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Turbo tax free online 3. Turbo tax free online   Credit for Withholding and Estimated Tax for 2013 Table of Contents Introduction Topics - This chapter discusses: WithholdingForm W-2 Form W-2G The 1099 Series Form Not Correct Form Received After Filing Separate Returns Fiscal Years (FY) Estimated TaxSeparate Returns Divorced Taxpayers Excess Social Security or Railroad Retirement Tax WithholdingJoint returns. Turbo tax free online Worksheet for Nonrailroad Employees Worksheets for Railroad Employees Introduction When you file your 2013 income tax return, take credit for all the income tax and excess social security or railroad retirement tax withheld from your salary, wages, pensions, etc. Turbo tax free online Also take credit for the estimated tax you paid for 2013. Turbo tax free online These credits are subtracted from your total tax. Turbo tax free online Because these credits are refundable, you should file a return and claim these credits, even if you do not owe tax. Turbo tax free online If the total of your withholding and your estimated tax payments for any payment period is less than the amount you needed to pay by the due date for that period, you may be charged a penalty, even if the total of these credits is more than your tax for the year. Turbo tax free online Topics - This chapter discusses: How to take credit for withholding, How to take credit for estimated taxes you paid, and How to take credit for excess social security, Medicare, or railroad retirement tax withholding. Turbo tax free online Withholding If you had income tax withheld during 2013, you generally should be sent a statement by January 31, 2014, showing your income and the tax withheld. Turbo tax free online Depending on the source of your income, you will receive: Form W-2, Wage and Tax Statement, Form W-2G, Certain Gambling Winnings, or A form in the 1099 series. Turbo tax free online Form W-2 Your employer is required to provide or send Form W-2 to you no later than January 31, 2014. Turbo tax free online You should receive a separate Form W-2 from each employer you worked for. Turbo tax free online If you stopped working before the end of 2013, your employer could have given you your Form W-2 at any time after you stopped working. Turbo tax free online However, your employer must provide or send it to you by January 31, 2014. Turbo tax free online If you ask for the form, your employer must send it to you within 30 days after receiving your written request or within 30 days after your final wage payment, whichever is later. Turbo tax free online If you have not received your Form W-2 by January 31, contact your employer or payer to request a copy. Turbo tax free online If you still do not get the form by February 15, the IRS can help you by requesting the form from your employer. Turbo tax free online The phone number for the IRS is listed in chapter 5. Turbo tax free online You will be asked for the following information. Turbo tax free online Your name, address, city and state, zip code, and social security number. Turbo tax free online Your employer's name, address, city, state, zip code, and the employer's identification number (if known). Turbo tax free online An estimate of the wages you earned, the federal income tax withheld, and the period you worked for that employer. Turbo tax free online The estimate should be based on year-to-date information from your final pay stub or leave-and-earnings statement, if possible. Turbo tax free online Form W-2 shows your total pay and other compensation and the income tax, social security tax, and Medicare tax that was withheld during the year. Turbo tax free online Total the federal income tax withheld (shown in box 2 of all Forms W-2 received) and enter that amount on the appropriate line of your tax return. Turbo tax free online In addition, Form W-2 is used to report any taxable sick pay you received and any income tax withheld from your sick pay. Turbo tax free online Your sick pay may be combined with other wages in one Form W-2 or you may receive a separate Form W-2 for sick pay. Turbo tax free online If you file a paper tax return, attach Copy B of Form W-2 to your return. Turbo tax free online Form W-2G If you had gambling winnings in 2013, the payer may have withheld income tax. Turbo tax free online If tax was withheld, the payer will give you a Form W-2G showing the amount you won and the amount of tax withheld. Turbo tax free online Report the amounts you won on line 21 of Form 1040. Turbo tax free online Take credit for the tax withheld on line 62 of Form 1040. Turbo tax free online If you had gambling winnings, you must use Form 1040; you cannot use Form 1040A or Form 1040EZ. Turbo tax free online Gambling losses can be deducted on Schedule A (Form 1040) as a miscellaneous itemized deduction. Turbo tax free online However, you cannot deduct more than the gambling winnings you report on Form 1040. Turbo tax free online File Form W-2G with your income tax return only if it shows any federal income tax withheld in box 2. Turbo