Suzanne Alverio Income Tax Specialist

01/26/2023

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01/24/2022

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01/24/2022

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04/21/2021

People experiencing homelessness can get Economic Impact Payments and other tax benefits

Economic Impact Payments, also known as stimulus payments, are different from most other tax benefits. People can get the payments even if they have little or no income and even if they don’t usually file a tax return. This is true if they have a Social Security number and are not being supported by someone else who can claim them.

For the current round of payments, people experiencing homelessness usually qualify to receive $1,400 for themselves. If they are married or have dependents, they can get an additional $1,400 for each of their qualifying family members.

The IRS needs information from people who don’t usually file a tax return – even if they did not have any income last year or their income does not require them to file. The only way for the agency to get that information is for people to file a basic 2020 tax return so the IRS knows how and where to send the payment. The IRS will still issue the payment to eligible recipients even if they don’t have a job or haven’t filed a tax return in prior years. People experiencing homelessness can still get the first two Economic Impact Payments when they file a 2020 return by claiming the recovery rebate credit if they’re eligible. There’s a special section on IRS.gov for people claiming the 2020 recovery rebate credit if they aren’t required to file a tax return.

Free filing options. Filing a 2020 federal income tax return can be done electronically at IRS.gov using a smartphone. When the IRS receives the return, it will automatically calculate and issue the Economic Impact Payments.

The fastest and easiest way to claim the 2020 recovery rebate credit or other credits such as the Earned income tax credit and to get the Economic Impact Payment is to file a return electronically using IRS Free File.

Free tax help. People experiencing homelessness may qualify for free help from volunteers or virtually through the Volunteer Income Tax Assistance or Tax Counseling for the Elderly programs. People who earned less than $57,000 in 2020 or who are ages 60 and up qualify for this service. Some of these sites are not operating at full capacity. To find the nearest open location, people can visit the Free Tax Return Preparation site on IRS.gov, or call 800-906-9887.

Permanent address not required. People can claim an Economic Impact Payment or other credits even if they don’t have a permanent address. Someone experiencing homelessness may list the address of a friend, relative or trusted service provider, such as a shelter, drop-in day center or transitional housing program, on the return they file with the IRS. If they are unable to choose direct deposit, a check for the tax refund and the third Economic Impact Payment can then be mailed to this address.

A homeless shelter counts as a home. A worker experiencing homelessness can get the earned income tax credit even if they live in one or more homeless shelters. To get the credit, federal law requires that a worker live in the U.S. for more than half of the year and meet other requirements. This means living in a home in any of the 50 states or the District of Columbia. Any place a person regularly lives counts as a home. It doesn’t have to be a traditional home; living in one or more homeless shelters meets this requirement.

No bank account? You have options. Many financial institutions will help a person lacking an account to open a low-cost or no-cost bank account so the person has an account and routing number to get a direct deposit of the Economic Impact Payment and any refund they might be eligible for.

People can visit the Federal Deposit Insurance Corporation website for details on opening an account online. People can also use the FDIC’s BankFind tool to locate a nearby FDIC-insured bank. In addition, BankOn, American Bankers Association, Independent Community Bankers of America and National Credit Union Administration have lists of banks or credit unions that can open an account online. Veterans should check the Veterans Benefits Banking Program for financial services at participating banks. Reloadable prepaid debit cards or mobile payment apps with routing and account numbers may also be an option.

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Get My Payment Get Your Refund Status Get Coronavirus Tax Relief File Your Taxes for Free File an Extension View Your Account Make a Payment Get Answers to Your Tax Questions Forms and Instructions 1040 and Schedules 1-3 Individual Tax Return Other 1040 Schedules Information About the Other Schedule...

04/19/2021

Do’s and don’ts for taxpayers who get a letter or notice from the IRS

The IRS mails letters or notices to taxpayers for a variety of reasons including if:

They have a balance due.
They are due a larger or smaller refund.
The agency has a question about their tax return.
They need to verify identity.
The agency needs additional information.
The agency changed their tax return.

Here are some do's and don'ts for taxpayers who receive one:

Don't ignore it. Most IRS letters and notices are about federal tax returns or tax accounts. The notice or letter will explain the reason for the contact and gives instructions on what to do.
Don't panic. The IRS and its authorized private collection agencies generally contact taxpayers by mail. Most of the time, all the taxpayer needs to do is read the letter carefully and take the appropriate action.
Do read the notice. If the IRS changed the tax return, the taxpayer should compare the information provided in the notice or letter with the information in their original return. In general, there is no need to contact the IRS if the taxpayer agrees with the notice.
Do respond timely. If the notice or letter requires a response by a specific date, taxpayers should reply in a timely manner to:
minimize additional interest and penalty charges.
preserve their appeal rights if they don’t agree.
Do pay amount due. Taxpayers should pay as much as they can, even if they can’t pay the full amount. People can pay online or apply for an Online Payment Agreement or Offer in Compromise. The agency offers several payment options.
Do keep a copy of the notice or letter. It’s important to keep a copy of all notices or letters with other tax records. Taxpayers may need these documents later.
Do remember there is usually no need to call the IRS. If a taxpayer must contact the IRS by phone, they should use the number in the upper right-hand corner of the notice. The taxpayer should have a copy of their tax return and letter when calling. Typically, taxpayers only need to contact the agency if they don’t agree with the information, if the IRS request additional information, or if the taxpayer has a balance due. Taxpayers can also write to the agency at the address on the notice or letter. If taxpayers write, they should allow at least 30 days for a response.
Do avoid scams. The IRS will never contact a taxpayer using social media or text message. The first contact from the IRS usually comes in the mail. Taxpayers who are unsure if they owe money to the IRS can view their tax account information on

Get My Payment Get Your Refund Status Get Coronavirus Tax Relief File Your Taxes for Free Get Your Tax Record View Your Account Make a Payment Get Answers to Your Tax Questions Forms and Instructions 1040 and Schedules 1-3 Individual Tax Return Other 1040 Schedules Information About the Other Schedu...

