Telephone Assistance for the IRS
Visit Telephone Assistance | Internal Revenue Service (irs.gov) for an easy breakdown of what number you should call when dealing with your unique situation with the IRS.
Steps to Take Now to Get a Jump on Your Taxes
Tax planning is for everyone. Get ready today to file your 2022 federal income tax return. Planning ahead can help you file an accurate return and avoid processing delays that can slow your tax refund.
- Create or access your account information at IRS.gov/account
- Gather and organize your tax records
- Check your Individual Tax Identification Number (ITIN)
- Make sure you’ve withheld enough tax
- Get banked to speed tax refunds with direct deposit
More details and information available at Steps to Take Now to Get a Jump on Next Year’s Taxes | Internal Revenue Service (irs.gov)
EV Credit Info
EV Credit Information can be accessed on the IRS Website at:
IRS sets Jan. 23 as official start to 2023 tax filing season; more help available for taxpayers this year
WASHINGTON – The Internal Revenue Service today announced Monday, Jan. 23, 2023, as the beginning of the nation’s 2023 tax season when the agency will begin accepting and processing 2022 tax year returns.
More than 168 million individual tax returns are expected to be filed, with the vast majority of those coming before the April 18 tax deadline. People have three extra days to file this year due to the calendar.
With the three previous tax seasons dramatically impacted by the pandemic, the IRS has taken additional steps for 2023 to improve service for taxpayers. As part of the August passage of the Inflation Reduction Act, the IRS has hired more than 5,000 new telephone assistors and added more in-person staff to help support taxpayers.
“This filing season is the first to benefit the IRS and our nation’s tax system from multi-year funding in the Inflation Reduction Act,” said Acting IRS Commissioner Doug O’Donnell. “With these new additional resources, taxpayers and tax professionals will see improvements in many areas of the agency this year. We’ve trained thousands of new employees to answer phones and help people. While much work remains after several difficult years, we expect people to experience improvements this tax season. That’s just the start as we work to add new long-term transformation efforts that will make things even smoother in future years. We are very excited to begin to deliver what taxpayers want and our employees know we could do with this funding.”
These steps took place as the IRS worked for months to prepare for the 2023 tax season. The Jan. 23 start date for individual tax return filers allows the IRS time to perform annual updates and readiness work that are critical to ensuring IRS systems run smoothly. This is the date IRS systems officially begin accepting tax returns. Many software providers and tax professionals are already accepting tax returns; they will transmit those returns to the IRS when the agency begins accepting tax returns on Jan. 23.
The IRS urges people to have all the information they need before they file a tax return. Filing a complete and accurate tax return can avoid extensive processing and refund delays as well as avoid the possibility of needing to file an amended tax return.
In addition, the IRS encourages people to carefully review their tax situation to make sure they don’t overlook important tax credits they may be eligible for, like the Earned Income Tax Credit (EITC). The IRS has set a special day on Jan. 27 to encourage people to make sure they understand the important benefits of the EITC, a credit that can help low- and moderate-income workers and families.
April 18 tax filing deadline in 2023
The filing deadline to submit 2022 tax returns or an extension to file and pay tax owed is Tuesday, April 18, 2023, for most taxpayers. By law, Washington, D.C., holidays impact tax deadlines for everyone in the same way as federal holidays. The due date is April 18, instead of April 15, because of the weekend and the District of Columbia’s Emancipation Day holiday, which falls on Monday, April 17.
Taxpayers requesting an extension will have until Monday, Oct. 16, 2023, to file.
Tips to help people with the 2023 tax season
The IRS recommends several things for people to keep in mind for a smooth filing experience this year:
Have the right information before filing. The IRS encourages individuals to have all the information they need before filing a complete and accurate return. Organize and gather 2022 tax records including Social Security numbers, Individual Taxpayer Identification Numbers, Adoption Taxpayer Identification Numbers and this year’s Identity Protection Personal Identification Numbers valid for calendar year 2023.
Filing an accurate tax return can help taxpayers avoid delays or later IRS notices. Sometimes this means waiting to make sure individuals have accounted for all their income and the related documents. This is especially important for people who may receive one of the various Forms 1099 from banks or other payers reporting unemployment compensation, dividends, pension, annuity or retirement plan distributions.
