Instructions for Form 1040-EZ
taxmap/instr/i1040ez-039.htm#TXMP74bdda14 | If you live outside the United States, see Pub.
54 to find out how to get tax help. |
 | Internet(p26)
You can access IRS.gov 24 hours a day, 7 days a week. |
taxmap/instr/i1040ez-039.htm#TXMP66d70910Go to IRS.gov to obtain information on:
- Free File—Use free tax software to prepare and
e-file your tax return at
www.irs.gov/freefile.
- Interactive Tax Assistant—Provides answers to tax law questions using a probe and response
process.
- Online Services—Conduct business with the IRS electronically.
- Taxpayer Advocate Service—Helps taxpayers resolve problems with the IRS.
- Where's My Refund—Your refund status anytime from
anywhere. - Free Tax Return Preparation— Locate the site nearest you.
- Recent Tax Changes
- Tax Information for Innocent Spouses
- Disaster Tax Relief
- Identity Theft and Your Tax Records
- Online Payment Agreement (OPA) Application
- Applying for Offers in Compromise
taxmap/instr/i1040ez-039.htm#TXMP2e1d958cClick on
Forms & Pubs
or go to
www.irs.gov/formspubs to:
- View or download current and previous year tax forms and publications.
- Order current year tax forms and publications online.
taxmap/instr/i1040ez-039.htm#TXMP3a6f6dbaTo order tax forms and publications delivered by mail, go to
www.irs.gov/formspubs.
- For current year tax forms and publications, click on
Forms and publications by U.S. mail.
- For tax forms and publications on a DVD, click on
Tax products DVD (Pub. 1796).
 | Phone(p26)
If you cannot find the answer to your questions in these instructions or online, please call us for assistance. See
Calling Us next. |
taxmap/instr/i1040ez-039.htm#TXMP14195218There is live and recorded tax help available. You will not be charged for the call unless your phone company charges you for toll-free calls. Live tax help is available Monday through Friday from 7:00 a.m. to 10:00 p.m. local time. Assistance provided to callers from Alaska and Hawaii will be based on the hours of operation in the Pacific time zone. Recorded tax help is available
anytime.
 | If you want to check the status of your 2011 refund, see Refund Information
on the next page. |
taxmap/instr/i1040ez-039.htm#TXMP1b948d8ctaxmap/instr/i1040ez-039.htm#TXMP0c3a06ddCall
1-800-829-1040 (TTY/TDD 1-800-829-4059).
Our menu allows you to speak your responses or use your keypad to select a menu
option. Follow the voice prompts.
taxmap/instr/i1040ez-039.htm#TXMP35e545bcWe care about the quality of the service provided to you, our customer. You can help us provide accurate, complete answers to your questions by having the following information available.
- The tax form, schedule, or notice to which your question relates.
- The facts about your particular situation.
- The name of any IRS publication or other source of information that you used to look for the
answer.
To maintain your account security, you may be asked for the following information: (a) your social security number, date of birth, or personal identification number (PIN) if you have one, and (b) the amount of refund shown on your tax return, your filing status, the
Caller ID Number
shown at the top of any notice you received, the numbers in your street address,
or your ZIP code.
If you are asking for an installment agreement to pay your tax, you will be asked for the highest amount you can pay each month and the date on which you can pay
it.
taxmap/instr/i1040ez-039.htm#TXMP5027262cWe use several methods to evaluate our telephone service. For quality assurance purposes only, we may record telephone calls. A random sample of recorded calls is selected for review. We may also listen to live calls in progress. Finally, we randomly select customers for participation in a customer satisfaction
survey.
taxmap/instr/i1040ez-039.htm#TXMP003b3e13If you do not fully understand the answer you receive, or you feel our representative may not fully understand your question, our representative needs to know this. He or she will be happy to take additional time to be sure your question is answered
fully.
By law, you are responsible for paying your share of federal income tax. If we should make an error in answering your question, you are still responsible for the payment of the correct tax. Should this occur, however, you will not be charged any
penalty.
taxmap/instr/i1040ez-039.htm#TXMP6eac0847Call 1-800-TAX-FORM (1-800-829-3676). Receive your order within 10 working
days.
taxmap/instr/i1040ez-039.htm#TXMP7374a762Call 1-877-777-4778.
taxmap/instr/i1040ez-039.htm#TXMP48b29a11taxmap/instr/i1040ez-039.htm#TXMP5b5dd9d1You should get an answer in about 30 days. For the mailing address, call us at 1-800-829-1040 (TTY/TDD 1-800-829-4059). Do not send questions with your
return.
taxmap/instr/i1040ez-039.htm#TXMP5cbdfcf3You can find answers to many of your tax questions online. Visit
www.irs.gov/individuals. Here are some of the methods you may want to try.
- Frequently asked questions. This section contains an extensive list of questions and answers. You can select your question by category or
keyword.
