What to Expect from IRS Help in 2014


Today TaxMama® hears from KDevo  in the TaxQuips Forum, with this complaint. “I recently called the IRS to get clarification on filing a 2012 1040-X (amended return), with a balance due. TurboTax® did not generate a voucher and I couldn’t find a 2012 voucher on the IRS website. The IRS recording (800-829-1040) stated they would no longer give phone advice and that I may want to search hundreds of pages of computer generated answers to questions. Where do I go for help when I need it? And DO I need a 2012 1040-V?”

        

Hi KDevo,

Gee, that’s an easy one.

You’ve come to the right place!

The IRS has a prior year forms database. When you know what you’re looking for, the form is easy to find.

Ta Daaa! 2012 – 1040-V

On the memo line of your check, make sure you write the following:

  • 2012
  • 1040X
  • [your social security number AND, if married, your spouse’s SSN, too].  

If you don’t do all that, when the check gets separated from the 1040-V (and it will),  they’ll apply it to 2013 or 2014 – or wherever they like.

And remember, you can find answers to all kinds of questions about obscure forms and other tax and business issues, free. Where? Where else? At www.TaxMama.com.

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2 thoughts on “What to Expect from IRS Help in 2014

  1. Dianne L says:

    Iam simply an ‘end user” of tax software. When I complete my returns (federal and state) I not only make a backup copy that will work with the software, I also save the return as PDF. I I need a form from the return, I can simply open it and print the form. When I have used a tax preparer, I still insisted that a PDF copy be made for my files.

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