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Tax Forms
Various forms used by the IRS in conjunction with income taxes such as W-2, W-4, W-9, 1040, 1098, and 1099
3,047 Questions
It is possible that you would need to file a 1040 federal income tax return.
The must file an income tax return requirement for the year 2009 would be in the 2009 1040 instruction book starting on page 7 through 9 and the book is available at the IRS gov web site and using the search box for 1040 and choosing instructions.
Filing Requirements
Do You Have To File
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How do you claim medical expenses of decedent?
On the decedents final income tax return for the year of death the same as in previous years.
You may want to read IRS Pub 559 for Survivors, Executors and Administrators.
Publication 559 is designed to help those in charge of the property (estate) of an Individual who has died (decedent)? It shows them how to complete and file federal income tax returns and points out their responsibility to pay any taxes due.
A comprehensive example, using tax forms, is included near the end of this publication.
Go to the IRS gov web site and use the search box for Publication 559, Survivors, Executors, and Administrators
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Do you have to file Indiana state taxes?
This could be possible go to the state web site and find the question and answer section or use the search box WHO MUST FILE A INDIVIDUAL INCOME TAX RETURN
You must file an Indiana individual income tax return if:
- You lived in Indiana and received income greater than your exemptions, or
- You lived outside Indiana and received income from Indiana.
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You got a 1099-misc do you have to file tax return?
Yes you would be required to file a 1040 income tax return.
A self employed taxpayer would be required to file an income tax return if business operation had a net profit of 400 and pay the social security and Medicare taxes that would be due plus any income tax that may be due after adding the net profit to all other gross income on the 1040 tax form and the amounts would be subject to income tax at the marginal tax rates.
What happens if you do not file a form w-9?
Give form to the requester. Do not send to the IRS.
Penalties
Failure to furnish TIN. If you fail to furnish your correct TIN to a
requester, you are subject to a penalty of $50 for each such
failure unless your failure is due to reasonable cause and not to
willful neglect.
Go to the IRS.gov web site and use the search box for W-9 go to page 2 for more information.
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Where do you file your federal tax return?
You can find the mailing address on the last page of the instruction book for the 1040 tax form that you are using.
Go to the IRS gov web site and use the search box for 1040
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When do you choose 1 allowance on a w4?
When you need to reduce the amount of income tax that is being withheld from your gross wages.
If your income tax refunds are too large when you file your income tax return you could do this and it would reduce the expected refund next year when you file your income tax return.
To correct an error on the original filed income tax return you will have to use the 1040X Amended Individual Income tax return available by going to the IRS gov web site and using the search box for 1040X
File a separate Form 1040X for each year you are amending. Mail each form in a separate envelope. Be sure to indicate the year of the return you are amending on the front of Form 1040X.
The 1040X form now has just one column where the Correct Amount is the only figure entered, making it easier to make changes to previously filed returns. There is an area on the front of the form to explain why you are filing Form 1040X. Generally, to claim a refund, Form 1040X must be filed within 3 years from the date of your original return or within 2 years from the date you paid the tax, whichever is later. Returns filed before the due date (without regard to extensions) are considered filed on the due date.
Attach copies of any forms or schedules that are being changed as a result of the amendment including any Forms W-2 received after the original return was filed.
The correctly filled out 1040X amended individual income tax return will have to be mailed to the correct IRS address and you can find the address in the instructions for the 1040 tax form.
Normal processing time for Forms 1040X is 8 to 12 weeks from the IRS receipt date.
Please Note: Your state tax liability may be affected by a change made on your federal return. For information on how to correct your state tax return, contact your state tax agency.
What do you do if you get a form 1099 that you did not expect after the deadline for filing taxes?
To correct an error on the original filed income tax return you will have to use the 1040X Amended Individual Income tax return available by going to the IRS gov web site and using the search box for 1040X
File a separate Form 1040X for each year you are amending. Mail each form in a separate envelope. Be sure to indicate the year of the return you are amending on the front of Form 1040X.
The 1040X form now has just one column where the Correct Amount is the only figure entered, making it easier to make changes to previously filed returns. There is an area on the front of the form to explain why you are filing Form 1040X. Generally, to claim a refund, Form 1040X must be filed within 3 years from the date of your original return or within 2 years from the date you paid the tax, whichever is later. Returns filed before the due date (without regard to extensions) are considered filed on the due date.
Attach copies of any forms or schedules that are being changed as a result of the amendment including any Forms W-2 received after the original return was filed.
The correctly filled out 1040X amended individual income tax return will have to be mailed to the correct IRS address and you can find the address in the instructions for the 1040 tax form.
Normal processing time for Forms 1040X is 8 to 12 weeks from the IRS receipt date.
Please Note: Your state tax liability may be affected by a change made on your federal return. For information on how to correct your state tax return, contact your state tax agency.
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Can you claim your 17 year old as a dependent on your taxes in Massachusetts?
Yes WHEN all of the rules are met by you and your 17 year old child to qualify you to do this on your income tax return.
Do less taxes get taken out of your pay check if you claim married?
Yes that is correct when you claim married less income tax will be withheld from your gross wages. You do NOT have any taxes withheld from your net take home amount that is on your paycheck.