People should also remember that most income is taxable, including unemployment income, interest received or money earned from the gig economy or digital assets. Individuals should make sure they report the correct amount on their tax return to avoid processing delays.
Visit IRS.gov first for questions. The IRS reminds people to visit IRS.gov first for common questions and also to check on the status of their refunds. IRS.gov has much of the same information that IRS phone assistors have.
The IRS anticipates making significant improvements to phone service this year for taxpayers and tax professionals as more training for new phone assistors is completed in the weeks ahead. However, the IRS emphasizes it’s important to note that call volumes remain at historically high levels. The IRS urges people to visit IRS.gov for the information they need.
“Our phone volumes remain at very high levels,” O’Donnell said. “For faster access to information, we urge people to start with IRS.gov. From there, taxpayers can quickly access the variety of free resources available to help taxpayers anytime, day or night.”
Speed refunds by filing electronically and choosing direct deposit. There are important steps people can take to help ensure their tax return and refund are processed without delays. The most important is to file electronically with direct deposit. This is still the fastest and easiest way to file and receive a refund. To avoid delays in processing, people should avoid filing paper returns wherever possible.
To speed refunds, the IRS urges people to file electronically with direct deposit information as soon as they have everything needed to file an accurate return. Individuals can use a bank account, prepaid debit card or mobile app to use direct deposit and will need to provide routing and account numbers with their return. Learn how to open an account at an FDIC-insured bank or through the National Credit Union Locator Tool.
IRS Free File available Jan. 13
IRS Free File will open Jan. 13 when participating providers will accept completed returns and hold them until they can be filed electronically with the IRS. Many commercial tax preparation software companies and tax professionals will also be accepting and preparing tax returns before Jan. 23 to submit the returns when the IRS systems open.
The IRS’s Free File program, available only at IRS.gov, allows taxpayers who made $73,000 or less in 2022 to file their taxes electronically for free using brand-name software provided by commercial tax filing companies. Free File Fillable forms, a part of this effort, is available to any income level and provides free electronic forms that people fill out and file themselves also at no cost.
Most refunds issued in less than 21 days; EITC refunds for many available starting Feb. 28
The IRS anticipates most taxpayers will receive their refund within 21 days of when they file electronically, if they choose direct deposit and there are no issues with their tax return. Taxpayers should check Where’s My Refund? on IRS.gov for their personalized refund status.
While the IRS will begin accepting returns Jan. 23, the IRS cannot issue a refund that includes the Earned Income Tax Credit or Additional Child Tax Credit (ACTC) before mid-February. This is due to the 2015 PATH Act law passed by Congress, which provides this additional time to help the IRS stop fraudulent refunds from being issued.
Where’s My Refund? should show an updated status by Feb. 18 for most early EITC/ACTC filers. The IRS expects most EITC/ACTC related refunds to be available in taxpayer bank accounts or on debit cards by Feb. 28 if taxpayers chose direct deposit and there are no other issues with their tax return.
Awaiting processing of previous tax returns? People can still file 2022 returns
Currently, the IRS has processed all paper and electronic individual tax year 2021 returns received prior to November 2022 that didn’t require error-correction or further review. The IRS continues to work on remaining tax returns in these categories. This work will not impact tax refund timing for people filing in 2023, but the IRS continues to urge people to make sure they submit an error-free tax return this tax season to avoid delays. Check the IRS Operations page for the latest information about the status of tax returns received in 2022.
IRS.gov, IRS Online Account provide free help
Taxpayers can find online tools at IRS.gov that are easy-to-use and available anytime. Millions of people use them to help file and pay taxes, find information about their accounts, determine eligibility for tax credits and get answers to tax questions.
An IRS Online Account allows individuals to log in securely to access personal tax account information including balance, payments and tax records including adjusted gross income.
There are various types of tax return preparers, including enrolled agents, certified public accountants, attorneys and some who don’t have a professional credential. Choosing a Tax Professional offers information to help people select one. The Directory of Federal Tax Return Preparers with Credentials and Select Qualifications can help taxpayers find local preparers who currently hold professional credentials recognized by the IRS or who hold an Annual Filing Season Program Record of Completion.
