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The most frequently asked tax questions, answered by our network of licensed accountants.
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How can I get a copy of my medical information file?
Asked Monday, October 23, 2000 by an anonymous userCPA Answer:
Many people don't realize a medical information file is kept on them. It is similar to your credit report that is used by lenders to consider you for a bank loan. You can request a current copy of your medical information file by writing to the Medical Information Bureau at PO Box 105, Essex Station, Boston MA 02112 or call the bureau at 781 329-4500. If you see a mistake on your report you have the right to request that it be fixed. You will have to prove that the information is incorrect.
Is there a listing available for choosing a nursing home ?
Asked Monday, October 23, 2000 by an anonymous userCPA Answer:
Visit http://www.medicare.gov/Nursing/Overview.asp to get current information from the US Government . the most current information.
What is the IRS phone number to get an EIN Employer Identification Number ?
Asked Monday, October 23, 2000 by an anonymous userCPA Answer:
You should initially apply online. Go to www.irs.gov/businesses and click on employer ID numbers. Your local IRS service center can also assist you in getting a Federal EIN. The phone number is 1-800-829-4933:
What is the Small Business Administration's web site ?
Asked Monday, October 23, 2000 by an anonymous userCPA Answer:
The address is www.sba.gov
Can I pay my Federal Income Tax by credit card ?
Asked Monday, October 23, 2000 by an anonymous userCPA Answer:
A number of electronic payment options are available to taxpayers.
Payments can be made online, by phone using a credit or debit card or through the Electronic Federal Tax Payment System. Taxpayers who e-file their returns may use the electronic funds withdrawal option for submitting an electronic payment. It’s possible, for example, to e-file in February or March but schedule the payment for withdrawal as late as April 15.Information on these options can be found on the Electronic Payment Options Home Page of IRS.gov.
Yes. To pay by credit card, debit card or EFTPS go to irs.gov/e-pay. Generally taxpayers will be able to make payments using American Express, Discover, MasterCard or Visa. Note that Convenience fees (up to 2.35%) will be added to the amount due.
How can I check on the status of my federal tax refund?
Asked Monday, October 23, 2000 by an anonymous userCPA Answer:
Go to the IRS website at www.irs.gov and click on Where's my Refund. You can call the IRS at 1-800-829-1040 or 1-800-829-4477 .
Be prepared to give the Social Security number shown on the tax return, your filing status, as well as the anticipated refund amount.
Be prepared to give the Social Security number shown on the tax return, your filing status, as well as the anticipated refund amount.
How do I contact my Taxpayer Advocate?
Asked Monday, October 23, 2000 by an anonymous userCPA Answer:
The Taxpayer Advocate Service is an independent organization within the IRS.
They help taxpayers whose problems with the IRS are causing financial difficulties; who have tried but have not been able to resolve their problems with the IRS; and those who believe an IRS system or procedure is not working as it should.
You can call your local advocate, whose number is in your phone book, or via the Internet at Taxpayer Advocate Service – at www.irs.gov/advocate or You can also call 1-877-777-4778 .
Call or write to the IRS. Keep records of all of your attempts to contact an agent. Fill out IRS Form 911 if you cannot resolve conflict or find resolution through an IRS agent. File a complaint with the Inspector General if you need to report cases of fraud or corruption by an IRS employee.
They help taxpayers whose problems with the IRS are causing financial difficulties; who have tried but have not been able to resolve their problems with the IRS; and those who believe an IRS system or procedure is not working as it should.
You can call your local advocate, whose number is in your phone book, or via the Internet at Taxpayer Advocate Service – at www.irs.gov/advocate or You can also call 1-877-777-4778 .
Call or write to the IRS. Keep records of all of your attempts to contact an agent. Fill out IRS Form 911 if you cannot resolve conflict or find resolution through an IRS agent. File a complaint with the Inspector General if you need to report cases of fraud or corruption by an IRS employee.
How do I contact the IRS ?
Asked Monday, October 23, 2000 by an anonymous userCPA Answer:
Go to a local office or Call IRS. IRS phone numbers are listed at their website at http://www.irs.gov/localcontacts/index.html.
How do I get a copy of my tax return ?
Asked Monday, October 23, 2000 by an anonymous userCPA Answer:
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.
Psychologist payments
Asked Monday, October 23, 2000 by an anonymous userCPA Answer:
Payments to psychiatrists, psychologists, medical doctors, dentists, eye doctors, chiropractors, physical or occupational therapists, acupuncturists and medical care psychoanalysts, are itemized deductions subject to your 10% / 7.5% AGI limitation on IRS Schedule A.