taxes citizen or resident alien, and either of the following applies. State income taxes more:label_state_20income_20taxes more:taxes You were age 65 or older at the end of 2013. State income taxes more:label_state_20income_20taxes more:taxes You were under age 65 at the end of 2013 and all three of the following statements are true. State income taxes more:label_state_20income_20taxes more:taxes You retired on permanent and total disability (explained later). State income taxes more:label_state_20income_20taxes more:taxes You received taxable disability income for 2013. State income taxes more:label_state_20income_20taxes more:taxes On January 1, 2013, you had not reached mandatory retirement age (defined later under Disability income ). State income taxes more:label_state_20income_20taxes more:taxes Age 65. State income taxes more:label_state_20income_20taxes more:taxes   You are considered to be age 65 on the day before your 65th birthday. State income taxes more:label_state_20income_20taxes more:taxes Therefore, if you were born on January 1, 1949, you are considered to be age 65 at the end of 2013. State income taxes more:label_state_20income_20taxes more:taxes U. State income taxes more:label_state_20income_20taxes more:taxes S. State income taxes more:label_state_20income_20taxes more:taxes Citizen or Resident Alien You must be a U. State income taxes more:label_state_20income_20taxes more:taxes S. State income taxes more:label_state_20income_20taxes more:taxes citizen or resident alien (or be treated as a resident alien) to take the credit. State income taxes more:label_state_20income_20taxes more:taxes Generally, you cannot take the credit if you were a nonresident alien at any time during the tax year. State income taxes more:label_state_20income_20taxes more:taxes Exceptions. State income taxes more:label_state_20income_20taxes more:taxes   You may be able to take the credit if you are a nonresident alien who is married to a U. State income taxes more:label_state_20income_20taxes more:taxes S. State income taxes more:label_state_20income_20taxes more:taxes citizen or resident alien at the end of the tax year and you and your spouse choose to treat you as a U. State income taxes more:label_state_20income_20taxes more:taxes S. State income taxes more:label_state_20income_20taxes more:taxes resident alien. State income taxes more:label_state_20income_20taxes more:taxes If you make that choice, both you and your spouse are taxed on your worldwide incomes. State income taxes more:label_state_20income_20taxes more:taxes If you were a nonresident alien at the beginning of the year and a resident alien at the end of the year, and you were married to a U. State income taxes more:label_state_20income_20taxes more:taxes S. State income taxes more:label_state_20income_20taxes more:taxes citizen or resident alien at the end of the year, you may be able to choose to be treated as a U. State income taxes more:label_state_20income_20taxes more:taxes S. State income taxes more:label_state_20income_20taxes more:taxes resident alien for the entire year. State income taxes more:label_state_20income_20taxes more:taxes In that case, you may be allowed to take the credit. State income taxes more:label_state_20income_20taxes more:taxes For information on these choices, see chapter 1 of Publication 519, U. State income taxes more:label_state_20income_20taxes more:taxes S. State income taxes more:label_state_20income_20taxes more:taxes Tax Guide for Aliens. State income taxes more:label_state_20income_20taxes more:taxes Married Persons Generally, if you are married at the end of the tax year, you and your spouse must file a joint return to take the credit. State income taxes more:label_state_20income_20taxes more:taxes However, if you and your spouse did not live in the same household at any time during the tax year, you can file either a joint return or separate returns and still take the credit. State income taxes more:label_state_20income_20taxes more:taxes Head of household. State income taxes more:label_state_20income_20taxes more:taxes   You can file as head of household and qualify to take the credit, even if your spouse lived with you during the first 6 months of the year, if you meet certain tests. State income taxes more:label_state_20income_20taxes more:taxes See Head of Household in chapter 2 for the tests you must meet. State income taxes more:label_state_20income_20taxes more:taxes Under Age 65 If you are under age 65 at the end of 2013, you can qualify for the credit only if you are retired on permanent and total disability (discussed next) and have taxable disability income (discussed later under Disability income ). State income taxes more:label_state_20income_20taxes more:taxes You are retired on permanent and total disability if: You were permanently and totally disabled when you retired, and You retired on disability before the close of the tax year. State income taxes more:label_state_20income_20taxes more:taxes Even if you do not retire formally, you may be considered retired on disability when you have stopped working because of your disability. State income taxes more:label_state_20income_20taxes more:taxes If you retired on disability before 1977, and were not permanently and totally disabled at the time, you can qualify for the credit if you were permanently and totally disabled on January 1, 1976, or January 1, 1977. State income taxes more:label_state_20income_20taxes more:taxes Permanent and total disability. State income taxes more:label_state_20income_20taxes more:taxes    You are permanently and totally disabled if you cannot engage in any substantial gainful activity because of your physical or mental condition. State income taxes more:label_state_20income_20taxes more:taxes A qualified physician must certify that the condition has lasted or can be expected to last continuously for 12 months or more, or that the condition can be expected to result in death. State