tax free online The 1099 Series Most forms in the 1099 series are not filed with your return. Turbo tax free online In general, these forms should be furnished to you by January 31, 2014. Turbo tax free online Unless instructed to file any of these forms with your return, keep them for your records. Turbo tax free online There are several different forms in this series, including: Form 1099-B, Proceeds From Broker and Barter Exchange Transactions; Form 1099-C, Cancellation of Debt; Form 1099-DIV, Dividends and Distributions; Form 1099-G, Certain Government Payments; Form 1099-INT, Interest Income; Form 1099-K, Payment Card and Third-Party Network Transactions; Form 1099-MISC, Miscellaneous Income; Form 1099-OID, Original Issue Discount; Form 1099-PATR, Taxable Distributions Received From Cooperatives; Form 1099-Q, Payments From Qualified Education Programs (Under Sections 529 and 530); Form 1099-R, Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. Turbo tax free online ; Form SSA-1099, Social Security Benefit Statement; and Form RRB-1099, Payments by the Railroad Retirement Board. Turbo tax free online If you received the types of income reported on some forms in the 1099 series, you may not be able to use Form 1040A or Form 1040EZ. Turbo tax free online See the instructions to these forms for details. Turbo tax free online Reporting your withholding. Turbo tax free online   Report on your tax return all federal income tax withholding shown on your Form 1099, Form SSA-1099, and/or Form RRB-1099. Turbo tax free online Include the amount withheld in the total on line 62 of Form 1040, line 36 of Form 1040A, or line 7 of Form 1040EZ. Turbo tax free online Form 1099-R. Turbo tax free online   Attach Form 1099-R to your paper return if federal income tax withholding is shown in box 4. Turbo tax free online Do not attach any other Form 1099. Turbo tax free online Form Not Correct If you receive a form with incorrect information, you should ask the payer for a corrected form. Turbo tax free online Call the telephone number or write to the address given for the payer on the form. Turbo tax free online The corrected Form W-2G or Form 1099 you receive will have an “X” in the “CORRECTED” box at the top of the form. Turbo tax free online A special form, Form W-2c, Corrected Wage and Tax Statement, is used to correct a Form W-2. Turbo tax free online In certain situations, you will receive two forms in place of the original incorrect form. Turbo tax free online This will happen when your taxpayer identification number is wrong or missing, your name and address are wrong, or you received the wrong type of form (for example, a Form 1099-DIV instead of a Form 1099-INT). Turbo tax free online One new form you receive will be the same incorrect form or have the same incorrect information, but all money amounts will be zero. Turbo tax free online This form will have an “X” in the “CORRECTED” box at the top of the form. Turbo tax free online The second new form should have all the correct information, prepared as though it is the original (the “CORRECTED” box will not be checked). Turbo tax free online Form Received After Filing If you file your return and you later receive a form for income that you did not include on your return, report the income and take credit for any income tax withheld by filing Form 1040X, Amended U. Turbo tax free online S. Turbo tax free online Individual Income Tax Return. Turbo tax free online Separate Returns If you are married but file a separate return, you can take credit only for the tax withheld from your own income. Turbo tax free online Do not include any amount withheld from your spouse's income. Turbo tax free online However, different rules may apply if you live in a community property state. Turbo tax free online Community property states. Turbo tax free online   The following are community property states. Turbo tax free online Arizona. Turbo tax free online California. Turbo tax free online Idaho. Turbo tax free online Louisiana. Turbo tax free online Nevada. Turbo tax free online New Mexico. Turbo tax free online Texas. Turbo tax free online Washington. Turbo tax free online Wisconsin. Turbo tax free online Generally, if you live in a community property state and file a separate return, you and your spouse each must report half of all community income in addition to your own separate income. Turbo tax free online If you are required to report half of all community income, you are entitled to take credit for half of all taxes withheld on the community income. Turbo tax free online If you were divorced during the year, each of you generally must report half the community income and can take credit for half the withholding on that community income for the period before the divorce. Turbo tax free online   For more information on these rules, and some exceptions, see Publication 555, Community Property. Turbo tax free online Fiscal Years (FY) If you file your tax return on the basis of a fiscal year (a 12-month period ending on the last day of any month except December), you must follow special