Filing Tax Return

IRS Test Batch

The IRS test batch is often discussed as to when they will accept the first tax returns. They accept some tax returns earlier than the announced opening date. The IRS regularly conducts testing of its systems and software to ensure that they function correctly and meet security and compliance standards. IRS procedures, technologies, and terminology … Read more

Early Tax Refund Advance

What is an refund advance? A tax refund advance is offered by some tax preparation companies and financial institutions. It is a short-term loan that allows individuals to access a portion of their anticipated tax refund before the actual refund is processed by the IRS. It’s essential to note that tax refund advances are not … Read more

1099 from Third-Party settlement organizations.

UPDATED FOR by IRS for this filing season 1/22/24 Key Points Stop worrying about it for this year. The 1099 for all payments over the $600 rule is on hold. The IRS has delayed the new rule about third-party settlement organizations such as Venmo or Paypal being required to send 1099-K for over $600. Before, … Read more

Do you have a lower tax refund this year?

Tax Law Changes Causing Lower Tax Refunds Many people are wondering why they have a lower tax refund in 2023. If you have already filed your tax return or used a tax calculator to get a glance you might be shocked that it’s a lot lower than the refund you got last year. There are … Read more

Tools to Unenroll, Add Children, Check Eligibility Child Tax Credit

Links – There are currently 3 IRS tools for advance Child Tax Credit, a 4th is coming later called CTC UP. 1. Non Filer Tool – https://www.irs.gov/…/advance-child-tax-credit-payments 2. Unenroll Tool – https://www.irs.gov/…/advance-child-tax-credit… 3. Check Eligibility Tool CTC Up – (to update children, bank account, mailing address, etc (NOT available yet.) Y’all know this is gonna … Read more

Child Tax Credit monthly payments to start soon.

I am going to try to do this without a TLDR tag. I am often told I write too much. Thanks to those that read it all normally, but this one is for my skimmers. On top of the stimulus payments coming, there is more. More money in the pipeline if you have kids. Aside … Read more

How to Get an IRS Identity Protection Pin (IP Pin)

What is an IP Pin? An identify protection pin (IP Pin) is a method used by the IRS to verify your identify. It is a 6-digit number assigned and issued by the IRS. It is different than an e-file pin which is self selected by the taxpayer. A scam that crooks like to use is filing … Read more

Filing Your Tax Return with Your Last Paystub

Tax Return With Your Last Paystub

Although employers are required to send you a W-2 by January 31st of each year, if you are expecting a refund, you may want to know if you can file your tax return with your last paystub. The answer is yes; you can do anything you want. However, you should not rely on your last … Read more

How to Replace W2 and other Tax Documents

Replace W2

Did you lose or never receive your W2? We don’t always have the greatest organizational skills, do we? Or perhaps a former employer had the wrong mailing address.  Important tax documents can be easy to misplace or maybe we just didn’t receive them when we were supposed to. We certainly don’t want to incur penalties … Read more

Rejected Tax Return Common Reasons and How to Fix

rejected tax return

Do you have a rejected tax return? First, don’t worry. If you e-filed your tax return and the IRS rejected it, you have a second chance to correct the mistakes and resubmit. In some cases, you may be able to retransmit the return electronically.  Other rejected returns may require you to file by paper and … Read more

Here are the 2018 tax refund loan products – should you borrow?

Tax Refund Loan

The Tax Refund Loan Question UPDATED DECEMBER 2017 –  Tax refund loan products are making a come back. A variety of vendors offer different perks related to your tax refund.  Many of the major tax preparation services are offering new products for 2018 tax refund loans. Automobile dealerships and furniture stores are also common places that offer … Read more

Two Most Common IRS Scams

irs scams

Identify and Avoid the Two Most Common Tax Scams Tax time is the peak season for criminals to try and steal your identity or scam you out of your tax return. IRS scams can easily run all year as criminals work to steal personal information and Social Security Numbers that will allow them to defraud … Read more

IRS Identity Theft Hotline

Are You the Victim of Tax Identity Theft? If you are the victim of IRS identity theft, it may be several months before you actually receive your refund because the IRS needs to investigate and validate your claim. That makes it very important to report tax identity theft immediately if you think you are a … Read more

When can you expect to receive your 1095A, 1095B, or 1095C

A top question we are seeing is about when Health Insurance Marketplace Statement 1095A form will be available. We decided to take a few minutes and see what information we could find regarding that form. What we found on IRS.gov is that there are actually 3 separate 1095 forms. To help make sense of the forms let me … Read more

What is the first day to file taxes?

refund schedule calendar

The first day to file taxes is in the first week of January in most cases. The IRS will begin processing and accepting returns on January 29, 2018.  Many tax preparation companies have announced dates for 2018.  Below are the dates for TurboTax, H&R Block, TaxAct and other big box tax preparation services. Updated: January … Read more

Social Security Number for your Health Insurance Company

IRS Form 1095

What You Need to Know about your Social Security Number & your Health Insurance Company There is NOT a specific IRS form that will be mailed to request your social security number for your health insurance.  The IRS has not designated a specific form to request this information. Your health insurance company may mail you a written request which discusses … Read more

Waiting for Correct 1095a

But what if you already filed your tax return with a 1095a that is wrong? Will your refund be cancelled while you are waiting for correct 1095a Form? Today, Healthcare.gov announced that as many as 800,000 taxpayers who signed up for insurance through the federal marketplace will be contacted because they filed using an incorrect form.  They … Read more

