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ASY continues to monitor information from health officials about the COVID-19, and are working to maintain a safe work environment to protect the health and well-being of our staff and Clients. We have increased the frequency of deep cleanings in our office and wipe every surface used multiple times daily. If you are concerned about coming to our office to get your taxes prepared you may drop off your tax information at our front desk or upload your info to Smart Vault, our secure online portal. If you need assistance or forgot your login feel free to send us a txt or call us at 717-759-4227 and we will be glad to help you. Together we shall get thru this.

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Big News As IRS Opens Taxpayer Phone Lines & More

The Internal Revenue Service (IRS) continues to resume operations.

According to the IRS Commissioner, as of mid-month, thousands of employees had returned to facilities in seven states (Kentucky, Texas, Utah, Georgia, Minnesota, Tennessee, and Missouri) with employees in four more states and Puerto Rico returning on June 29. The IRS will reopen facilities in remaining states on July 13. And, as you can imagine, the IRS is putting an emphasis on telework and plans to continue to encourage it, where possible, for the foreseeable future to ensure social distancing.

Here’s a closer look at some of what’s open or opening soon:

Telephone Lines. Automated phone lines are available to handle calls. But the big news is this: all IRS toll-free phone lines supported by customer service representatives for taxpayers and tax professionals are also now available. You should expect to wait, however, due to limited staffing.

If you’re looking for an update for your regular tax refund, you can call the automated number at 800.829.1954. And before you dial: this line has no information about the status of your stimulus checks (Economic Impact Payments). For those, call 800.919.9835.

Balance Due Notices. The IRS was unable to mail some previously printed balance due notices as a result of office closures. These notices will be delivered to taxpayers in the next few weeks. Some of the notices will have due dates that have already passed. However, each notice will include an insert confirming that the due dates printed on the notices have been extended. I can confirm that the inserts are going out (several of my clients have received them).

Practitioner Priority Service (PPS). The PPS line is open but has limited staffing so practitioners may have to wait. I can confirm that they are answering phones (the best time to call seems to be in the morning).

Centralized Authorization File (CAF). The IRS is working to return to regular Centralized Authorization File (CAF) processing operations. The CAF units at Memphis and Ogden are operational at this time. The IRS asks that you not send the same request for access to a taxpayer’s account more than once.

Web services. IRS.gov remains open. That includes:

  • Practitioners with e-Services accounts and client authorization can access the Transcript Delivery System (TDS) to obtain taxpayer transcripts.
  • Taxpayers can also access “Where’s My Refund?” and “Get Transcript Online.”
  • Taxpayers can check their Economic Impact Payment status at Get My Payment, their refund status at Where’s My Refund, or obtain a tax transcript at Get Transcript Online.
  • Taxpayers also can make tax payments through Direct Pay.
  • Taxpayers who previously have been issued an Identity Protection PIN but lost it must use the Get an IP PIN tool to retrieve their numbers.

Taxpayer Protection Program: If you received correspondence (Letters 5071C, 5447C, or 5747C) from the IRS asking if you filed a suspicious tax return, you can use the online Identity Verification Service to validate your identity. If you received a Letter 4883C, follow its instructions. While online services are available, phone assistance is limited.

Office of Chief Counsel. The Office of Chief Counsel continues to work to resolve litigation cases, including those recently canceled by the U.S. Tax Court. Although Counsel is not meeting with taxpayers or their representatives in face-to-face meetings or taking depositions, attorneys are available to discuss their cases by telephone. The Office of Chief Counsel has also been working cases at the Settlement Days program: they’re turning virtual.

Independent Office of Appeals. Appeals employees are continuing to work their cases. The Appeals Office is not currently holding in-person conferences with taxpayers, but meetings may be held over the telephone or by videoconference. I can confirm that this is happening: I had an appeals conference by phone.

Taxpayer Advocate Service (TAS) Local Numbers. TAS is open, in theory, to receive phone calls at the local phone numbers (visit taxpayeradvocate.irs.gov to find yours). I have personally not had any success reaching anyone, but I have been able to leave voice mail messages.