income taxes more:label_state_20income_20taxes more:taxes See Physician's statement , later. State income taxes more:label_state_20income_20taxes more:taxes Substantial gainful activity. State income taxes more:label_state_20income_20taxes more:taxes   Substantial gainful activity is the performance of significant duties over a reasonable period of time while working for pay or profit, or in work generally done for pay or profit. State income taxes more:label_state_20income_20taxes more:taxes Full-time work (or part-time work done at your employer's convenience) in a competitive work situation for at least the minimum wage conclusively shows that you are able to engage in substantial gainful activity. State income taxes more:label_state_20income_20taxes more:taxes   Substantial gainful activity is not work you do to take care of yourself or your home. State income taxes more:label_state_20income_20taxes more:taxes It is not unpaid work on hobbies, institutional therapy or training, school attendance, clubs, social programs, and similar activities. State income taxes more:label_state_20income_20taxes more:taxes However, doing this kind of work may show that you are able to engage in substantial gainful activity. State income taxes more:label_state_20income_20taxes more:taxes    The fact that you have not worked for some time is not, of itself, conclusive evidence that you cannot engage in substantial gainful activity. State income taxes more:label_state_20income_20taxes more:taxes Sheltered employment. State income taxes more:label_state_20income_20taxes more:taxes   Certain work offered at qualified locations to physically or mentally impaired persons is considered sheltered employment. State income taxes more:label_state_20income_20taxes more:taxes These qualified locations are in sheltered workshops, hospitals, and similar institutions, homebound programs, and Department of Veterans Affairs (VA) sponsored homes. State income taxes more:label_state_20income_20taxes more:taxes   Compared to commercial employment, pay is lower for sheltered employment. State income taxes more:label_state_20income_20taxes more:taxes Therefore, one usually does not look for sheltered employment if he or she can get other employment. State income taxes more:label_state_20income_20taxes more:taxes The fact that one has accepted sheltered employment is not proof of the person's ability to engage in substantial gainful activity. State income taxes more:label_state_20income_20taxes more:taxes Physician's statement. State income taxes more:label_state_20income_20taxes more:taxes   If you are under age 65, you must have your physician complete a statement certifying that you were permanently and totally disabled on the date you retired. State income taxes more:label_state_20income_20taxes more:taxes You can use the statement in the Instructions for Schedule R. State income taxes more:label_state_20income_20taxes more:taxes    Figure 33-A. State income taxes more:label_state_20income_20taxes more:taxes Are You a Qualified Individual? This image is too large to be displayed in the current screen. State income taxes more:label_state_20income_20taxes more:taxes Please click the link to view the image. State income taxes more:label_state_20income_20taxes more:taxes Figure 33-A Are You a Qualified Individual?   You do not have to file this statement with your Form 1040 or Form 1040A, but you must keep it for your records. State income taxes more:label_state_20income_20taxes more:taxes Veterans. State income taxes more:label_state_20income_20taxes more:taxes   If the Department of Veterans Affairs (VA) certifies that you are permanently and totally disabled, you can substitute VA Form 21-0172, Certification of Permanent and Total Disability, for the physician's statement you are required to keep. State income taxes more:label_state_20income_20taxes more:taxes VA Form 21-0172 must be signed by a person authorized by the VA to do so. State income taxes more:label_state_20income_20taxes more:taxes You can get this form from your local VA regional office. State income taxes more:label_state_20income_20taxes more:taxes Physician's statement obtained in earlier year. State income taxes more:label_state_20income_20taxes more:taxes   If you got a physician's statement in an earlier year and, due to your continued disabled condition, you were unable to engage in any substantial gainful activity during 2013, you may not need to get another physician's statement for 2013. State income taxes more:label_state_20income_20taxes more:taxes For a detailed explanation of the conditions you must meet, see the instructions for Schedule R, Part II. State income taxes more:label_state_20income_20taxes more:taxes If you meet the required conditions, check the box on your Schedule R, Part II, line 2. State income taxes more:label_state_20income_20taxes more:taxes   If you checked box 4, 5, or 6 in Part I of Schedule R, enter in the space above the box on line 2 in Part II the first name(s) of the spouse(s) for whom the box is checked. State income taxes more:label_state_20income_20taxes more:taxes Table 33-1. State income taxes more:label_state_20income_20taxes more:taxes Income Limits IF your filing status is . State income taxes more:label_state_20income_20taxes more:taxes . State income taxes more:label_state_20income_20taxes more:taxes . State income taxes more:label_state_20income_20taxes more:taxes THEN, even if you qualify (see Figure 33-A ), you CANNOT take the credit if. State income taxes more:label_state_20income_20taxes more:taxes . State income taxes more:label_state_20income_20taxes more:taxes . State income taxes more:label_state_20income_20taxes more:taxes   Your adjusted gross income (AGI)* is equal to or more than. State income taxes more:label_state_20income_20taxes more:taxes . State income taxes more:label_state_20income_20taxes more:taxes . State income taxes more:label_state_20income_20taxes more:taxes     OR