Notify the IRS if you have a change of address and notify the Social Security Administration of a legal name change.
Gather all your tax records and remember, most income is taxable:
Families who received advance payments will need to compare the advance child tax credit payments that they received in 2021 with the amount of the child tax credit that they can properly claim on their 2021 tax return.
Individuals who didn't qualify for the third economic impact payment or did not receive the full amount may be eligible for the recovery rebate credit based on their 2021 tax information. They'll need to file a 2021 tax return, even if they don't usually file, to claim the credit.
Individuals will need the amount of their third economic impact payment and any plus-up payments received to calculate their correct 2021 recovery rebate credit amount when they file their tax return.
In early 2022, the IRS will send Letter 6475 that contains the total amount of the third economic impact payment and any plus-up payments received. People should keep this and any other IRS letters about their stimulus payments with other tax records. Individuals can also create or log in to IRS.gov online account to securely access their economic impact payment amounts.
If you use an online application to do your taxes, you can now log in with your username, password and a third personal item like a phone number. Using all 3 will keep your identity and data safer.
Tax-related identity theft occurs when someone uses your stolen personal information, including your Social Security number, to file a tax return claiming a fraudulent refund.
If you suspect you are a victim of identity theft, continue to pay your taxes and file your tax return, even if you must file a paper return.
You may not know you're a victim of identity theft until you're notified by the IRS of a possible issue with your return.
Be alert to possible tax-related identity theft if:
There are steps you can take if your Social Security number or other personal information is compromised.
Use tab to go to the next focusable element
If your Social Security number is compromised and you know or suspect you are a victim of tax-related identity theft, the IRS recommends these actions:
If you e-file your tax return and get a message telling you that a dependent on your return has been claimed on another tax return or their own, or if you receive an IRS Notice CP87A , you'll need to find out why someone else claimed your dependent. Learn more at What to Do When Someone Fraudulently Claims Your Dependent.
The IRS will never:
•IRS.gov is the official IRS website where you can find answers to your questions and resolve tax issues online.
•Those who earn around $55,000 or less may qualify for free tax help at a VITA or TCE site.
•IRS Free File has free online options for taxpayers to prepare and e-file their tax returns.
•The IRS is looking for volunteers for the Volunteer Income Tax Assistance (VITA) and Tax Counseling for the Elderly (TCE) Programs to provide free tax preparation services to their neighbors in 2019.
•Use the Let Us Help You page where you can get help answering most tax questions, get a copy of your tax record and make a payment among other services.
•You can also call (844) 545-5640 to make an appointment at one of our Taxpayer Assistance Centers if you need face-to-face help.
•The IRS Services Guide also links you to these and other IRS services.
•Go to the VITA or TCE page to learn more, then click on the VITA/TCE Locator tool beginning in mid-January to find a site near you that can help you prepare and e-file your return for free, if you qualify.
•Go to the IRS Tax Volunteer page to learn more and sign up to become a VITA or TCE tax volunteer.
WASHINGTON --The IRS reminds taxpayers to keep a copy of their past tax returns and supporting documents for at least three years. Certain key information from their prior year return may be required to file in 2019.
This is the fifth in a series of reminders to help taxpayers Get Ready for the upcoming tax filing season. The IRS has recently updated its Get Ready page with steps to take now for the 2019 tax filing season.
Keeping copies of prior year tax returns saves time. Often previous tax information is needed to file a current year tax return or to answer questions from the Internal Revenue Service. Taxpayers claiming certain securities or debt losses should keep their tax returns and documents for at least seven years.
Taxpayers using tax filing software for the first time may need their adjusted gross income (AGI) amount from their prior year's tax return to verify their identity. Learn more at Validating Your Electronically Filed Tax Return. Those who need a copy of their tax return should first check with their software provider or tax preparer. Taxpayers can also obtain a free tax transcript from the IRS, or for a fee, order a copy of their tax return.
A tax transcript can be ordered from the IRS. It summarizes tax return information and includes AGI. Tax transcripts are free and available for the most current tax year after the IRS has processed the tax return. Tax transcripts are available for the past three tax years.
Plan ahead. Delivery times for online and phone orders typically take five to 10 days from the time the IRS receives the request. Taxpayers who order by mail should allow 30 days to receive transcripts and 75 days for tax returns.
There are three ways for taxpayers to order a transcript: