Are There Mail Processing Delays at the IRS Due to Covid-19?

It is taking the IRS longer to process mailed documents including:

The IRS is processing all mail in the order they received it. Do not file a second tax return or call the IRS.

How Do I Check My Refund Status?

We electronically file our returns, so there is no guessing game if the IRS has your tax documents. Click Where's My Refund or get the IRS2GoApp to check the status of your refund.

How Do I Check My Amended Tax Return Status?

We can amend taxes going back three tax years. If you have submitted an amended tax return to the IRS, you can go to Where's My Amended Tax Return to check the status.

How Can I Get My Tax Transcripts From the IRS?

You can get various Form 1040-series transcript types online or by mail. Go to Get Transcripts

To register and use this service, you will need:

How Do I Set-Up a Payment Plan to Pay My Tax Bill with the IRS?

If you are a qualified taxpayer you can apply for a payment plan (including installment agreement) online to pay off your balance over time. Once you complete your online application you will receive an immediate notification of whether your payment plan has been approved from the IRS.

 


Downloads


Refunds

What You Need to Know

Expecting a refund? Some refunds must be held until the first week of March 2021.

If you claimed the Earned Income Tax Credit (EITC) or the Additional Child Tax Credit (ACTC), your refund may be delayed. You can expect to get your refund as soon as the first week of March if:

Read more about refund timing for early EITC/ACTC filers.

What You Need to Do

Changes for Child Tax Credit and the American Opportunity Education Credit

The PATH Act made the following changes for returns that claim the child tax credit or the American Opportunity credit beginning with Tax Year 2016 tax returns:

Individual Tax Identification Number (ITIN)

What You Need to Know

Processing delays are likely for filers with expired Individual Tax Identification Numbers.

ITINs that have not been used on a tax return for tax years 2017, 2018 or 2019 expired on December 31, 2020.

ITINs with middle digits 88 (For example 9NN-88-NNNN) expired on December 31, 2020.  Also, those with middle digits 90, 91, 92, 94, 95, 96, 97, 98 or 99, that were assigned before 2013 and have not already been renewed, will also have expired.

What You Need to Do

You can find additional information here.

Responsibilities for Payroll Taxes for S-Corp Filers/W2 Employers

Congratulations! You are an employer paying income to yourself or others. There are a few things you will need to make sure you are set up to avoid getting letters from the IRS. This quick reference guide should assist you with the key forms you need to file and the dates these forms should be filed.

You can also download this information as a PDF document here.

Quarterly Reports

 941 – EMPLOYER’S QUARTERLY FEDERAL TAX REPORT

The 941 form is a summary report of all the payroll taxes paid for the quarter. It will include the Total Wages, Federal Withholdings, Social Security and Medicare taxes. Use the Employer Identification Number provided by the IRS to file wages. The 941 form should be filled out and mailed to the IRS every quarter, due on April 30th, July 31st, October 31st and January 31st of the preceding year. Before the beginning of each calendar year, determine which type of deposit schedule you must use. If you reported $50,000 or less in taxes during the lookback period, you’re a monthly schedule depositor. If you reported more than $50,000 of taxes during the lookback period, you’re a semiweekly schedule depositor.

Payments can be made in several ways:

  1. Electronically through www.eftps.gov – Please note the setup takes approximately 2 weeks to establish an account.
  2. Electronically through software such as Quickbooks or other database software supported by the IRS. Please note this process might take up to a week to establish an account.
  3. Payment Voucher and mailed to the IRS.

Where to file with payment:
Internal Revenue Service
P.O. Box 37941
Hartford, CT 06176-7941

Without Payment:
Department of the Treasury
Internal Revenue Service
Ogden, UT 84201-0005

TEXAS WORKFORCE COMMISSION

An account needs to be established with the Texas Workforce Commission, even if the only employee is yourself. This report should be filed every quarter, due on April 30th, July 31st, October 31st and January 31st of the preceding year.

Establish a new TWC account:

  1. Login to www.twc.tx.us website
  2. Under the Business & Employers tab, select Register a New Unemployment Tax Account
  3. Sign-up for USER ID (This process takes about 20 minutes)

Making Payments through TWC account:

  1. Login to www.twc.tx.us website
  2. Under the Business & Employers tax, Select File & Pay Unemployment Taxes
  3. Login to File Reports, Pay Taxes & More
  4. Input wages for the quarter

Annual Reports

940 – EMPLOYER’S ANNUAL FEDERAL UNEMPLOYMENT TAX RETURN (FUTA)

The 940 form is the Employer’s Annual Federal Unemployment Tax Return. This report is due on January 31st. It will include total payments to all employees, any exemptions (fringe benefits, group-term life insurance, retirement/pension, dependent care and other).

Payments can be made in several ways:

  1. Payment Voucher and mailed to the IRS
  2. Electronically through www.eftps.gov – Please note the setup takes approximately 2 weeks to establish an account.
  3. Electronically through software such as Quickbooks or other database software supported by the IRS. Please note this process might take up to a week to establish an account.

Where to file with payment:
Internal Revenue Service
P.O. Box 37941
Hartford, CT 06176-7941

Without Payment:
Department of the Treasury
Internal Revenue Service
Ogden, UT 84201-0005

W2 FORMS

If Federal, Social Security and Medicare wages have been withheld through the year, a W2 and W3 (Transmittal of Wage and Tax Statements is required to file with the IRS. W2’s and W3’s are due to the employee as well as the IRS by January 31st. Please refer

There are several ways to file:

  1. Electronically through software purchased from Office Supply Store (Staples, Office Depot)
  2. Electronically through software such as QuickBooks or other database software supported by the IRS.
  3. Manually write W2 and mail in the red copy along with a W3.

Mail to:
Social Security Administration
Data Operations Center
Wilkes-Barre, PA 18769-0001

1099 and 1099-NEC Forms

If contract employees being paid wages $600.00 or more, but not withholding Federal, Social Security and Medicare wages, should be paid by 1099. 1099 and 1096 (Annual Summary and Transmittal of U. S. Information Returns). These forms are due to the contractor as well as the IRS by February 1.

There are several ways to file:

  1. Electronically through software purchased from Office Supply Store (Staples, Office Depot)
  2. Electronically through software such as QuickBooks® or other database software supported by the IRS.
  3. Manually write out 1099 for contract employees as well as 1096 which is the summary of all 1099’s paid to all employees.

Mail to:
Department of the Treasure
Internal Revenue Service Center
Austin, TX 73301