Tax-exempt Sector Determinations, Rulings, and Closing Agreements. The IRS continues to process applications for recognition of tax exemption for exempt organizations and continues to work rulings and determinations for employees plans and closing agreements for municipal issuers. This does not include paper applications for tax exemption and paper filed information returns submitted after March 26, 2020.

Paper Tax Returns: The IRS is experiencing delays in processing paper tax returns due to limited staffing, but they are beginning to process paper returns. You can read more here.

Electronic Lien Processing. The IRS is processing all electronically submitted lien certificate applications normally and assigning them within 10 days. The IRS requests that taxpayers use the E-Fax line for certificates such as discharge of property from the federal tax lien; withdrawal of the notice of federal tax lien; and subordination of the federal tax lien.

Tax Court. Okay, it’s not technically IRS, but it’s related. The Tax Court building remains closed to visitors. Mail delivery will resume on July 10, 2020. Also, beginning July 10, 2020, documents may be deposited in a drop box at the building’s entrance. Mail sent by standard delivery of the United States Postal Service has been held during the Tax Court building’s closure. Additionally, if the statutory deadline for filing a petition or notice of appeal falls on or after April 1, 2020, and before July 15, 2020, the filing deadline is now extended to July 15, 2020.

Taxpayer Assistance Centers. This week, the IRS began opening its Taxpayer Assistance Centers (TACs) to the public in phases. Taxpayers who need in-person assistance at a TAC will need to call 844.545.5640 to make an appointment. Appointments will be available if people need assistance for authentication of identity and document validation related to tax return filing or application for an Individual Taxpayer Identification Number; Sailing Clearances required for foreign travel by resident and non-resident aliens leaving the United States; assistance with Economic Impact Payment Issues; and cash payments.

And here’s a look at what’s not open:

Services by mail. The “Get Transcript by Mail” is not operational since the offices that print and mail the transcripts are closed.

Most other mail processes. The IRS is receiving and storing mail, but as noted, there is a significant backlog, so expect delays.

U.S. Residency Certification: The Philadelphia Accounts Management Campus is closed, so the U.S. Residency Certification Program’s processing is temporarily suspended.

Taxpayer Advocate Service (TAS) Toll-Free Number and Walk-in Services. All in-person TAS offices are closed. You can call TAS at 877.777.4778 or visit taxpayeradvocate.irs.gov to locate your local office phone number.

Ordering Forms: Most forms and publications are available for download electronically at IRS.gov/forms. The IRS’s National Distribution Center is closed, but orders may be placed online at Order Forms & Publications after July 19. Taxpayers without access to the internet can call 800.829.3676 to request forms by mail.

Paper Lien Processing. The IRS is not currently processing lien certificate applications mailed to the Advisory Consolidated Receipts (ACR) site in Florence, Kentucky. The IRS is working to restore service.

Check back for updates and more information.

Here are reasons people should file a 2019 tax return; Economic Impact Payment, tax credits available for some

While many people are required to file a tax return, it’s a good idea for everyone to determine if they should file. Some people with low income are not required to file but will need to do so to get a tax refund.

The Interactive Tax Assistant – Do I Need to File a Tax Return? – will help determine if an individual is required to file a federal tax return or should file to receive a refund.

Here are five things to consider when determining whether to file a 2019 tax return, including possibly being eligible for an Economic Impact Payment.

Tax withheld or paid – Did the taxpayer’s employer withhold federal income tax from their pay in 2019? Did the taxpayer make estimated tax payments? Did they get a refund last year, and have it applied to 2019 tax? If a taxpayer answers yes to any of these questions, they may be owed a refund. To receive the refund, they must file a 2019 tax return.

Earned income tax credit – This is a tax credit for low- to moderate-income wage earners. It is a refundable tax credit, and the amount depends on the taxpayer’s income and number of children. The credit doesn’t just reduce the amount of tax owed but could also result in a refund. However, once again, to claim the EITC, a taxpayer must file a return. Taxpayers can use the EITC Assistant to determine if they qualify for this credit.