- Tax trails. This is an interactive section which asks questions you can answer by selecting
Yes
or
No.
- Main index of tax topics. This is an online version of the TeleTax topics listed in Section 6,
later.
- Interactive tax assistance (ITA) provides answers to a limited number of tax law questions using a probe and response
process.
taxmap/instr/i1040ez-039.htm#TXMP15a9ae8fIf you need assistance preparing your return, visit the nearest Volunteer Income Tax Assistance (VITA) or Tax Counseling for the Elderly (TCE) site in your community. There are over 12,000 sites nationwide and each site is staffed by volunteers who are trained and certified to prepare federal income tax returns. VITA sites are also available at international and domestic military
installations.
Volunteers in this program must adhere to strict quality and ethical standards and pass a certification test each year. VITA volunteers assist low to moderate income (generally under $50,000 in adjusted gross income) taxpayers and TCE volunteers assist elderly taxpayers (age 60 and
older).
taxmap/instr/i1040ez-039.htm#TXMP6e1a7dc7Free electronic filing is offered and volunteers will help you claim the earned income credit, child tax credit, credit for the elderly, and other credits and deductions you can
take.
taxmap/instr/i1040ez-039.htm#TXMP27f9891fThese are some of the items to bring to the VITA/TCE site to have your tax return prepared.
- Proof of identification.
- Social security cards for you, your spouse and dependents and/or a social security number verification letter issued by the Social Security
Administration.
- Individual taxpayer identification number (ITIN) assignment letter for you, your spouse and
dependents.
- Proof of foreign status, if applying for an ITIN.
- Birth dates for you, your spouse, and any dependents.
- Form(s) W-2, W-2G, 1099-INT, 1099-DIV, and 1099-R.
- A copy of your 2010 federal and state returns, if available.
- A blank check or anything that shows your bank routing and account numbers for direct
deposit.
- Total paid to daycare provider and the daycare provider's tax identification number (the provider's social security number or the provider's business employer identification
number).
- To file taxes electronically on a joint return, both spouses must be present to sign the required
forms.
taxmap/instr/i1040ez-039.htm#TXMP168ff894For more information on these programs and a location in your community, go to IRS.gov and enter keyword
VITA
in the search box. You may also contact us at 1-800-829-1040. To locate the
nearest AARP Tax-Aide site, visit AARP’s website at
www.aarp.org/money/taxaide or call 1-888-227-7669.
taxmap/instr/i1040ez-039.htm#TXMP09c3171cYou can get face-to-face help solving tax problems every business day in our Taxpayer Assistance Centers. An employee can explain our letters, request adjustments to your account, or help you set up a payment plan. Call your local Taxpayer Assistance Center for an appointment. To find the number, go to
www.irs.gov/localcontacts or look in the phone book under
United States Government, Internal Revenue Service.
taxmap/instr/i1040ez-039.htm#TXMP71e76183The IRS Video portal
www.IRSvideos.gov
contains video and audio presentations on topics of interest to small
businesses, individuals, and tax professionals. You will find video clips of tax
topics, archived versions of live panel discussions and Webinars, and audio
archives of tax practitioner phone forums.
taxmap/instr/i1040ez-039.htm#TXMP3b4c3a0aThe TTY/TDD number for telephone help is 1-800-829-4059. Braille materials are available at libraries that have special services for people with
disabilities.
taxmap/instr/i1040ez-039.htm#TXMP5a9515b6To better serve taxpayers whose native language is not English, we have tax products and services in various
languages.
For Spanish speaking taxpayers, we have:
We also offer a Basic Tax Responsibilities CD/DVD in the following languages.
- Spanish.
- Chinese.
- Vietnamese.
- Korean.
- Russian.
To get a copy of this CD/DVD, call the National Distribution Center at 1-800-829-3676 and ask for Pub. 4580 in your
language.
 | The IRS Taxpayer Assistance Centers provide over-the-phone interpreter assistance in more than 170 different languages. To find the number, see Everyday tax solutions
above. |
 | Walk-In(p27)
You can pick up some of the most requested forms, instructions, and publications at many IRS offices, post offices, and libraries. Also, some grocery stores, copy centers, city and county government offices, and credit unions have reproducible tax forms, instructions, and publications available to photocopy or print from a
DVD. |
 | Mail(p27)
Order tax forms, instructions, and publications from:
Internal Revenue Service 1201 N. Mitsubishi Motorway Bloomington, IL 61705-6613
|
Receive your order within 10 working days after your request is
received.
 | DVD(p27)
Buy IRS Pub. 1796, IRS Tax Products DVD, from National Technical Information Service (NTIS) at
www.irs.gov/cdorders
for $30 (no handling fee) or call 1-877-233-6767 toll-free to buy the DVD for
$30 (plus a $6 handling fee). Price and handling fee are subject to change. The
first release will ship early January 2012 and the final release will ship early
March 2012. |