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IRS.gov Website
Publication 544
taxmap/pubs/p544-020.htm#en_us_publink1000257450

Chapter 5
How To Get Tax Help(p38)

You can get help with unresolved tax issues, order free publications and forms, ask tax questions, and get information from the IRS in several ways. By selecting the method that is best for you, you will have quick and easy access to tax help.
taxmap/pubs/p544-020.htm#en_us_publink1000269441

Taxpayer Advocate Service.(p38)

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The Taxpayer Advocate Service (TAS) is your voice at the IRS. Our job is to ensure that every taxpayer is treated fairly, and that you know and understand your rights. We offer free help to guide you through the often-confusing process of resolving tax problems that you haven’t been able to solve on your own. Remember, the worst thing you can do is nothing at all.
TAS can help if you can’t resolve your problem with the IRS and:
If you qualify for our help, we’ll do everything we can to get your problem resolved. You will be assigned to one advocate who will be with you at every turn. We have offices in every state, the District of Columbia, and Puerto Rico. Although TAS is independent within the IRS, our advocates know how to work with the IRS to get your problems resolved. And our services are always free.
As a taxpayer, you have rights that the IRS must abide by in its dealings with you. Our tax toolkit at www.TaxpayerAdvocate.irs.gov can help you understand these rights.
If you think TAS might be able to help you, call your local advocate, whose number is in your phone book and on our website at www.irs.gov/advocate. You can also call our toll-free number at 1-877-777-4778 or TTY/TDD 1-800-829-4059.
TAS also handles large-scale or systemic problems that affect many taxpayers. If you know of one of these broad issues, please report it to us through our Systemic Advocacy Management System at www.irs.gov/advocate.
taxmap/pubs/p544-020.htm#en_us_publink1000269442
Low Income Taxpayer Clinics (LITCs).(p38)
Low Income Taxpayer Clinics (LITCs) are independent from the IRS. Some clinics serve individuals whose income is below a certain level and who need to resolve a tax problem. These clinics provide professional representation before the IRS or in court on audits, appeals, tax collection disputes, and other issues for free or for a small fee. Some clinics can provide information about taxpayer rights and responsibilities in many different languages for individuals who speak English as a second language. For more information and to find a clinic near you, see the LITC page on www.irs.gov/advocate or IRS Publication 4134, Low Income Taxpayer Clinic List. This publication is also available by calling 1-800-829-3676 or at your local IRS office.
taxmap/pubs/p544-020.htm#en_us_publink1000269451

Free tax services.(p38)

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Publication 910, IRS Guide to Free Tax Services, is your guide to IRS services and resources. Learn about free tax information from the IRS, including publications, services, and education and assistance programs. The publication also has an index of over 100 TeleTax topics (recorded tax information) you can listen to on the telephone. The majority of the information and services listed in this publication are available to you free of charge. If there is a fee associated with a resource or service, it is listed in the publication.
Accessible versions of IRS published products are available on request in a variety of alternative formats for people with disabilities.
taxmap/pubs/p544-020.htm#en_us_publink1000269448

Free help with your return.(p38)

