Category Archives: Federal refund

Refund Too High? Owe Taxes? Adjust Your W-4!

Do you earn wages? Are those wages your main source of income? Did you received a very large refund — or worse, did you owed money? Maybe your employer is not withholding the correct amount of tax. Don’t get me wrong, it probably isn’t your employer’s fault. Sure, you like a big refund, but you have to remember you are only getting your own money back that was over-withheld in the first place. Why not Continue reading

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Address Change? Let the IRS Know!

address change, change of addressHave you changed your address lately? You may want to keep these things in mind to make sure you receive your refunds or information from the IRS. This is true for your home or business address.

Here are 11 ways to change your address on file with the IRS.

  1. Write the new address in the correct boxes on your tax return.
  2. Inform your employer of your new address, this will ensure that you get your W-2 forms on time.
  3. Send the IRS your new address in writing when you file your return. Include your full name, old and new addresses, Social Security Number or Employer Identification Number and your signature. If you filed a joint return, make sure you include the both taxpayers information. If since filing, you and your spouse or partner have moved to separate address, both of you should notify the IRS of your new information.
  4. Use a Change of Address Form, Form 8822, to submit a name or address change. You can do this any time.
  5. Should an IRS employee contact you about your account for another reason, they will do so in writing and will provide phone number to call. You may be able to verbally provide a change of address by phone while handling that other business.
  6. Notify the post office of your address change. This will help you if you changed your address after you filed your return. Your mail can be forwarded. This is especially true if you file quarterly estimated payments.
  7. You can find the address of the IRS center where you file your tax return or download Form 8822 and Change of Address information. The form is also available by calling 800-TAX-FORM (800-829-3676).
  8. Complete your change of address online. If for some reason you think your check was returned to the IRS, you can access  Where’s My Refund? on the IRS website. You will be required to provide your social security number, filing status, and the amount of your refund. For more information, read Understanding your CP31 Notice.
  9. The IRS does use the Postal Service’s change of address files to update taxpayer addresses, but it is still wise to notify the IRS directly.
  10. If you use the mailing label that comes with your tax package, make sure the correction of the address is readable.
  11. Taxpayers who make estimated payments throughout the year should mail a completed Form 8822, Change of Address, or write the IRS center where you file your return. You may continue to use your old pre-printed payment vouchers until the IRS sends you new ones with your new address. However, do not correct the address on the old voucher.

Address Change or Other Tax Information

Alex Franch, can give you excellent advise on address changes and other important tax topics. Worthtax will prepare the notices needed for the Internal Revenue Service and your state tax information. You can reach Alex at 781.849.7200. In addition to our guaranteed pricing, we are giving $50 American Express gift cards to any new clients who have their taxes completed and filed by WorthTax. Worthtax provides ultra-convenient service and triple check accuracy. We have locations in Quincy, Weymouth and Dedham.

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Massachusetts Tax Refund (or Federal): Checking the Status is Easy

If you already filed your Massachusetts or federal tax return and are due a refund, you can check the status of your refund online.

Federal/IRS – Where’s My Refund?

Where’s My Refund? is an interactive tool on the IRS web site. Whether you split your refund among several accounts, opted for direct deposit into one account, or asked the IRS to mail you a check, Where’s My Refund? will give you online access to your federal income tax refund information nearly 24 hours a day, 7 days a week.

wheres_my_refund_engIf you e-file your federal return, you can get refund information 24 hours after the IRS acknowledges receipt of your return. Nine out of 10 taxpayers typically receive federal tax refunds in less than 21 days when they use e-file with direct deposit. If you file a paper return, refund information will be available starting four weeks after mailing your return. When checking the status of your refund, have a copy of your federal tax return handy. To access your personalized refund information, you must enter:

  • Your Social Security Number (or Individual Taxpayer Identification Number);
  • Your Filing Status (Single, Married Filing Joint Return, Married Filing Separate Return, Head of Household, or Qualifying Widow(er)); and
  • The exact refund amount shown on your tax return.

Once your personal information has been entered, one of several personalized responses may come up, including the following:

  • Acknowledgement that your return was received and is in processing.
  • The mailing date or direct deposit date of your refund.
  • Notice that the IRS could not deliver your refund due to an incorrect address. You can update your address online using the Where’s My Refund? feature.

Where’s My Refund? provides the most up-to-date information the IRS has. There’s no need to call the IRS unless Where’s My Refund? tells you to do so. The database is updated every 24 hours – usually overnight – so you only need to check once a day.

There’s an App for That

IRS2Go is the IRS’ first smartphone application that lets taxpayers check on the status of their federal income tax refund. Apple users can download the free IRS2Go application by visiting the Apple App Store. Android users can visit the Google Play Store to download the free IRS2Go app.

More Questions or Issues?

Where’s My Refund? also includes links to customized information based on your specific situation. The links guide you through the steps to resolve any issues affecting your refund. For example, if you do not get the refund within 28 days from the original IRS mailing date shown on Where’s My Refund?, you can start a refund trace online.

If you’re still unable to resolve your issue, you can contact the IRS toll-free at 800-829-1040 or contact a local Massachusetts IRS Taxpayer Assistance Center.

Massachusetts/DOR – Webfile for Income

webfileMassachusetts allows you to check your Massachusetts tax refund status on their website, but you need to register with the Massachusetts Department of Revenue in order to do so.

Registering

To create a Login User Name and Password to access your account in WebFile for Income, you will need one of the following:

  • A current year four digit PIN which is only available if a pre-printed tax return was mailed to you. If you did not receive a pre-printed tax return you must select one of the other options. You will not be able to obtain a PIN by contacting the Department of Revenue.
  • Your Massachusetts tax return filed for one of the last four years. You will need your refund or tax due amount from this return.
  • If you do not have either a PIN or have not filed a Massachusetts tax return in the past four years, you should select the “I do not have either” option.

The system will ask you for your name, Social Security Number, email address, and phone number. It will then ask you to create your own User Name, Password, select a secret question and provide the answer to that question.

User Name: Your User Name is the name that you choose to serve as your WebFile for Income identity. Your User Name is not case sensitive.

Password: Your password is the private combination of letters and numbers you chose when signing up for WebFile for Income. Your password is case sensitive and it must be between 8 and 15 characters, have at least 1 upper and 1 lower case letter, and 1 digit. (i.e. Example1)

Secret Question and Answer: You will select a secret question from the drop down menu and provide an answer to the question selected. The answer is case sensitive so please record your secret answer exactly as you have entered it (including correct placement of upper and lower case). The Secret Question and Answer will be known only to you, and can be used in the future to reset your password if you forget it.

There’s an App for That – for Massachusetts Tax Refund, too!Massachusetts Tax Refund

Massachusetts WebFile Mobile is the DOR’s first smartphone application that lets taxpayers check on the status of their Massachusetts tax refund. Apple users can download the free Massachusetts WebFile Mobile application by visiting the Apple App Store. Android users can visit the Google Play Store to download the free Massachusetts WebFile Mobile app.

Having problems?

You can contact the Massachusetts Department of Revenue for help with your state tax refund at 800-392-6089 or browse their help library online at this link.

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