Contact the Treasury Inspector General for Tax Administration to report a phone scam. Use their “IRS Impersonation Scam Reporting” web page. You can also call 800-366-4484.
In the recent months I’ve received several inquiries regarding the IRS ‘calling’ and threatening taxpayers.
These calls are not restricted to any specific type of taxpayer.
You will typically receive something in writing via postal mail (there are some exceptions). If you do owe the IRS be sure to contact them directly, ignoring a notice will not make them go away. See our blog on options for paying the IRS.
Their main number is 1.800.829.1040.
The IRS is aware of the increased scam calls. Select here to go directly to IRS.gov to learn more.
Congress authorized a new program which allows private debt collectors to collect outstanding past due ‘inactive’ account balances.
Select here to learn more about taxes collected by the private debt collection agencies.
If you or someone you know needs representation……you may contact our office at 508.203.1676.
Did your spouse underreport or exclude income from a return and you are now under review? Is the assessed liability due to your spouse’s income or lack of withholding?
You may be eligible for innocent spouse relief, separation of liability or equitable relief of tax, interest and penalties related to your federal tax liability.
There are conditions that must be met to qualify for any of the options. Several factors are considered to determine if it is unfair to hold you responsible for the full understatement or underpayment of tax.
Does your spouse owe a past due such as child support, federal or state tax or federal non-tax obligation? Worried about your income tax refund being applied to that obligation?
If you are not required to pay some of your spouse’s past due amounts, you may be eligible for relief. The non-obligated spouse may submit an injured spouse claim and allocation request.
Why would I file a return with my spouse and submit one of the above relief requests, instead of filing separately?
- Many credits available are disallowed when you file a separate return. Electing ‘married filing separately’ status will result in loss of credit for dependent care, earned income credit and the education credit and deductions. Certain other credits are reduced to half.
Why would I file a return with my spouse and submit one of the above relief requests, instead of filing as head of household?
- To be eligible for head of household status, you must be unmarried or ‘considered unmarried’ on the last day of the year. You may contact our office to determine if you are considered unmarried.
- If you are married and not considered unmarried, you CAN NOT elect Head of Household filing status.
Publication 971 provides additional information and helpful charts at the end of the publication.
If you would like to file or determine eligibility of relief, you may contact our office at 508.203.1676.
Shanikwa Davis, EA, MST
Principal Owner @ S. Davis Tax Consultants
Can I set up a payment arrangement? How do I pay my entire balance due? What if I do not have the money right now?
There are many options available to settle your balance with the IRS. Ignoring a balance due or letters from the IRS regarding payment will not make them go away. Not making arrangements to satisfy balance due may result in your account going into collections, resulting in levy or liens of your assets, your wages or your bank accounts.
Select here to see various payment options.
If you find you are unable to pay your entire balance in one payment, you may be eligible for a monthly payment arrangement. You must apply and pay a processing fee when requesting an ‘installment agreement’. Fees vary depending on installment options. Select here to apply.
What if I need to revise my previous agreement?
Occasionally, you may find it difficult to maintain your installment agreement and need to seek other payment alternatives. Select here to review options available.
If you are experiencing a financial hardship and unable to pay the IRS, a hold on your account may be an option. Select here, for options of how to place your account in a ‘currently not collectible’ status until your financial circumstances improve.