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Free help in preparing your return is available nationwide from IRS-certified volunteers. The Volunteer Income Tax Assistance (VITA) program is designed to help low-moderate income taxpayers and the Tax Counseling for the Elderly (TCE) program is designed to assist taxpayers age 60 and older with their tax returns. Most VITA and TCE sites offer free electronic filing and all volunteers will let you know about credits and deductions you may be entitled to claim. To find the nearest VITA or TCE site, visit IRS.gov or call 1-800-906-9887 or 1-800-829-1040.
As part of the TCE program, AARP offers the Tax-Aide counseling program. To find the nearest AARP Tax-Aide site, call 1-888-227-7669 or visit AARP's website at
www.aarp.org/money/taxaide.
For more information on these programs, go to IRS.gov and enter keyword "VITA" in the upper right-hand corner.
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Internet. You can access the IRS website at IRS.gov 24 hours a day, 7 days a week to:
  • E-file your return. Find out about commercial tax preparation and e-file services available free to eligible taxpayers.
  • Check the status of your 2011 refund. Go to IRS.gov and click on Where's My Refund. Wait at least 72 hours after the IRS acknowledges receipt of your e-filed return, or 3 to 4 weeks after mailing a paper return. If you filed Form 8379 with your return, wait 14 weeks (11 weeks if you filed electronically). Have your 2011 tax return available so you can provide your social security number, your filing status, and the exact whole dollar amount of your refund.
  • Download forms, including talking tax forms, instructions, and publications.
  • Order IRS products online.
  • Research your tax questions online.
  • Search publications online by topic or keyword.
  • Use the online Internal Revenue Code, regulations, or other official guidance.
  • View Internal Revenue Bulletins (IRBs) published in the last few years.
  • Figure your withholding allowances using the withholding calculator online at www.irs.gov/individuals.
  • Determine if Form 6251 must be filed by using our Alternative Minimum Tax (AMT) Assistant.
  • Sign up to receive local and national tax news by email.
  • Get information on starting and operating a small business.
Phone
Phone. Many services are available by phone.
  • Ordering forms, instructions, and publications. Call 1-800-TAX -FORM (1-800-829-3676) to order current-year forms, instructions, and publications, and prior-year forms and instructions. You should receive your order within 10 days.
  • Asking tax questions. Call the IRS with your tax questions at 1-800-829-1040.
  • Solving problems. You can get face-to-face help solving tax problems every business day in IRS Taxpayer Assistance Centers. An employee can explain IRS 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.
  • TTY/TDD equipment. If you have access to TTY/TDD equipment, call 1-800-829-4059 to ask tax questions or to order forms and publications.
  • TeleTax topics. Call 1-800-829-4477 to listen to pre-recorded messages covering various tax topics.
  • Refund information. To check the status of your 2011 refund, call 1-800-829-1954 or 1-800-829-4477 (automated refund information 24 hours a day, 7 days a week). Wait at least 72 hours after the IRS acknowledges receipt of your e-filed return, or 3 to 4 weeks after mailing a paper return. If you filed Form 8379 with your return, wait 14 weeks (11 weeks if you filed electronically). Have your 2011 tax return available so you can provide your social security number, your filing status, and the exact whole dollar amount of your refund. If you check the status of your refund and are not given the date it will be issued, please wait until the next week before checking back.
  • Other refund information. To check the status of a prior-year refund or amended return refund, call 1-800-829-1040.
 ____ 
Evaluating the quality of our telephone services. To ensure IRS representatives give accurate, courteous, and professional answers, we use several methods to evaluate the quality of our telephone services. One method is for a second IRS representative to listen in on or record random telephone calls. Another is to ask some callers to complete a short survey at the end of the call.
Walk In
Walk-in. Many products and services are available on a walk-in basis.
  • Products. You can walk in to many post offices, libraries, and IRS offices to pick up certain forms, instructions, and publications. Some IRS offices, libraries, grocery stores, copy centers, city and county government offices, credit unions, and office supply stores have a collection of products available to print from a CD or photocopy from reproducible proofs. Also, some IRS offices and libraries have the Internal Revenue Code, regulations, Internal Revenue Bulletins, and Cumulative Bulletins available for research purposes.
  • Services. You can walk in to your local Taxpayer Assistance Center every business day for personal, face-to-face tax help. An employee can explain IRS letters, request adjustments to your tax account, or help you set up a payment plan. If you need to resolve a tax problem, have questions about how the tax law applies to your individual tax return, or you are more comfortable talking with someone in person, visit your local Taxpayer Assistance Center where you can spread out your records and talk with an IRS representative face-to-face. No appointment is necessary—just walk in. If you prefer, you can call your local Center and leave a message requesting an appointment to resolve a tax account issue. A representative will call you back within 2 business days to schedule an in-person appointment at your convenience. If you have an ongoing, complex tax account problem or a special need, such as a disability, an appointment can be requested. All other issues will be handled without an appointment. To find the number of your local office, go to
    www.irs.gov/localcontacts or look in the phone book under United States Government, Internal Revenue Service.
Due date
Mail. You can send your order for forms, instructions, and publications to the address below. You should receive a response within 10 days after your request is received.


Internal Revenue Service
1201 N. Mitsubishi Motorway
Bloomington, IL 61705-6613


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DVD for tax products. You can order Publication 1796, IRS Tax Products DVD, and obtain:
  • Current-year forms, instructions, and publications.
  • Prior-year forms, instructions, and publications.
  • Tax Map: an electronic research tool and finding aid.
  • Tax law frequently asked questions.
  • Tax Topics from the IRS telephone response system.
  • Internal Revenue Code—Title 26 of the U.S. Code.
  • Links to other Internet based Tax Research Materials.
  • Fill-in, print, and save features for most tax forms.
  • Internal Revenue Bulletins.
  • Toll-free and email technical support.
  • Two releases during the year.
    – The first release will ship the beginning of January 2012.
    – The final release will ship the beginning of March 2012.
Purchase the 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).
taxmap/pubs/p544-020.htm#w11049l02
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Tax Publications for Business Taxpayers See How To Get Tax Help for a variety of ways to get publications, including by computer, phone, and mail.