rules, described below, to determine your credit for federal income tax withholding. Turbo tax free online Fiscal year withholding. Turbo tax free online    You can claim credit on your tax return only for the tax withheld during the calendar year (CY) ending within your fiscal year. Turbo tax free online You cannot claim credit for any of the tax withheld during the calendar year beginning in your fiscal year. Turbo tax free online You will be able to claim credit for that withholding on your return for your next fiscal year. Turbo tax free online   The Form W-2 or 1099 you receive for the calendar year that ends during your fiscal year will show the tax withheld and the income you received during that calendar year. Turbo tax free online   Although you take credit for all the withheld tax shown on the form, report only the part of the income shown on the form that you received during your fiscal year. Turbo tax free online Add to that the income you received during the rest of your fiscal year. Turbo tax free online Example. Turbo tax free online Miles Hanson files his return for a fiscal year ending June 30, 2013. Turbo tax free online In January 2013, he received a Form W-2 that showed that his wages for 2012 were $31,200 and that his income tax withheld was $3,380. Turbo tax free online His records show that he had received $15,000 of the wages by June 30, 2012, and $16,200 from July 1 through December 31, 2012. Turbo tax free online See Table 3-1 . Turbo tax free online On his return for the fiscal year ending June 30, 2013, Miles will report the $16,200 he was paid in July through December of 2012, plus the $18,850 he was paid during the rest of the fiscal year, January 1, 2013, through June 30, 2013. Turbo tax free online However, he takes credit for all $3,380 that was withheld during 2012. Turbo tax free online On his return for the fiscal year ending June 30, 2012, he reported the $15,000 he was paid in January through June 2012, but took no credit for the tax withheld during that time. Turbo tax free online On his return for the fiscal year ending June 30, 2014, he will take the credit for any tax withheld during 2013 but not for any tax withheld during 2014. Turbo tax free online Table 3-1. Turbo tax free online Example for Fiscal Year Ending June 30, 2013—Miles Hanson Date Form W-2 Miles' records Tax return for FY ending 6/30/20121 Tax return for FY ending 6/30/2013 Wages With- holding Wages With- holding Wages With- holding Wages With- holding CY 20122 $31,200 $3,380             1/1/2012 –  6/30/2012     $15,000 $1,600 $15,000       7/1/2012 –  12/31/2012     $16,200 $1,780     $16,200 $3,380 CY 2013 $37,700 $4,316 3             1/1/2013 –  6/30/2013     $18,850 $2,158     $18,850   7/1/2013 –  12/31/2013     $18,850 4 $2,158         1Miles' tax return for FY ending 6/30/2012 also included his wages for 7/1–12/31/2011 and the withholding shown on his 2011 Form W-2. Turbo tax free online  2Calendar year (January 1 – December 31). Turbo tax free online   3Withholding shown on 2013 Form W-2 ($4,316) will be included in Miles' tax return for FY ending 6/30/2014, the fiscal year in which calendar year 2013 ends. Turbo tax free online   4Wages for 7/1–12/31/2013 ($18,850) will be included in Miles' tax return for FY ending 6/30/2014, the fiscal year in which the wages were received. Turbo tax free online Backup withholding. Turbo tax free online   If income tax has been withheld under the backup withholding rule, take credit for it on your tax return for the fiscal year in which you received the income. Turbo tax free online Example. Turbo tax free online Emily Smith's records show that she received income in November 2013 and February 2014 from which there was backup withholding ($100 and $50, respectively). Turbo tax free online Emily takes credit for the entire $150 of backup withholding on her tax return for the fiscal year ending September 30, 2014. Turbo tax free online Estimated Tax Take credit for all your estimated tax payments for 2013 on line 63 of Form 1040 or line 37 of Form 1040A. Turbo tax free online Include any overpayment from 2012 that you had credited to your 2013 estimated tax. Turbo tax free online You must use Form 1040 or Form 1040A if you paid estimated tax. Turbo tax free online You cannot file Form 1040EZ. Turbo tax free online If you were a beneficiary of an estate or trust, you should receive a Schedule K-1 (Form 1041), Beneficiary's Share of Income, Deductions, Credits, etc. Turbo tax free online , from the fiduciary. Turbo tax free online If you have estimated taxes credited to you from the estate or trust (from Schedule K-1 (Form 1041)), you must report the estimated taxes on Schedule E (Form 1040). Turbo tax free online On the dotted line next to the entry space for line 37 of Schedule E (Form 1040), enter “ES payment claimed” and the amount. Turbo tax free online However, do not include this amount in the total on line 37. Turbo tax free online Instead, enter the amount on Form 1040, line 63. Turbo tax free online This estimated tax payment for 2013 is treated as being made by you on January 