the total of your nontaxable social security and other nontaxable pension(s), annuities, or disability income is equal to or more than. State income taxes more:label_state_20income_20taxes more:taxes . State income taxes more:label_state_20income_20taxes more:taxes . State income taxes more:label_state_20income_20taxes more:taxes   single, head of household, or qualifying widow(er) with dependent child   $17,500     $5,000   married filing jointly and only one spouse qualifies in Figure 33-A   $20,000     $5,000   married filing jointly and both spouses qualify in Figure 33-A   $25,000     $7,500   married filing separately and you lived apart from your spouse for all of 2013   $12,500     $3,750   * AGI is the amount on Form 1040A, line 22, or Form 1040, line 38. State income taxes more:label_state_20income_20taxes more:taxes Disability income. State income taxes more:label_state_20income_20taxes more:taxes   If you are under age 65, you must also have taxable disability income to qualify for the credit. State income taxes more:label_state_20income_20taxes more:taxes Disability income must meet both of the following requirements. State income taxes more:label_state_20income_20taxes more:taxes It must be paid under your employer's accident or health plan or pension plan. State income taxes more:label_state_20income_20taxes more:taxes It must be included in your income as wages (or payments instead of wages) for the time you are absent from work because of permanent and total disability. State income taxes more:label_state_20income_20taxes more:taxes Payments that are not disability income. State income taxes more:label_state_20income_20taxes more:taxes   Any payment you receive from a plan that does not provide for disability retirement is not disability income. State income taxes more:label_state_20income_20taxes more:taxes Any lump-sum payment for accrued annual leave that you receive when you retire on disability is a salary payment and is not disability income. State income taxes more:label_state_20income_20taxes more:taxes   For purposes of the credit for the elderly or the disabled, disability income does not include amounts you receive after you reach mandatory retirement age. State income taxes more:label_state_20income_20taxes more:taxes Mandatory retirement age is the age set by your employer at which you would have had to retire, had you not become disabled. State income taxes more:label_state_20income_20taxes more:taxes Income Limits To determine if you can claim the credit, you must consider two income limits. State income taxes more:label_state_20income_20taxes more:taxes The first limit is the amount of your adjusted gross income (AGI). State income taxes more:label_state_20income_20taxes more:taxes The second limit is the amount of nontaxable social security and other nontaxable pensions, annuities, or disability income you received. State income taxes more:label_state_20income_20taxes more:taxes The limits are shown in Table 33-1. State income taxes more:label_state_20income_20taxes more:taxes If your AGI and nontaxable pensions, annuities, or disability income are less than the income limits, you may be able to claim the credit. State income taxes more:label_state_20income_20taxes more:taxes See How to Claim the Credit , later. State income taxes more:label_state_20income_20taxes more:taxes If either your AGI or your nontaxable pensions, annuities, or disability income are equal to or more than the income limits, you cannot take the credit. State income taxes more:label_state_20income_20taxes more:taxes How to Claim the Credit You can figure the credit yourself or the Internal Revenue Service will figure it for you. State income taxes more:label_state_20income_20taxes more:taxes Credit Figured for You If you choose to have the IRS figure the credit for you, read the following discussion for the form you will file (Form 1040 or 1040A). State income taxes more:label_state_20income_20taxes more:taxes If you want the IRS to figure your tax, see chapter 30. State income taxes more:label_state_20income_20taxes more:taxes Form 1040. State income taxes more:label_state_20income_20taxes more:taxes   If you want the IRS to figure your credit, see Form 1040 Line Entries under Tax Figured by IRS in chapter 30. State income taxes more:label_state_20income_20taxes more:taxes Form 1040A. State income taxes more:label_state_20income_20taxes more:taxes   If you want the IRS to figure your credit, see Form 1040A Line Entries under Tax Figured by IRS in chapter 30. State income taxes more:label_state_20income_20taxes more:taxes Credit Figured by You If you choose to figure the credit yourself, fill out the front of Schedule R. State income taxes more:label_state_20income_20taxes more:taxes Next, fill out Schedule R, Part III. State income taxes more:label_state_20income_20taxes more:taxes If you file Form 1040A, enter the amount from Schedule R, line 22, on Form 1040A, line 30. State income taxes more:label_state_20income_20taxes more:taxes If you file Form 1040, include the amount from Schedule R, line 22, on line 53; check box c, and enter “Sch R” on the line next to that box. State income taxes more:label_state_20income_20taxes more:taxes For a step-by-step discussion about filling out Part III of Schedule R, see Figuring the Credit Yourself in Publication 524. State income taxes more:label_state_20income_20taxes more:taxes Limit on credit. State income taxes more:label_state_20income_20taxes more:taxes   The amount of the credit you can claim is generally limited to the amount of your tax. State income taxes more:label_state_20income_20taxes more:taxes Use the Credit Limit Worksheet in the Instructions for Schedule R to determine if your credit is limited. State income taxes more:label_state_20income_20taxes more:taxes Prev  Up  Next   Home   More Online Publications
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SOI Tax Stats - Income from Trusts and Estates Statistics

