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.
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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.
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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!
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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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