Smart Tax Biz

Category: Planning

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  • Get an PIN or Retrieve Your Identity Protection PIN (IP PIN)

    Get an PIN or Retrieve Your Identity Protection PIN (IP PIN)

    If the IRS assigned you an Identity Protection PIN (IP PIN) it’s due to identity theft precautions.  If you lost it or you didn’t receive our CP01A Notice with your new IP PIN, you’ll need to retrieve it or have it reissued to ‘e-file’ your return.

    The IRS assigned you an IP PIN if you:

    • Received a CP01A Notice
    • Opted-in to receive an IP PIN
    • Tried to e-file your tax return and it was ‘rejected because you didn’t include an IP PIN’

    How to retrieve your IP PIN online

    You may use our Get an IP PIN online tool to retrieve your current IP PIN. We require you to register and verify your identity in order to use the tool. This process is essential to protect your personal and tax information. Please refer to “Step 2: What You Need”, before using the online tool. Follow the prompts to retrieve your IP PIN.

    If you previously created an online account and obtained an IP PIN, access Get an IP PIN and log in to your account with your username and password. You may be required to verify your identity again due to our increased account security. Follow the prompts to retrieve your IP PIN.

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    How to get your IP PIN reissued

    If you’re unable to retrieve your IP PIN online, you may call us at 800-908-4490 for specialized assistance, Monday – Friday, 7 a.m. – 7 p.m. your local time (Alaska & Hawaii follow Pacific Time), to have your IP PIN reissued. An assistor will verify your identity and mail your IP PIN to your address of record within 21 days.

    Exceptions:

    • If you’ve moved since January 1 of this year, or
    • It’s after October 14 and you haven’t filed your current or prior year Forms 1040 or 1040 PR/SS, 

    you’ll need to complete and mail a paper tax return without your IP PIN. We’ll review your return to confirm it’s yours but this may delay any refund you’re due. 

    If you file your return without your IRS assigned IP PIN:

    • We’ll reject your electronic return and you won’t be able to e-file
    • We’ll subject your paper return to additional screenings to validate your identity, delaying any refund you may be due
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  • How do I notify the IRS my address changed?

    How do I notify the IRS my address changed?

    Answer:

    There are several ways to tell us your address has changed:
    Methods to Change Your Address
    Method Action
    IRS form Use Form 8822, Change of Address or Form 8822-B, Change of Address or Responsible Party – Business
    Tax return Use your new address when you file
    Written statement Send us a signed written statement with your:
    • full name
    • old address
    • new address
    • social security number, ITIN, or EIN
    Mail your signed statement to the address where you filed your last return.
    Oral notification Tell us in person or by telephone. We’ll need you to verify your identity and the address we have on file for you. Please have ready:
    • your full name
    • your address
    • your date of birth
    • your social security number, ITIN or EIN
            If you filed a joint return, and are still residing with your spouse, both you and your spouse should sign the form or statement. If you filed a joint return and you now have separate addresses, each of you should notify us of your new, separate address. Authorized representatives filing a form or written statement to change an address for a taxpayer must attach a copy of their power of attorney or Form 2848, Power of Attorney and Declaration of Representative. Unauthorized third parties can’t change a taxpayer’s address. Changes of address through the U.S. Postal Service (USPS) may update your address of record on file with us based on what they retain in their National Change of Address (NCOA) database. However, even when you notify the USPS, not all post offices forward government checks, so you should still notify us. For changes of address relating to an employment tax return, we issue confirmation notices (Notices 148A and 148B) for the change to both the new and former address. It can take four to six weeks for a change of address request to fully process.
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  • When to File

    When to File

    Calendar Year Filers (Most Common)

    File on: April 15th*

    Fiscal Year Filers

    File on: The 4th month after your fiscal year ends, day 15.*

    *If your due date falls on a Saturday, Sunday, or legal holiday, the due date is delayed until the next business day. Your return is considered filed on time if the envelope is properly addressed, postmarked, and deposited in the mail by the due date.

    Need More Time?


    If you can’t file by the due date of your return, you should request an extension of time to file. To receive an automatic 6-month extension of time to file your return, you must file Form 4868, Application for Automatic Extension of Time To File U.S. Individual Income Tax Return (PDF) by the due date of your return. An extension of time to file is not an extension of time to pay. You may be subject to a late payment penalty on any tax not paid by the original due date of your return.

     

    Business and Corporations

    Form 7004, Application for Automatic Extension of Time To File Certain Business Income Tax, Information, and Other Returns

    Form 1138, Extension of Time for Payment of Taxes by a Corporation Expecting a Net Operating Loss Carryback