15, 2014. Turbo tax free online Name changed. Turbo tax free online   If you changed your name, and you made estimated tax payments using your former name, attach a statement to the front of your paper tax return indicating: When you made the payments, The amount of each payment, Your name when you made the payments, and The social security number under which you made the payments. Turbo tax free online  The statement should cover payments you made jointly with your spouse as well as any you made separately. Turbo tax free online   Be sure to report the change to your local Social Security Administration office before filing your 2014 tax return. Turbo tax free online This prevents delays in processing your return and issuing refunds. Turbo tax free online It also safeguards your future social security benefits. Turbo tax free online For more information, call the Social Security Administration at 1-800-772-1213. Turbo tax free online Separate Returns If you and your spouse made separate estimated tax payments for 2013 and you file separate returns, you can take credit only for your own payments. Turbo tax free online If you made joint estimated tax payments, you must decide how to divide the payments between your returns. Turbo tax free online One of you can claim all of the estimated tax paid and the other none, or you can divide it in any other way you agree on. Turbo tax free online If you cannot agree, you must divide the payments in proportion to each spouse's individual tax as shown on your separate returns for 2013. Turbo tax free online Example. Turbo tax free online James and Evelyn Brown made joint estimated tax payments for 2013 totaling $3,000. Turbo tax free online They file separate 2013 Forms 1040. Turbo tax free online James' tax is $4,000 and Evelyn's is $1,000. Turbo tax free online If they do not agree on how to divide the $3,000, they must divide it proportionately between their returns. Turbo tax free online Because James' tax ($4,000) is 80% of the total tax ($5,000), his share of the estimated tax is $2,400 (80% of $3,000). Turbo tax free online The balance, $600 (20% of $3,000), is Evelyn's share. Turbo tax free online Divorced Taxpayers If you made joint estimated tax payments for 2013 and you were divorced during the year, either you or your former spouse can claim all of the joint payments, or you each can claim part of them. Turbo tax free online If you cannot agree on how to divide the payments, you must divide them in proportion to each spouse's individual tax as shown on your separate returns for 2013. Turbo tax free online See Example earlier under Separate Returns. Turbo tax free online If you claim any of the joint payments on your tax return, enter your former spouse's social security number (SSN) in the space provided at the top of page 1 of Form 1040 or Form 1040A. Turbo tax free online If you divorced and remarried in 2013, enter your present spouse's SSN in that space. Turbo tax free online Enter your former spouse's SSN, followed by “DIV,” under Payments to the left of Form 1040, line 63, or in the blank space to the left of Form 1040A, line 37. Turbo tax free online Excess Social Security or Railroad Retirement Tax Withholding Most employers must withhold social security tax from your wages. Turbo tax free online In some cases, however, the federal government and state and local governments do not have to withhold social security tax from their employees' wages. Turbo tax free online If you work for a railroad employer, that employer must withhold tier 1 railroad retirement (RRTA) tax and tier 2 RRTA tax. Turbo tax free online Two or more employers. Turbo tax free online   If you worked for two or more employers in 2013, too much social security tax or tier 1 RRTA tax may have been withheld from your pay. Turbo tax free online You may be able to claim the excess as a credit against your income tax when you file your return. Turbo tax free online Table 3-2 shows the maximum amount that should have been withheld for any of these taxes for 2013. Turbo tax free online Figure the excess withholding on the appropriate worksheet. Turbo tax free online    Table 3-2. Turbo tax free online Maximum Social Security and RRTA Withholding for 2013 Type of tax Maximum wages subject to tax Tax rate Maximum tax to be withheld Social security $113,700 6. Turbo tax free online 2% $7,049. Turbo tax free online 40 Tier 1 RRTA $113,700 6. Turbo tax free online 2% $7,049. Turbo tax free online 40 Tier 2 RRTA $84,300 4. Turbo tax free online 4% $3,709. Turbo tax free online 20 Joint returns. Turbo tax free online   If you are filing a joint return, you and your spouse must figure any excess social security or tier 1 RRTA separately. Turbo tax free online Note. Turbo tax free online All wages are subject to Medicare tax withholding. Turbo tax free online Employer's error. Turbo tax free online   If you had only one employer and he or she withheld too much social security, Medicare, or tier 1 RRTA tax, ask the employer to refund the excess amount to you. Turbo tax free online If the employer refuses to refund