In this month's episode, I discuss completion of the dreaded IRS Form 433-A. Additional Resources: How to Complete IRS Information Statement Helpful IRS Video on 433-A Referenced Form Form 433-A Collection Information Statement (OIC)
How Do I Set Up an IRS Installment Agreement?
In this month's episode, I discuss the mechanics of setting up an IRS Installment Agreements. Additional Resources: Online IRS Payment Plan Agreement IRS Form 9465 Instructions IRS Form 13844 Reduced Fee App Additional Information Referenced…
Federal Income Tax Filing for Newbies
You know what it means to take the responsibility of filing your own taxes? More than deciding to bravely step into the fog-veiled quagmire of the U.S. tax code, you have crossed into the realm…
Living Abroad? How You Can Reduce Your Tax Liability
Many Americans choose to live in a foreign country, either because of a great job offer, because they are following the digital nomad lifestyle, or because they need to be close to a foreign spouse's…
Filing Taxes When You Work or Reside in Multiple States
If you travel frequently for work, or work in a state different from where you live, you are likely to have a lot of questions come tax time. In which state should I pay taxes?…
What’s a Partial Pay Installment Agreement?
In this month's episode, I discuss IRS Partial-Pay Installment Agreements (PPIA). Additional Resources: Online IRS Payment Plan Agreement IRS Form 9465 Instructions IRS Form 433-A Collection Info. Statement Additional Information Referenced Form Form 9465 Installment…
What’s an IRS Installment Agreement?
In this month's episode, I discuss IRS Installment Agreements. Additional Resources: Online IRS Payment Plan Agreement IRS Form 9465 Instructions Additional Information Referenced Form Form 9465 Installment Agreement Request
How Do I Get an IRS Transcript?
In this month's episode, I discuss IRS tax transcripts and how to order them. Additional Resources: IRS Get Transcript Transaction Codes Pocket Guide IRM 21.2.3 Transcripts New Transcript Format FAQs Change of Address (Individual) Change…
What is the Statute of Limitations on IRS Refunds, Audits and Collections?
This month I discuss the law governing IRS refunds, audit and collection timeframes. Additional Resources: Don't Lose Your Refund by Not Filing IRS Statute of Limitations - Processes and Proc. IRM - Collection Statute Expiration…
What is an IRS Tax Audit?
In this month's episode, I discuss the ins and outs of IRS tax audits. Additional Resources: IRS Audits (Overview) Dealing with An IRS Audit (Blog Post) Pub 549 - IRS Collection Process Applicable Law: Collection…