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Snapshot of Estate and Trust Income Tax Statistics

The U.S. Income Tax Return for Estates and Trusts (Form 1041) is used to report the income, deductions, gains, and losses of estates and trusts, as well as distributions to beneficiaries and income tax liability. Entities are classified into types based on their purpose. These types include:

  • decedent's estates
  • simple trusts
  • complex trusts
  • qualified disability trusts
  • electing small business trust (ESBT)
  • grantor type trust
  • bankruptcy estates
  • pooled income funds

For information about selected terms and concepts, a description of the data sources and limitations, and links to recent revisions of Form 1041, please visit Income from Trusts and Estates Study Metadata.
 

Statistical Tables   SOI Bulletin Articles       Other IRS Data
 

 


Statistical Tables

The following tables are available as Microsoft Excel®  files.  A free Excel viewer is available for download, if needed.

Fiduciary Returns - Sources of Income, Deductions, and Tax Liability, by Tax Status and Size of Gross Income

Fiduciary Returns - Sources of Income, Deductions, and Tax Liability, by Type of Entity

Fiduciary Income and Deductions, by State and Entity Type

 

Archive - Fiduciary Income Tax Returns
 

To make customized tables using this data, please visit the Statistics of Income Tax Stats Table Wizard.

 

Projections

For selected tax returns, including the Form 1041, IRS's Office of Research produces annual forecasts of the number of returns that will be filed in future years.
    Projections of Returns to be Filed in Future Calendar Years


 

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SOI Bulletin Articles

The following are available as PDF files.  A free Adobe® reader is available for download, if needed.

