Personal Taxes

You have three options for getting copies of your federal tax return information--tax return transcripts and tax account transcripts by phone, by mail, or online. The IRS online ordering method, Order a Transcript, is available and makes ordering simple. You may also request transcripts by calling 1-800-908-9946, or order by mail using IRS Form 4506-T. The IRS does not charge a fee for transcripts. A tax return transcript shows most line items from your tax return (Form 1040, 1040A or 1040EZ) as it was originally filed, including any accompanying forms and schedules. It does not reflect any changes you, your representative or the IRS made after the return was filed. A tax account transcript shows any later adjustments either you or the IRS made after the tax return was filed. This transcript shows basic data, including marital status, type of return filed, adjusted gross income and taxable income. If you need an exact copy of a previously filed and processed tax return and all attachments (including Form W-2), you should complete Form 4506, and mail it to the address listed in the instructions, along with a $57.00 fee for each tax period requested. The check or money order for the fee should be made payable to the "United States Treasury". Copies are generally available for returns filed in the current and past six years. Copies of jointly filed tax returns may be requested by either spouse and only one signature is required. Allow 60 calendar days to receive your copies.

If your name or social security number on your social security card is incorrect, or if you need to speak to the Social Security Administration, the phone number is 1-800-772-1213.

Use IRS Form 8822 to notify the IRS of your change of address.

If you are filing a joint tax return as a surviving spouse, you only need to file the joint tax return to claim the refund. If you are a court appointed representative, file the return and attach the certificate verifying your appointment. All other filers must file the return with IRS Form 1310. Speak to your local CPA about the filing requirements.

You may request an installment agreement on IRS Form 9465. Interest and late payment penalties will be assessed for amounts not paid by the original due date, even if the installment agreement is accepted by the IRS.

The sale of your coin collection would be a sale of a capital asset reportable on IRS Schedule D.
It would fall into the category of collectibles and be taxed at a maximum rate of 28%.
Certain newly minted silver or gold coins issued by the government qualify for the lower 20% maximum capital gains rate even though they are considered collectibles.

The sale of your stamp collection would be a capital asset reportable on IRS Schedule D. It would fall into the category of collectibles and be taxed at a maximum rate of 28%.

The sale of your antique vase would be a sale of a capital asset reportable on IRS Schedule D. It would fall into the category of collectibles and be taxed at a maximum rate of 28%.

The amount of the annual rollover gain to an SSBIC is limited to $50,000 (25,000 if filing MFS).