The Interactive Tax Assistant provides answers to many tax law questions. For example, it can help people determine if a type of income is taxable, or if they can deduct certain expenses. It also helps people find out if life event changes make them eligible for credits they didn’t qualify for in the past and provides answers for general questions, such as determining filing status, if someone can claim dependents or if they have to file a tax return.
Where’s My Refund? offers taxpayers the ability to check the status of their refund within 24 hours after the IRS accepts their e-filed tax return. The Where’s My Refund? tool updates once every 24 hours, usually overnight.
MilTax is a free tax resource available for the military community, offered through the Department of Defense. It includes tax preparation and electronic filing software, personalized support from tax consultants and current information about filing taxes. It’s designed to address the realities of military life – including deployments, combat and training pay, housing and rentals and multi-state filings. Eligible taxpayers can use MilTax to electronically file a federal tax return and up to three state returns for free.
Key filing season dates
There are several important dates taxpayers should keep in mind for this year’s filing season:
- Jan. 13: IRS Free File opens
- Jan. 17: Due date for tax year 2022 fourth quarter estimated tax payment.
- Jan. 23: IRS begins 2023 tax season and starts accepting and processing individual 2022 tax returns.
- 27:Earned Income Tax Credit Awareness Day to raise awareness of valuable tax credits available to many people – including the option to use prior-year income to qualify.
- April 18: National due date to file a 2022 tax return or request an extension and pay tax owed due to the Emancipation Day holiday in Washington, D.C.
- Oct. 16: Due date to file for those requesting an extension on their 2022 tax returns.
Before filing: Plan ahead
It’s never too early to get ready for the tax-filing season. For more tips and resources, check out the Get Ready page on IRS.gov.
Frequently asked questions about Form 1099-K
1099K Reporting Information
FAQ’s can be answered on this IRS website.
Preparing for Your 2022 Income Tax Return
Thank you all so much for a successful tax season last year. Each year brings new growth and
possibilities. This is another exciting year and we look forward to seeing you.
The 2022 tax year has fewer changes than any year since the Tax Cuts and Jobs Act of 2018. The
Covid legislation (CARES and SECURE acts) has enacted many items we must account for when preparing
a 2022 income tax return. These items will include the stimulus payments. The Affordable Care Act
Individual Mandate is NOT in effect. Beginning with 2019 tax, the penalty is removed. Those who purchase
from the exchange will receive form 1095-A.
IF YOU PURCHASED HEALTH INSURANCE FROM THE MARKETPLACE, WE MUST HAVE YOUR
1095-A OR WE CANNOT FINISH YOUR RETURN.
The word from IRS is tax filing will begin on January 23, 2023. We sure hope so…We believe with
all the changes this year, significant delays in processing are bound to happen. In addition……IRS is
conducting extensive identity theft checks this year. We believe this will result in further delays in
processing. If you’ve received an Identity PIN from IRS, be sure to bring it with you.
We (AMR) have many additional compliance requirements and may need to make additional copies
of your records. We will need to make a copy of your ID. Be sure to bring a copy of your spouse’s ID if
they are not coming to the appointment. If you have a new child for 2022, please bring a copy of the birth
certificate and SS card. Please help us by taking the time to fill out a worksheet.
We have online booking available through our website. For those we served last year, you are already
registered. You can log in using your last name as the user name and your house number as the password
or you may use the user name and password you have created. When you book online you will receive a
confirmation e-mail and a reminder the day before your appointment. Please refer your friends to our
web site: www.amrtax.com.
AMR Tax Services, Inc. is an Authorized E File Provider and we are REQUIRED to E-File all our
returns. Please be sure to verify the names and social security numbers on your return. The IRS verifies
these on all returns. If these items are wrong, there could be a delay in the amount of time it takes you
to receive your refund. EARNED INCOME CREDIT, CHILD TAX CREDIT, AND COLLEGE CREDITS RECIPIENTS
SHOULD BE AWARE THE IRS IS EXPANDING THE VERIFICATION CHECKS. THIS COULD RESULT IN A DELAY
IN PROCESSING ANY REFUND EXPECTED. If you owe any amounts to the IRS or Oklahoma Tax Commission,
you have until April 17, 2023 to pay even though your return has already been filed.
If You Received Advanced Child Tax Credit Payments
If you received any Advance Child Tax Credit payments, we need to know how much you were paid. Click here to access the IRS website and retrieve your records.