 

  • Fiduciary Income Tax Returns

               2003-2004          1997          1982

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Other SOI Data on Trusts

Form 5227 is an information return filed by split-interest trusts, those who make distributions to both charitable and noncharitable beneficiaries, while providing tax benefits to their donor.  Certain charitable trusts, those treated as private foundations except that they are not exempt from income taxes, annually file Form 990-PF.

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Other IRS Data and Related Links

For tax administration data on this topic, as well as other types of taxes, choose from the links below.

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Page Last Reviewed or Updated: 06-Jan-2014

The State Income Taxes More:label_state_20income_20taxes More:taxes

State income taxes more:label_state_20income_20taxes more:taxes 11. State income taxes more:label_state_20income_20taxes more:taxes   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. State income taxes more:label_state_20income_20taxes more:taxes Free help with your tax return. State income taxes more:label_state_20income_20taxes more:taxes   You can get free help preparing your return nationwide from IRS-certified volunteers. State income taxes more:label_state_20income_20taxes more:taxes The Volunteer Income Tax Assistance (VITA) program helps low-to-moderate income, elderly, people with disabilities, and limited English proficient taxpayers. State income taxes more:label_state_20income_20taxes more:taxes The Tax Counseling for the Elderly (TCE) program helps taxpayers age 60 and older with their tax returns. State income taxes more:label_state_20income_20taxes more:taxes 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. State income taxes more:label_state_20income_20taxes more:taxes In addition, some VITA and TCE sites provide taxpayers the opportunity to prepare their own return with help from an IRS-certified volunteer. State income taxes more:label_state_20income_20taxes more:taxes To find the nearest VITA or TCE site, you can use the VITA Locator Tool on IRS. State income taxes more:label_state_20income_20taxes more:taxes gov, download the IRS2Go app, or call 1-800-906-9887. State income taxes more:label_state_20income_20taxes more:taxes   As part of the TCE program, AARP offers the Tax-Aide counseling program. State income taxes more:label_state_20income_20taxes more:taxes To find the nearest AARP Tax-Aide site, visit AARP's website at www. State income taxes more:label_state_20income_20taxes more:taxes aarp. State income taxes more:label_state_20income_20taxes more:taxes org/money/taxaide or call 1-888-227-7669. State income taxes more:label_state_20income_20taxes more:taxes For more information on these programs, go to IRS. State income taxes more:label_state_20income_20taxes more:taxes gov and enter “VITA” in the search box. State income taxes more:label_state_20income_20taxes more:taxes Internet. State income taxes more:label_state_20income_20taxes more:taxes    IRS. State income taxes more:label_state_20income_20taxes more:taxes gov and IRS2Go are ready when you are —24 hours a day, 7 days a week. State income taxes more:label_state_20income_20taxes more:taxes Download the free IRS2Go app from the iTunes app store or from Google Play. State income taxes more:label_state_20income_20taxes more:taxes 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. State income taxes more:label_state_20income_20taxes more:taxes Check the status of your 2013 refund with the Where's My Refund? application on IRS. State income taxes more:label_state_20income_20taxes more:taxes gov or download the IRS2Go app and select the Refund Status option. State income taxes more:label_state_20income_20taxes more:taxes The IRS issues more than 9 out of 10 refunds in less than 21 days. State income taxes more:label_state_20income_20taxes more:taxes 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. State income taxes more:label_state_20income_20taxes more:taxes You will also be given a personalized refund date as soon as the IRS processes your tax return and approves your refund. State income taxes more:label_state_20income_20taxes more:taxes The IRS updates Where's My Refund? every 24 hours, usually overnight, so you only need to check once a day. State income taxes more:label_state_20income_20taxes more:taxes Use the Interactive Tax Assistant (ITA) to research your tax questions. State income taxes more:label_state_20income_20taxes more:taxes No need to wait on the phone or stand in line. State income taxes more:label_state_20income_20taxes more:taxes 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. State income taxes more:label_state_20income_20taxes more:taxes When you reach the response screen, you can print the entire interview and the final response for your records. State income taxes more:label_state_20income_20taxes more:taxes New subject areas are added on a regular basis. State income taxes more:label_state_20income_20taxes more:taxes  Answers not provided through ITA may be found in Tax Trails, one of the Tax Topics on IRS. State income taxes more:label_state_20income_20taxes more:taxes gov which contain general individual and business tax information or by searching the IRS Tax Map, which includes an international subject index. State income taxes more:label_state_20income_20taxes more:taxes You can use the IRS Tax Map, to search publications and instructions by topic or keyword. State income taxes more:label_state_20income_20taxes more:taxes The IRS Tax Map integrates forms and publications into one research tool and provides single-point access to tax law information by subject. State income taxes more:label_state_20income_20taxes more:taxes 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. State income taxes more:label_state_20income_20taxes more:taxes 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. State income taxes more:label_state_20income_20taxes more:taxes You can also ask the IRS to mail a return or an account transcript to you. State income taxes more:label_state_20income_20taxes more:taxes Only the mail option is available by choosing the Tax Records option on the IRS2Go app by selecting Mail Transcript on IRS. State income taxes more:label_state_20income_20taxes more:taxes gov or by calling 1-800-908-9946. State income taxes more:label_state_20income_20taxes more:taxes Tax return and tax account transcripts are generally available for the current year and the past three years. State income taxes more:label_state_20income_20taxes more:taxes Determine if you are eligible for the EITC and estimate the amount of the credit with the Earned Income Tax Credit (EITC) Assistant. State income taxes more:label_state_20income_20taxes more:taxes Visit Understanding Your IRS Notice or Letter to get answers to questions about a notice or letter you received from the IRS. State income taxes more:label_state_20income_20taxes more:taxes 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. State income taxes more:label_state_20income_20taxes more:taxes Check the status of your amended return using Where's My Amended Return? Go to IRS. State income taxes more:label_state_20income_20taxes more:taxes gov and enter Where's My Amended Return? in the search box. State income taxes more:label_state_20income_20taxes more:taxes You can generally expect your amended return to be processed up to 12 weeks from the date we receive it. State income taxes more:label_state_20income_20taxes more:taxes It can take up to 3 weeks from the date you mailed it to show up in our system. State income taxes more:label_state_20income_20taxes more:taxes Make a payment using one of several safe and convenient electronic payment options available on IRS. State income taxes more:label_state_20income_20taxes more:taxes gov. State income taxes more:label_state_20income_20taxes more:taxes Select the Payment tab on the front page of IRS. State income taxes more:label_state_20income_20taxes more:taxes gov for more information. State income taxes more:label_state_20income_20taxes more:taxes Determine if you are eligible and apply for an online payment agreement, if you owe more tax than you can pay today. State income taxes more:label_state_20income_20taxes more:taxes Figure your income tax withholding with the IRS Withholding Calculator on IRS. State income taxes more:label_state_20income_20taxes more:taxes gov. State income taxes more:label_state_20income_20taxes more:taxes 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. State income taxes more:label_state_20income_20taxes more:taxes Determine if you might be subject to the Alternative Minimum Tax by using the Alternative Minimum Tax Assistant on IRS. State income taxes more:label_state_20income_20taxes more:taxes gov. State income taxes more:label_state_20income_20taxes more:taxes Request an Electronic Filing PIN by going to IRS. State income taxes more:label_state_20income_20taxes more:taxes gov and entering Electronic Filing PIN in the search box. State income taxes more:label_state_20income_20taxes more:taxes Download forms, instructions and publications, including accessible versions for people with disabilities. State income taxes more:label_state_20income_20taxes more:taxes Locate the nearest Taxpayer Assistance Center (TAC) using the Office Locator tool on IRS. State income taxes more:label_state_20income_20taxes more:taxes gov, or choose the Contact Us option on the IRS2Go app and search Local Offices. State income taxes more:label_state_20income_20taxes more:taxes An employee can answer questions about your tax account or help you set up a payment plan. State income taxes more:label_state_20income_20taxes more:taxes Before you visit, check the Office Locator on IRS. State income taxes more:label_state_20income_20taxes more:taxes gov, or Local Offices under Contact Us on IRS2Go to confirm the address, phone number, days