Can you deduct home office expenses?
This could be possible if you have any qualifying home office expenses to deduct.
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What is the address to mail the 940 form if in North Carolina with a payment?
Internal Revenue Service
P.O. Box 804521
Cincinnati, OH
45280-4521
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How do I report income from a trust?
Using the IRS tax form 1041 U.S. Income Tax Return for Estates and Trusts
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What is this Form 16?
It is certificate issued by the employer to employee stating the details of income earned and the tax deducted on his behalf and paid to the government. Every employee who is subjected to TDS is supposed to receive their Form 16 from his/her employers. As per the government regulations, there are certain deadlines by which you must receive your Form 16 but in many cases employers don't hand out the form 16's on time. Nonetheless, as long as we get the form 16 at least a month before the tax-filing deadline, we must be good.
How do you amend a 2008 tax return?
To correct an error on the original filed income tax return you will have to use the 1040X Amended Individual Income tax return available by going to the IRS gov web site and using the search box for 1040X
File a separate Form 1040X for each year you are amending. Mail each form in a separate envelope. Be sure to indicate the year of the return you are amending on the front of Form 1040X.
The 1040X form now has just one column where the Correct Amount is the only figure entered, making it easier to make changes to previously filed returns. There is an area on the front of the form to explain why you are filing Form 1040X. Generally, to claim a refund, Form 1040X must be filed within 3 years from the date of your original return or within 2 years from the date you paid the tax, whichever is later. Returns filed before the due date (without regard to extensions) are considered filed on the due date.
Attach copies of any forms or schedules that are being changed as a result of the amendment including any Forms W-2 received after the original return was filed.
The correctly filled out 1040X amended individual income tax return will have to be mailed to the correct IRS address and you can find the address in the instructions for the 1040 tax form.
Normal processing time for Forms 1040X is 8 to 12 weeks from the IRS receipt date.
Please Note: Your state tax liability may be affected by a change made on your federal return. For information on how to correct your state tax return, contact your state tax agency.
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How can you get copies of state tax withheld on your W-2?
Should be able to get a copy of the W-2 from your employer showing the amounts of income tax that were withheld.
Or maybe your state income tax department
Or maybe from the IRS.
Can you do your taxes after April 15th?
Yes you can.
Go to the IRS gov web site and go to the bottom of the page under Special Interest and choose Anyone Can Free File
Use Free File to electronically prepare and file your tax return this year.
Or click the Free File logo on right side of the page under filing and payments
You must access Free File companies through the official IRS Web site to qualify for the free service.
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What is a tax deferred plan for employees?
This a retirement plan that you can choose to have amounts withheld from your earnings and the amounts will not reported in your gross wages in box 1 of the W-2 tax form and would not be subject to income tax until in a future year once you are over the age of 55 or 59 1/2 when you would start taking distributions from your retirement plan.
The amounts will still be subject to the social security and medicare taxes for the year.
Any nonqualified distribution before the above age limits could be subject to the 10% early withdrawal penalty unless you meet one of the exceptions to the early withdrawal penalty.
Address to send Form 941
Department of the Treasury
Internal Revenue Service
Cincinnati, OH 45999-0005
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Can you file head of household if you are a 1099?
The 1009- tax information form that you have in your hand does NOT have any thing to do with any of the rules that you have to meet in order to qualify to use the HOH filing status on your 1040 income tax return.
You can find all of the rules at by going to the IRS gov web site and use the search box for Publication 17 go to Chapter 2 for Filing Status go to Chapter 3 for Personal Exemptions and Dependents
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How much can you earn before you are issued a 1099 for miscellaneous income?
At least $10 in royalties (see Box 2 on page 4) or broker payments in lieu of dividends or tax-exempt interest (see Box 8 on page 6);
- At least $600 in rents, services (including parts and materials), prizes and awards, other income payments, medical and health care payments, crop insurance proceeds, cash payments for fish (or other aquatic life) you purchase from anyone engaged in the trade or business of catching fish, or, generally, the cash paid from a notional principal contract to an individual, partnership, or estate;
- Any fishing boat proceeds; or
- Gross proceeds to an attorney. See Payments to attorneyson page 2.
The above information can be found at the IRS gov web site using the search box for INSTRUCTIONS FOR 1099-MISC
You are supposed to report all of your gross earnings from your self-employed business operation even if you do not receive the 1099_MISC for the amount of your earnings.
You have to file an income tax return for 2009 if your net earnings from self-employment were $400 or more. If your net earnings from self-employment were less than $400, you still have to file an income tax return if you meet any other filing requirement listed in the Form 1040 instructions.
How Do I File?
File your income tax return on Form 1040 and attach Schedule C or Schedule C-EZ. Enter the net profit or loss from Schedule C or Schedule C-EZ on page 1 of Form 1040. Use Schedule C to figure your net profit or loss from your business. If you operated more than one business as a sole proprietorship, you must attach a separate Schedule C for each business. You can use the simpler Schedule C-EZ if you operated only one business as a sole proprietorship, you did not have a net loss, and you meet the other requirements listed in Part I of the schedule.
Use the search box at IRS gov for Publication 334
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How do you attach statements to your IRS return?
By stapling the attachments to the back of the income tax form.