the overcollection, ask for a statement indicating the amount of the overcollection to support your claim. Turbo tax free online File a claim for refund using Form 843, Claim for Refund and Request for Abatement. Turbo tax free online Worksheet for Nonrailroad Employees If you did not work for a railroad during 2013, figure the excess social security withholding on Worksheet 3-1. Turbo tax free online Note. Turbo tax free online If you worked for both a railroad employer and a nonrailroad employer, use Worksheet 3-2, to figure excess social security and tier 1 RRTA tax. Turbo tax free online Where to claim credit for excess social security withholding. Turbo tax free online   If you file Form 1040, enter the excess on line 69. Turbo tax free online   If you file Form 1040A, include the excess in the total on line 41. Turbo tax free online Write “Excess SST” and show the amount of the credit in the space to the left of the line. Turbo tax free online   You cannot claim excess social security tax withholding on Form 1040EZ. Turbo tax free online Worksheets for Railroad Employees If you worked for a railroad during 2013, figure your excess withholding on Worksheet 3-2 and 3-3, as appropriate. Turbo tax free online Where to claim credit for excess tier 1 RRTA withholding. Turbo tax free online   If you file Form 1040, enter the excess on line 69. Turbo tax free online   If you file Form 1040A, include the excess in the total on line 41. Turbo tax free online Write “Excess SST” and show the amount of the credit in the space to the left of the line. Turbo tax free online   You cannot claim excess tier 1 RRTA withholding on Form 1040EZ. Turbo tax free online How to claim refund of excess tier 2 RRTA. Turbo tax free online   To claim a refund of tier 2 tax, use Form 843. Turbo tax free online Be sure to attach a copy of all of your Forms W-2. Turbo tax free online   See Worksheet 3-3 and the Instructions for Form 843, for more details. Turbo tax free online Worksheet 3-1. Turbo tax free online Excess Social Security—Nonrailroad Employees 1. Turbo tax free online Add all social security tax withheld (but not more than  $7,049. Turbo tax free online 40 for each employer). Turbo tax free online This tax should be shown  in box 4 of your Forms W-2. Turbo tax free online Enter the total here 1. Turbo tax free online   2. Turbo tax free online Enter any uncollected social security tax on tips or group-term life insurance on Form 1040, line 60, identified by “UT” 2. Turbo tax free online   3. Turbo tax free online Add lines 1 and 2. Turbo tax free online If $7,049. Turbo tax free online 40 or less, stop here. Turbo tax free online You cannot claim the credit 3. Turbo tax free online   4. Turbo tax free online Social security limit 4. Turbo tax free online $7,049. Turbo tax free online 40 5. Turbo tax free online Excess. Turbo tax free online Subtract line 4 from line 3 5. Turbo tax free online   Worksheet 3-2. Turbo tax free online Excess Social Security and Tier 1 RRTA—Railroad Employees 1. Turbo tax free online Add all social security and tier 1 RRTA tax withheld (but not more than $7,049. Turbo tax free online 40 for each employer). Turbo tax free online Social security tax should be shown in box 4 and tier 1 RRTA should be shown  in box 14 of your Forms W-2. Turbo tax free online Enter the total here 1. Turbo tax free online   2. Turbo tax free online Enter any uncollected social security and tier 1 RRTA tax on tips or group-term life insurance on Form 1040, line 60, identified by “UT” 2. Turbo tax free online   3. Turbo tax free online Add lines 1 and 2. Turbo tax free online If $7,049. Turbo tax free online 40 or less, stop here. Turbo tax free online You cannot claim the credit 3. Turbo tax free online   4. Turbo tax free online Social security and tier 1 RRTA tax limit 4. Turbo tax free online $7,049. Turbo tax free online 40 5. Turbo tax free online Excess. Turbo tax free online Subtract line 4 from line 3 5. Turbo tax free online   Worksheet 3-3. Turbo tax free online Excess Tier 2 RRTA—Railroad Employees 1. Turbo tax free online Add all tier 2 RRTA tax withheld (but not more than $3,709. Turbo tax free online 20 for each employer). Turbo tax free online Box 14 of your Forms W-2 should show tier 2 RRTA tax. Turbo tax free online Enter the total here 1. Turbo tax free online   2. Turbo tax free online Enter any uncollected tier 2 RRTA tax on tips or group-term life insurance on Form 1040, line 60, identified by “UT” 2. Turbo tax free online   3. Turbo tax free online Add lines 1 and 2. Turbo tax free online If $3,709. Turbo tax free online 20 or less, stop here. Turbo tax free online You cannot claim the credit. Turbo tax free online 3. Turbo tax free online   4. Turbo tax free online Tier 2 RRTA tax limit 4. Turbo tax free online $3,709. Turbo tax free online 20 5. Turbo tax free online Excess. Turbo tax free online Subtract line 4 from line 3. Turbo tax free online 5. Turbo tax free online   Prev  Up  Next   Home   More Online Publications
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Understanding Your CP145 Notice

We were unable to credit the full amount you requested to the succeeding tax period.


What you need to do

  • Read and review your notice carefully. It will explain why we were unable to apply the amount you requested to the following year’s taxes. It may also suggest additional steps for you to take, depending on your situation.
  • Compare our changes to the information on your tax return.
  • You don't need to do anything if you agree with the notice.
  • Correct the copy of your tax return that you kept for your records.
  • If you disagree with the notice, contact us at the toll-free number on the top right corner of your notice (within 60 days of the notice date).
  • Adjust this year’s tax payments to avoid any possible underpayment.

You may want to


Answers to Common Questions

Q. What should I do if I disagree with the changes you made?

A. If you disagree, contact us at the toll-free number listed on the top right corner of your notice.

Q. What do I say when I call the IRS?

A. Mention that you received a CP 145 notice and you need to review your account with a customer service representative. Be sure to have a copy of your notice and your tax return before you call.

Q. What should I do if I find you misapplied a payment or haven't credited a payment that I made?

A. Contact us with your information at the toll-free number listed on your notice. Please have your documentation (such as cancelled checks, amended return, etc.) ready when you call. Our representative will discuss the issue with you and give you further instructions.

Q. What if I need to make another correction to my account?

A. You'll need to file an amended return.

Q. What if I have tried to get answers and after contacting IRS several times have not been successful?

A. Call Taxpayer Advocate at 1-877-777-4778 or for TTY/TDD 1-800-829-4059.


Tips for the next tax period

Make sure that you claim the proper amount of credit on your next tax return. You may need to adjust your estimated tax payments or your federal tax deposits.

Page Last Reviewed or Updated: 10-Feb-2014

Printable samples of this notice (PDF)

 

 

How to get help

  • Call the 1-800 number listed on the top right corner of your notice.
  • Authorize someone (e.g., accountant) to contact the IRS on your behalf using Form 2848.
  • See if you qualify for help from a Low Income Taxpayer Clinic.
     

The Turbo Tax Free Online

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