04/17/2021

More free stimulus money from California state is coming our way!

Some 5.7 million low-income Californians may be eligible for a Golden State Stimulus. For those who qualify, here's when it hits the bank.

04/06/2021

04/03/2021

March 31, 2021

WASHINGTON — To help taxpayers, the Internal Revenue Service announced today that it will take steps to automatically refund money this spring and summer to people who filed their tax return reporting unemployment compensation before the recent changes made by the American Rescue Plan.

The legislation, signed on March 11, allows taxpayers who earned less than $150,000 in modified adjusted gross income to exclude unemployment compensation up to $20,400 if married filing jointly and $10,200 for all other eligible taxpayers. The legislation excludes only 2020 unemployment benefits from taxes.

Because the change occurred after some people filed their taxes, the IRS will take steps in the spring and summer to make the appropriate change to their return, which may result in a refund. The first refunds are expected to be made in May and will continue into the summer.

For those taxpayers who already have filed and figured their tax based on the full amount of unemployment compensation, the IRS will determine the correct taxable amount of unemployment compensation and tax. Any resulting overpayment of tax will be either refunded or applied to other outstanding taxes owed.

For those who have already filed, the IRS will do these recalculations in two phases, starting with those taxpayers eligible for the up to $10,200 exclusion. The IRS will then adjust returns for those married filing jointly taxpayers who are eligible for the up to $20,400 exclusion and others with more complex returns.

There is no need for taxpayers to file an amended return unless the calculations make the taxpayer newly eligible for additional federal credits and deductions not already included on the original tax return.

For example, the IRS can adjust returns for those taxpayers who claimed the Earned Income Tax Credit (EITC) and, because the exclusion changed the income level, may now be eligible for an increase in the EITC amount which may result in a larger refund. However, taxpayers would have to file an amended return if they did not originally claim the EITC or other credits but now are eligible because the exclusion changed their income.

These taxpayers may want to review their state tax returns as well.

According to the U.S. Department of Labor, Office of Employment and Training (ETA), over 23 million U.S. workers nationwide filed for unemployment last year. For the first time, some self-employed workers qualified for unemployed benefits as well. The IRS is working to determine how many workers affected by the tax change already have filed their tax returns.

The new IRS guidance also includes details for those eligible taxpayers who have not yet filed.

The IRS has worked with the tax return preparation software industry to reflect these updates so people who choose to file electronically simply need to respond to the related questions when electronically preparing their tax returns. See New Exclusion of up to $10,200 of Unemployment Compensation for information and examples. For others, instructions and an updated worksheet about the exclusion were available in March and posted to IRS.gov/form1040. These instructions can assist taxpayers who have not yet filed to prepare returns correctly.

Information about Form 1040, U.S. Individual Income Tax Return, including recent updates, related forms and instructions on how to file. Form 1040 is used by citizens or residents of the United States to file an annual income tax return.

04/02/2021

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Read about the newest scam!!!

Issue Number: Tax Tip

University students and staff should be aware of IRS impersonation email scam

People should be aware of an ongoing IRS-impersonation scam that appears to target educational institutions, including students and staff who have .edu email addresses. The suspect emails display the IRS logo and use various subject lines, such as Tax Refund Payment or Recalculation of your tax refund payment. It asks people to click a link and submit a form to claim their refund.
The scam website requests taxpayers provide their:

Social Security number
First name
Last name
Date of birth
Prior year annual gross income
Driver's license number
Current address
City
State/U.S. territory
ZIP code/postal code
Electronic filing PIN
Taxpayers who believe they have a pending refund can easily check on its status using the Where's My Refund tool on IRS.gov.

Here are a few things people can do if they believe they are a target of the scam:

Report the scam: People who receive this scam email should not click on the link in the email and report it to the IRS. For security reasons, they should save the email using save as and then send that attachment to [email protected] or forward the email as an attachment to [email protected].
Get an Identity Protection PIN: Taxpayers who believe they may have provided identity thieves with their personal information should consider immediately obtaining an Identity Protection PIN. This is a voluntary opt-in program. An IP PIN is a six-digit number that helps prevent identity thieves from filing fraudulent tax returns in the victim's name.
Report identity theft: Taxpayers who attempt to e-file their tax return and find it rejected because a return with their SSN has been filed should file a Form 14039, Identity Theft Affidavit to report themselves as a possible identity theft victim. See Identity Theft Central to learn about the signs of identity theft and actions to take.
More information:
Report Phishing and Online Scams
Video: Avoid Phishing Scams



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03/01/2021

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