and hours of operation, and the services provided. State income taxes more:label_state_20income_20taxes more:taxes If you have a special need, such as a disability, you can request an appointment. State income taxes more:label_state_20income_20taxes more:taxes Call the local number listed in the Office Locator, or look in the phone book under United States Government, Internal Revenue Service. State income taxes more:label_state_20income_20taxes more:taxes Apply for an Employer Identification Number (EIN). State income taxes more:label_state_20income_20taxes more:taxes Go to IRS. State income taxes more:label_state_20income_20taxes more:taxes gov and enter Apply for an EIN in the search box. State income taxes more:label_state_20income_20taxes more:taxes Read the Internal Revenue Code, regulations, or other official guidance. State income taxes more:label_state_20income_20taxes more:taxes Read Internal Revenue Bulletins. State income taxes more:label_state_20income_20taxes more:taxes Sign up to receive local and national tax news and more by email. State income taxes more:label_state_20income_20taxes more:taxes Just click on “subscriptions” above the search box on IRS. State income taxes more:label_state_20income_20taxes more:taxes gov and choose from a variety of options. State income taxes more:label_state_20income_20taxes more:taxes Phone. State income taxes more:label_state_20income_20taxes more:taxes    You can call the IRS, or you can carry it in your pocket with the IRS2Go app on your smart phone or tablet. State income taxes more:label_state_20income_20taxes more:taxes Download the free IRS2Go app from the iTunes app store or from Google Play. State income taxes more:label_state_20income_20taxes more:taxes Call to locate the nearest volunteer help site, 1-800-906-9887 or you can use the VITA Locator Tool on IRS. State income taxes more:label_state_20income_20taxes more:taxes gov, or download the IRS2Go app. State income taxes more:label_state_20income_20taxes more:taxes 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. State income taxes more:label_state_20income_20taxes more:taxes The Tax Counseling for the Elderly (TCE) program helps taxpayers age 60 and older with their tax returns. State income taxes more:label_state_20income_20taxes more:taxes Most VITA and TCE sites offer free electronic filing. State income taxes more:label_state_20income_20taxes more:taxes Some VITA and TCE sites provide IRS-certified volunteers who can help prepare your tax return. State income taxes more:label_state_20income_20taxes more:taxes Through the TCE program, AARP offers the Tax-Aide counseling program; call 1-888-227-7669 to find the nearest Tax-Aide location. State income taxes more:label_state_20income_20taxes more:taxes 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. State income taxes more:label_state_20income_20taxes more:taxes 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. State income taxes more:label_state_20income_20taxes more:taxes The IRS issues more than 9 out of 10 refunds in less than 21 days. State income taxes more:label_state_20income_20taxes more:taxes Where's My Refund? will give you a personalized refund date as soon as the IRS processes your tax return and approves your refund. State income taxes more:label_state_20income_20taxes more:taxes 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. State income taxes more:label_state_20income_20taxes more:taxes The IRS updates Where's My Refund? every 24 hours, usually overnight, so you only need to check once a day. State income taxes more:label_state_20income_20taxes more:taxes Note, the above information is for our automated hotline. State income taxes more:label_state_20income_20taxes more:taxes 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. State income taxes more:label_state_20income_20taxes more:taxes Call the Amended Return Hotline, 1-866-464-2050, to check the status of your amended return. State income taxes more:label_state_20income_20taxes more:taxes You can generally expect your amended return to be processed up to 12 weeks from the date we receive it. State income taxes more:label_state_20income_20taxes more:taxes It can take up to 3 weeks from the date you mailed it to show up in our system. State income taxes more:label_state_20income_20taxes more:taxes 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). State income taxes more:label_state_20income_20taxes more:taxes You should receive your order within 10 business days. State income taxes more:label_state_20income_20taxes more:taxes Call TeleTax, 1-800-829-4477, to listen to pre-recorded messages covering general and business tax information. State income taxes more:label_state_20income_20taxes more:taxes 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. State income taxes more:label_state_20income_20taxes more:taxes Call using TTY/TDD equipment, 1-800-829-4059 to ask tax questions or order forms and publications. State income taxes more:label_state_20income_20taxes