General Guides
1Your Rights as a Taxpayer
17Your Federal Income Tax (For Individuals)
334Tax Guide for Small Business (For Individuals Who Use Schedule C or C-EZ)
509Tax Calendars
910IRS Guide to Free Tax Services
Employer's Guides
15(Circular E), Employer's Tax Guide
15-AEmployer's Supplemental Tax Guide
15-BEmployer's Tax Guide to Fringe Benefits
51(Circular A), Agricultural Employer's Tax Guide
80(Circular SS), Federal Tax Guide For Employers in the U.S. Virgin Islands, Guam, American Samoa, and the Commonwealth of the Northern Mariana Islands
926Household Employer's Tax Guide
Specialized Publications
225Farmer's Tax Guide
463Travel, Entertainment, Gift, and Car Expenses
505Tax Withholding and Estimated Tax
510Excise Taxes (Including Fuel Tax Credits and Refunds)
515Withholding of Tax on Nonresident Aliens and Foreign Entities
517Social Security and Other Information for Members of the Clergy and Religious Workers
527Residential Rental Property
534Depreciating Property Placed in Service Before 1987
535Business Expenses
536Net Operating Losses (NOLs) for Individuals, Estates, and Trusts
537Installment Sales
538Accounting Periods and Methods
541Partnerships
542Corporations
544Sales and Other Dispositions of Assets
551Basis of Assets
556Examination of Returns, Appeal Rights, and Claims for Refund
560Retirement Plans for Small Business (SEP, SIMPLE, and Qualified Plans)
561Determining the Value of Donated Property
583Starting a Business and Keeping Records
587Business Use of Your Home (Including Use by Daycare Providers)
594What You Should Know About The IRS Collection Process
595Capital Construction Fund for Commercial Fishermen
597Information on the United States-Canada Income Tax Treaty
598Tax on Unrelated Business Income of Exempt Organizations
686Certification for Reduced Tax Rates in Tax Treaty Countries
901U.S. Tax Treaties
908Bankruptcy Tax Guide
925Passive Activity and At-Risk Rules
946How To Depreciate Property
947Practice Before the IRS and Power of Attorney
1544Reporting Cash Payments of Over $10,000 (Received in a Trade or Business)
1546Taxpayer Advocate Service - Your Voice at the IRS
Spanish Language Publications
1SPDerechos del Contribuyente
179(Circular PR), Guía Contributiva Federal Para Patronos Puertorriqueños
579SPCómo Preparar la Declaración de Impuesto Federal
594SPQué es lo Debemos Saber Sobre El Proceso de Cobro del IRS
850English-Spanish Glossary of Words and Phrases Used in Publications Issued by the Internal Revenue Service
1544SPInforme de Pagos en Efectivo en Exceso de $10,000 (Recibidos en una Ocupación o Negocio)


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Commonly Used Tax Forms See How To Get Tax Help for a variety of ways to get forms, including by computer, phone, and mail.

Form Number and Form Title
W-2Wage and Tax Statement
W-4Employee's Withholding Allowance Certificate
940Employer's Annual Federal Unemployment (FUTA) Tax Return
941Employer's QUARTERLY Federal Tax Return
944Employer's ANNUAL Federal Tax Return
1040U.S. Individual Income Tax Return
 Sch. A & B Itemized Deductions & Interest and Ordinary  Dividends
 Sch. C Profit or Loss From Business
 Sch. C-EZ Net Profit From Business
 Sch. D Capital Gains and Losses
 Sch. E Supplemental Income and Loss
 Sch. F Profit or Loss From Farming
 Sch. H Household Employment Taxes
 Sch. J Income Averaging for Farmers and Fishermen
 Sch. R Credit for the Elderly or the Disabled
 Sch. SE Self-Employment Tax
1040-ESEstimated Tax for Individuals
1040XAmended U.S. Individual Income Tax Return
1065U.S. Return of Partnership Income
 Sch. D Capital Gains and Losses
 Sch. K-1 Partner's Share of Income, Deductions, Credits, etc.
1120U.S. Corporation Income Tax Return
Sch. D Capital Gains and Losses
1120SU.S. Income Tax Return for an S Corporation
 Sch. D Capital Gains and Losses and Built-In Gains
 Sch. K-1 Shareholder's Share of Income, Deductions, Credits,  etc.
2106Employee Business Expenses
2106-EZUnreimbursed Employee Business Expenses
2210Underpayment of Estimated Tax by Individuals, Estates, and Trusts
2441Child and Dependent Care Expenses
2848Power of Attorney and Declaration of Representative
3800General Business Credit
3903Moving Expenses
4562Depreciation and Amortization
4797Sales of Business Property
4868Application for Automatic Extension of Time To File U.S. Individual Income Tax Return
5329Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts
6252Installment Sale Income
7004Application for Automatic Extension of Time To File Certain Business Income Tax, Information, and Other Returns
8283Noncash Charitable Contributions
8300Report of Cash Payments Over $10,000 Received in a Trade or Business
8582Passive Activity Loss Limitations
8606Nondeductible IRAs
8822Change of Address
8829Expenses for Business Use of Your Home
8949Sales and Other Dispositions of Capital Assets