Tips for Last-Minute Filers
With the tax filing deadline close at hand, Kerry offers some tips for those still
working on their paper tax forms:
• Put all required Social Security numbers on the return
• Double-check your figures
• Sign your form
• Attach all required schedules
• Send your return or request an extension by the April filing deadline
The numbers to check most carefully on the tax return are the identification
numbers — usually Social Security numbers — for each person listed. This
includes the taxpayer, spouse, dependents and persons listed in relation to claims
for the Child Care or Earned Income Tax Credits. Missing, incorrect or illegible
Social Security Numbers can delay or reduce a tax refund.
Taxpayers should also check that they have correctly figured the refund or
balance due and have used the right figure from the tax table.
Taxpayers must sign and date their returns. Both spouses must sign a joint
return, even if only one had income. Anyone paid to prepare a return must also
sign it.
People sending a payment should make the check out to “United States
Treasury” and should enclose it with, but not attach it to, the tax return or the
Form 1040-V, Payment Voucher,” if used. The check should include the taxpayer’
s Social Security number, daytime phone number, the tax year and the type of
form filed.
By the April due date, taxpayers should either file a return or request an
extension of time to file. Remember, the extension of time to file is not an
extension of time to pay.
Forms and publications and helpful information on a variety of tax subjects are
available around the clock on IRS.gov.
With the tax filing deadline close at hand, Kerry offers some tips for those still
working on their paper tax forms:
• Put all required Social Security numbers on the return
• Double-check your figures
• Sign your form
• Attach all required schedules
• Send your return or request an extension by the April filing deadline
The numbers to check most carefully on the tax return are the identification
numbers — usually Social Security numbers — for each person listed. This
includes the taxpayer, spouse, dependents and persons listed in relation to claims
for the Child Care or Earned Income Tax Credits. Missing, incorrect or illegible
Social Security Numbers can delay or reduce a tax refund.
Taxpayers should also check that they have correctly figured the refund or
balance due and have used the right figure from the tax table.
Taxpayers must sign and date their returns. Both spouses must sign a joint
return, even if only one had income. Anyone paid to prepare a return must also
sign it.
People sending a payment should make the check out to “United States
Treasury” and should enclose it with, but not attach it to, the tax return or the
Form 1040-V, Payment Voucher,” if used. The check should include the taxpayer’
s Social Security number, daytime phone number, the tax year and the type of
form filed.
By the April due date, taxpayers should either file a return or request an
extension of time to file. Remember, the extension of time to file is not an
extension of time to pay.
Forms and publications and helpful information on a variety of tax subjects are
available around the clock on IRS.gov.
"Sat down with Kerry yesterday and my tax paperwork
(Yes with refund) will be ready for me tomorrow.
Kerry's pre-meeting checklist helped me remember items
I might have forgotten, and his prices are low."
Ray Lane (Two Hand For Hire)
(Yes with refund) will be ready for me tomorrow.
Kerry's pre-meeting checklist helped me remember items
I might have forgotten, and his prices are low."
Ray Lane (Two Hand For Hire)
Freeman Income Tax Service
"The Taxpayers ~ Tax Expert
Tax Tips
| The Only Name that F.I.T.S. on your tax return. Freeman Income Tax Servcie |
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Do I need to file a return?
To taxpayers who have faithfully filed tax returns for years, it may be
surprising to find that they may not have to file. Generally, you do not
need to file a tax return if your income is under these amounts:
Filing Status Federal Arizona resident
Under age 65 65 or older Under 65 No tax*
Single $8,950 $10,300 $5,500 $6,347
Head of Household $15,000 $16,350 $5,500 $12,894
Married filing jointly $17,900 $20,000 $11,000 $12,694
Married filing separately $0 $0 $5,500 $6,347
Widow(er) $17,900 $18,950 -- --
However... you must file a return if you had self-employment income of
$400 or more.
Or, you should file if someone else (like your parents) could claim you as
a dependent and you earned over $900 or had investment income
(interest on savings, stock dividends, etc.) of more than $300.
Also, you should file a return even if your income is under these limits if
you:
Had withholding on wages, pensions, retirement distributions or
investment accounts.
Are eligible for an earned income credit.
You may be required to file a state return even if you don't have to file a
federal one. There are other circumstances where you might be required
to file, or it might be beneficial to file, so check with an Enrolled Agent to
be sure.
*These figures include the "family tax credit." Even though there is
generally no tax up to this amount, taxpayers must still file a return if their
Arizona incomes are above the "no filing" amount.
To taxpayers who have faithfully filed tax returns for years, it may be
surprising to find that they may not have to file. Generally, you do not
need to file a tax return if your income is under these amounts:
Filing Status Federal Arizona resident
Under age 65 65 or older Under 65 No tax*
Single $8,950 $10,300 $5,500 $6,347
Head of Household $15,000 $16,350 $5,500 $12,894
Married filing jointly $17,900 $20,000 $11,000 $12,694
Married filing separately $0 $0 $5,500 $6,347
Widow(er) $17,900 $18,950 -- --
However... you must file a return if you had self-employment income of
$400 or more.
Or, you should file if someone else (like your parents) could claim you as
a dependent and you earned over $900 or had investment income
(interest on savings, stock dividends, etc.) of more than $300.
Also, you should file a return even if your income is under these limits if
you:
Had withholding on wages, pensions, retirement distributions or
investment accounts.
Are eligible for an earned income credit.
You may be required to file a state return even if you don't have to file a
federal one. There are other circumstances where you might be required
to file, or it might be beneficial to file, so check with an Enrolled Agent to
be sure.
*These figures include the "family tax credit." Even though there is
generally no tax up to this amount, taxpayers must still file a return if their
Arizona incomes are above the "no filing" amount.