IRS Form 8960 TurboTax error

Where's My Refund uncertainity

IRS Form 8960 is becoming a hot topic for some who are trying to file their tax return with TurboTax.  Users have been reporting an error on Line 4, different types of guidance from TurboTax and— asking why do I need to use a Net Investment Income Tax form? Should I enter zeros? Or Delete the Form? What is Form 8960 and … Read more

What is the first day to file taxes in 2015?

first day to file taxes

The first day to file taxes is January 20, 2015. The IRS begins accepting and processing returns on January 20, 2015 2016 UPDATE:  First Day to File Taxes in 2016 The first day to file taxes in 2015 was January 20, 2015.  When 2014 comes to an end and we get through the holidays, taxpayers who … Read more

Exemption Certificate Number (ECN)

Exemption Certificate Number (ECN)

What is an Exemption Certificate Number (ECN)? An ECN is an Exemption Certificate Number. This is a new 2015 tax return term and requirement for some tax returns. It will likely become common lingo for tax season because the healthcare rules and IRS penalties are new this year. Do I need an ECN? An Exemption … Read more

Child Tax Credit and Earned Income Tax Credit eliminated by Congress.

do not share

Was the Child Tax Credit or Earned Income Tax Credit eliminated by Congress? The National Report reported “Congress Eliminates Child Tax Credit, Mortgage Deduction And E.I.T.C From Tax Code“. No….Congress did not eliminate Child Tax Credit, Earned Income Credit (EITC) and Mortgage Deductions!  This is yet another rumor and a bunch of NON-SENSE that is starting to … Read more

Will I qualify for the Earned Income Tax Credit (EITC)?

Earned Income Tax Credit

EITC for tax year 2014, filed on your 2015 Tax Return Will I qualify for the Earned Income Tax Credit this year?  Your income may have changed or you might have separation/divorce issues that can change circumstances. When you file your tax return in 2015 for the 2014 tax year, income limits ad tax laws may have … Read more

Earned Income Tax Credit Qualifying Child Rules

earned income rules

Qualifying Child Tests:  relationship, age, residency and joint return. Filing for the earned income tax credit is a major credit that can increase your tax refund.  It’s important to ensure you qualify before taking this credit or your refund can be delayed.  The guidelines for a qualifying child are generally easy to understand.  Divorce, separation, … Read more

TaxACT Always Free

taxACT

They say, Always Free.  If you haven’t filed, some IGMR users say TaxACT is the way to go. Free is always in my budget.  The chatter at igotmyrefund.com suggests that TaxACT has indicated a test batch of returns will be processed for potential acceptance on 1/24.  Will this week mean anything to early filers? Some … Read more

Tax Refund Loan – H&R Block Emerald Advance

tax refund loan

Go to tax refund loan products updated for 2018. Tax Refund Loans Available in November 2015 In November 2015, H&R block will begin offering their tax refund loan product called Emerald Advance which is based on the tax refund you expect to received in 2016. You may being applying for a refund loan in local … Read more

Children over 18, under 19 in college, don’t forget them on your tax return.

Can I claim my child if they are in college and over 18 might be a question some taxpayers ask?  Yes!  The irs.gov website provides the below information to help you.  Maybe this will just make a small difference so that you don’t owe the IRS this year.  Tell us your situation with dependent college students and connect with other n the same situation here.  Make a comment here and check back soon to see if others are in the same boat.  Also, you might want to try a search here to get info about college credit, specifically those that use IRS Form 8863 which have caused major delay earlier in this tax season for many taxpayer, many of whom are still waiting for their refund after the H&R and IRS glitch.

Certain Children Under Age 19 or Full-Time Students

If a child’s only income is interest and dividends (including capital gain distributions and Alaska Permanent Fund dividends), the child was under age 19 at the end of 2012 or was a full-time student under age 24 at the end of 2012, and certain other conditions are met, a parent can elect

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Why haven’t you filed your return yet if you are expecting a refund?

Why haven’t you filed your return yet if you are expecting a refund?

It’s April 15th and unless you live under a rock, you should know that this is Tax Day!  One might think that if you are expecting a refund, you would file before the April 15th deadline. But there are many reason that people who don’t owe taxes might need an extension and below is the information about extension from irs.gov website.  But if you happen to stumble upon igotmyrefund.com and owe taxes, we do  primarily serves people hunting a REFUND, but we welcome your input.  Maybe you adjusted your witholdings and ended up owing and have the question, “why do i owe taxes this year, but always got a refund in the past?”, or “what should I do to not owe at the end of the year?”  “Should I adjust my witholdings?”  “How to get a tax refund?”

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Why the wait until IRS starts processing returns?

One cause presumably is our senators and representatives not working fast enough during the fiscal cliff debacle to finalize tax laws. And the effect? Taxpayers are now awaiting the IRS to update forms, publications, instruction and of course the systems to reflect changes and start running our returns through properly. The IRS aimed for January … Read more

How early can I file my taxes online?

how to file taxes online

And when does the season begin?  It is currently Tax Year 2012.  Tax Year 2012 began on January 1, 2013 and you will file for year 2012.  Rumor has it that IRS will not issue a refund cycle chart… hmmnn, maybe because of the debacle last year?  What about the fiscal cliff?  Will that and … Read more

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