more:taxes The TTY/TDD telephone number is for people who are deaf, hard of hearing, or have a speech disability. State income taxes more:label_state_20income_20taxes more:taxes These individuals can also contact the IRS through relay services such as the Federal Relay Service. State income taxes more:label_state_20income_20taxes more:taxes Walk-in. State income taxes more:label_state_20income_20taxes more:taxes   You can find a selection of forms, publications and services — in-person. State income taxes more:label_state_20income_20taxes more:taxes Products. State income taxes more:label_state_20income_20taxes more:taxes You can walk in to some post offices, libraries, and IRS offices to pick up certain forms, instructions, and publications. State income taxes more:label_state_20income_20taxes more:taxes Some IRS offices, libraries, and city and county government offices have a collection of products available to photocopy from reproducible proofs. State income taxes more:label_state_20income_20taxes more:taxes Services. State income taxes more:label_state_20income_20taxes more:taxes You can walk in to your local TAC for face-to-face tax help. State income taxes more:label_state_20income_20taxes more:taxes An employee can answer questions about your tax account or help you set up a payment plan. State income taxes more:label_state_20income_20taxes more:taxes Before visiting, use the Office Locator tool on IRS. State income taxes more:label_state_20income_20taxes more:taxes gov, or choose the Contact Us option on the IRS2Go app and search Local Offices for days and hours of operation, and services provided. State income taxes more:label_state_20income_20taxes more:taxes Mail. State income taxes more:label_state_20income_20taxes more:taxes   You can send your order for forms, instructions, and publications to the address below. State income taxes more:label_state_20income_20taxes more:taxes You should receive a response within 10 business days after your request is received. State income taxes more:label_state_20income_20taxes more:taxes Internal Revenue Service 1201 N. State income taxes more:label_state_20income_20taxes more:taxes Mitsubishi Motorway Bloomington, IL 61705-6613    The Taxpayer Advocate Service Is Here to Help You. State income taxes more:label_state_20income_20taxes more:taxes The Taxpayer Advocate Service (TAS) is your voice at the IRS. State income taxes more:label_state_20income_20taxes more:taxes Our job is to ensure that every taxpayer is treated fairly and that you know and understand your rights. State income taxes more:label_state_20income_20taxes more:taxes   What can TAS do for you? We can offer you free help with IRS problems that you can't resolve on your own. State income taxes more:label_state_20income_20taxes more:taxes 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. State income taxes more:label_state_20income_20taxes more:taxes You face (or your business is facing) an immediate threat of adverse action. State income taxes more:label_state_20income_20taxes more:taxes You've tried repeatedly to contact the IRS but no one has responded, or the IRS hasn't responded by the date promised. State income taxes more:label_state_20income_20taxes more:taxes   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. State income taxes more:label_state_20income_20taxes more:taxes Here's why we can help: TAS is an independent organization within the IRS. State income taxes more:label_state_20income_20taxes more:taxes Our advocates know how to work with the IRS. State income taxes more:label_state_20income_20taxes more:taxes Our services are free and tailored to meet your needs. State income taxes more:label_state_20income_20taxes more:taxes We have offices in every state, the District of Columbia, and Puerto Rico. State income taxes more:label_state_20income_20taxes more:taxes   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. State income taxes more:label_state_20income_20taxes more:taxes   How else does TAS help taxpayers?  TAS also works to resolve large-scale, systemic problems that affect many taxpayers. State income taxes more:label_state_20income_20taxes more:taxes If you know of one of these broad issues, please report it to us through our Systemic Advocacy Management System. State income taxes more:label_state_20income_20taxes more:taxes Low Income Taxpayer Clinics. State income taxes more:label_state_20income_20taxes more:taxes   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. State income taxes more:label_state_20income_20taxes more:taxes Some clinics can provide information about taxpayer rights and responsibilities in different languages for individuals who speak English as a second language. State income taxes more:label_state_20income_20taxes more:taxes Visit Taxpayer Advocate or see IRS Publication 4134, Low Income Taxpayer Clinic List. State income taxes more:label_state_20income_20taxes more:taxes Prev  Up  Next   Home   More Online Publications