Child tax credit – Taxpayers can claim this credit if they have a qualifying child under the age of 17 and meet other qualifications. The maximum amount per qualifying child is $2,000. Up to $1,400 of that amount can be refundable for each qualifying child. So, like the EITC, the Child Tax Credit can give a taxpayer a refund even if they owe no tax.
The IRS Interactive Tax Assistant – Is My Child a Qualifying Child for the Child Tax Credit? – helps taxpayers determine if a child is a qualifying child.

Taxpayers with dependents who don’t qualify for the child tax credit may be able to claim the credit for other dependents. The maximum credit amount is $500 for each dependent who meets certain conditions. Find out more by reading Publication 972, Child Tax Credit and Credit for Other Dependents.

American opportunity or lifetime earning credits – Two credits can help taxpayers paying higher education costs for themselves, a spouse or dependent. Even if the taxpayer doesn’t owe any taxes, they may still qualify. They can complete Form 8863, Education Credits and file it with the tax return. The Interactive Tax Assistant – Am I Eligible to Claim an Education Credit? – can help taxpayers figure out if are eligible for an education credit.

If taxpayers do not qualify for the either of these credits may benefit from the Tuition and Fees Deduction. For details about this deduction, see Publication 970, Tax Benefits for Education.

Economic Impact Payment – Individuals who aren’t required to file a tax return may still be eligible for an Economic Impact Payment of $1,200 or $2,400 if they filed married filing jointly. People who meet the EIP eligibility requirements, have a filing requirement or can claim a refund should file a 2019 tax return. If they have not filed a 2019 and 2018 tax return, the IRS will use their information from the 2019 tax return to calculate their Economic Impact Payment. Those who don’t have to file should use the Non-Filers: Enter Payment Info Here tool by Oct. 15 to provide simple information so to get their payment.

The tax filing deadline has been postponed to Wednesday, July 15, 2020. The IRS is processing tax returns, issuing refunds and accepting payments. Taxpayers who mailed a tax return will experience a longer wait. There is no need to mail a second tax return or call the IRS.

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Extension to File and Pay

Here is a video tax tip from the IRS:

Extension to File and Pay English | Spanish

Subscribe today: The IRS YouTube channels provide short, informative videos on various tax related topics in English, Spanish and ASL.

• www.youtube.com/irsvideos
• www.youtube.com/irsvideosmultilingua
• www.youtube.com/irsvideosASL

Keep Economic Impact Payment notice with other tax records

People who receive an Economic Impact Payment this year should keep Notice 1444, Your Economic Impact Payment, with their tax records. This notice provides information about the amount of their payment, how the payment was made and how to report any payment that wasn’t received.

For security reasons, the IRS mails this notice to each recipient’s last known address within 15 days after the payment goes out. It’s especially important for people to keep this notice if they think their payment amount is wrong. When they file their 2020 tax return, they can refer to Notice 1444 and claim additional credits, if they are eligible for them.

Taxpayers should keep this notice filed with all their other important tax records. These include, W-2s from employers,1099s from banks and other payers, other income documents and virtual currency transaction records.

All taxpayers should keep a copy of their past tax returns and supporting documents for at least three years. Key information from their prior year return may be required to file next year. Life changes like employment or marital status and financial gains or losses can affect a tax refund or the amount of taxes a person may owe.

The tax filing deadline has been postponed to Wednesday, July 15, 2020. The IRS is processing tax returns, issuing refunds and accepting payments. Taxpayers who mailed a tax return will experience a longer wait. There is no need to mail a second tax return or call the IRS.

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Local IRS Offices

York
2670 Industrial Hwy, York, PA 17402
Monday-Friday 8:30am - 4:30pm
(Closed for lunch 12:30pm - 1:30pm)
(717) 757-4977

Harrisburg
228 Walnut St, Harrisburg, PA 17101
Monday-Friday 8:30am - 4:30pm
(Closed for lunch 12:30pm - 1:00pm) (717) 777-9650

Lancaster
1720 Hempstead Rd, Lancaster, PA 17601
Monday-Friday 8:30am - 4:30pm
(Closed for lunch 12:30pm - 1:00pm)
(717) 291-1994










NATP

National Association of Tax Professionals